The Art of Raising Capital
4.3 (24 ratings)
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The Art of Raising Capital

Learn What Venture Capitalists and Investors Look for in Investable Companies
4.3 (24 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,755 students enrolled
Last updated 5/2017
English
Price: Free
Includes:
  • 1.5 hours on-demand video
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • build investable companies and become investable entrepreneurs.
  • think about a business opportunity in terms of investablility (from an investors standpoint).
  • think about the many ways they can de-risk a business opportunity.
  • understand the basics around raising capital and the next steps to take.
View Curriculum
Requirements
  • The students entering this course need to have a basic understanding of business and entrepreneurship.
  • The students entering this course need to have started (or are on the verge of starting) their own business.
  • The students entering this course need to understand that a private investment is serious, and should be handled with extreme caution and due diligence.
Description

This course is meant to teach people how to build investable companies and become investable entrepreneurs.  Not all businesses are investable opportunities.  There are certain traits that investors look for in companies they want to add to their portfolio. But above all - investors are looking to make investments with a mitigated risk profile.  This course will outline the basics of how investors think, and how entrepreneurs can build their company to appeal to an investment from a venture capital or private equity firm. 

Michael Melfi and Jesse Henry have spent years working with entrepreneurs of all shapes and sizes.  They've helped them find operational inefficiencies, scale operations, and raise the capital necessary to grow their business (and help others do the same).  Please feel free to message them with any questions.

Who is the target audience?
  • entrepreneur
  • small business owner
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Curriculum For This Course
17 Lectures
01:29:52
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Introduction
1 Lecture 02:32
Introduction
02:32
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Pitch Deck
3 Lectures 09:33

This section will help you uncover why you need a pitch deck to raise capital.  Investors don't have the time to read every entrepreneurs business plan.  A pitch deck is your opportunity to wow investors in a short and engaging presentation.

What is the Purpose of a Pitch Deck?
02:07

Pitch decks are meant to be short, and engage the investor.  This video will help to make sure you're not rambling on and putting investors to sleep.  

Short. Sweet. And to the point.  That's the winning strategy.

How Long Should a Pitch Deck be?
02:43

There are basic concepts that every pitch deck should cover.  This video will help you start to formulate the concepts that must be covered in your presentation.  

Pitch Deck Template
04:43
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Burn Rate
6 Lectures 33:40

This video will talk about a companies burn rate and how much runway they need.  When a company raises capital, they're raising funds to last for a certain period of time.  This period of time is determined by how much money a company spends on a monthly basis - this is called 'burn rate'.

Why is Burn Rate so Important?
05:21

Investors take pro forma's and burn rates very seriously.  Although they realize that these numbers may change over time, they want to see that your projections are well thought out.  

How Investors Look at Burn Rate and Pro Formas
06:28

All investors know that sales and marketing are the lifeblood of every company.  Organizations are moving products and services - and in order to do that, sales and marketing expenses must be well thought out.

Marketing and Sales Expenses
05:20

In this day and age, EVERY company must be leveraging the technological resources that are at their disposal. Here we discuss how technology can create unprecedented results in your business. 

Technology
06:53

The language of business is NUMBERS.  If you don't know your numbers, you don't know your business.  You don't have to be an accountant to have a basic understanding of how finances affect your business.  The fundamentals of accounting are only a Google search away.  

Accounting
04:19

No great entrepreneur reached the top by themselves.  They've surrounded themselves with people who have strengths that cover their weaknesses.  

A great team will push you beyond your limits.  A mediocre team is a sure sign of difficulty and despair.  

Team and Compensation
05:19
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Valuation
3 Lectures 18:19

Although all companies have different visions and missions, the whole purpose of business is to turn a profit.  Without revenue, there is no business.  

Over time, companies accrue assets which help them to increase both valuation and revenue.  

Revenue and Assets
05:05

All investors are looking at a given companies risk profile. Risk is how investors gauge the investability of any company. It's the entrepreneurs job to de-risk their business so that it's a no brainer for any investor. 

Factoring in Risk
06:39

Every company should approach investment in the way that best fits them.  Investments used to go 1 of 2 ways: debt or equity financing.  Now that we are in the 21st century, there are tons of different ways to raise capital for your company.  Sometimes thinking creatively about your investment strategy is the best way to de-risk your investment opportunity, and attract top investors. 

Fundraising Strategies
06:35
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Finding Investors
4 Lectures 25:48

If someone walks up to you and asks about your company, you have 15-30 seconds to WOW them (maybe even less).  

It's important that you can effectively and efficiently communicate who your company helps and how you help them (the problem that you solve).  If you can't quickly communicate what your business does, you need to go back and look at your pitch deck!

Elevator Pitch
05:20

There are a ton of different types of investors, and not all investors think alike.  What's attractive to one investor may be a turn off to another.  It's important to understand each investor on an individual level.  Since no 2 investors are the same, no 2 pitches will ever be the same.  Tractably is your best friend when assessing investors and the different types of investment your company can take on.

Investor Types
06:40

Yoda said it best - "do or do not - there is no try."

If you're putting together a fundraising plan - make the decision that you ARE going to raise money (not try to raise money).  Here we'll talk about understanding the investor you're pitching to, and putting together a strategy for attracting multiple opportunities.  The more investors want you, the higher your valuation will go!

Fundraising Plan
07:15

Knowing how to conduct yourself in an investor meeting is one of the most important facets of raising capital.  Investors want to see that you're confident, and passionate about your product.  In here we'll talk about some of the tactics you can use to WOW investors.

Investor Meetings
06:33
About the Instructor
Jesse Henry
4.3 Average rating
24 Reviews
1,755 Students
1 Course
Entrepreneur

Jesse Henry is a serial entrepreneur that works with companies to help them raise the capital they need in order to thrive. As a child Jesse had a stutter which he overcame by participating in stage acting for 10+ years.  During college Jesse started 2 companies and gave a TEDx Talk which created the stepping stones for a prosperous career.  

After graduation, Jesse went on to become a peak performance strategist for Tony Robbins.  During his time with Tony, he consulted with Fortune 500 companies and performed corporate trainings for their employees.  He has worked with thought leaders from all over the world to develop presentations and pitches to give to investors and audiences alike. 

Jesse’s spent years studying topics like stage presence, influence, and persuasion.  He has learned just as much from the terrible speakers as he has from the great ones. He frequently works with experts who know their topic, but have a hard time communicating their ideologies in an engaging, and emotionally stimulating presentation.  

Jesse has documented his experiences and constructive criticisms so that he can teach entrepreneurs how to gain influence, and build investable opportunities. Jesse had to learn many of these lessons the hard way, and he’s excited to share his insights with fellow entrepreneurs. He’s extremely passionate about providing entrepreneurs with the resources necessary to thrive in a global economy.  

I am a life long learner and teacher, and I'm extremely enthusiastic about helping entrepreneurs raise the funds they need in order to better help the customers they serve.  Funding is the #1 reason companies fail.  It's my mission to make sure you have the resources necessary to raise capital the right way.  For more information about who I am (on a professional level) - please check out my Linkedin.  For more information about who I am (on a personal level) - please check out my personal site.  

Michael S Melfi
4.3 Average rating
24 Reviews
1,755 Students
1 Course

Michael has a dynamic background that allows him to provide insightful legal services, while creating business development strategies for funding and growth. With a vision to empower the entrepreneurial eco system, Michael is focused on creating value for his clients through a portfolio of products including programming and training to develop successful entrepreneurs.  As an intellectual property attorney and entrepreneurial coach, Michael focus on individuals, organizations and institutions and their trade secrets and disruptive technology. Utilizing a unique model called IP Plus, Michael work with idea and inventors to secure and protect their intellectual property and create a roadmap to commercialization. Our team collaborates in an entrepreneurial manner on the assessment, strategic planning, business development, execution and fundraising for the ideas and inventions journey to commercialization.

Michael understands entrepreneurs, because he is one. Part of being an entrepreneur is seeing an opportunity and moving through uncertainty to take advantage of those situations, as well as understanding how to deal with the obstacles. His work with startups and early stage companies has helped him understand how to create an Identity of being an entrepreneur. By developing this identity, an entrepreneur can create success around an idea, or business -without this shift in identity growth becomes impossible.

Over the last decade Michael founded and led a national multi-media company. As COO & General Counsel, Michael pioneered various experiential and digital marketing campaigns for Fortune 500 clients. As a thought leader and innovator, Michael utilized the digital marketing and various social media platforms to develop an online presence for his company in the top 1% of all websites globally. Since then Michael has worked with numerous national industry leading products and brands to monetize and grow their business digitally.
Michael is also sits on multiple boards both professionally and philanthropic. Additionally, he has authored four books and speaks publicly around the world.