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