$390 – $590

Raise capital on your terms with Rebekah Campbell, Cofounder at Hey You

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Location

WeWork, Branson Room

Level 13, 50 Carrington Street

Sydney, NSW 2000

Australia

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

EXCLUSIVE FACE-TO-FACE WORKSHOP LIMITED TO 12 PARTICIPANTS.

Course overview:

An intense, focused one-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 and business owners 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

Module 1: Target and approach the right investors

  • Define your ask
  • Benefits and objectives of Angel groups, high net-worth investors, corporate investors and venture funds.
  • Learn to target and approach the right investors for your business.
  • How to value your company.
  • Build a cap table.

Module 2: 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.
  • Exercise to develop your negotiation skills and learn how to structure a deal that works for you, yourcompany and the investors.

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

  • What do investors look for in founders and their pitch presentations?
  • 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.
  • You will develop a new pitch deck during this module to anchor your business presentation or use toenhance an existing pitch.
  • Pitch workshop and practise

Module 4: Closing the Deal

  • How to run an investment process
  • 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.
  • We also discuss when a corporate advisor could help or hinder your process and on what terms should you engage them.
  • The effective use of PR.
  • Negotiation tactics to improve your position.
  • 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.

Workshop logistics:

A one-day workshop limited to twelve participants, enabling Rebekah to focus on your business, your pitch and developing the right capital raising strategy for you.

The workshops are intense: from 9am– 5pm with short breaks. Lunch, morning and afternoon tea are provided.

***This information provided in this course is of a general nature only; it is not financial, legal or professional advice. You should seek professional advice specific to your circumstances before taking any action. We make no warranty about its contents.

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Date and Time

Location

WeWork, Branson Room

Level 13, 50 Carrington Street

Sydney, NSW 2000

Australia

View Map

Refund Policy

Refunds up to 30 days before event

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