Welcome to the National ACE Capital Readiness Accelerator Session 5
Future Planning with Capital Access Tuesday, February 20, 2024
Welcome Back 1. 2. 3.
The role of job creation in business expansion Sustainable strategies for scaling operations Focusing on strengths and finding the right team members
Recruitment process
Role of the employee
Goal setting
Job training
Develop a plan for recruiting talent
Assess staffing needs and roles
Set goals for success for staff
Invest in training
Introduction to company culture
Dates for check-ins
Meeting with superiors
Provide an orientation for all staff
Calendar regular check-ins
Stay engaged
Documentation
Good recordkeeping
Today’s Objectives 1.
The role of partners in business growth
2.
Case studies on successful growth through capital acquisition
3.
Overview of different capital sources. (Grants, Gov Opp, Research, local and fed)
4.
Refining business models to attract investors and lenders
Session Five:
Future Planning with Capital Access
Office Hours Every Friday 11am PST/1pm CST/2pm EST ● ● ●
Work on Application Ask Questions Meet Subject Matter Experts and Coaches
Small Business Neighborhood & Community Lending
Factors That Impact
ACCESSING CAPITAL
Q&A Thank You!
Important Disclosures and Information
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CALCAP PRESENTED BY: LAUREN DOMINGUEZ SSBCI PROGRAM MANAGER
Program Features CPCFA CalCAP Collateral Support • Minimum loan size: $25,000 • Maximum loan size: $20M • Maximum cash pledge: $10M • Maximum cash pledge percentage: 50% • Enrollment term: up to 5 years • Employee count: 1-750
CPCFA CalCAP for Small Business • Minimum loan size: n/a • Maximum loan size: $5M • Maximum enrolled amount: $2.5M • Maximum combined contributions per loan: 17.5% • Enrollment term: up to 10 years • Employee count: 1-500
List of Participating Lenders CPCFA CalCAP Collateral Support • https://www.treasurer.ca.gov/cpcfa/calcap/collateral/institutions.pdf
CPCFA CalCAP for Small Business • https://www.treasurer.ca.gov/cpcfa/calcap/sb/institutions.pdf
Thank you ●Lauren Dominguez, SSBCI Program Manager ●CalCAP@treasurer.ca.gov ●https://www.treasurer.ca.gov/cpcfa /calcap/sb/ssbci.asp
What’s Next Session #6 The Importance of a Business Pitch ➢
The multifaceted importance of a business pitch
➢
Techniques for enhancing pitch decks and grant writing
➢
Creating a comprehensive business plan
Meet your Business Coaches
Sign Up for Coaching
Scott Rogalski
Chettha Saetia
Allen Wu
Specialties: Find your lender match by telling your story, projections and forecasting models, maximizing financials for growth and qualifying for a loan
Specialties: Sales Strategy, Product or Service Marketing, and Business Plan Development
Specialties: Working Capital, Equipment Loan, Business Acquisition, Commercial real estate, acquisition, renovation or value added
Location: Sacramento, CA
Location: Chicago, IL
Location: Washington, D.C.
Closing Remarks:
2. Office Hours Friday
1. Get Connected to your Business Coach
11am PST/1pm CST/2pm EST
3. Take a minute to submit the closing quiz