BUILDING INVESTOR-READY ENTREPRENEURS Startup Onboarding Used to collect information from startups participating in NACO Investor Readiness education. Step 1 of 4 25% What sessions are you participating in?*RyersonInnovation ClusterInvestor ReadinessWhat sessions are you participating in?Which Zone are you from?*Biomedical ZoneClean Energy ZoneDesign Fabrication ZoneDMZ / SandboxFashion ZoneiBoost ZoneLegal Innovation ZoneScience Discovery ZoneSocial Ventures ZoneTransmedia ZoneHave you completed the Investor Readiness curriculum?*YesNoCompany InformationInvestor Readiness NameCompany NameWebsite Date of Incorporation* Date Format: MM slash DD slash YYYY Location of Business* Street Address Address Line 2 City AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Province Postal Code Industry SectorWhat industry sector are you in?Industry Growth RateCompound annual growth rate (CAGR) over the next 5 yearShort DescriptionA few sentence or two that describes your business at a high level.Company Logo File(s)Please upload up to 5 .png, .jpg, .pdf, .eps or .ai files (2MB file maximum) — if uploading vector artwork, please ensure fonts are converted to outlines.Accepted file types: jpg, jpeg, png, ai, eps, pdf, tif, tiff, jpg, jpeg, ai, pdf, eps, png. Team InformationPrimary Contact First Last Primary Contact Email Address Primary Contact Phone NumberNumber of EmployeesAs of todayTeam MembersWho are the key people on your team? What are their experiences and capabilities? Business InformationBusiness SummaryA few sentences outlining your business, your solution and its features/capabilities (1000 character limit).Customer ProblemWhat is the challenge/problem the customer is currently dealing with? How do you address that?Number One Strategic Challenge*What is your biggest hurdle?Product/ServiceWhat solution(s) will you be bringing to the market? (1000 character limit).Target MarketWhat size is the market? How fast is it growing? What stage is it at (new, growth, mature)? What are the key market segments? Where are they? What niche will you occupy? Who ultimately makes the buying decision in the customer’s organization?Competitive Advantage(s) and Barriers to EntryWhy is your offering superior to what’s available? How difficult is it for competitors to enter the space? Are the barriers sustainable and defendable? (1000 character limit).Do You Have Patents/Trademarks?YesNoPatent, Intellectual Property, and/or Trademark InformationWhat’s special and unique about your IP? Is it patented or patentable? How difficult would it be for competitors to develop an alternative?Business ModelHow will you generate revenue? What’s the financial model? How will your business scale and grow profitability? Key People (and Industry Relationships, if any):Who are the key people on your team? What are their experiences and capabilities? Do you have any industry insiders/experts, relationships and/or contacts?CompetitorsHow many are there? How big are they? What’s their advantage? Why are they vulnerable? How will they react? How well capitalized are they? What’s their financial strength in comparison to yours?Sales, Marketing and OperationsIn chronological order, outline the steps to be taken and the resources (human, strategic, advisory and/or relationships) required to be successful (1000 character limit).CustomersCurrent traction: # of customers, units sold, partnerships, etc. (1000 character limit).Key MilestonesWhat are the key indicators of success and when are they expected to happen?Exit StrategyWhat is the end game? When do you expect investors will be able to exit and recoup their investment? How do you expect this to happen? Financial ProjectionsCurrent Revenue*In the last 12 months (CDN Funds)Projected Revenue*In the next 12 months (CDN Funds)Capital Invested (CDN)Total hard cash invested including founder investments.Funding to Date (CDN)Including grants, external funding, investments, etc.Monthly Net Burn (CDN)Money out less money in.Months Until Break-EvenWhen with the money in equal the money out.Pre-investment Valuation (CDN)Estimate of current company valuation (as of today).Investment Sought (CDN)How much investment dollars are you trying to raise?Investment InstrumentDebt (convertible note), Equity (pref or common shares), Simple Agreement for Future Equity (SAFE)Investment DeploymentHow will you use the proceeds from the investment? How do you scale? How will the value of your business increase as a result of fundraising? (i.e % or $ increase in sales, increase in # of customers, # of inventory, etc.).Funding UseSpecify the breakdown of what the funding will be used for specifically.Funding Source(s)Current NetIn CDN FundsCurrent ExpendituresIn CDN Funds+1 Year ExpendituresIn CDN Funds+1 Year NetIn CDN Funds+2 Year RevenueIn CDN Funds+2 Year ExpendituresIn CDN Funds+2 Year NetIn CDN FundsAdditional InformationExample: Also seeking leveraged funding from "_____" (FedDev, OCE, etc.).Additional InformationFinancial ProjectionsIf you have prepared financial projections, please upload them here. File types accepted include pdf, doc, docx, xls, xlsx, numbers, csvAccepted file types: pdf, doc, docx, xls, xlsx, numbers, csv.Pitch DeckIf you have a pitch deck, please upload it here. File types accepted include pdf, ppt, pptx, keynoteAccepted file types: ppt, key, pdf, keynote, pptx.Term SheetIf you have prepared a term sheet, please upload it here. File types accepted include pdf, doc, docxAccepted file types: pdf, doc, docx.WP UserPhoneThis field is for validation purposes and should be left unchanged.