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Practical Application of Financing Entrepreneurial Ventures & Partnering with Venture Capitalists.

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The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle.

–– STEVE JOBS

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  • Bill Malloy’s Background
  • Accelerators: landscape and what NEX3 does
  • Venture Capital: landscape and what Sway Ventures does

Agenda

April 21

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Bill Malloy’s Background

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Husband, Dad, Investor, Company Builder, Philanthropist

Bill Malloy

South Carolina Roots, Silicon Valley Career Path

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Origin of our Businesses

  1. After working in GP roles for private equity and venture capital firms we wanted to build a broader alternative asset management platform that could provide more value to investors and entrepreneurs alike
  2. We envisioned a ‘three legged stool’ that would give us ‘idea to IPO’ coverage where each leg of the stool had a distinct focus and proprietary advantage to accel at their respective ‘zone’
  3. We knew that we could build synergies between these discrete asset management firms to leverage: cost synergies, best practices advantages, network effects, pooled experience and combined efforts to create a very unique and powerful platform
  4. We recruited world-class teams of domain experts in specific points across the ‘alts’ spectrum, giving both investors and entrepreneurs the ability to sponsor more of their needs thru capital support
  5. We launched them sequentially so as to enable the necessary focus to get each leg of our ‘stool’ built out effectively

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OUR VISION

Create an alternatives platform specifically for private investors.

Proprietary and Confidential.

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The engine driving the platform consists of �three synergistic asset management businesses

Over the past decade we’ve developed a highly complementary and synergistic group of asset �management businesses. These businesses allow us to optimize for a risk-adjusted, scalable portfolio.

Accelerator & �Venture Capital Studio

Seed through Growth Stage �Venture Capital

Private Equity, Private Credit�and Real Estate

Business Synergies allow us to

  • Scale more efficiently
  • Increase business velocity
  • Lower operating costs

Three Potential Investment Outcomes

  • Return on Equity (from funds and direct investments)
  • Yield (cash flow)
  • Dividend-style investments

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Proprietary and Confidential.

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We are a vertically integrated platform leveraging �horizontal functions of the business

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Private Equity

Private Credit

Private Real Estate

Landowners, Developers and Industry Operators

US And Global Family Offices

Family Offices and Universities

Pensions, Endowments, Foundations and Other Institutions

Venture Capital and �Private Equity GP’s

Internal Capital Formation

US and Global Founder �CEO Network

RIA/Icap Network

Corporate Finance and Lenders

Business Automation and Services Across Platform and Portfolio Companies�In-house Front and Back Office Support & Third Party Fund Administration

Proprietary software stack

Integrated Investor Relations, Marketing, Digital, Public Relations, Communications

San Francisco

Charleston

Washington DC

Stockholm

La Jolla

GLOBAL FOOTPRINT

ASSET MGMT. BRANDS

ASSET CLASSES

PROPRIETARY DEALFLOW

PROPRIETARY CAPITAL

PROPRIETARY ADMIN

TECHNOLOGY

PROPRIETARY IR

Proprietary and Confidential.

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Finding a Job or Internship

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  • Important to remember a first job is important but if you hate your first job in today’s environment you can always move to another job
  • Use the opportunity to excel in your role, but also explore other jobs that may be interesting to you
  • Culture performance is as important on job performance

Finding a job

What's Super Important about a first job - current landscape, expectations

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Core Values

A culture of innovation built on these core values

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Money

  • If you can financially get support from others don’t make this about the money. Make this about the experience and resume

Brand Matters

  • Even an internship at Google will go a long way in your career
  • Or work for a startup with strong financial investors (Founders Fund, Sequoia)
  • Aim high

Work on projects you are given but ask/create projects that you are not given

Network with your boss, other business unit leaders, other peers

Finding a internship

What's Super Important about a First Internships - current landscape, expectations, advice

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Zoom works for now as good as in person networking

  • Companies have adapted well to working in a virtual environment. The key in a virtual environment is to over communicate since you are not in person

Finding a job or internship

In Person vs Virtual Issues 2021

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Freshman

  • For companies to hire you its a negative ROI
  • Hustle and hard work is what will make you stand out
  • Don’t get discouraged if you are making photocopies of presentations for meetings

Sophomore

  • Can you start to tie school projects to an industry that you want an internship in
  • Build your own “advisory board” with industry experts that you can pick their brains on

Junior

  • This internship matters
  • Incorporate coursework
  • Do you start to build on something outside of school with a few classmates. This could be a presentation or business plan for a larger company or could be a startup

Finding a job or internship

What would your plan be if you were me to get great set of experiences if I am a Freshman? Sophomore? Junior?

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  • Self started projects for companies you want to work for. This could be a part of your portfolio that you bring around as you network and interview. There is a lot of information publicly available that you can use to do your own research project
  • Go offer to work for free for a family friend in an industry you want to work in
  • Build a pitch deck for a company you want to start
  • Go work for a non profit organization or volunteer for a non profit
  • Go travel to India

Finding a job or internship

What should I do if I don't end up get a good permanent or summer job? Selling anything, customer service, self study???

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Working Inside a Startup

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Investopedia Definition

  • The term startup refers to a company in the first stages of operations. Startups are founded by one or more entrepreneurs who want to develop a product or service for which they believe there is demand. These companies generally start with high costs and limited revenue, which is why they look for capital from a variety of sources such as venture capitalists

Yes but....

  • A lot of “startups” are really venture backed companies that sometimes have more equity capital or cash than some public companies
  • The key is to look at who the investors are. Crunchbase and Pitchbook are great resources for research

At a Startup

New Venture

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At a Startup

Healthcare

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At a Startup

Property Technology

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At a Startup

Financial Services Technology

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At a Startup

Retail and Brands

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At a Startup

Logistics and Mobility

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Organization�Structure.

You will wear a lot of different hats or you may wear every hat!

Be prepared to work a lot

Case study of a new machine learning engineer

  • Working on python on machine learning
  • Recruiting for another machine learning engineer
  • Recruiting to hire his boss
  • Setting up a machine learning fellows program
  • Working with product team on product requirements documents
  • Researching technical architecture to optimize performance

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Hands off

  • Here is a desk, see you at the end of the summer or for your review...
  • What do you do?
    • Seek out peers to ask questions and get data
    • Be proactive to set meeting with your manager and set your own goals

Collaborative management

  • Works to create alignment
  • Takes input
  • Shares company goals and works to incorporate your ideas
  • What do you do?
    • You are the lucky one!
    • Ensure you goals are attainable and get to work!

Managerial

Styles

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Location Matters Technology Hub vs Smaller Hub

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Commonalities

  • Large technology companies are in all locations
  • Networking becomes a lot more of a “job”

Tech Hub

SF/SV, LA, NYC, Austin, Boston, Research Triangle

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Tech Hub

SF/SV, LA, NYC, Austin, Boston, Research Triangle

SILICON VALLEY

LA

NYC

AUSTIN

BOSTON

RESEARCH TRIANGLE

SECTOR FOCUS

All

Media

FinTech

All

Healthcare

Healthcare

2019 VENTURE DOLLARS INVESTED

$35B

$14B

$14.19B

$1.84B

$6B

$1.5B

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Large Technology Companies

  • Reach out to more junior people at the firm. 1-4 years out of school
  • Do research ahead of the call
  • Tie this back into a project you initiated about their company

Venture Backed Companies

  • Databases (i.e. Crunchbase, Pitchbook) can be sorted by region
  • Look for something in a sector you want
  • Remember to look at the financial backers

Tech Hub Opportunities

How to research? Who to contact?

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Hubs in or near South Carolina

Greenville, Charleston, Charlotte, etc.

South Carolina Will Become a Leading Technology State

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Use your network of friends & family as well as alumni

  • Don’t be afraid to ask questions of everyone you know
  • Remember be prepared when you do get the meeting

Simple Online Keyword Searches

  • “Research Triangle AI drug discovery technology company”
  • Crunchbase, Cloud Pharmaceuticals

Hometown or South East Hub Opportunities

How to research? Who to contact?

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  • Bill Malloy’s Background
  • Finding a job or internship
  • Working inside of a startup
  • Location Matters: Technology Hub vs. Smaller Hub

Agenda

April 21

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The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle.

–– STEVE JOBS