It's late, so 3 quick comments:

1. Elias, appreciate your anecdote for focusing attention on importance of the 
person. Just wanted to mention in case anyone missed it though that the 
financial side of your venture was about customers and their money. Customers 
rightly expect a result from their spend, but as much as us sales types want to 
call it an investment, it is really a spend/cost. Anyone wanting $ from a 
customer had better deliver. What Richard & Chris are talking about is 
investment, where someone takes a stake and aims for a return on investment, 
eventually through profits. There's also a third important source of funds - 
debt - where a bank/capital provider takes security, not a stake. But it ain't 
that sexy right now.

2. Chris, the existence of mature Secondary markets (the Series A to an angel 
round) as well as a global perspective, which breeds scale and potentially 
better profits, is what makes the Valley easier for Angels to take bigger bets 
in. Conway is master at investing as an Angel and then almost guaranteeing 
competition @ Series A because he's Ron 'rock-star-angel' Conway. I feel the 
lower volume of VC's in AU makes this style of 'betting' harder to make a 
return on, so lower bets. Smaller markets don't help. But I'm with Elias on 
tech entrepreneurs not doing stuff 'cause they can' and expecting funding 
without a clue about value, even if they're not sure about monetising it yet. 
Google's propostion to web searchers had demonstratable value from Day 1.

3. Richard, good to be putting the word out there, but I can't help but think 
these Angel associates are setting the bar too high. Revenue & Profit for a 
100K angel round? They'll want to be expecting a rounding error of common stock 
for that, but your other idea of the sailing say ties in all thre threads - 
people believe in and invest in people, the valley is all about people meeting 
people a LOT, and if you can bring together people who are in the scene and 
mutually beneficial, you'll probably get a great result where entrepreneurs and 
investors can help decide what levels of type & investment & support work best 
for both parties.

Longer response than planned! Night everyone. I've got to be on a train to syd 
in a couple of hours. I'll probably need a beer tomorrow arvo if anyone's 
keen...

Geoff





________________________________
From: Chris Saad <[EMAIL PROTECTED]>
Sent: Thursday, 2 October 2008 1:39 AM
To: [email protected] 
<[email protected]>
Subject: [SiliconBeach] Re: New funding available

Sorry mate you're wrong ;)

It can't be explained if you have not lived in the real valley - but googe had 
no revenue when they too their 100k

If au wants to get somewhere it needs to make more bets earlier.

Chris Saad

Please excuse brevity and typos -  Sent from my iPhone

On 01/10/2008, at 8:00 AM, "Elias Bizannes" <[EMAIL PROTECTED]<mailto:[EMAIL 
PROTECTED]>> wrote:

"before they have revenue or even a proven path to revenue."

Don't mean to bash you Chris, but I really hate that - it's the whine of the 
industry and it won't go away The problem with the web is you get starry eyed 
developers building technology that doesn't have a market willing to fund it. 
Investors of any kind aren't stupid and it's not a charity.

At university, I created a publishing house (and which is why I got into the 
internet, but that's another story). One of our first projects, was a magazine, 
in which I went door knocking to local businesses, whereby we raised 
advertising of a few thousand dollars with nothing but a rate card and me 
talking with passion. That first edition, we raised enough to print 4,000 
editions in glorious colour. Success perhaps? Not quite - we had a shocking 
distribution strategy, and I could not bear to face returning to those 
advertisers asking for more because I knew fair well their investment was a 
flop. But at least I gave them *hope* of making a return: I had an identified 
market (students) matched with their need (exposure to that market). All I need 
to do was prove I could do it - that's the right way. However asking to "trust 
me, there is no market yet but we'll find one" is just wrong. There is no way 
in hell they would give us money, and of the 95% of businesses that turned us 
down, most of them did so because they didn't appreciate the market. But at 
least we could identify that market for them to make that decision.

Asking investors to take in more risk is not appropriate. They know full well 
how much risk they can take. Entrepreneurs just need to recognise they have an 
obligation to make a return and you need objective evidence to prove you can. 
If I was to invest my cash into a business, I will look at signs that I can 
recoup and build my investment either through knowing the person well enough 
that I have faith in them or evidence that there is a return to be made within 
a period (like revenue).

So in the absense of proof you will make a return, I think the only justifiable 
reason why a investor should invest in you is because s/he actually knows you 
as a person and can make a judgement on your ability; not blind faith.


On Wed, Oct 1, 2008 at 7:16 PM, Chris Saad <<mailto:[EMAIL PROTECTED]>[EMAIL 
PROTECTED]<mailto:[EMAIL PROTECTED]>> wrote:
Richard I would imagine that a typical web startup these days would take 
$100-250K at a seed round, before they have revenue or even a proven path to 
revenue. In some cases that amount may even be enough to work out if it's going 
to succeed or fail.

At that level (and in Australia generally) investors are going to have to take 
on more risk if they want to make real bets on the web.

Chris Saad

Cell: 646 797 2890  Twitter: @chrissaad

FaradayMedia.com . Media 2.0 Workgroup . APML.org . DataPortability.org



On Wed, Oct 1, 2008 at 12:16 AM, Richard Hayes <<mailto:[EMAIL 
PROTECTED]>[EMAIL PROTECTED]<mailto:[EMAIL PROTECTED]>> wrote:

Dear group,

There is a new funding opportunity based in Sydney.

There is a new group who are currently actively looking for new
investments.

A formal 'beauty parade' aka pitch will happen mid-November but I can
not tell you 'officially' who they are.

The group has about some serious private money and any investment will
be in the $100-250K range.

Anyone who thinks they have an 'investor ready' project should contact
me off-line.

But as we all know that there is a huge difference asking for money
and receiving funding.

1. You must have a business plan.
2. IP helps
3. Revenue and hopefully even profits (or at least a reasonable path
to profitability)
4. A decent board and management (or at least advisors)
5. Exit strategy within 3-5 yrs (saying Google will buy us does not
count!!)

If anyone wants to talk I will be at Opencoffee tomorrow or just call
me over the next week.

BTW, I will be hosting a Opencoffee / Silicon Beach Sailing day next
weekend. Sailing, Sea Food and Beer. Possibly not in that order.



Richard
0414 618 425









--
Elias Bizannes
<http://liako.biz>http://liako.biz





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