Part
2: Financing
Aired September 3, 2002
When it
comes to investing in new Cleveland area businesses, this region has
a major problem - hardly anyone is doing it. In fact, less than half
of one percent of everything that the area produces comes from venture
capital investment. Entrepreneurs say local money is scarce, while venture
capitalists say there aren't enough good ideas that are worth the money.
As part of our ongoing series, A Quiet Crisis, ideastream's Shula
Neuman reports on the difficulties funding the region's entrepreneurial
spirit.
A-ha! That's the way Don Knechtges describes the initial moment when
someone has an idea for a new product or business. Knechtges is managing
director of Great Lakes Innovation and Development Entreprise - or GLIDE
- a Lorain County incubator. He says between the "a-ha" stage and the
"on-the-road-to-success" stage the entrepreneur frequently has to deal
with the task of raising money to keep the venture going. But there's
a difference between raising less than $250,000 for start-up, or seed
money, and raising $5 million from Venture Capital firms to help a business
grow. In fact, Knechtges says, so-called "angel investors" and venture
capital is relatively easy to find. It's that middle ground that causes
problems.
Don Knechtges:
Many good companies who have started have gone through the seed
and angel investors then have found a hole in the financing on the
equity side and can't get financing. NOT because they don't have a
good idea, but because they don't fit the size and as a result, they
grind to a halt in their development.
Knechtges and his colleagues at GLIDE are trying to find ways to make
sure that no business falls through the financial cracks. That's all
fine and well, says investor Daniel Kellogg. He's managing director
of Crystal Internet Ventures, a Cleveland firm that throws its money
behind high-tech companies all over the world. Kellogg says he's based
in Cleveland because he lives here, but he hasn't seen many worthwhile
local ideas. Kellogg says he's opened offices in Palo Alto, California
and Singapore so his business is closer to where the action is.
Daniel Kellogg:
In the year 2001, I believe we received more unsolicited business
plans-before we opened up our Singapore office - from Shanghai, China
than I received from Northern Ohio. Now you explain why somebody writing
in another language, translating it, shipping it to a fund that's
in Ohio in order to get funding, why that should happen at a higher
rate than somebody from Cleveland.
Kellogg thinks the entrepreneurial spirit in Northeast Ohio has been
stamped out by Schadenfreude.
Daniel Kellogg:
And that's taking joy in the misery of others. And I sense that when
an entrepreneur stumbles that a lot of people think, "They finally
got their come-uppance." When our people locally succeed-especially
in hi-tech, early stage transactions, I don't see the support and
enthusiasm.
Kellogg says if this region wants to encourage start-ups, then they
have to support them and NOT just financially but morally, as it were,
by singing their praises, celebrating successes, patronizing new enterprises,
and THEN, being ready with more dollars when more funding is needed.
That's
not what's currently happening, according to the entrepreneurs. When
Steve Belovich was ready to raise more money for his software company,
SmartData, he became convinced that Northeast Ohio financiers weren't
ready for hi-tech ideas.
Steve Belovich:
Classic case, I had one guy tell me, one VC, he says I'd like to see
more product. I say well, we're going to release a product for the
PDA's, personal digital assistants - palms and everything else. He
gets up, puts his thumbs in his vest. Walks around the room, sits
back down and looks at me. I had my chief financial officer and somebody
else and we're all looking at him. And he goes, "Steve, that comment
scares me to death." And I looked at him - I didn't know what to say,
I just said, "Really." He said, "You could be chasing the shorter
skirt; this could be a fad." What could I say to that? In other words,
Microsoft's wrong, Palm's wrong, 3-Com's wrong, Sharp's wrong, Casio's
wrong, Comp is wrong. He's right. I just got up and said, "Hey I appreciate
your time. Thanks for the interest we'll stay in touch". I mean that's
all you can do.
Belovich says as long as the money-men lack the foresight to recognize
a good investment, area entrepreneurs will be forced to either look
elsewhere for money or relocate.
Of
the 32 Venture Capital firms in Crain's Cleveland Business Book of Lists,
less than one-third specify a preference for investing in Ohio companies.
Start-up consultant and economist Erwin Bruder says this doesn't mean
V-C firms won't consider the region, it's that they aren't finding the
right deals.
Erwin Bruder:
The common complaint of capital is that there aren't any deals around
here. The common complaint of the entrepreneur is that we have a world-class
deal and there isn't any capital around here. Well, actually there
are both world-class deals and there is capital as well. Putting them
together, that becomes the hard part and that is part of the things
that I do.
Bruder says there's a lot of potential in Northeast Ohio. He points
to the intellectual horsepower in the region, recent efforts on the
part of universities to commercialize that capacity and a sense that
Cleveland's investors are beginning to see the possibilities. If his
observations are correct, it may not be long before the money and the
ideas grow together. In Cleveland, Shula Neuman, 90.3.