CRP Accelerator Session 5 - Future Planning with Capital Access

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