INVESTMENT CO-OPS www.acca.coop sleon@acca.coop 587-216-2144 - PowerPoint PPT Presentation

INVESTMENT CO-OPS • www.acca.coop • sleon@acca.coop • 587-216-2144

BATTLE RIVER RAILWAY

An autonomous association of persons united voluntarily to meet their common economic, social, and cultural needs and aspirations through a jointly- owned and democratically-controlled enterprise . Long-term Planning Member Centric Change markets structure Ownership in • New technology • Transparency • ROI/SROI action! • Market Power • Innovation • Access to renewable energy • Choice

Incorporated under the Alberta Co-operatives Act or the Canada Co-operatives Act Limited Liability Corporation Co-operatives Member owned and democratically controlled For profit or not for profit Purpose driven

Opportunity Development Co-operatives Local Long term Leadership Capital focus benefit

• To support and facilitate the development of businesses Opportunity and undertakings which, in the opinion of the Cooperative, will enhance the social and/or economic Development well- being of “ Capitaltown ” and/or neighbouring communities in accordance with the principles set out in Co-operatives the Bylaws of the Cooperative.

• Volunteer Boards Opportunity • Exempt Market Shares Development • Alberta Securities Commission regulations • Canadian Revenue Agency Co-operatives

Development Process PHASE 1 PHASE 2 PHASE 3 PHASE 4 UNDERSTAND ASSEMBLE DEAL FLOW MARKETING AND • • • • NEEDS CHAMPION TEAM CONFIRM OUTREACH • • EXPLORE OPTIONS • INVESTMENT OPPORTUNITY • MEMBER ENGAGEMENT • BUILD SKILLS CRITERIA • CEDC • OUTREACH MISSION RRSP/TFSAs AGM • • • STRATEGY TRUSTEE CELEBRATE • • • FEASIBILITY MAILBOX • • INCORPORATE CAPITAL IS RAISED OFFERING ODC MEMORANDUM

PHASE 1 • Today’s workshop! • Guide for Community Leaders • Research and Contact investment co-operatives • https://localinvestingyyc.ca/ • https://www.cuttingedgecapital.com/ • https://www.iinvestlocal.com/ • http://www.neic.coop/ • https://www.cooperativefund.org/ • Michael Shuman (Local Dollars, Local Sense,) http://michaelhshuman.com • Community Economic Development Corporations • CWCF RRSP and TFSA Program HOW TO SAFELY INVEST OTHER PEOPLE’S MONEY!

LOCAL INVESTING YYC Local Investing YYC wrapped up our winter 2019 round, raising our goal of $520k to support these great local. www.localinvestingyyc.ca

https://localinvestingyyc.ca/ We invest in for-profit Calgary-based companies that, beyond generating financial returns, are addressing a need in our community by doing business differently. Local Investing YYC looks for the following criteria in our investments: • Have a strong business plan • Have revenue visibility or other evidence of the viability of the business model • Have skin in the game and/or other financing • Are fully committed to the business and the cause – the venture is not a side gig • Can secure our investment and/or provide preferential creditor treatment • Meet our financial health criteria Interested? Fill out the survey and form below to help us determine whether we are the right fit for your Organization and you are the right fit for us.