9:00 AM - 9:10 AM
Welcome and Overview
Speaker: Kate LaBrosse, Interim ED/Board Member, Naturally MN
Introduction of the day’s agenda, key objectives, sponsor recognition, and content partners.
9:10 AM - 9:40 AM
Virtual Keynote: Understanding the Current CPG Climate
Speaker: Chris Robb, The Angel Group
Topics: Industry trends, capital opportunities, and market dynamics.
9:40 AM - 10:30 AM
Capital Structures: Introducing the Capital Stack
Speaker: Food Finance Institute/Naturally Wisconsin
Topics: Understanding financing options and how to stack funding sources for businesses at various scales.
10:30 AM - 10:40 AM
Networking and Refreshments
10:40 AM - 11:25 AM
Bankability: Debt, Interest Rates, and SBA Opportunities
Speaker: Hailey Margetta, Bell Bank
Topics: Preparing for bank financing, understanding debt structures, and leveraging SBA loans.
11:25 AM - 12:10 PM
Debt Financing & Equity Alternative Financing
Speaker: Carly Uhlig, Lunr Capitalยท Topics: Understanding debt financing options, revenue-based financing, and alternative equity structures.ยท Presentation: 35 minutes / Q&A: 10 ...
Speaker: Carly Uhlig, Lunr Capital
· Topics: Understanding debt financing options, revenue-based financing, and alternative equity structures.
· Presentation: 35 minutes / Q&A: 10 minutes
view more 12:10 PM - 1:10 PM
Lunch & Office Hours with Subject Matter Experts
Grab lunch and meet with experts on topics such as funding strategies, scaling, or financial planning.
1:10 PM - 1:55 PM
Preparing for and Executing Your First Angel Fundraise
Speaker: Chris Robb, The Angel Group
Topics: Best practices for pitching to angel investors, creating a compelling business case, and executing the process.
1:55 PM - 2:25 PM
Planning for Your First Institutional Investment
Speaker: Rich Gammill/Proterra Partnersยท Topics: Understanding when and how to approach institutional investors, key financial and operational metrics, due diligence preparation, and s...
Speaker: Rich Gammill/Proterra Partners
· Topics: Understanding when and how to approach institutional investors, key financial and operational metrics, due diligence preparation, and structuring deals for long-term growth.
view more 2:35 PM - 3:20 PM
Panel Discussion: Navigating Funding at Different Stages of Growth
Topics: Contextual insights for funding strategies at various business stages.
3:20 PM - 3:30 PM
Closing Remarks and Next Steps
Wrap-up, key takeaways, and opportunities for follow-up engagement.