Session 7-5: Funding Options for Early Stage Companies

M. D. Anderson Cancer Center
Date: April 2008
Duration: 0 / 15:07

Deborah Mansfield, M.B.A., M.S., Director, Life Science Program, Houston Technology Center.

Narrator:

Okay, let's move on.  Next speaker, Deborah Mansfield.  Deborah has been working here at M. D. Anderson for nine years and then is now the director for the Life Sciences part of Houston Technology Center and we already heard another person from Houston Technology Center talk in one of the earlier sessions, and she's gonna tell us all about how to get to other kind of grant funding, other mechanisms by state, angels, whatever else is out there.  And she has science background, MBA backgrounds, so with that said, you're on.

Deborah Mansfield:

Thank you.  And our challenge is to get to the next slide up which is fine.  I see my name.  That's cool.  That's cool.  That's one thing.  Working at a technology center, one can't find one's technical--

[ Simultaneous Talking ]

That's right.  And I know that some of you are not in here.  They're watching us live right now.  I've got several e-mails.  People are out of state right now.  There's another cancer-related meeting going on and all these people will watch this on the webcast or a podcast.  So, even though a few seats are empty, we know that you guys are watching. 

Thanks Olli.  Thank you for this opportunity and it's great to be back here at M. D. Anderson.  I came from your place.  I came from the bench.  I came with an advanced degree.  I wanted to move forward and enable technology and it led me to M.B.A., and then somewhere along the line I became the pre-awards grants major for all of M. D. Anderson Cancer Center clearing 90 to 120 million a month out of the organization from 98 to 2000 with 5.5 people and we try to make it happen.  So much has changed and I'm really excited to see the growth here at M. D. Anderson.  So, I'm the non-delusional gal.  I'm the person who really is a firm believer in individual's boot strapping and how can we address the gap.  And so we're gonna move through some information rather quickly, and as a scientist with a background similar to yours, it's all about data and information.  So I have just from a housekeeping standpoint, it's my understanding Oli has provided to you some copies of information that I've given you.  I have a URL resource for you, all the URLs that are in the presentation or on the worksheet.  I've given you contacts for the federal government.  That's another worksheet, and then some examples of some of the funding agencies that I'll talk about with the federal government that might be appropriate for you to look to.  So, with no further adieu, let's move forward with this.  So basically, there are a variety of ways that one can fund.  We've got our famous four.  Our founder, family, friends and then some referred to as fools.  You may have the potential of being able to take out a loan.  Let's say you've had a great first career.  You've been able to accumulate certain things that can be lateralize, maybe involved with a business that may have receivables or have inventory.  This may be another resource, but we're not gonna deal with loans here today and some of these others.  We're gonna be talking about grants, angel capital and a new one that we're trying to investigate the Houston Technology Center as an accelerator for 20 plus life sciences companies here in the region, foundations as a resource for early funding, clinical, preclinical.  It's not just urban legend.  It's happening.  So, I'll give you a little bit of that at the end.  I know you've already covered this and so I'm not gonna go into this.  That's kind of like preaching to the choir over and over.  You need to have a plan.  And so this slide and the next two are basically covering some of the material that you've already had.  You need to know where you're going.  You need to know you're strategy.  You need to have certain resources because what you're doing is you're persuading.  You're trying to have people believe in you at a variety of levels on paper, it maybe believing you from the perspective of a presentation or to an investor.  Do they believe that you can get the project done?  Factors of success, these are all pieces that are in the business plan overview that I'm sure that you all had gotten earlier in the project.  So take heart and look at this because many of the types of funding that you've heard, even inside here at the tip for outside with grants of the federal government or moving forward the emerging technology fund.  They are looking for your plan and your strategy.  So that pre-work that I begged you to take seriously is you need to develop your elevator pitch.  It may not be perfect.  We need to be able to communicate.  And as Cathy said yes to your middle school person or your golfing buddy or to somebody in the checkout line because you never know where you're gonna network and find a potential resource.  The person in shorts waiting in line with a gallon of milk may be a venture capitalist that you would say, "Oh my gosh!"  And they just happen to say, what do you do for a living?  Because there's 5 people in front of you, you know H-E-B or wherever.  Business plan, again you'll see that there is the need for information about your commercialization plan and by having even a rough sketched business plan, you're gonna be able to move forward more successfully.  And then the other is and I stress this is that not every investor is gonna be your size, shape and type of investor.  Some investors maybe only interested in oil and gas and if you apply to them, you take the time, it's your time, it's your money, it's their time.  It may go into the traditional circular file.  You have to know which investors are interested in the life sciences sector and that's what I mean by a savvy interested network.  So let's move into the federal grants program.  We have government grants and again as we had corrected, the state organization here at Texas had erroneously called the first part of the program the Grant Program.  So that's been incorrect.  We now call it the Awards from the Texas Emerging Technology Fund.  And my focus today is on the federal grant program.  Now, many of you in this room probably are being paid off with a grant, a traditional NIH grant, an NCI grant.  You may have had to put together some information for a grant.  You may have had to work up part of the budget on the grant.  So these yes are grants, but they're somewhat different in the traditional development and basic research grant.  One is called the SBIR or the Small Business Innovation Research Program.  And the difference between these two is really where does the project leader have the project?  Is that project leader are what we call in science the principal investigator?  Are they in the company 51 percent of the time are greater or are they at the research institution 51% or greater?  So, that's kind of the rule on this.  If the investigator with the project lead is with the company, you apply for an SBIR.  If that project lead is a subcontract from a company to a university and has 51% of their time paid by that university, you'll apply through the STTR program or the small business technology transfer program.  Now, what's different is from the federal grants that you're used to, is that it was the principal investigator at the institution, M.D. Anderson that applied these grants it's the company that applies.  It's the company who's the applicant.  It's the company who receives the dollars.  So, a location for you to find information, as I said, I'm very information oriented in this presentation is if you go to www.sba.gov.  This is a small business administration.  They cover a number of loan programs for businesses that are doing very well and need loan support or microloans but again, a big part of their program also is to coordinate and set aside from Federal agencies, every year specifically to encourage commercialization from small business.  One SBA resource that's in town here that I would also encourage you to familiarize yourself with is the University of Houston Small Business Development Center.  They have library facilities there with business information.  They have specialist that will be able to walk you through an SBA loan, in SBIR or in STTR application.  They have individuals that are accountants, attorneys, et cetera and this is all paid by your tax dollars, isn't that wonderful.  It's something that we can actually get from our taxpayer, dollars.  Again, the caveat though is you have to be a small business.  So, as far as the SBIR, STTR resources, you know, we all have our favorite search engine.  Of these two web sites, either www.sbir.gov or zyn.com, Zyn is the kind of the white-face Google not very much there on the page, go right to the length, you go right there.  It will give you information about funding searchers where are conferences.  Many times M. D. Anderson hosts a conference here on SBIRs or STTRs.  So, it's basically giving you the how to, the due dates as well as and this is most important, in our institution here at M. D. well, not our, I can't say our I'm in the lump site so I can't say our.  You have awardees working on STTR and SBIR applications as well as who have been awarded.  There's a way of finding out who they are, buy them a coffee, find out how they did it.  So, basically it's a federal grant, their forms and as we all know, the federal grant program has moved to electronic process.  It's competitive.  There are certain deadlines.  NIH is great because you can apply 3 times a year but in some federal agencies, it's only once a year.  So if you pass the deadline just like what Dr. Wenker had mentioned here the deadline for the last TIF is passed, you have to wait till the next round.  Of course there are regulations.  There are regulations for this of humans, the use of animals.  There's certain kind of contract requirements.  The submission is electronic and of course it has the post-award reporting but different from the emerging technology fund.  This is non-delusional.  It is a grant.  You have a reporting requirement.  You do not have to pay the money back.  If you don't spend it sometimes, you have to return it.  So basically, the websites that I have given you will give you how to apply.  There are 3 phases.  These are in series.  You have to apply for one before you can apply to the next phase and the next phase.  There are over 12 federal agencies that may fit your solution and every year, there are topics.  They'll say what are the citizens of the United States need from the specific agency?  For example, after 9/11, they were very interested in locking mechanisms for containers that were coming from ships but the next year, they have a different topic, a different requirement.  One thing that I wanna help you with is the coding for this when you look up the actual information.  The STTR is called an R41 for phase 1 and R42 and the SBIRs are R42 and R43, excuse me R43, type 1, I apologize, 43 and 44.  So here I've copied out of the actual SBIR application guide the letter of the law per what is the phase 1 and as Cathy had mentioned, this is really the proof of concept.  One thing that's great about the TIF grant, you can actually get a few data points that will allow this application to be more successful.  You don't necessarily have to posture the way and only have and have no data but it is recommended.  Again, as I have said, I've included these slides for your information.  This fully describes phase 2 and phase 3 is not funded.  This is when they're actually wanting you to actually launch the commercialization process.  Again, for some of you, you may think only of the NIH to apply but you also have the NCI, your Department of Defense, National Science Foundation and also NASA may actually need your solutions for human kind.  I've given you websites here for there are two types for registrations, its grants.gov and also for this submission.  This is, you can do this already as company individuals.  You can actually register.  M. D. Anderson has already registered with grants.gov.  Well, let's move into another type of funding which is different than the grant.  Basically, this is an equity-type of funding.  We have, Evan  is gonna give us a little bit more about BCs but an angel is an individual in the community of high network that's interested in putting equity dollars into a company but also kind of taking it on as a project.  They'll be involved most likely on the board and with helping the company to determine what kind of resources it needs.  I wanted to give you specifically a location here at Houston using an angel network, here is their web site and again like I said we have such a brief period of time here but I want you to know we do have an angel group.  They syndicate with other angel groups.  Again, there's a due diligence process very similar to what we've talked about here for other funds and here are two great resources, one the Kauffman Foundation.  It gives entrepreneurial help.  It's a great resource but also you can actually get the locations of other angel networks through the angelcapitaleducation.org.  And finally, check with sponsored programs about this silence source, this urban legend.  Yesterday, on FierceBiotech, the headline read, from the e-mail.  If I could just close with this, nonprofit millions flow to biotech R&D and they give a few examples of the foundations that exists who are actually doing this kind of funding.  So with that I'd like to close.  Again, thank you for allowing me to fly through this information but again, you have our contact information and I'd love to take questions now or have you call me for further information.  Thank you.

[ Applause ]