Fundraising Masters: Your Ultimate Resource

Learn how to start your business with the help of capital formation experts.
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  • Lectures 142
  • Contents Video: 9 hours
    Other: 1 hour
  • 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 3/2013 English

Course Description

These days, entrepreneurs and small businesses are struggling to find the capital they need to grow their business. Business owners keep on asking how to raise money fast. Skills aren’t the issue; there are plenty of management teams who are experts at what they do. Experience isn’t the issue, majority of business owners have been in the workforce for over 10 years. Access to these investors is the issue. The reality is, most entrepreneurs and small business owners fail within two years of incorporation because they don’t know how to find, engage or attract investors. At INVESTyR, it is our mission to better people’s lives by improving their access to capital. Over the last couple years, we have developed a system for educating owners on digital media and improving their chance of survival and growth. We’ve done this by focusing on 3 basic principles:

1. Investors want to be found

2. People Invest in People They Like

3. The modern investor has changed

Focusing on this core process helps you cut the average amount of time to raise money in half, and focus on growing your business. Sign up for the INVESTyR Udemy course now to learn how to raise money fast for your business and Invest your reputation!

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What are the requirements?

  • Student would benefit most by being a startup founder or part of Deal Team

What am I going to get from this course?

  • By the end of the course, you will be able to create a fundraising process
  • In this course, you will learn how to leverage your deal team to keep you from running in a silo

What is the target audience?

  • Entrepreneurs and Deal Team members!

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.

Curriculum

Section 1: Welcome to Our Course
01:43
Section 2: Deal Team
03:45

1. Accountability

2. Commonality

3. Leverage the network

4. A sounding board

5. Critical feedback loop of what is and not working

6. Fast fail a process

2.1: What is a DealTeam?
Preview
03:03
2.2: Who Needs One?
Preview
01:25
2.3: Leverage Strengths
Preview
02:41
2.4: Spread the Workload
02:03
2.5: Broader Points of Connection
02:01
2.6: Accountability Mechanism
03:45
2.7: Sounding Board/Stop Gate
01:46
2.8: Fast Fail
01:27
2.9: Identify Key Skills
02:00
2.10: Look Internally First
01:35
2.11: Existing Trusted Relationships
01:14
2.12: Referrals
01:16
2.13: LinkedIn/Social Networks
01:09
2.14: Build and Maintain Key Materials
02:43
2.15: Establish Online Tools
05:32
2.16: Life of a DealTeam
02:06
2.17: Strengths and Disqualifiers
02:01
2.18: Build Your List
01:37
2.19: Action Plan
04:29
Section 3: Advisory Board
02:39
  1. Cost effective solution for getting high caliber people

  2. The network of the advisory board

  3. Need to figure out what works best for you


3.1: Course Objective
01:44
3.2: What is an Advisory Board?
04:38
3.3: Why Have an Advisory Board?
04:11
3.4: Advisory Board Teams
04:04
3.5: Who Needs an Advisory Board?
03:13
3.6: How to Find Members
07:32
3.7: Compensating Members
05:15
3.8A: An Advisory Board
03:03
3.8B: Expectations of an Advisory Board
07:52
3.9: What Strengths/Skills Do You Want?
04:57
3.10: Build Your List, Recruit and Complete
09:02
3.11: Action Plan
04:52
Bonus Material: 1
18 pages
Section 4: How Much Money to Raise
02:51
1. The psychology of investors - they want to work with realistic people

2. Make your best guess - double it

3. If you need more money in the future, raise at least 18 months worth

Story: Understanding how much cash you are going to burn before you become profitable is always a best guess. Good investors know that.

 

Section 5: Valuation
04:44

1. Simply Net Present Value of the future cash flows and sale of the company

2. Discount rates are high and pro formas are very subjective

3. The exercise will show you where value comes from

5.0: Promo
00:43
5.1: Intro and Course Objectives
01:43
5.2A: What is Valuation?
00:55
5.3B: How Valuation is Set
01:40
5.3C: The Big Picture
03:16
5.4A: The Assets of a Business
00:47
5.4B: How to Value Stock
04:00
5.5: Discounted Cash Flow
04:40
5.6: Valuation Summary
02:57
5.7A: FAQ
03:42
5.7B: FAQ
01:34
5.7C: FAQ
03:13
5.7D: FAQ
03:07
5.7E: FAQ
00:48
5.8: Conclusion
02:31
Section 6: Deal Road Map
01:59
1. Accountability

2. Commonality

3. Leverage networks

4. Sounding board

5. Build the DealTeam

6. Takes 8 months for most small businesses to raise money

7. Start with the end in mind

8. Set SMART goals  (http://topachievement.com/smart.html)
a. Specific
b. Measurable
c. Achievable
d. Realistic
e. Timely

Story: Client that shares it with their advisory board. It is a nice way to remind them that you need help finding capital



Section 7: LinkedIn
03:13
1. Complete Robust profile

2. Commonalities

3. CRM - track activities

4. LinkIn with people right away

5. More contacts broadens your network

6. Build a community

7. Be a thought leader - Group discussions. Share insights

Story: Executive reaching out to thought leaders. High hit rate of returns.

7.1: Promo
00:34
7.2: Course Objective
02:14
7.3: Why LinkedIn is Important
03:31
7.4: Why Use LinkedIn?
02:04
7.5: Building a Robust LinkedIn Profile
03:32
7.6: Upgrade to LinkedIn Premium
01:15
7.7: Opening Conversations
01:27
Section 8: How to Find Investors
01:39
1. Investors have a fiduciary duty to themselves and their investors

2. They need to know thought leaders in the industries of which they are investing

3. They need to understand industry trends

4. Investors like to talk about their investments on social media


02:03
1. Money knows no geographical boundaries

2. Real investors want to get in-front of opportunities that make sense for them - where they can add value with industry knowledge

3. Investors are at a disadvantage if they limit themselves to geography

4. Don’t let geography stop you

Section 9: Twitter
03:00
1. Don’t let geography stop you

2. Have active dialogues with others

3. Be real

4. People invest in people

5. Your credibility is more important than ever

6. Real investors want to be found - thousands publicly announce they are active investors

7. Use advanced search to find the people you need to know

9.1: Course Objectives
02:35
9.2: Why Twitter is Important
06:44
9.3: Twitter Media Demo
03:33
9.4: Building a Robust Twitter Profile
08:42
9.5: How to Set up a Twitter Profile
12:16
9.6: Powerful Tool for Execs
03:01
9.7: Competitive Intel
02:55
9.8: Finding Investors and Engaging in Dialogue
06:33
9.9: How to Find Investors
06:05
9.10: Capital Markets Intel
03:38
9.11: Accelerators and Incubators
02:46
9.12: Action Plan and Next Steps
04:20
9.13: Presentation
13 pages
9.14: Module
3 pages
Section 10: AngelList and Gust
02:18
1. Platform

2. Efficient communications

3. Resource of information - robust blog

4. Free tool

5. Concise overview of the company

6. Dataroom

7. Mostly used by start-ups, but it can be used by anyone

8. Pay attention to David Rose - founder

05:04
1. Robust platform

2. Need to invest in the community

3. Share with the community who you are and what you are passionate about

4. Invest in AngelList

5. Do it early- can’t start early enough

6. Free

7. Learn about the community

8.
Venture Hacks - look up the founders - learn about them
10.1: Course Objectives
02:23
10.2: Why AngelList is Important
03:45
10.3: Comparisons
07:43
10.4: Building a Robust Profile
04:30
10.5: AngelList Settings
02:23
10.6: Search
04:30
10.7: Filter
04:41
10.8: Action Plan
01:53
Section 11: Online Video
03:10
1. Gangnam style

2. Dollar Shave Club

3. Vimeo

4. Education Tool

5. Tell the world what you know

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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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