$827.45

Capital raising bootcamp

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International Tower 3, Barangaroo Reserve, Sydney CBD

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Description

Course overview: An intense, focused two-day workshop designed to give you the best chance possible of successfully raising capital. You’ll have an initial hit-list of at least ten appropriate investor contacts and be clear how to approach them, what to ask for, and why they should say yes.

Outcomes:

  • Develop a plan to identify and approach investors appropriate for your business and stage.
  • Understand how to value your business, build a cap table and develop a financial model in line with market expectations.
  • Build a credible pitch appropriate for your target investor group.
  • Understand the terms your target group of investors are likely to ask for and why. Comprehend the long term implications of each provision and be positioned to negotiate with confidence.
  • Develop the ability to create deal momentum to strengthen your negotiating position and successfully close your investment.

This workshop is suitable for entrepreneurs looking to raise Seed to Series A capital rounds ($200K - $5M). Come to this workshop as a newbie or with a developed pitch and experience.


Course curriculum

Introduction: Define your objectives

  • Define your ask.
  • How to value your company.
  • Build a cap table.

Module 2: Target and approach the right investors

  • Deep dive into the Australian, Asian, US and European early stage investor markets.
  • Benefits and objectives of Angel groups, high-net-worth investors, corporate investors and venture funds.
  • Benefits and drawbacks of Crowd Equity funding platforms and how and when to engage them.
  • Strategies to reach investors in person or on mass. Get meetings with the decision makers.
  • Set up meetings, ensuring that they are looking forward to your pitch.
  • We provide you with an extensive contact list of investors in Australia, the US, Europe and Asia. We work with each participant individually to identify a first and second round target list.
  • We also discuss when a corporate advisor could help or hinder your process. On what terms should you engage them?
  • This module is delivered in partnership with two high profile Venture Capital experts who will be available to answer your questions.

Module 3: Develop the perfect pitch for your target investor group

  • Two of Australia’s top investors share what they look for in founders and their pitches.
  • How investors expect you to present your management accounts and financial projections.
  • We analyse a number of pitch decks and discuss how to develop the right pitch for your target investors.
  • Pitch workshop and practise
  • One-on-one support to develop and improve your business pitch.

Module 4: Negotiate terms

  • The benefits and costs of equity investment versus convertible and ‘safe’ notes.
  • Key terms of a Shareholders Agreement and Company Constitution to protect founders.
  • Founder vesting agreements. How they work and why investors will often insist you put them in place.
  • Why and how to carve out equity for an employee share plan.
  • How to recruit and remunerate directors/advisors when it makes sense to do so.
  • Board representation and special voting rights requested by investors.
  • Classes of shares including preference shares and special voting/veto rights.
  • Anti-dilution and milestone adjustment provisions.
  • Pre-emptive investor rights.
  • Provisions to restrict founders and other shareholders from selling their shares.
  • Provisions to restrict/control an exit.
  • Provisions investors use to force an exit.
  • How to ensure corporate investors deliver on ‘special benefit’ promises.
  • ‘Equity earn-in’ and other special provisions often requested by corporate investors.
  • This module is delivered in partnership with a specialist start-up lawyer.

Module 5: Closing the deal

  • How to build momentum that leads to investment.
  • The effective use of PR (includes comprehensive contact list of Australian finance journalists)
  • Negotiation tactics to improve your position.
  • Selecting and engaging lawyers and accountants. Get good advice and avoid ‘bill shock’.
  • How to run an effective due diligence process.
  • How to avoid investors that waste time.
  • Binding versus non-binding term sheets.
  • The closing process including the appointment of a ‘lead investor’, negotiating with multiple parties and the use of escrow accounts.

Module 6: After the investment

  • Setting shareholder expectations
  • Shareholder communication
  • Working with a board of directors
  • Annual general meetings and extraordinary general meetings.
  • When to become a public company and how to avoid accidentally becoming a public company.
  • Using investment PR to help grow your business.

Workshop logistics:

Each weekend workshop is limited to twelve participants, enabling us to focus on your business, your pitch and developing the right capital raising strategy for you. Rebekah delivers the course in person along with two advisors to provide expert guidance on the investment landscape (including raising capital in Asia and the UK) and the legal aspects of investment deals.

The workshops are intense: from 9 am– 5.30 pm each day with short breaks. Lunch, morning and afternoon teas are provided. Sydney workshops are held in International Tower 3 at the new Barangaroo precinct in the CBD.

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International Tower 3, Barangaroo Reserve, Sydney CBD

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Refund Policy

Refunds up to 7 days before event

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