Foundations of Venture Capital
Understand the VC Deal Flow Process
Recognize the Risks and Rewards for Venture Investors
Identify Startup Ecosystem Stakeholders
Learn How to Source Quality Deal Flow
What Makes a Good VC Investment?
Pressure-Test Founder Assumptions
Quantify the size of a Market
Identify Which Metrics Matter Most When Evaluating Startups
What Matters in a Term Sheet?
Understand Financial and Governance Negotiations
Differentiate between Priced Equity; Convertible Note; and SAFE Round
Calculate Ownership Dilution across the Life of a Startup
Understand Market Norms in Term Sheet Negotiations
How Do You Value a Startup?
Understand Different Valuation Methods and Their Purpose in Assessing Startups
Create a Valuation Scorecard
Quantify and Mitigate Risk
Learn Market Norms around Valuation
How Do You Manage a Portfolio?
Recognize the Role of Investors Post-Investment
Understand Portfolio Construction and Diversification
Calculate the Return of a VC Portfolio
Hear from Investors about Lessons Learned
Identifying Non-Negotiables and Red Flags When Evaluating Startups
Develop a Personal Networking Plan
Private Equity Investment Cycle
Private Equity Foundations
Define and Discuss PE and Its History
Examine Net Income and Cash Flow in Relation to PE
Identify PE Stages; Challenges; and Perspectives
Study Related Accounting and Calculations Used in PE Valuations
Research the Business Case for PE
What Makes a Good PE Investment?
Identify Key Elements and Measures That Make a Good PE Investment
Examine the Impact of Environment; Social; and Governance (ESG) in PE
Analyze the Elements and Measures of PE Returns
Review PE Research and Evaluate Findings
Calculate Potential Return Using Standard Deviation
How Do You Put the Deal Together?
Identify and Define the Main Components of a PE Deal
Review the Components of PE Deal Sourcing; Time Management; and Relationships
Examine the PE Sales Process
List the Differences Between Public and Private PE Companies
Study the PE Valuation Process and Perform Related Calculations
How Do You Create Value in PE?
Review the Role of Price and Value in a Portfolio Company
Define Levers of Value in the PE Cycle
Identify Purchase Price Requirements
Define Synergies and Their Relationship to PE
Perform Calculations to Create Positive PE Investment Decisions
What Does Success Look Like?
Rigorous Investment Thesis: Public and Private Investment
Exit Strategies: IPO Sale to Strategic Buyer; Sale PE Buyer
Pricing Exiting—Elements of Return
Due Diligence Inquiry: Financial; Legal; and Operational
What Could Possibly Go Wrong?
The benefit of Bargain Protections
Risk Management Scenarios