Learn the art of raising capital for your business from a seasoned investor and financier.
My Raising Capital for Business online course will show you exactly how to raise money like a professional, giving you the tools, resources, and process I use to raise money for my ventures in 30 days or less. The course includes 22 modules and supplementary resources walking you through my process step by step.
The course is nearly ready. Pre-order now at this early-bird price and receive the course as soon as I launch it, or sign up to my newsletter and get notification when this course goes live!
Today is the today for your to start raising money like a pro.
This raising capital course is for you if you want to raise money and grow your business.
1. Strategic Insight: Gain a deeper understanding of the capital raising process and develop a strategic approach tailored to your business goals.
2. Enhanced Skills: Acquire practical skills and techniques to confidently navigate the fundraising landscape and secure investment for your venture.
3. Increased Confidence: Build confidence in your ability to communicate your business vision effectively to investors and stakeholders.
4. Time Savings: Save time by learning from industry experts and avoiding common pitfalls and mistakes in the fundraising process.
5. Expanded Network: Connect with fellow entrepreneurs and potential investors, expanding your network and opportunities for collaboration.
6. Improved Performance: Apply proven strategies and best practices to improve your fundraising performance and increase your chances of success.
7. Access to Capital: Unlock access to capital sources and funding opportunities to fuel the growth and expansion of your business.
8. Professional Development: Enhance your professional skills and credentials with a certificate of completion from a reputable institution.
9. Risk Mitigation: Reduce the risk of fundraising setbacks and failures by learning from experienced professionals and following a structured approach.
10. Long-Term Success: Position your business for long-term success and sustainability with a solid foundation in fundraising and strategic planning.
**Module 1: Intro**
- Introduction to the course and its objectives
- Overview of the capital raising process
- Importance of strategic planning in fundraising
- Format of the course: short videos complemented with workbooks and other materials
- Updates and occasional module additions
- Workbook items:
- Niche brainstorming
- Brand review
- Product positioning assessment
- Fundamentals evaluation
- KPI analysis
- Crafting your company story
- Creating an elevator pitch
**Module 2: Niche**
- Understanding your niche market
- Identifying market trends and emerging opportunities
- Niche brainstorming exercises
- Workbook items:
- Assessing the attractiveness of your niche
- Positioning your brand within your niche
- Identifying hot and emerging trends
**Module 3: Brand**
- Importance of brand identity and professionalism
- Reviewing and refining your brand presence
- Workbook items:
- Brand assessment checklist
- Identifying areas for brand improvement
**Module 4: Product**
- Understanding your product or service
- Analyzing market needs and competition
- Demonstrating authority and differentiation
- Workbook items:
- Product positioning assessment
- Competitive analysis
- Identifying gaps in the marketplace
**Module 5: Fundamentals**
- Importance of foundational pillars in your business
- Assessing the strength of your business fundamentals
- Workbook items:
- Evaluating foundational pillars
- Identifying missing elements in your business strategy
**Module 6: KPIs**
- Understanding key performance indicators (KPIs)
- Analyzing current performance metrics
- Benchmarking against industry standards
- Workbook items:
- Creating a list of industry benchmark KPIs
- Analyzing your business's current performance metrics
**Module 7: Story**
- Crafting a compelling company story
- Sharing your personal journey and business inspiration
- Workbook items:
- Developing your personal and company story
- Crafting an elevator pitch
**Module 8: Structure**
- Understanding ownership structure and cap table
- Analyzing ownership distribution and valuation
- Workbook items:
- Constructing your cap table
- Evaluating pre and post-financing ownership structure
**Module 9: Business Plan**
- Importance of a comprehensive business plan
- Creating a business plan template
- Workbook items:
- Business plan template
**Module 10: Pitch Deck**
- Importance of a concise and compelling pitch deck
- Creating a pitch deck template
- Workbook items:
- Pitch deck template
- Examples of successful pitch decks
**Module 11: Audience**
- Identifying target audience and total addressable market (TAM)
- Workbook items:
- Defining target audience and TAM
- Assessing market potential and audience reach
**Module 12: Your Offer**
- Crafting an attractive investment offer
- Understanding equity financing structures
- Workbook items:
- Constructing financing offer template
- Term sheet template
**Module 13: Paperwork**
- Importance of legal documentation in financing
- Understanding subscription agreements and legal terms
- Workbook items:
- Subscription agreement example
- Checklist for financial package materials
**Module 14: Marketing Channels**
- Identifying effective marketing channels for fundraising
- Leveraging social media and other platforms
- Workbook items:
- Optimization tips for social media channels
**Module 15: Qualifying Leads**
- Strategies for identifying and qualifying potential investors
- Developing outreach scripts for warm and cold leads
- Workbook items:
- Creating a list of qualified leads
- Reviewing lead qualification criteria
**Module 16: Friends & Family**
- Understanding the role of friends and family in early-stage financing
- Guidelines for approaching friends and family for investment
- Workbook items:
- Planning outreach to friends and family
- Assessing potential family and friend investors
**Module 17: Accredited Investors**
- Defining accredited investors and their significance in fundraising
- Identifying accredited investor exemptions and regulations
- Workbook items:
- Understanding accredited investor criteria
- Creating a list of accredited investor leads
**Module 18: Brokered vs. Non-brokered**
- Understanding the differences between brokered and non-brokered financing
- Evaluating the benefits and drawbacks of each approach
- Workbook items:
- Assessing the suitability of brokered vs. non-brokered financing for your business
**Module 19: Running the Book**
• Managing financing orders and investor relationships
• Workbook items:
• “Running the Book” spreadsheet template
**Module 20: Closing & Fees**
• Finalizing legal agreements and closing the financing
• Understanding finders fees and legal considerations
• Workbook items:
• Example subscription agreement
• Shortlist of legal firms with securities practices
**Module 21: Financial Management, Performance and Your Next Round**
• Importance of financial management and performance tracking
• Building shareholder relationships and trust
• Workbook items:
• Financial management checklist
• Shareholder communication plan
**Module 22: Final Thoughts**
• Insights on money and investor relationships
• Building authentic and trustworthy connections with investors
• Workbook items:
• Reflective exercises on investor relationships and communication
This comprehensive curriculum will equip you with the knowledge, tools, and resources needed to navigate the capital raising process successfully and build positive lasting relationships with sophisticated investors.
1. Comprehensive Curriculum: Our course covers all aspects of raising capital for your business, from strategy development to execution.
2. Expert Instruction: Learn from industry experts with extensive experience in fundraising and business development.
3. Interactive Learning: Engage with interactive video modules, exercises, and case studies to reinforce your understanding.
4. Personalized Feedback: Receive feedback and guidance from instructors to tailor your fundraising approach to your unique business needs.
5. Access to Resources: Gain access to a library of resources, including templates, worksheets, and additional reading materials.
6. Networking Opportunities: Connect with other entrepreneurs and potential investors in our exclusive online community.
7. Flexible Schedule: Learn at your own pace with on-demand access to course materials, allowing you to fit your learning around your busy schedule.
8. Lifetime Access: Enjoy lifetime access to course updates and new content, ensuring that your knowledge remains current and relevant.
9. Money-Back Guarantee: Rest assured with our 100% money-back guarantee, offering peace of mind if you’re not satisfied with the course.
10. Certification: Earn a certificate of completion upon finishing the course, demonstrating your expertise in fundraising and business growth.
I am a 2nd generation venture capitalist with some 20 years in and around the capital markets. I have led and been involved in numerous financings as President, CEO, Director, Vice President, and Strategic Advisor of publicly listed companies.