Masterclass : Fundraising & startup valuation for investors

by a real investor & independent board director, MBA, INSEAD with private equity experience

4.29 (54 reviews)
Udemy
platform
English
language
Entrepreneurship
category
instructor
Masterclass : Fundraising & startup valuation for investors
317
students
3.5 hours
content
Nov 2022
last update
$54.99
regular price

What you will learn

Understand the valuation methods used by business appraisers, venture capitalists & business angels

Understand the investors perspective when investing into early-stage companies/startups

Be able to determine company valuation through various methods (Comparable, Precedent, Berkus, Scorecard, Replacement & Income using business plan projections)

Understand the main principles of fundraising

Understand and differentiate between 3 types of investments (equity, debt, hybrid) and their attributes

Capture the principles of equity dilution through the various rounds of fundraising

Understand the role of term sheet & shareholder agreement

Description

If you are an entrepreneur, founder or owner of an early-stage company OR if you are a business angel, venture capitalist or startup investor, this course is for you. Learn from an experienced independent board director what the core elements are to valuing early-stage / startup companies, avoiding underselling the company, not knowing exactly how to establish the value of the equity stake being sold.

I have been mentoring many young & novice entrepreneurs over the last decade. This course not only includes my experience as independent board director where I regularly have to deal with private equity related investment decisions but also consolidates my mentoring observations of early-stage companies since 2010. I was privileged to act since 2010 as a mentor at the Luxembourg Chamber of Commerce Businessmentoring programme imported from Canada/Quebec. In 2018 I was also a founding member of the University of Luxembourg Venture Mentoring Service.

Amongst the core learnings we will explore the following topics :

  • Company valuation from the founder / owner perspective

  • Estimate equity valuation specifically for startups & early stage companies

  • Help entrepreneurs avoid undervaluating / underselling company

  • Understand various valuation methods for early-stage companies including Market Approach, Income based approach using Discounted Cash Flows and the replacement cost approach

  • more specifically in the Market Approach methods we will discuss the Berkus Method, Precedent Transaction Method (PTM), Comparable Transaction Method (CTM) & the scorecard valuation method

  • Understand the role of term sheet & shareholder agreement

  • Understand and differentiate between 3 types of investments

The course includes as well a downloadable PDF of the course content and also an Excel file to facilitate the valuation based on Income Approach. The Excel file includes as well the Equity Dilution tables used in the training.

In case of questions as always do not hesitate to send me a message. Thank you for your interest in this training and I hope you will enjoy it


With thanks

Candi

Content

Introduction

Introduction
Corporate Lifecycle & Fundraising stages
Value creation for investors & cost of capital
Introduction

Determining fair value

Market approach
Income approach
Replacement cost approach
Fair valuation methods

Fundraising

Equity investments
Debt & hybrid investments
Shareholder agreement & term sheet
Fundraising

Conclusion

Conclusion

Reviews

Annalisa
September 29, 2023
Well thought and with good insights. Concepts explained usually with practical examples making them more tangible
Teresa
September 18, 2023
Wonderful. Learning about so many practical approaches to valuation and I like the real world examples.
Minh
August 30, 2023
Very clear message, solid example. Very much recommended. All these excel models/examples can I get them?
Leo
December 22, 2022
Perfect to grasp key concepts about startup valuation from a trusted practitioner. I think the course miss a little bit of practice and case studies and is suited mainly to those already operating in Finance
Sophie
November 11, 2022
Candi is such an incredible teacher. He has so much knowledge & experience to share with his students. This course is a real gem.

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4850650
udemy ID
8/25/2022
course created date
10/26/2022
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