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Ann Arbor Spark

Entrepreneurs’ Equity Roadmap Workshop

Wednesday, April 18 2018 at 9:00am

Raising money is hard!  And just when you think you have figured it out, the rules seem to change.  Why?  The Golden Rule: “He who has the gold, makes the rules.”  And investors don’t have a standard set of rules.  So, how do you avoid the pitfalls of fund raising, including making sure you keep equity in your hands rather than the hands of investors?

The Entrepreneurs’ Equity Roadmap process identifies the unique roadmap that creates a common perspective for valuation and milestones between start-ups and investors – filling the ‘Milestone Gap’.   This provides founders a better basis for business planning, an improved foundation for talking with investors, and an increased likelihood of getting investment when needed. Getting investor money when needed, in concert with milestones that increase valuation and meet investor expectations, ensures that more equity is retained in the hands of founders.

The Entrepreneurs’ Equity Roadmap applies to each stage of seeking investment.  You should attend this seminar if you have experienced or want to avoid the following:

Despite having a good Business Plan and an Investor Pitch, Investors won’t talk with you.
‘Sketchy’ investors want to give you money [along with other promises] for a lot of equity.
You have an initial meeting with Investors, and then they don’t respond to your follow-up.
You receive initial investment and meet product and marketing milestones, but you can’t get follow-on investment.
You developed milestones agreeable to investors, but even though you achieve them, investors are not interested in further discussions.
You developed milestones required to meet investor expectations, but then you can’t achieve these milestones, resulting in a down round or business failure.


After completing this seminar and workshop, you will understand what the Entrepreneurs’ Equity Roadmap is and how it will benefit your organization. You will also develop an initial pass at a specific set of milestones that make sense for your specific organization.

Who Should Attend

Entrepreneurs, founders, and executives of new and growing businesses that plan to seek equity funding to finance their business. Angel and venture capitalists will also benefit from this approach for companies in which they are considering investing.

Follow-On Workshops

Follow-on workshops will be available to focus on areas of the Entrepreneur Equity Roadmap to meet specific needs.  These will address: ‘Business Plans and Milestones’, ‘Your Investment Thesis and Milestone Valuations’, and ‘Talking With Investors’.

Seminar Presenters:

All presenters are part of MODG (Management & Organization Development Group).   We work closely with start-ups, emerging and second-stage companies. We help develop business strategy and tactics, prepare business plans and investor pitches, ensure that product and marketing plans support progressive valuations, and assist in finding angel and venture financing.

Stewart Nelson — Serial entrepreneur and angel investor with over 30 years’ experience helping startups.  Stew is a graduate of the University of Michigan (BA Econ & Sociology) with an MBA from Eastern Michigan.

Jay Mahler — Computer technologist and engineer with marketing savvy along with financial modeling and accounting skills.  Jay has B.S.E. and M.S.E. degrees in Industrial Engineering from the University of Michigan.

Gary Hazen — Prior holder of top positions in IT, corporate development, and financial planning with extensive experience helping start-ups instill disciplines to accelerate growth and profitability.  Gary has a B.S.E. from the University of Michigan and an MBA from Harvard University.

Lanny White — Twenty-eight years’ experience guiding strategic planning, change, and growth.  Expert in small business strategy, marketing, administration.  Coach, start-up mentor, and ambassador at GLEQ-MiQuest. Business degrees from the University of Detroit and SUNY.

215 W Michigan Ave
MI, United States