Get the competitive edge you need to attract investors and build your business.
This 4-part workshop gives you actionable steps and worksheets to build and execute a strategic fundraising plan that leads to investment.
less than 1% of startups raise angel or venture capital and of that small group, not even half manage to raise a second round.
So what makes that select group of startups stand out from the pack? Beyond a good pitch, a company needs to prove its strong foundation with the potential to grow at the rate investors are looking for.
CEI’s Capital Cure workshop will help you understand how to build and execute a strategic fundraising plan with the necessary milestones for investment, giving you the competitive edge you need to seal the deal.
“The investor series produced by CEI provides hands-on valuation practice and golden nuggets of wisdom from serial entrepreneurs. A great course for those who are starting their fundraising journey or those who are struggling to close the deal!”
Rahul R. Rao P.E.
CEO, Desert Platforms MDC
In this 4-session workshop, you’ll get access to information and materials that will support a successful fundraising campaign and learn:
- How to thinking about your business in the same terms as an investor
- How are valuations determined?
- Defining value inflection point for your business
- Why do investors invest?
- Venture capital: who are investors and how are their investments structured?
- How are the investors different from each other?
- What investors are looking for in a company
- How do investors make money?
- Building your investor profiles
the business plan
- What are your milestones?
- What are your value inflection points?
- How much money do you need? What is the timing?
- Your company expectations, your trajectory, and your exit plan
- What is your business plan, and does it align with your expectations?
- Your strategic options: equity financing, licensing, debt, and more
- How are valuations derived?
- How to calculate a valuation for your company
- Equity round Term Sheet: preferred and common shares; anti-dilution, voting rights, board seats, other rights
- Convertible note term sheet: general terms, covenants, default, pros & cons
- Safe note: terms & conversion mechanics
- Licensing – overview
- Steps before you reach out to investors: key elements & finding a lawyer
- The pros & cons of investment bankers and agents
- Investor profiling, your first email, how to get the meeting, and how to prepare for it
- Techniques to manage your board of directors, how to communicate with your investors, and how to keep the company prepared for the next financing