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    Like anything in business, it helps to focus. If you're an entrepreneur you really have no control over the style of each individual investor. However, if you can remember four things and practice them consistently with your investors, you will be ahead of the game. These things are:
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  2. 14 Comments

    1. Comment by Sean Tierney — August 7, 2006 @ 9:34 pm

      > They figure if you can’t reach me through their trusted network,
      > then you are either not motivated or not bright.

      David,
      aside from friend-of-a-friend networking at cocktail parties and hunting for mutual acquaintances via linkedin, what are the most effective methods you propose for an entrepreneur to contact an investor via his trusted network when that person is a complete stranger?

      sean

    2. Comment by David Cohen — August 7, 2006 @ 10:26 pm

      Before I answer, let me clarify something. I’m not saying that the investors who think this way are necessarily right. It’s just their system. There are many who think this way. For some, it’s a simple filter because their dealflow (deals they’re exposed to) is just too large to manage fully.

      LinkedIn is a good start if you’re using it correctly (not accepting links from those you don’t really know well). Surely through resources such as CTEK, BIC, RVC, etc you can meet and have the opportunity to pitch to some angel investors. Once you find one or two who show an interest, ask them who else in their network they might be able to introduce your opportunity to on your behalf. Recommending deals is a form of currency between investors.

      Also, talk to your own network to see who you might be one or two degrees from. For example, perhaps a former manager or professor of yours founded a company previously and was helped along by angel investors. If this person values your relationship, he’ll surely provide an intro to those investors he or she knows already.

      We’re lucky, because Boulder and even Denver are really small communities in the grand scheme of things. Get creative, and manage your network. I bet you’ll find a few hidden gems.

      Oh, and of course there’s always posting a thoughtful comment on their blog to start up a conversation. ;-)

    3. Comment by Sean Tierney — August 8, 2006 @ 12:40 am

      yea i’ve heard that works too.
      I’ve also heard there’s a startup in Phoenix that has a disruptive technology that could change the way applications are deployed… http://www.scrollinondubs.com/?p=101

      know any investors who might be interested ;-)

      sean

    4. Comment by Dave Jilk — August 8, 2006 @ 7:40 am

      David,

      I generally categorize VCs into “people investors” and “market investors” – what you appear to be saying is that most angels are “people investors” in that what they care about is the quality of the people. I would think that’s generally true, although I believe there are angels who are very focused on the market/technology area where they first made their money, and those will tend to be more focused on the details of the technology, market introduction, etc. Those would be the most *useful* investors aside from their cash, because they’ll be valuable advisors and can provide introductions.

    5. Comment by Kedar — August 8, 2006 @ 7:47 am

      I have come across some angel investors. My experience is some what different than you said about their investment decisions. Here it’s a group of angel investors so that might change the things. They wanted to me show some revenue or what you could call as proof of concept, so show me customers who will pay for this. Basically the offering was a service, consumed by corporations and it is very difficult to prove that (get beta customers). Another advice I got from these guys is that if you can’t pass through us, (means they are not funding the deal) then you will never manage the angel funding any where else. I was told that various angel communities will first ask this question, why did angel co. so and so did not fund you since u are from that area. Then they will contact that angel group verify the reasons and reject just because that group did not fund it. As u said before importance of networking is there, but is it really that hard once your area angels decide not to fund you. You mentioned about individual angel, what about angel groups.

    6. Comment by David S. Rose — August 8, 2006 @ 8:42 am

      That’s an excellent explanation by someone who clearly knows the players [grin]. You’re 100% on target about the gut feel/trustworthyness/bet on the entrepreneur factors. In addition to the points you’ve mentioned, however, I think there are three other things that figure into the analysis:

      (1) Market size/scalability. While these are really two separate things, they both speak to the question of how big the company has a chance of realistically getting. If the worldwide market for whatever you’re selling is only a few million bucks, it’s unlikely that you’ll be able to grow the company large enough to provide the investor’s necessary return. Similarly, even if the market is large, if the business is not scalable (say, you’re a local dry cleaner, or a personally-producing consultant), it also won’t be an attractive investment.

      (2) Type of Business. Regardless of whether the plan makes sense or the dollars work out, most angels have relatively (or even very) specific preferences as to businesses in which they want to invest. Some are only high tech, some are only non-tech. Some like consumer products, others prefer ASPs. Some thrive on potentially giant, risky, exciting, long-shots; others will only look at boring, been-there-done-that, traditional (lower return but safer) businesses. In general, it’s an impossible task to get someone to invest outside his or her comfort zone.

      (3) Valuation. While you covered this concisely and pretty accurately (although the subject actually is a LOT more complicated), the requested valuation is often the very first ‘reality check’ that an angel will look at. If you come to me with virtually ANY startup deal where you’re looking to raise money at over a few [low] million dollars (let alone $10 million, or even $20 million, which I’ve seen), it immediately tells me that you’re not familiar with the market, and thus probably not ready to run a real business with my money.

      But the bottom line is that David is right on target: I’d much rather invest in a smart, savvy, experienced, energetic, passionate, COMPLETELY TRUSTWORTHY entrepreneur with a mediocre plan, than I would with a perfect plan but a second rate entrepreneur.

    7. Comment by David Cohen — August 8, 2006 @ 12:07 pm

      Kedar, you asked about angel groups. Angel groups are really just made up of individual investors in most cases, unless they are operating some sort of pledge fund. These individuals still have to make up their own minds about each deal. You’ll almost always notice a natural flock mentality. Once a few investors get really serious about a deal, there are almost always others from the group that jump in to that deal. This is because the angel group is one big social network.

      Really, in most cases, angel groups just serve as dealflow for investors. At that point, you’re still dealing with individuals.

    8. Comment by David Cohen — August 8, 2006 @ 12:11 pm

      I like Dave Jilk’s categorization of “people investors” and “market investors” (comment #4) Certainly, if you’ve got an investor who comes (successfully) from the same space that you’re now playing in, they’re going to be more knowledgable and will often end up the lead investor for a round. They are certainly going to “smart money” as Dave points out – providing more than just capital.

      There are many investors who use the market as an initial filter (I bet that I missed many more litmus tests – this is one for sure). For example, an investor may only be interested in SaaS/ASP type software models and will filter out everything else right away. Great point.

    9. Comment by David Cohen — August 8, 2006 @ 12:18 pm

      Thanks for the additional thoughts David  (Rose, #6). I completely agree – I think each of these things often happen during the “getting to know you” phase. If the opportunity is not significant enough or the team can’t execute it in the opinion of the investor, you’re probably toast right there. I also think David’s point out valuation is a great one – If you hear $10M right up front for a company with no customer validation, no product on the market, etc, then you know you’re dealing with unrealistic entrepreneurs right away. Thanks David!

    10. Trackback by 52 Reviews — August 8, 2006 @ 8:17 pm

      How angel investors evaluate an opportunity…

      Earlier this week there was Paul Graham’s 14 tips on how to present to VC’s, now David Cohen, from ColoradoStartups.com, writes a compelling and informative article on how angel investors evaluate oppurtinities. From the article:
      Like anyt…

    11. Comment by Angela Fisher — August 9, 2006 @ 9:21 am

      Question about franchises. I have found a real gem in a niche market that I am POSITIVE will really do well in my area (there is zero competition and it would be a much needed resource). I have 0 dollars capital (planning on offering to take a large salary cut to compensate), but tons of experience. However, the real sticking point that I am struggling with is that the franchise will not release their data (full business plan, market analysis, and more) until I sign. The best I can get from them is that I am “on the right track”. I can’t submit a business plan and am hesitant about putting data out there that may be inaccurate if there numbers are different.

      How can you provide good, rock hard information to an angel in this case – that they can depend on?

    12. Comment by David Cohen — August 9, 2006 @ 9:52 am

      Angela, I don’t know much about franchises, but this doesn’t sound right to me. I would think the franchiser would offer full financial details and provide any supporting documents to you in advance of your investment in them. In any case, I’m not expert on franchising, so take that for what it’s worth.

    13. Comment by Andrew Luter — August 9, 2006 @ 2:37 pm

      So well put I didn’t have much to add.

    14. Trackback by EnablingAngels — August 9, 2006 @ 11:50 pm

      Chad and Brad say this is a Good Article…

      Chad Blodgett emailed this story to me and Brad Feld blogged about it.  I’m guessing it’s worth reading.David Cohen writes a thoughtful article about how angel investors make decisions to invest.  The underlying theme is that many angels re…

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TechStars NYC and me

Yesterday, we announced that TechStars is expanding to New York City.

Since this is my personal blog, I won’t repeat all the details of that here (there are some links below if you want to learn more about it), but I wanted to let everyone know that I’ll be temporarily relocating to NYC from early [...]

CreateSpace is a class act

Brad Feld and I have written a book (with contributions from TechStars mentors and past founders) called “Do More Faster” that is coming out later this year. Originally, we were going to self publish it and after some research we selected CreateSpace as our vendor for this. They were very easy to work with, seemed [...]

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