Find And Assemble A DealTeam

Stop trying to fundraise on your own! Learn how to find and assemble a DealTeam for your business.
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  • Lectures 19
  • Length 44 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2013 English

Course Description

Have you ever tried to raise money for your business by yourself? It was probably a failed attempt or took too long, right? Having a DealTeam on your side while fundraising is the #1 way to help bring money quicker into your business. This course explains what a DealTeam is, how to recruit one, and the responsibilities once they're on board. Sign up for this continuously updated course and learn to take the stress out of the fundraising process!

What are the requirements?

  • Student would benefit most by being a startup founder or aspiring one

What am I going to get from this course?

  • By the end of the course, you will be able to establish and utilize a DealTeam to efficiently pursue and execute a corporate finance transaction.
  • Understand the importance of the DealTeam in a financial transaction
  • Define the right DealTeam members
  • Delegating tasks to DealTeam members
  • How to hold a DealTeam accountable
  • Quantify support mechanisms of a DealTeam

Who is the target audience?

  • Entrepreneurs
  • Small business owners

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: What's a DealTeam?
What is a DealTeam?
Who Needs One?
4 questions
Section 2: Why a DealTeam?
Leverage Strengths
Spread the Workload
Broader Points of Connection
Accountability Mechanism
Sounding Board / Stop Gate
Fast Fail
What tools?
9 questions
Section 3: How to Find Members
Identify key skills the team requires
Look Internally first
Existing trusted relationships
LinkedIn / Social Networks
How to Find Members?
8 questions
Section 4: Tasks of a DealTeam
Build and Maintain Key Materials
Establish Online Tools
Life of a DealTeam
Life of a DealTeam?
5 questions
Section 5: Exercises
List Strengths and Disqualifiers
Build Your List
Action Plan
5 questions

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Instructor Biography

INVESTyR DealTeam, Patrick, Phil & Jason

The INVESTyR DealTeam has over 30 years of corporate and project finance experience from venture funding to financing multi-billion energy projects.

We marry our corporate development expertise with the latest online tools and technology to provide learners with access to cutting edge strategic finance.
INVESTyR courses are taught by financial strategists, Phil Pogge and Patrick Donohue, and produced by Jason Martin.

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