Francesca Kenney CPA and Brian Keltner – Episode 1

In this conversation, Matt Wilhelmi is joined by Francesca Kenny CPA and Brian Keltner to discuss the process of creating pitch decks for finding investors.

They explain that a pitch deck is a communication piece that tells the story of a business and its finances to potential investors.

They also discuss the importance of coaching and preparation for pitching, as well as the need to articulate a compelling origin story. The conversation then delves into a specific case study of a family-owned event center and the challenges they faced in expanding their business. The importance of financial considerations, cash flow, and setting benchmarks is highlighted.

The conversation concludes with a preview of the next episode, which will explore cautionary tales in the pitching process.

Key Takeaways: – A pitch deck is a communication piece that tells the story of a business and its finances to potential investors. – Coaching and preparation are essential for a successful pitch. – Articulating a compelling origin story can help create a connection with investors. – Financial considerations, cash flow, and setting benchmarks are crucial in the pitching process.

Francesca Kenney CPA and Brian Keltner – Episode 2

In this conversation, Matt Wilhelmi is joined by Francesca Kenney and Brian Keltner to discuss pitch decks and the process of seeking investment funds.

They explore the importance of branding, storytelling, and the role of experts in guiding the business. They also highlight cautionary tales, the need for a C-suite, and the significance of proper financial setup. The conversation delves into worst-case scenarios, understanding the investor’s perspective, and the concept of proof of concept. The conversation concludes with a discussion on the outcome of a case study.

Takeaways – Pitch decks are essential marketing and communication tools for seeking investment funds.

• Branding and storytelling play a crucial role in capturing investors’ attention and conveying the uniqueness of the business.
• Having a strong advisory team, including a C-suite, is important for guiding the business and gaining investor confidence.
• Proper financial setup, including bookkeeping and financial expertise, is crucial for successful fundraising.
• Understanding the investor’s perspective and addressing their concerns, such as repayment and exit strategies, is vital.
• Proof of concept and financial understanding are key factors in attracting investors.
• Learning from past funding experiences and being prepared for worst-case scenarios is important for long-term success.

Francesca Kenney CPA and Brian Keltner – Episode 3

The conversation focuses on pitch decks and the process of securing funding for a family-run event space business. The hosts discuss the importance of understanding the business model and costs, as well as the role of the C-suite in the pitching process. They also explore different meeting formats, the vetting process for both the business and the investor, and the challenges of navigating surprises and red flags. The conversation concludes with a discussion on the services provided by GreenOrchid.co and the interest of investors in women-owned businesses.

Takeaways:

• Understanding the business model and costs is crucial before creating a pitch deck.
• Pitching to investors can involve various meeting formats, including in-person, virtual, and unexpected encounters.
• Vetting both the business and the investor is essential in the matchmaking process.
• Navigating surprises and red flags requires careful consideration of the terms and agreements.