Terms
The rate at which a company spends its cash, usually on a particular time scale.
Burn Rate
The optimal amount of words in the subject line of an email
5-7 Words
Multinational athletic apparel retailer headquartered in Vancouver. It was founded in 1998. Has expanded to also sell athletic wear, lifestyle apparel, accessories, and personal care products.
NASDAQ: LULU
(Lululemon)
Cash: 15K
Stock: 22.5K
Lithium is considered a hot commodity of the future: It’s one of the key components for rechargeable batteries used in this industry.
EV
A ________ is an individual participant or member firm of an exchange that buys and sells securities for its own account. __________ provide the market with liquidity and depth while profiting from the difference in the bid-ask spread.
Market Maker
Explain ticker tagging
When you use another company to benefit your own pitch. Usually within the same sector, market cap range or product offering.
Worldwide entertainment company. Offers direct-to-consumer streaming services, operates television broadcast networks and is responsible for the creation of a nostalgic character originally featured on a steamboat.
NYSE: DIS
(Walt Disney Company)
Name our 3 divisions.
IR / Cap Markets / Reg A
This sector's market size is projected to reach $10.7 Billion by 2027.
Psychedelics
_______ is a securities offering in which an investment bank commits to buy the entire offering from the client company. A ________ eliminates the issuing company's financing risk, ensuring that it will raise the intended amount.
Bought Deal
What is an open-ended question and why are they crucial to a pitch?
Is a question that cannot be answered with a "yes" or "no" response. Makes the prospect think of a response and stimulates conversation.
Largest home improvement retailer in the United States, supplying tools, construction products, appliances, and services. The company is headquartered in incorporated Cobb County, Georgia.
NYSE: HD
(Home Depot)
Name of our arms-length fund?
OpenSky
There is an oligopoly in the wireless service industry within Canada - name the companies that comprise this oligopoly.
Rogers, Bell and Telus Corp
A clause contained in the underwriting agreement of an initial public offering (IPO) that allows underwriters to buy up to an additional 15% of company shares at the offering price.
Greenshoe
Define:
Active Audience
+
Qualified Leads
Active Audience: Anyone we've had a touchpoint with which could include VM, email, call, message with MA
Qualified Leads: Leads we've had multiple touchpoints with and know the company well, actively looking at ways to put the company in a client's portfolio or their own.
In 1981, just 12 people attended this company's annual shareholder meeting. This year, an estimated 40,000 shareholders made the trip to Omaha.
NYSE: BRK.A
(Berkshire Hathaway)
How do brokered vs non-brokered raises affect our email strategy?
We are still bound by CASL when marketing a non-brokered raise. During a brokered raise, we are able to bi-pass CASL and blast the syndicate without prior contact.
True or False:
Since 2012, 22 states have legalized marijuana for adults over the age of 21. And 38 states have legalized medical marijuana.
False.
Since 2012, 18 states have legalized marijuana for adults over the age of 21. And 38 states have legalized medical marijuana
A procedure of raising capital whereby the two parties involved in the swap exchange restricted equity shares in return for freely exchangeable shares.
Gypsy Swap
4 elements of a pitch - including examples
1. Intro
2. Hook
3. Pivot Question
4. Why Now?
On Oct 30th, 2017 this company announced a $245 million strategic relationship with the leading alcohol beverage supplier in the United States, Constellation Brands.
TSE: WEED
Canopy Growth
What is the primary benefit to the client for signing a partnership package with Hybrid Financial?
Capital markets services pro bono for the duration of the contract plus a 50K bonus allocated into the next financing.
The primary purpose of the _______ is to protect banks and financial institutions that choose to service cannabis-related businesses operating within their state’s legal and regulatory frameworks.
SAFE Banking Act