TSP046 | Katherine Hill Ritchie – How To Get Family Offices As Investors
Posted by John Livesay in podcast | 0 comments
Listen To The Episode Here
Episode Summary
Katherine Hill Ritchie has over 20 years of business operational experience and 13 years of investment experience with family offices, private equity, hedge fund due diligence, and more. She talks on how founders can successfully connect with a family office representative, as well as the do’s and don’ts of a great presentation. Katherine also discusses her involvement with 100 Women in Hedge Funds and the various charity causes the group has raised money for.
Key Takeaways
- 03:15 – How did Katherine get into the hedge fund business?
- 08:35 – Raising funding from families is much more flexible.
- 08:45 – It’s all about relationships.
- 11:35 – Be professional when you’re pitching a family.
- 12:00 – Families are less likely to want an exit strategy from you.
- 13:45 – How can you connect with a family office representative?
- 17:30 – Don’t forget to follow up, follow up, and follow up.
- 19:55 – What are the presentation do’s and don’ts?
- 22:40 – Does Katherine focus on one family or work with multiple ones?
- 24:10 – When would a startup founder hire Katherine?
- 25:55 – What does Katherine like to look for in a team?
- 27:35 – Katherine talks about 100 Women in Hedge Funds.
- 29:50 – What’s the best pitch Katherine has ever heard?
- 31:55 – What’s the best pitch Katherine has ever heard?
- 33:10 – Katherine recommends a couple of books.
Tweetables
[Tweet “Family offices will sign NDAs”]
[Tweet “Family offices are flexible with terms.”]
[Tweet “Family investors look for founder dedication.”]
Links Mentioned
JRobinett Enterprises
Katherine Hill Ritchie’s LinkedIn
Think and Grow Rich by Napoleon Hill
Blink by Malcolm Gladwell
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The Art of Storytelling & How to Craft the Perfect Pitch
Posted by John Livesay in blog | 0 comments
[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text]John Livesay is guest on the Excellence Expected Podcast hosted by Mark Asquith.
The Art of Story Telling & How to Craft The Perfect Pitch
We all love a good story, don’t we? Whether you enjoy watching movies or the evening news, listening to podcasts or the latest office gossip, stories are everywhere around us, even in business. The very best brands in the world tell us stories through their marketing, design and branding. Lots of small business owners think that storytelling is something that is only for the big boys, but our guest on this episode of Excellence Expected is going to explain why telling the story of your business is essential if you want to stand out from the crowd…..continue reading on Excellence Expected.
Mark is the founder and host of Excellence Expected as well being on the coal face of small business, having co-founded HACKSAW™ and being involved in a number of other businesses across the United Kingdom including Podcast Websites and Cavalry.[/vc_column_text][vc_empty_space][vc_column_text]Listen Now![/vc_column_text][/vc_column][/vc_row]
TSP045 | Annette Lavoie – How To Pitch Yourself
Posted by John Livesay in podcast | 0 comments
Listen To The Episode Here
Episode Summary
Annette Lavoie started out as a medical device entrepreneur and currently provides mentorship to startup companies. After more than ten years in the medical device industry, she sold her first company and has incredible experience on how startup founders can succeed in the scary world of venture capital. Annette talks to John on how to evaluate startup companies, pre-revenue; and how to maintain your position as a founder after being funded.
Key Takeaways
- 00:02:45 – How did Annette get started?
- 00:03:40 – Why did she become an entrepreneur?
- 00:08:10 – How did Annette convince investors to fund her?
- 00:12:20 – What kind of investment strategies should an entrepreneur have before they meet with VCs?
- 00:15:35 – Do your homework.
- 00:19:45 – The ideal founder has a strong team in the beginning.
- 00:20:15 – When your company gets larger, it’s easier to overcome some of the team dynamics.
- 00:20:55 – Annette talks about pre-revenue valuation.
- 00:24:40 – Know your numbers really well or be upfront with not knowing. Never make them up.
- 00:28:50 – What should entrepreneurs know before they go into a VC meeting?
- 00:29:55 – How can you keep your position as a founder in your company?
- 00:32:10 – Annette recommends three books entrepreneurs should read.
Tweetables
[Tweet “The opportunity is more important than the product.”]
[Tweet “Valuation is an art.”]
[Tweet “Be in the right room.”]
[Tweet “Know your exit strategy.”]
Links Mentioned
Dead on Arrival by Roger Royse
Pitch Anything by Oren Klaff
How to Be a Power Connector by Judy Robinett
Annette Lavoie Website
Annette Lavoie Twitter
Want the Transcription?
Crack The Funding Code!
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Did you enjoy the show? I’d love it if you subscribed today and left us a 5-star review!
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- Click this link
- Click on the ‘Subscribe’ button below the artwork
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