Entrepreneurial Finance: Entrepreneurship and Finance

Entrepreneurial Finance

Lesson 1: Entrepreneurship and Finance

Instructor: Tommaso Saltini
Dates: February 23rd and 25th, 2026
Institution: ALTIS, ALTA SCUOLA IMPRESA E SOCIETA, Università Cattolica del Sacro Cuore


Definition of Entrepreneurship

  • Entrepreneurship is defined as the exploitation of entrepreneurial opportunities including:

    • Developing a business plan

    • Hiring the human resources

    • Acquiring financial and material resources

  • Process: Entrepreneurship is the process of designing, launching, and running a new business. It involves setting up a business or businesses, taking on financial risks in the hope of profit.


Rules of Brainstorming in Entrepreneurship

  • To stimulate creativity in coming up with business ideas, consider the following rules:

    • Generate numerous ideas; having many is key to finding a brilliant one.

    • Build on others’ ideas by improving and customizing them.

    • Employ visual thinking: sketch ideas and write down thoughts.

    • Engage in brainstorming sessions with friends and partners.

    • Test ideas against market needs; the best idea may not align with market demand.

    • Important: after brainstorming and thinking, it is essential to take action and start.


Transitioning from Idea to Model

  • Business Model: Move your business idea into a business model and define the model before developing a business plan.

  • For existing businesses: Improve your existing strategy.

  • For start-ups: Design a new strategy.


Business Model vs. Business Plan

  • Business Model:

    • Description: It explains the rationale of how an organization creates, delivers, and captures value.

  • Business Plan:

    • Description: A document providing detailed forecasting and information (both narrative and numerical) about a business aimed at launching or improving.


Characteristics of Business Models and Plans

  • Business Model and Business Plan must highlight the essential traits of your business idea, enhancing coherence and detailing future impacts and results.

    • Internal stakeholders: The entrepreneur, investors, and stakeholders.

    • Methodology: Start with an analysis of the stakeholders before moving to utilize the model.


The Essentials of a Business Model

  1. Creating Value: Identify what needs your business addresses.

  2. Delivering Value: Define how to reach the target market.

  3. Capturing Value: Determine what portion of the value generated is retained by the organization.


The Business Model Lifecycle

  • Key phases in the business model lifecycle include:

    • Designing

    • Implementing

    • Refining

    • Adapting / Changing


Business Model Canvas

  • The Business Model Canvas is a visual tool used to depict all building blocks involved in starting a business, such as:

    • Customers

    • Route to market

    • Value proposition

    • Financial structure

  • Strategic management template: It serves to develop or document existing business models, illustrating potential trade-offs and aligning activities within the organization.

  • Applicability: Suitable for all types of businesses:

    • For-profit or not-for-profit

    • Commercial or Social

    • Multinational or Small business

    • Established or Start-up


Canvas Elements and Implications

  • Elements of the Business Model Canvas include:

    • Partners

    • Activities

    • Resources

    • Customer segments

    • Channels

    • Customer relationships

    • Value proposition

  • Cost Structure and Revenue Streams: Understand the financial implications, including costs vs. revenue generation, and aim to create symmetry within the canvas strategies.


Business Plan Structure

  • Purpose of Business Plan:

    • Outlines overall strategy and direction of the business.

    • Provides detailed financial forecasting and comprehensive market assumptions about future functionalities.

    • Focused on a three to five year outlook.


Nature of Business Plans

  • Business plans are dynamic tools that must refresh to remain relevant, akin to budget-to-actual analyses.

  • Two primary purposes:

    1. Internal: Serves as a management tool for aligning company direction and decisions.

    2. External: A means to secure financing through debt and equity options.


Start-Up and Growth Requirements

  • To be an entrepreneur involves:

    • Start-up: Initiating a business endeavor.

    • Growth: Fast-paced expansion towards financial sustainability.

    • Essential needs: A robust business model and access to capital.


Understanding Capital Needs

  • One of the key challenges for entrepreneurs is accurately assessing their capital needs:

    • Determining how much capital is required and the appropriate timing for raising it.

    • Various funding options are available to support growth in modern entrepreneurial environments.

    • The right partnerships with investors can affect business trajectories.


Definition of Entrepreneurial Finance

  • Entrepreneurial Finance: Defined as the acquisition and utilization of capital along with decisions regarding the appropriate size of capital for new and growing ventures:

    • How much money to raise, when, who to engage, and the types of instruments to use.


Financial Instruments and Institutions

  • For raising capital, awareness of:

    • Financial Instruments: Debt and Equity.

    • Financial Institutions/Investors: Commercial banks, equity funds, business angels, crowdfunding platforms.

  • Key documents to prepare include:

    • Financial Tools: Business Plan (comprises income statements, balance sheets, cash flow statements, along with strategic narrative information).

    • Valuation Analysis and Presentation materials.


Capital Needs Vary by Firm Life Stage

  • Funding options are contingent upon the firm’s life stage, with companies typically evolving from birth to maturity, and leading to eventual decline or transformation.


Variety of Capital Providers

  • Types of Funding Sources:

    • Private Equity, Venture Capital Funds, Venture Philanthropy, Incubators, Accelerators, Business Angels, Grants, Soft Loans, Crowdfunding.

  • Stakeholders include founders, friends and family, impact capital funds, public investors, and numerous lending institutions.


Variance in Capital Needs

  • Capital requirements are heterogeneous and vary based on:

    • Geographic Location

    • Industry Type (traditional vs. high tech)

    • Venture Development Stage

    • Character of the funding group (individuals, families, teams).

  • Early-stage ventures may require smaller amounts, while high-tech scalable business models often necessitate larger capital injections.


Addressing the Angel Capital Gap

  • The true limitation in entrepreneurship is not the absence of money but the lack of innovative ideas and committed individuals willing to engage their resources.

  • Despite existing financial gaps, there are ample angel funding opportunities available for committed entrepreneurs.


Challenges Affecting Start-ups and SMEs

  • Constraints to accessing finance include:

    • Weak legislation and policies impacting the entrepreneurial environment.

    • Lack of educational programs fostering entrepreneurial skills and confidence.

    • Demand-side factors, including lack of transparent histories and collateral.

    • Supply-side factors: investors often lack structure and experience.


Overcoming Financial Resource Challenges

  • Entrepreneurs need to demonstrate:

    • Strong commitment and capacity to take risks.

    • Innovation and creativity.

    • Awareness of their capital needs, including amount required and duration.

    • Familiarity with financial instruments and investor profiles.

  • The environment must facilitate cooperation among various stakeholders including government bodies, investors, NGOs, and development agencies.


Engaging with Investors

  • Recommendations for approaching investors include:

    • Formulate a compelling business model focused on impact.

    • Prepare a practical business plan.

    • Express passion and commitment to the enterprise.

    • Engage in marketing and promotional efforts.

    • Be willing to share knowledge, data, and results with investors.

    • Show openness to collaboration and demonstrate sustainability and scalability.


Recommended Readings

  • Textbook:

    • Hans Landström, (2017), Advanced Introduction to Entrepreneurial Finance, Edward Elgar Publishing, Cheltenham, UK.