Charles Davis’ Equity Raise Series: How To Find Investors

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Charles Davis, SIVAD’s CFO and a partner in The Meadowmont Group, a private equity firm, continues a series of conversations around equity raises – what to do, how to prepare, how to recruit and how to communicate with potential investors.

In this episode, you’ve made the decision to seek investment capital. Now, how do you find investors?

Charles discusses how you can find local groups of investors looking to support local startups. Reach out to them, and in many cases, they are marketing themselves.

Have a good idea, know your idea, understand the numbers, and tell a clear story about what you do, and how you will do it.

Charles also talks about the importance of seeking family investment, and why.

Finally, Charles discusses the value of crowdfunding and micro-financing.

Charles Davis is currently CFO for Sivad Business Solutions LLC, a regional document management and process automation company that specializes in the government, education, healthcare and small business sectors. Additionally, he is managing partner in The Meadowmont Group, a private equity fund specializing in healthcare and technology investments. Charles has a MBA from the Kenan-Flagler Business School at the University of North Carolina.

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SIVAD’s Equity Raise Series – The Importance of Persistence

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Charles Davis, SIVAD’s CFO and a partner in The Meadowmont Group, a private equity firm, continues a series of conversations around equity raises – what to do, how to prepare, how to recruit and how to communicate with potential investors.

In this presentation, Charles address the utter importance of persistance when dealing with equity raises.

Most are familiar with the Facebook story. But many don’t realize that many venture capital firms turned them down, which is one of the reasons Facebook moved to the west coast.

Any organization seeking to raise equity and capital will encounter negative feedback. The keys to making are:

1. Be persistent.
2. Believe, STRONGLY, in what you are doing.
3. When you get negative feedback, analyze and study, and make adjustments to your pitch if necessary.

Charles Davis is currently CFO for Sivad Business Solutions LLC, a regional document management and process automation company that specializes in the government, education, healthcare and small business sectors. Additionally, he is managing partner in The Meadowmont Group, a private equity fund specializing in healthcare and technology investments. Charles has a MBA from the Kenan-Flagler Business School at the University of North Carolina.

SIVAD’s Equity Raise Series – Investor Appetites?

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Charles Davis, SIVAD’s CFO and a partner in The Meadowmont Group, a private equity firm, continues a series of conversations around equity raises – what to do, how to prepare, how to recruit and how to communicate with potential investors.

In this presentation, Charles sets the table about the large amounts of money being thrown at large deals such as Facebook, but also makes the point that investor appetites are growing for smaller private investments (500K and under).

This type of investment is increasingly attractive when compared to other investments such as stocks and bonds.

Many are reporting an explosion in entrepreneurship in the US, and investors are understanding this, and getting behind it. A lot of smart people are leaving corporate America and starting their own growth companies.

And the trend is strongest towards health care and technology.

Charles Davis is currently CFO for Sivad Business Solutions LLC, a regional document management and process automation company that specializes in the government, education, healthcare and small business sectors. Additionally, he is managing partner in The Meadowmont Group, a private equity fund specializing in healthcare and technology investments. Charles has a MBA from the Kenan-Flagler Business School at the University of North Carolina.

Initial Thoughts When Launching An Equity Raise

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Charles Davis, SIVAD’s CFO and a partner in The Meadowmont Group, a private equity firm, begins a series of conversations around equity raises – what to do, how to prepare, how to recruit and how to communicate with potential investors.

In this initial episode, Charles discussed the initial thoughts one should consider when starting an equity raise. In this audio presentation, Charles suggests that you fully understand how much capital you need to raise, as traditionally, we underestimate our capital needs.

Charles discusses the difference between debt raises and equity raises — angel investers vs. venture capital — and reminds us that many world renowned organizations, such as Facebook, once began as small, one-man business ventures…

Charles Davis is currently CFO for Sivad Business Solutions LLC, a regional document management and process automation company that specializes in the government, education, healthcare and small business sectors. Additionally, he is managing partner in The Meadowmont Group, a private equity fund specializing in healthcare and technology investments. Charles has a MBA from the Kenan-Flagler Business School at the University of North Carolina.