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Category: Business Education Resource

How to Write a Business Plan That Attracts Funding

Date: October 30, 2019 Description:  If you’re going to request funding, you will need a strong business plan.  The business plan tells your story and gives the reader the “Why” they should fund your vision and business operation.  It also tells the funder that you have clearly thought through and understand your business and the industry. In short, it says, […]

Nine Things Every Small Business Must Have to Get Funded by a Lender

Dated: February 26, 2020 Description: Small Business owners must understand that lenders are looking for specific things when considering whether to provide funding for you.  This short article speaks directly to nine areas of underwriting focus for most lenders. Article:  Having worked as a CFO for several large, medium and small firms, I have had the opportunities to work with […]

Raising Capital – Convertible Notes, Equity and Startup Funding Explained

Date: Feb. 12, 2019 Description:  If you’re starting your first company, understanding stock, preferred stock, options, convertible notes and other fundraising instruments can be truly overwhelming. We didn’t find a single video that covered this, so here we go.  If you are an early-stage startup company in the tech space, the best way to raise capital is with a convertible […]