THENEXTPHASE

Preparing teams for growth and financing

April 2-5, 2019, Banff, AB

Immersive 2.5 day bootcamp for founders and teams.

It's about growth and financing. Without growth, there is no financing. Often without financing there is no growth. THENEXTPHASE provides practical tools for founders and teams to build a clear, consistent and concise plans for growth. There is nothing mysterious about it. We work with teams to build a well-defined business case and help them establish growth targets and meet regularly to hold every accountable.

Build an understanding of how investors make money and the implications for your growth. THENEXTPHASE helps prepare founders to understand how to begin to look at their company through the eyes of an investor. We focus on documenting the assumptions about customers, revenue and growth in order to establish targets and demonstrate an execution focus. This includes a detailed dive into how equity investors make money, the implications on growth for a portfolio of companies and the implications for an individual investment.

THENEXTPHASE is a custom-tailored education and coaching program that has been described as "having your own personal partner meeting every week".

A good start is essential to winning a race and there is nothing mysterious about it. A well defined and articulated business case, a thorough planning and the ability to communicate are the main goals of our program.

Since 2010, THENEXTPHASE has worked with more than 250 entrepreneurs, founders and economic development agencies to deliver intensive, engaging educational curriculum and help companies prepare for growth and financing. Built around the PhaseMap methodology, the program is designed to give founders immediate value and feedback about their company, their assumptions and to make informed decisions. Preparing entrepreneurs and investors for each other, aimed at establishing relationships and creating a foundation for investment; THENEXTPHASE.

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Methodology

THENEXTPHASE

A Practical Approach

We take a practical approach to helping entrepreneurs understand and evaluate their business like a potential investor. We take a practical approach to answer the three questions. Our approach guides entrepreneurs through using their goals and dreams to build a monthly plan of customer targets.

Start with your dream/vision

Where or what do you want to be with your business five years from now? This informs your motivation and provides direction to why you started your business in the first place.

Building a plan for the next 24 months

The next question to answer is; In order to reach your 5 year goal/vision, where or what do you need to be in 24 months, how many customers, how many sales? Your answer will be the starting point of our journey with you.

You can see that the answer on the last question leads to many other questions, both quantitative and qualitative as well questions with regards to timing. When will you have your first customer, how much will he or she pay you and when will you receive your money? How much will it cost you to produce the product? Why does this make sense for your customer, how many customers are there? What about competition, business model? How much money is required to finance the venture? Etc., etc. The approach is fully goal oriented. If this is where you want or need to be 24 months from now, this is what is required with regards to activities and money and these are all the questions an investor has (and you should ask yourself).

Our Methodology and Tools

To answer all these questions we use two tools. The first one is THENEXTPHASE Framework, which assist you in a very structured way to answer all the qualitative questions. The other one, the Execution Table, is the basis of your execution planning and will force you to come up with all the quantitative and timing answers.

THENEXTPHASE Framework

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Workshops

Practical Hands On Approach

The program is a 2 day Intensive Workshop followed by 5 x 1-hour Follow-Up Sessions. Teams are required to consist of 2 team members (preferably CEO and a team member familiar with sales/biz dev and/or product development roadmaps).

A total of six non-competing companies, each represented by two persons, participate in the workshop.

The workshop takes place in the Cambridge Suites Hotel in Halifax and all participants are mandated to stay in the hotel for those two days. In the weeks following the workshop 5 one-hour web sessions will be held with each company, during which the Execution Table and the PhaseMap will be finalized.

Location

  • Each team is provided 2 rooms at the Cambridge Suites.
  • Teams are required to stay at the hotel during the workshop.

Workshop Sessions

The Workshop is divided into Presentations, Roundtable Sessions and Breakout Sessions. During the Breakout Sessions, each team will receive individual assistance from the consultants. During the Roundtable Sessions, teams present and will receive feedback from the other teams and the consultants.

Follow-Up Sessions

Individual feedback sessions scheduled in advance and conducted over the Internet using Zoom or other video conferencing solution. Companies get regular feedback on their business case, execution table and have access to examples of the Execution Table.

Download full course description and syllabus

Calendar

Sep 4-6, 2018

CEED Workshop 1

Follow Up Sessions

  • Sep 11, 2018
  • Sep 25, 2018
  • Oct 2, 2018
  • Oct 9, 2018
  • Oct 16, 2018

Nov 12-14, 2018

CEED Workshop 2

Follow Up Sessions

  • Nov 20, 2018
  • Nov 27, 2018
  • Dec 4, 2018
  • Dec 11, 2018
  • Dec 18, 2018

Mar 27-29, 2019

CEED Workshop 3

Follow Up Sessions

  • Apr 3, 2019
  • Apr 10, 2019
  • Apr 24, 2019
  • May 1, 2019
  • May 8, 2019

Size:

6 companies

Location:

The Cambridge Suites, Halifax, NS

Cost:

$1,195 + HST / company**

Included:

  • workshop attendance for 2 team members
  • 2 nights x 2 hotel rooms
  • 2 lunches + 2 dinners
  • 5 x 1 hour follow up sessions

Notes:

** The workshop costs are $6,500/company. Companies based in Atlantic Canada (Nova Scotia, New Brunswick, Prince Edward Island and Newfoundland) are eligible for a $5305 stipend from ACOA.

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Who

  • You're the founder or CEO of a company or startup
  • You have a partner, colleague, advisor, investor that is willing to join you for 2.5 days

When

  • There are 3 workshops in 2018/19 happening Sep 4, Nov 12 and Apr 23.
  • Program starts at 1pm.

Where

  • Halifax, NS
  • The Cambridge Suites Hotel. Two rooms are reserved per company for the group allowing teams working space.
  • Teams are required to stay at the hotel during the workshop

How Much

  • $1,195 + HST per company
  • The workshops are financed for the largest part by ACOA
  • Participant companies are required to contribute to the education and coaching program, the contribution covers part of the workshop fees including instruction, coaching, hotel rooms and meals

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Testimonials

"Sometimes building a startup can feel like wandering into different rooms with no lights on and a flashlight that has limited battery power. Working with CDL-Atlantic and THENEXTPHASE is like having a group of committed and highly experienced people with powerful flashlights focussed on different parts of the room for you.

David and Toon have practically seen it all and are experts at dissecting problems and strategy to help you understand the inner workings of how to approach a solution or plan an execution. Accountability is key and they'll hold your feet to the fire."

Dave Kim, Harbr

Dave Kim

CEO, Harbr, Halifax, NS

"Toon and David are recovering venture capitalists looking to help the other side of the table. They’ve coached me through financing and strategy and have always provided clear and honest feedback, which is often hard to come by. David and Toon tell you what you need to hear, not what you want to hear - and that type of advice is hard to come by. In a startup, time is always scarce and these guys can accelerate learning to save you both time and money. "

Jeff Schnurr

Jeff Schnurr

CEO, Jaza Energy, New Brunswick

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Team

Toon Nagtegaal and David Crow bring a unique set of skills and experience to the program and its participants. Technology, marketing, financing and execution, but also experience and in-depth knowledge of and with venture capital, both regional, national and international, all the bases are covered. Both have also been deeply involved in assisting early stage companies.

Toon Nagtegaal

Toon Nagtegaal

Riverport, NS

Toon has, all of his working life, been involved in the development and growth of companies, either as a venture capitalist or a consultant. He was a co-founder of Atlas Venture and p3 technology partners, managing director of Holland Venture and a VP Investments of GrowthWorks. He invested in early and later stage companies in Europe, North America and Israel. He served on the board of more than 25 companies. Toon was an executive board member of the European Venture Capital Association from 1995 to 1998, responsible for the events and training courses.

Since 2007, Toon has been fully dedicated to assisting Atlantic Canadian companies in their preparation for growth and financing. From 2007 until 2017, he worked with a total of more than 250 companies.

David Crow

David Crow

Toronto, ON

David has lived on both sides of the table as an entrepreneur and an investor. David was a Director at OMERS Ventures, the venture capital arm of OMERS, and he was a cofounder of Influitive, an advocate marketing platform. He is an angel investor in StreetContxt, OpenCare, Fiix Software and serves as an advisor to the Heart & Stroke Foundation Ontario, Swept Networks and others. David has held roles in product development, marketing and business development. He was a cofounder of StartupNorth.ca a community focused on emerging technology companies and venture capital in Canada.

Since 2015, David has been a partner in THENEXTPHASE.

LinkedIn @davicrow AngelList

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Describe your company, your customers and your past funding.