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How to Raise Money for Your Business

Summit Videos and Jim Winett

If you are passionate about starting a business or you have a business and would like to grow, raising money is an important step. With this course, you'll learn proven, real-world tactics to successfully raise capital.

Course instructor Jim Winett has been directly involved with over $2 Billion in capital raised for businesses of all sizes. He's worked with hundreds of entrepreneurs, from small startups to Fortune 100 companies and his 30+ years of experience are distilled here for you.

Read more

If you are passionate about starting a business or you have a business and would like to grow, raising money is an important step. With this course, you'll learn proven, real-world tactics to successfully raise capital.

Course instructor Jim Winett has been directly involved with over $2 Billion in capital raised for businesses of all sizes. He's worked with hundreds of entrepreneurs, from small startups to Fortune 100 companies and his 30+ years of experience are distilled here for you.

This course is comprehensive and takes you through the entire fundraising life cycle from start to finish. From the very beginning stages to positioning your company and understanding different types of investors to preparing your materials and pitch deck to securing investor meetings and closing the deal, Jim offers you all the tactics that he's honed over his career.

With over 3.5 hours of video content in 67 individual lessons, you will have the full playbook that has helped Jim and countless other business owners successfully raise money for their businesses.

Enroll now

What's inside

Learning objectives

  • Comprehensive roadmap from start to finish to raise money for your business
  • Apply real-world tactics for raising funds that have been proven from over $2 billion in capital raised
  • Prepare and position your business to be taken seriously by investors, whether you're at the idea stage or have an existing company
  • Understand and identify the different funding sources available for entrepreneurs and figure out what is right for you
  • Create the necessary materials that investors expect and tailor your pitch for success
  • Identify the best prospective investors and reach out to get noticed
  • Prepare for investor meetings and nail your pitch
  • Close the deal with confidence and in full compliance
  • 1-on-1, direct access to expert instruction from an entrepreneur with 3 decades of experience and over $2b in deals

Syllabus

Introduction
Welcome
About Jim
Why Raise Money
Read more
Course Overview
Research what your business will do and how it will fit in the market
Position Your Company
Passion
Identifying the Problem
Develop the Solution
Do Your Homework
Researching Your Customers
Researching Your Competitors
Sustainable Advantage
Understanding Influencers
Legal and Regulatory
Start Executing Before Raising Money
The Team
Web Presence
Build the Customer List
Minimum Viable Product
Test Sales Approach
Get into Revenue
Put Together Your Plan
Financial Model
Understand the differences between various sources of capital and which is best for your business
Understanding Types of Investors
Raising in Multiple Tranches
Friends and Family
Angel Investors
Venture Capital
Corporate Venture
Family Offices
Private Equity
Crowdfunding
Initial Coin Offerings
Government & Non-profit Grants
Banks
Put together the documents that investors will expect to see before writing you a check
How to Prepare Your Materials
Executive Summary Deck
Presentation Deck
Due Diligence
Find the right investors for your business and get their attention
Reaching Out to Investors
Identifying Prospective Investors
Research Your Targets
Find Your Path to Investors
Investor Meetings
Preparation for the Meeting
Tips for a Successful Meeting
Questions for Investors
How to Take Investor Feedback
The right way to respond to potential investors
Following Up with Investors
How to Follow Up
The different investment structures available and finding which one is appropriate for your deal
Structuring a Deal
Convertible Debt
Equity Investment
Simple Agreement for Future Equity
Determining Your Deal Structure
Do's and don'ts when it comes to figuring out and agreeing to value of your business
Valuation Overview
Factors Impacting Value
The Strategic Factor
General Guidelines
Valuation Considerations
Tackle the last steps with investors before they write you a check
Closing the Deal with Investors
Obtain Indications of Interest
Single Investor vs. Multiple Investors
Negotiate Final Terms
Final Steps
Wrap Up
Review and Wrap Up
What's Next?

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in How to Raise Money for Your Business with these activities:
Review Financial Modeling Concepts
Strengthen your understanding of financial modeling to better prepare for creating a compelling financial plan for investors.
Browse courses on Financial Modeling
Show steps
  • Review basic accounting principles.
  • Practice building a simple financial model.
  • Familiarize yourself with key financial ratios.
Review 'The Lean Startup'
Understand the principles of lean startup methodology to efficiently validate your business idea before seeking funding.
View The Lean Startup: How Today's Entrepreneurs Use... on Amazon
Show steps
  • Read the book and take notes on key concepts.
  • Identify how to apply lean principles to your business.
  • Brainstorm experiments to validate your assumptions.
Develop a Pitch Deck
Create a compelling pitch deck to effectively communicate your business vision and attract potential investors.
Show steps
  • Outline the key sections of your pitch deck.
  • Research successful pitch decks for inspiration.
  • Design visually appealing slides with clear messaging.
  • Practice your pitch and get feedback.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Craft an Executive Summary
Write a concise and persuasive executive summary to capture the attention of potential investors.
Show steps
  • Research examples of effective executive summaries.
  • Clearly define your company's mission and vision.
  • Highlight your competitive advantages and market opportunity.
  • Summarize your financial projections and funding needs.
Attend Startup Events
Connect with other entrepreneurs and investors to expand your network and learn from their experiences.
Show steps
  • Research local startup events and conferences.
  • Prepare a short elevator pitch about your business.
  • Actively engage in conversations and exchange contact information.
  • Follow up with new contacts after the event.
Review 'Venture Deals'
Gain a deeper understanding of venture capital deal terms and negotiation strategies to secure favorable funding.
View Startup Boards: A Field Guide to Building and... on Amazon
Show steps
  • Read the book and highlight key deal terms.
  • Research common venture capital investment structures.
  • Practice negotiating deal terms with a mentor or advisor.
Mentor Aspiring Entrepreneurs
Reinforce your knowledge by sharing your fundraising insights and experiences with other entrepreneurs.
Show steps
  • Volunteer as a mentor at a local incubator or accelerator.
  • Offer advice and guidance to entrepreneurs seeking funding.
  • Share your lessons learned and best practices.

Career center

Learners who complete How to Raise Money for Your Business will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in How to Raise Money for Your Business.
Lean Startup: How Today's Entrepreneurs Use...
Save
Introduces the Lean Startup methodology, emphasizing validated learning, scientific experimentation, and iterative product releases. It's highly relevant for understanding how to build a business efficiently and adapt to market feedback, which is crucial for attracting investors. The book provides a framework for minimizing risk and maximizing learning, aligning with the course's focus on preparing a business for investment.
The Lean Startup: How Today's Entrepreneurs Use...
Hardcover
$$
The Lean Startup: How Today's Entrepreneurs Use...
Kindle Edition
$$
Cover image
Startup Boards
Save
Provides a comprehensive overview of venture capital deals, covering term sheets, valuation, and negotiation strategies. It's an invaluable resource for entrepreneurs seeking funding, as it demystifies the legal and financial aspects of venture capital. It helps entrepreneurs understand the investor's perspective and negotiate favorable terms, complementing the course's modules on deal structuring and closing.
Startup Boards: A Field Guide to Building and...
Hardcover
$$
Startup Boards: A Field Guide to Building and...
Kindle Edition
$$

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Effort
3.5 total hours
Via
Udemy
Instructors
Summit Videos
Jim Winett
Language
English
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