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Case Studies
CapitalLinkUSA clients discover a future much bigger,
safer and more profitable than they originally envisioned! We
have worked with hundreds of businesses in a wide range of
industries including those in high tech, low tech, manufacturing and
service.
Here are four deals I've done. You
may see some similarities to your situation.
Case Study #1: Technology
Information Firm
Case Study #2: Medical
Diagnostic Service Company
Case Study #3: High
Tech Manufacturing Firm
Case Study #4: Labor-intensive
Firm
Annual
Revenue before capital raise |
$4 million |
Industry |
Point of Sale automation for
the construction industry |
Objectives |
Capitalize on its strong market
leadership position as well as its domain expertise |
Amount Raised |
$6 million - owners maintained
majority ownership & control |
Result |
Company is becoming an industry
standard serving a $1 trillion market |
| Take-away |
Equity can be your cheapest form
of funding when your future is bigger than your past. A $6
million raise for a company with $4 million in revenue, all
for a minority stake, proves it. |
Annual
Revenue before capital raise |
$14 million |
Industry |
Medical diagnostics devices
& service |
Objectives |
Expand product line and geographic
reach |
Amount Raised |
$6.06 million - includes $1
million in liquidity capital to founder, and $1 million
liquidity capital to early investors - founder maintained
equity ownership control. |
Result |
Company is poised to be a nationally-branded
market leader |
| Take-away |
You don’t need to sell your
company to get some liquidity and reignite the entrepreneurial
excitement of growth. As a young company, you had little to
lose, so it was easy to jump at each new and exciting opportunity.
As your company matures, you have more at stake, and more
to lose with each decision. That’s why it's prudent
to diversify your net worth. |
Annual
Revenue before capital raise |
$7 million |
Industry |
High-tech electronic component |
Objectives |
Execute a global rollout of
new product line |
Amount Raised |
$3.5 million - founder maintained
majority ownership & control - follow-on round completed
a year later at new valuation. |
Result |
Revenue increased to $100 million
within one year as a result of its new distributor network |
| Take-away |
This founder received 5 term sheets,
all with different valuations - the highest was almost twice
the value of the lowest. Instead of accepting any of the 5
he received, Stefania helped the founder create a 6th term
sheet, combining the highest valuation and the best terms
from all the offers. Then the founder invited the two investors
he liked best to be part of a syndicate to participate in
the firm's growth. |
Annual
Revenue before capital raise |
$3 million |
Industry |
Low tech parts manufacturer
for the trucking industy |
Objectives |
Expand and establish a national
presence |
Amount Raised |
$10 million - $3 million in
equity, $7 million in low cost state debt - founder maintained
majority ownership & control - received follow-on investment
one year later |
Result |
$25 million in annual revenue
within first year after funding, beating 5 year goal of
$25 million in revenue |
| Take-away |
How does a company that gets turned
down by the bank for $1 million raise $10 million and keep
control? It can’t be based on the company’s past.
Stefania helped this founder discover that there is currency
in his passion. |
Call me, Stefania Aulicino, president and founder of
CapitalLinkUSA, on my personal line for a complementary analysis:
312/951-6777.
If now is not a good time,
email me
with some dates and times you are available.
Summary:
Investors can only generate interest on their money. It takes you
- the Business Builder to create profit.
That’s why I say YOU, the Business Builder are the most advanced
species on the planet. You are the Business Builder who creates
value; who excels under uncertainty; who profits from change. You
are the Business Builder who thrives where others can’t even
survive. In today’s dynamic economy, the world has come to
rely on your passion, innovation and capacity to grow. That’s
why you need to remember you are the most advanced species on the
planet.
Need more information? Examine
my proven process.
Visit our Client List |
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