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An Intensive 3-Day Training Course

Essentials of Startup Investments

DATES

INTRODUCTION

Entrepreneurial thinking, innovation, and new technologies are propelling businesses and opening doors for astute entrepreneurs and investors. Startups, in the broadest sense, are new business endeavours founded by an entrepreneur. They often concentrate on generating novel ideas or technology and offering them to the market as a new product or service.

Most early-stage startup investors have a common goal: to buy a piece of the next Facebook and ride it out until massive riches flow their way. Various investment structures, or securities, can be used by investors to obtain stock in early-stage firms.

This course will help you to learn the key instruments that investors commonly use to support early-stage firms, such as equity investments, convertible notes, and SAFEs, as well as when each is used and how it affects investor returns.

Participants attending the Essentials of Startup Investments training course will develop the following competencies:

  • Develop understanding towards the fundamentals of startups investing
  • Identify types of equity available to various stakeholders within a startup
  • Understand how equity rounds come together for startup investors
  • Learn why startups and investors use convertible securities
  • Discover evaluation process for startup investment
  • Learn various valuation techniques for startups
TRAINING OBJECTIVES

This Essentials of Startup Investments training course aims to enable participants to achieve the following objectives:

  • Develop key concepts of various equity types used for startup investments  
  • Differentiate between equity, convertible notes and SAFE
  • Understand venture capital and angel investing
  • Risks and rewards associated with investing in startups
  • Learn criteria to assess and evaluate startups
  • Be able to use various valuation techniques for startups
TRAINING METHODOLOGY

The Essentials of Startup Investments training course will combine presentations with interactive practical exercises, supported by video materials, activities and case studies. Delegates will be encouraged to participate actively in relating the startup investment concepts to the needs of their personal or workplace objectives.

TRAINING SUMMARY

The Essentials of Startup Investments training course covers essential concepts, practices and instruments that are key towards startup investments such as equity investments, convertible notes, and SAFEs. This course will develop understanding towards the startup evaluation process and most importantly it imparts key valuation techniques to value startups that are at various stages of maturity. The course will also focus on introduction to venture capital, angel investing, and the risks and benefits of startup investing.

TRAINING OUTLINE
Day 1 : Fundamentals of Startup Investment
  • What is a startup?
  • Introduction to equity investing in early-stage startups
  • Common vs. Preferred Stock
  • How equity rounds come together for startup investors
  • Convertible Securities: Convertible Notes, SAFEs, and Other Common Securities
  • Understanding Convertible Notes: What is a cap? What is a discount? Why does it matter?
  • Case Studies and Examples
Day 2 : Venture capital and angel investing
  • Risks and rewards of investments in startups
  • What are Venture Capital firms (VCs)?
  • Startup incubators vs. startup accelerators
  • Who are angel investors and angel groups?
  • Online VC & equity crowdfunding
  • Who Can invest in startups: Accredited Investor Qualifications
  • Case Studies and Examples
Day 3 : Assessing suitability of startup investment
  • How to assess whether a venture is suitable for investment?
  • Startup valuation techniques - Different methods to value startups
  • Startup Investment Due Diligence guidelines
  • Managing and exiting the venture
  • Case Studies and Examples

 

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