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Finance Boot Camp for Entrepreneurs

Build a profitable company, make money, and raise capital the easy way.
6 reviews
WHAT'S INSIDE
  • Lifetime access to 17 lectures
  • A community of 1300+ students learning together!
TAUGHT BY
  • Lili Balfour Author of Master the Finance Game. CEO of Atelier Advisors.

    Lili Balfour is the founder of Atelier Advisors and author of Master the Finance Game.

    Lili spent over 15 years in investment banking (technology and healthcare) and investment management before creating Atelier Advisors, a firm that provides strategic and financial advisory services to early-stage companies. To date, she has helped over 100 early-stage companies raise over $200 million.

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Finance Boot Camp for Entrepreneurs

Build a profitable company, make money, and raise capital the easy way.
6 reviews

Ready to get your company in tip top shape? Join Boot Camp!

ABOUT THE INSTRUCTOR

Lili Balfour has advised over 100 companies, who have gone on to raise over $200 million from investors around the world. She is the author of Master the Finance Game, a Wall Street Journal Guest Mentor, a contributor at Fox Business News, a blogger for The Huffington Post, a guest contributor for HuffPost Live, and a guest lecturer at UC Berkeley.

ABOUT THE COURSE

Finance Boot Camp for Entrepreneurs is a 30 minute course that outlines 30 days of action to get funded quickly. It includes a downloadable financial model, cap table, and list of investors. [watch launch video here.]

Upon completion, students receive a complimentary Popexpert session ($300 value).

By the end of your 30 day session you will have a solid financial plan for your company, including:

- financial model with meaningful metrics

- funding strategy specific to your company

- list of capital sources (angels, investors, etc.)

- plan of action (detailed process to execute your funding strategy)

COMMUNITY

Lili Balfour spent over 20 years in investment management and investment banking in Silicon Valley and NYC before founding Atelier Advisors in 2007. Her goal is to provide investment banking services to early-stage companies, which are typically ignored by investment banks. Over the past seven years, she has advised over 100 startups on their funding strategy. She has coached established brands (Bag, Borrow, or Steal, Visual IQ, Alpha Theory, Derivix, Erin Fetherston, and Peeled Snacks) and pre-revenue startups looking for seed capital via crowd funding.

Our community of entrepreneurs spans several countries and has climbed pass 5,000. We meet on the third Friday of each month for Office Hours on Spreecast and participate in weekly video lessons on YouTube.

I hope you will join us!

    • Over 17 lectures and 40 mins of content!

CURRICULUM

  • SECTION 1:
    Week One - Financial Strategy
  • 1
    Constructing a Financial Model and Metrics the Easy Way
    04:15

    In Lecture 1, we focus on building a financial model the easy way. We focus on the salient six - revenue, COGS, R&D, SG&A, operating income, and cash. We review basic metrics and discuss free resources to further your learning.

    You will find the sample financial model below. If you need further guidance on constructing the model, you can email me for a discount code to Lean Finance for Startups, which includes step-by-step instructions for constructing the model.

  • 2
    Finding Break-even Point(s)
    01:08

    In Lecture 2, we focus on finding our break-even point and determining our funding timeline.

  • 3
    Determining the Right Source of Capital
    00:52

    In Lecture 3, we focus on different types of capital sources.

  • SECTION 2:
    Week Two - Developing Contact Lists
  • 4
    How to Find Angel Investors Who Will Help You Win
    01:59

    In Lecture 4, we focus on building a target list for angel investors and friends and family. We focus on using free resources to build our list.

  • 5
    How to Develop an Army for Your Crowd Funding Campaign
    03:53

    In Lecture 5, we focus on building a target list for a crowd funding campaign. We focus on using free resources to build our list.

  • 6
    How to Locate Venture Capital Funds That Want to Fund Your Company
    02:10

    In Lecture 6, we focus on building a target list for venture capital. We focus on using free resources to build our list.

  • SECTION 3:
    Week Three - Developing Materials
  • 7
    Ingredients of an Investor Pitch
    02:51

    In Lecture 7, we focus on developing on building materials for fund raising via angel investors.

  • 8
    Best Practices in Crowd Funding (Lessons Learned from Others' Mistakes)
    01:53

    In Lecture 8, we focus on developing on creating a crowd funding campaign.

  • 9
    How to Win over Venture Capitalists
    01:47

    In Lecture 9, we focus on developing on building materials for fund raising via venture capital funds.

  • SECTION 4:
    Week Four - Developing an Outreach Campaign
  • 10
    The Art of Cold Calling Angels
    01:32

    In Lecture 10, we focus on developing an outreach strategy for angel investors.

  • 11
    The Law of Averages
    00:47

    In Lecture 11, we focus on developing an outreach strategy for crowd funding.

  • 12
    The Long Road to VC
    02:12

    In Lecture 12, we focus on developing an outreach strategy for venture capital funds.

  • SECTION 5:
    Maintenance + Resources
  • 13
    Office Hours
    Text
  • 14
    Finance Boot Camp for Entrepreneurs' Facebook Page
    Text
  • 15
    How to Raise Capital and Maintain Control of Your Company
    06:54
  • 16
    Cap Table 101 - Understanding Dilution [view in HD 720, full screen]
    07:47
  • 17
    Y Combinator's Startup School
    Text

RATING

  • 6
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AVERAGE RATING
NUMBER OF RATINGS
6

REVIEWS

  • David Raynor
    Great Course!

    Lili did a great job of covering the basics here.

  • Mark Robinson
    Solid Financial Understanding

    This is another solid course from Lili. It gives a great break down of working with financials for your business as well as ways to create contacts that can help you succeed. It provides a wealth of value on raising capital and understanding what it takes to help your business prosper financially.

  • Michael Lim
    Great course

    Easy to follow, practical lessons that I can apply immediately. Highly recommended!

  • Sul
    Very helpful course

    Very helpful course

  • Gerard Charlot
    Quick and dirty!!!!

    Clear,concise and enough to get your hands dirty.

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