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Panel 4 susan kalla (2)

Page 1

Women Start Ups Venture or No Capital At All Global Interdependence Center Women & Risk Conference Federal Reserve Philadelphia

Susan Kalla Partner, KHX Investments November 14, 2013


Case Study Hypothesis: Women with venture funding outperform self‐funders. Finding: Self‐funders outperform and are happier ‐‐ more control, more money, more respect.


Should Women Follow the Money? Men Lots of Funding

Less Funding

Women

Tech Pharma Finance Energy Consumer Goods Media & Entertainment Publishing Health Care Education


Elite Preferences McKinsey’s MBA Applicants by Practice Media Consumer Goods Health Care Finance Tech 0

10

20 Women

30 Men

40

50


Stages of Capital Self‐Funded

Angel Financing

Venture Capital

Capital

$0‐200K

$500K‐2M

$5M +

Majority Owner

Founder

Angel

VC

Capital Sources And Structure

Founder Friends & Family Lines of Credit

Preferred Common Debt

Preferred Common

Exit Strategy

Sale Liquidation

Sale or VC Restart

Sale or IPO Liquidation


Women Returns from Venture Funding Angel

Venture Capital

Crowd Sourcing

Av Annual Returns

30‐40%

6%

‐‐

Women Returns

95%

20%

Deals Funded

2.5%

1.3%

‐‐

Women Portion

5‐20%

<1%

50%

VC Partner Expense Holding Period

2% mgt fee 20% carry fee 3‐7 years

7‐10 years

Sources: David Teton, ffvc; Andressen Horowitz; Ashton Kutcher; and Phoebe Woods


Financial Performance 45 40 35 30 25 20 15 10 5 0

Funding ($M) Revenues ($M) Profit ($M)

DataGravity Julep Beauty

Catalyst Learning

Ballet Petite


Happiest Founders Internally Funded

Externally Funded

Catalyst Learning Ballet Petite

DataGravity Julep Beauty

Planning for Perpetuity

Yes

No

Majority Ownership

Yes

No

Comp >$500K

Yes

No

Monetize in Exit

Yes

Yes

Kalla Happiness Points 4 1


Advice from DataGravity & Julep Focus on the Context Sell an Amazing Concept Resist Perfectionism Pedigree & Networking Sound Confident Prove the Business Plan Validate sales Pro forma 75% right Articulate a 5‐year vision Go Global Photo copyright: Susan Kalla


Advice from Ballet Petite Keep Costs Low Product Sells Itself Differentiate Technology Snapshot

No rent No marketing Dance, costumes classical music & literature Tablets, apps, BaseCamp 3000 students 40 employees $10 M Revs Founded 1996 Nancy Parenti President & Founder


Advice from Catalyst Learning If it doesn’t work, pivot… Started in High‐Tech Overhead Too High

Angel & Debt $6M Scrapped Satellite Network

Restarted in Low Tech

Training Classes Teamed with Hospitals

Snapshot

Self‐funded since 1998 12 employees Owns 60% of company $2 M Equity $4 M Revs Far left: Lynn Fischer, Founder


Conclusion “There is some comfort in being master of your own fate, albeit maddening at times.” Lynn Fischer, Founder & CEO Catalyst Learning


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