Investment Banking and Finance: Venture Capital Fundraising

Investment Banking and Finance; Venture Capital Fundraising Pitching to Investors Angels, Venture Capital, Crowdfunding

4.65 (615 reviews)
Udemy
platform
English
language
Entrepreneurship
category
4,638
students
15 hours
content
Jun 2023
last update
$109.99
regular price

What you will learn

Most Focused Udemy Course on Fundraising for Startups from Venture Capital

Understand how venture capital firms evaluate business, finance, and startup strategies to inform their investment decisions.

Master the art of approaching and emailing venture capital and angel investors effectively.

Learn proven strategies to identify and attract the right investors for your startup fundraising.

Develop persuasive business presentations and pitch decks that captivate investors and secure funding.

Create an integrated business and financial plan that effectively communicates your strategy and funding requirements.

Gain essential skills to manage the fundraising process and navigate investor interactions with confidence.

Dive deep into venture capital term sheets, gaining insights on understanding and negotiating favorable terms.

Explore the potential of equity crowdfunding and learn from successful startup CEOs who have raised funds through this avenue.

Assess whether venture capital finance is suitable for your business, while understanding equity and non-equity financing options.

Identify common reasons why startups fail and equip yourself with strategies to avoid pitfalls and increase your chances of success.

Enroll in our Masterclass to acquire these skills and secure the funding you need to grow your business.

Description

Investment Banking and Finance Venture Capital Fundraising Masterclass

Welcome to the Investment Banking and Finance Venture Capital Fundraising Masterclass, your "Centre of Excellence" for startup funding and investor pitching.


Whether you're an entrepreneur, startup founder, or adviser, this course will guide you through the entire process, from planning to negotiating a term sheet.

Gain valuable insights into the world of investors and discover how to attract the right ones for your business.


In this comprehensive course, you will learn:


  • The key basics of startups and raising capital

  • Types of venture capital and angel investors

  • Strategies for finding the right investor for your business

  • Effective business presentations and pitch decks

  • Integrated business and financial planning

  • Winning pitch presentation techniques

  • Managing the investment process

  • Understanding and negotiating venture capital term sheets

  • In-depth exploration of equity crowdfunding, including a video interview with a successful crowdfunding CEO

Throughout the course, we'll address crucial questions such as:

  • Is your business suitable for venture capital finance?

  • What are your financing options?

  • What are the pros and cons of venture capital?

  • How can you attract and engage investors effectively?


Learn about deal structures, investment stages, key deal terms, and how to choose the right venture capitalist for your business.


Led by a seasoned investment banker with over 30 years of experience and an MBA (with Distinction), this course offers over 198 lectures and more than thirteen hours of expertly curated content. Benefit from real-world insights and avoid common mistakes and pitfalls that can hinder your fundraising efforts.


BONUS: Gain access to the "State of the Venture Capital Market" mini-course, where you'll find a summary of key insights and opinions from a recent seminar by a leading London Technology Law firm.

New Section: Why do Startups Fail? Explore a comprehensive checklist of 21 reasons why startups fail and learn how to avoid becoming one of them.


Please note that this course does not provide financial or legal advice. Seek guidance from your own legal and financial advisors for personalized advice.


Join this masterclass to beat the odds and succeed in your fundraising endeavors.

We're committed to your success and look forward to helping you make your business thrive!

Enroll now and unlock a world of opportunities in investment banking and finance venture capital fundraising


A Verifiable Certificate of Completion is presented to all students who undertake this finance course.

Enroll today and I look forward to seeing you inside the course!


Best regards

John


Check out my other Finance Courses:

If you are interested in Finance, then you will find these courses will help you further:

  • Company Valuation, Financial Modelling and Analysis

  • Mini MBA - Foundations of Business Strategy Consulting

  • Banking and Finance Accounting Statements Financial Analysis

  • Mini MBA: Business Strategy 2 Business Plan

  • Investment Banking and Finance: Private Equity Finance

  • Mergers & Acquisitions - M&A, Valuation & Selling a Company

  • Investment Banking and Finance: Why Acquisitions Really Fail


Content

Welcome to the Course!

Welcome to this Course on Capital Raising for Entrepreneurs

Lets Get Started Right Away

What types of investors are out there?
What is the difference between Venture Capital and Private Equity?
What stage is your business at?
How Much Money Should You Raise?
What is the Difference between a Pre Money and Post Money Valuation

Is Venture Capital Right For Your Business?

Is Venture Capital Right For Your Business? Section Introduction
Look before you leap! Setting the Agenda
Key Questions For You, The Entrepreneur
Lets Take A Look At Your Proposed Business

An introduction to Startups

Startup Essentials - Markets
Startup Essentials - Profits
Startup Essentials - Business Plan
Startup Essentials - Capital
Startup Essentials - Value
Startup Essentials - Investors
Section Text Summary PDF for Download

What Are Your Equity And Non Equity Financing Options

What Are Your Equity And Non Equity Financing Options? Section Intro
What Are Your Financing Options
Equity Finance Options

Do You Really Understand Venture Capitalists?

Do You Really Understand Venture Capitalists?
Do You Match Their Criteria?
Four Key Questions to Ask?
Understanding the Investment Process

The Pros and Cons of Venture Capital Investment

The Pros and Cons of Venture Capital Investment: Section Intro
What Are The Benefits Of A Partnership With A Venture Capitalist?
When NOT To Raise Money From a VC
So What Factors Should Founders Be Considering?

Investment Stages Explained

Investment Stages Explained Section Intro
Seed, Series A and Later Stages
Pre-IPO, Buyout, Buy and Build, Trade Sale, Secondary Buyouts

How to Understand if You are talking to the right Investor

Introduction: Understanding Your VCs; A Case Study
What Type Of Investor Are You Talking To?
A Detailed Breakdown of Different Types of Private Equity Funds
What is their Ideal Investment Size?
What Stage Do They Invest At?
Stage of Business Financing from a VC Perspective
How Can You Define Venture Capitalists' Sector Interest?
What Part Does Geography Play?
What is meant by Style and Structure?
What is meant by Key Investment Criteria?
Section Summary: Do You Understand VCs?

Looking at Things from the VC Point of View

Thinking Like a VC - How to Evaluate Deals Like a VC
What Factors are important to VCs?
In Case You Were Wondering, NASDAQ Guide to Initial Listing
Considering Valuation from the VC Perspective
How do Investors value a Startup?
How do Investors Value a Series A Investment?
How do VCs look at your Market?
What do VCs think about your Product or Service?
How do VCs evaluate You and your Management Team?
Why is Exit Strategy important to VCs?
Why are Barriers to Entry important?
How do VCs consider your Competition?
What Financial Information is important to VCs?
What is the typical VC Decision Making Process?
Seed Stage VC's Decision Tree
Project: Evaluate Your Own Startup

What Questions Should You Ask Venture Capital?

36 Questions to Ask a VC Overview
36 Questions to Ask a VC Part 1 - Fund Profile
36 Questions to Ask a VC Part 2 - Investment Style
36 Questions to Ask a VC Part 3 - Deal Flow
36 Questions to Ask a VC Part 4 - Process
36 Questions to Ask a VC Part 5 - Structure
36 Questions to Ask a VC Part 6 - Value Added
Key Questions That You Can Expect a VC to Ask You

How to Attract and Engage Investors

How to Attract and Engage Investors Section Intro
How Venture Capitalists Make Money
How Angel Investors Make Money
Additional Benefits from Venture Capital
What does an Investor Look for?
How Can You Identify Relevant Venture Capital Investors?
How to get yourself on Investors' Radar?

How to Email Venture Capital and Angel Investors

How to Write an Introductory Email to an Investor
The Power of Forwardable Emails
How NOT to email investors
How to Find an Investors Email Address (if you don't have it)

Now we discuss the networking and engagement process in more detail to show you

The Investment Process Section Intro
Investment Process - First Meeting
Investment Process - Pre-Term Sheet (4 Weeks)
Investment Process - Post Term Sheet (2-4 Months)

What You Need to Know to Present Your Business to Investors

How to Deliver a 60 Second Pitch
The Sixteen Magic Words Investors Want to Hear from You
How to Write a One Pager for a VC
Top Tips on Preparing to Pitch Investors
How to prepare a Pitch Deck for an Investor
How to Prepare a Business Plan and Executive Summary
How to Prepare a Financing Strategy
Key Elements of the Financial Plan

Startup Fundraising and Pitching

Startup Fundraising - Getting Started
19 Reasons VCs May Say No
Communicating Your Vision
The Business Plan; Overview and Communication
Business Plan Core Contents
The Financial Plan
Pitching Your Business
The Pitching Process and Investor Returns
Pitching Dos and Don'ts
Post Mortems
What are Investors looking for?

How to Deliver Winning Presentation to Investors

What do Investors Want?
Bonus: Keys to a Successful VC Pitch
Outline Presentation Checklist
What is TAM, SAM and SOM and why are they important?
AIDA - Why Pitching VCs is Like Buying a Car!
Selling Your Pitch
Pitching to Win!
How to Run the Meeting
Outline Management Presentation
Defending Your Plan
ACTIVITY: Create Your Own Presentation

Managing the Fundraising Process

Can You Find Me The Right Investor? An Overview of the Process
How do Venture Capitalists Source Deals?
How to find Angel Investors
How to Find Venture Capital Investors
BONUS: How to Find a Venture Capital Investor for Your Tech Company
Funding Portal Website
What Happens Next? The Investment Process
How to Manage The Investment Process

Venture Capital Term Sheets

What is a Term Sheet Part 1
What is a Term Sheet Part 2
Key Concepts in Term Sheets
What is a Term Sheet Trying to Achieve?
The Three Types of Investment
26 Key Components in VC Term Sheets 1 -5
Term Sheet Deal Terms - Overview
26 Key Components in VC Term Sheets 6 - 10
26 Key Components in VC Term Sheets 11 - 15
26 Key Components in VC Term Sheets 16 - 20
26 Key Components in VC Term Sheets 21 - 26
Negotiating Term Sheets: Entrepreneurs Perspective
Negotiating Term Sheets: VC Perspective
Negotiating Term Sheets: Mutual Issues of Concern
US Style VC Term Sheet Example

Venture Capital Liquidation Preferences

BONUS: Focus on Venture Capital Liquidation Preferences
Liquidation Preferences - Critical to your Success
Liquidation Preferences: Why are they important?
What are liquidation preferences?
The Difference between Ordinary Shares and Preferred Shares
UK SEIS and EIS Schemes and Liquidation Preferences
Types of Liquidation Preferences
Rights of Conversion to Common Stock
What are Dead Zones and Why are they important?
Seniority in Future Financing Rounds
How Can Liquidation Preferences affect your returns?
Liquidation Preferences - EXERCISE
Should You Offer Liquidation Preferences to Investors
Liquidation Preferences Summary

How To Choose the Right VC

How To Choose the Right VC
How To Choose the Right VC
How To Choose the Right VC Part 2

BONUS MINI COURSE: The Current State of the Venture Capital Market

BONUS MINI COURSE: Why This Course Is Important To You And What We Are Going To
Introduction to the State of the Venture Capital Market
What Can We Say About Valuations
How Do You Select VCs
What Are VCs Looking For
How Much Money Should I Try To Raise?
How Long Does The Investment Process Take?
When Is Debt Suitable For A Growing Business?
How Should A Founder Think About The Mix Of Debt And Equity?
What Documentation Do You Need?
How Should A Founder Sell To An Investor?
What Is The Deal Process From Signed Term Sheet To Cash In The Bank
Activity The Class Project for this Course is an Investor Readiness Audit based
BONUS MINI COURSE SUMMARY AND WRAP UP

Equity Crowdfunding for Entrepreneurs

What is Crowdfunding?
The Advantages of Equity Crowdfunding for the Investor
The Disadvantages of Crowdfunding for the Investor

How to Evaluate a Crowdfunding Opportunity?

Introduction to How to Evaluate A Crowdfunding Opportunity
The Key Data You Need To Know For Any Opportunity
Evaluating the Business Summary
Evaluating the Financial Summary
Lets take a look now at Management Skills
Management Experience is important as well...
You must take a look at the Management's Commitment!
Lets consider the Product now and start with the Market...
So, how unique is this product?
What is the Competition like?
Does the Product have (all important) traction?
How profitable is the product and therefore the investment?
Lets take a look at the most critical factor, Cash Flow!
Finally, lets see what this all means for your Investment Returns
Discover how you can turn this information into a Methodology!
Lets Summarise this Section with the 10 Most Important Factors
Lecture Notes PDF Downloadable Resource

Introduction with Andrew Monk, CEO iolight about his Crowdfunding Experience

Introduction
Why did you go for Equity Crowdfunding?
What did you do early on to ensure success?
How did you go about lining up your 25%
Did you set about trying to collect email addresses?
Lets have the Investor Conversation
Are there any mistakes looking back you may have made?
So what is it like by the end of week three?
How does Crowdcube get the money to you?
Are there any other tools you used that you can recommend?
Bonus: Discussion about Campaign Videos
Bonus: Detailed Notes on this Section to Download - PDF Attached

Summary and Wrap Up

Course Summary and Wrap Up

Screenshots

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Reviews

Andja
October 2, 2023
The course was great. At some point I was thinking that certain topics were repetitive, but once I was getting into the matter it is evident that they are repeated over and over for good reason. I would recommend the course to all entering the VC world and those that are looking to work on developing their own business.
Steve
August 3, 2023
Great course, my VC career just got boasted. He is a great teacher with a very detailed, on-point, and comprehensive course. it gives the ins and out of the VCs world. Thank you
Michael
July 9, 2023
I really appreaciate that Mr. Colley is giving strategic advice at each step. These advices are brief and simple, however if you are raising capital as a founder for the first time, without the experience you are likely to make different strategic approach in some of them. This means that despite their simplicity, just one of them has the potential to save you a lot of time or a lot of money. Thank you.
Artur
June 3, 2023
Nice introduction with describing pig picture of the different types of investors in the different stages of business start up growth
Milan
February 22, 2023
I am impressed how much effort John invested into it, highly apreciated. It gave me an overview of the main characteristics of an industry, most important issues to look at, term sheet clauses etc. However, what I would like to suggest is to reduce the course duration by eliminating some repetitive infos (some of them occur many times), to mention some most well known deals done (also good without citing a concrete name of the company) as well as most prominent failures (and what caused it). In addition to that, I suggest eliminating music background in some chapters. Timely update on the latest VC industry trends would also be welcome. Nevertheless, congratulations on the effort done! Milan T.
Joseph
December 30, 2022
I'm really satisfied with what I'm learning, but I need to understand my standpoint as a worker in the industry.
Leo
December 11, 2022
This course is a piece of art! A must-have for anyone approaching fundraising for the first time but also for those already navigating the environment. I loved particularly three sections: -11: question to ask VCs (essential to understand the right fit for you and save time when contacting VCs but also the question, viceversa, that a VC can ask you, so you can approach meetings as a champ) - 15: What you need to present your business to investors (essential to grasp all the topics on which you should work on before contacting VCs) - 20: VC term sheet (this is my favourite, a must have for everyone) I strongly recommend this course to everyone willing to do startups and I suggest to complement this course with startup valuation courses. Even if i loved this masterpiece I think the content can be a little bit rationalized since sometimes there are repetitions ( Maybe because this course is assembled from many single different courses). Instead of 15 hours it could have been 8-10 hours. But remains a masterpiece, 5 stars with no doubts.
Ryan
September 23, 2022
Just amazing how the instructor balances incredible detail with clear explanations. Only a few modules in but so far so great. ALSO very interesting and applicable resources included (pdf, models, decks, etc). Very happy I picked this one up.
Frederik
July 15, 2022
Only "Ok" content and very careless slides/graphics. Could have googled the content by myself. No added value. The slides are the even bigger downside. They look poor and even have some errors. Many slides are full of text (full sentences) are just read out.
Manish
May 5, 2022
The course is structured a short, simple manner and yet covering all the important topics. Thanks John.
Murray
April 12, 2022
Interesting and I understand the subject now. As an accountant I think it might include how the share issue and money collection process might work. Took me a bit of time to figure out that shares can be issued at no par value. And some of the material is duplicated. But overall well worth the time. Thank you.
James
April 3, 2022
It pulls together a lot of detailed domain knowledge from overlapping functional roles that one would expect to see in a Venture Capital firm, and is very instructional, allowing a Startup Founder or other stakeholder to be fully prepared for the external fundraising journey.
Montana
February 3, 2021
Wow, a very powerful course for anyone interested in Venture Capital Fundraising. I was looking all over the internet, I'm very happy I stumbled across this. Packed with information. John has a great style of teaching, and very knowledgeable. Highly recommend!!
Sweta
January 27, 2021
This course is more of theory and less of calculations. My expectations were different than what is provided here. some formulae and some exercises would make it more complete may be. also the music at the beginning and end of videos were too loud and breaking the flow constantly
William
January 22, 2021
This is a lot to absorb - and worth the time spent. For some material as presented it is repetitive, but it is all about "frequency, intensity, and duration." Resources are very useful as basis for one's own working papers.

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976324
udemy ID
10/5/2016
course created date
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