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Sessions 1 – 3 : $900 ($200 in savings!)

Welcome to Introduction to Start-Up Fundraising & Angel Investing!  

Start-up fundraising & angel Investing are very much two sides of the same coin and, as such, the lessons here provide a comprehensive look into what both sides of the table commonly think, deal with, and negotiate around, ultimately providing you with a solid, in depth introduction.

Course components include videos, accompanying slidedecks, worksheets, self-assessment quizzes & a final exam, and are filled with relevant real-world examples.

Specific guidance and lecturer bios can be found under each Session subtopic.

Session 1:

This session will introduce you to the (1) major investment types along the capital stack, from early to late stage investment opportunities and the risks/rewards along the stack and (2) key qualitative due diligence topics that are essential to evaluate prior to making an investment in a venture.  In Session 2,  the more quantitative aspects of due diligence will be covered.

Session 2

A core component of any investment consideration is the financial assessment, viability, sustainability and growth potential of a venture.  For new angel investors and entrepreneurs, this session introduces financial concepts and analyses of start-up ventures, company valuation and term sheet structures to best prepare both sides of the negotiating table.  Introductory topics include: (1) Financial Statements  – How to Read and Begin to Analyze Them; (2) Financial Due Diligence; (3) Valuation of Companies; (4) Capitalization Tables; and (5) Term Sheets.

Session 3

This session brings together all the topics covered in both Session 1 & 2, so you can begin to comprehensively assess prospective ventures as an experienced investor would OR, if an entrepreneur, prepare your fundraising portfolio from A-Z in anticipation of what investors will seek. This is a very hands-on session requiring calculators and worksheets.

Exercises are provided through: (1) The analysis of a mock venture, both in its early and more mature life cycle stages; (2) Real start-up case study presentations across the biotech, SaaS (software as a service) and consumer sectors; and (3) Final assessment + answer key.

Complete Course Registration - 90 day access

  • Price: $900.00
    Refund Policy: 100% within 24 hours of purchase. 50% within 48 hours of purchase. No refund thereafter. Limitation of Liability: This online course does not endorse nor make any representations or warranties concerning companies presented. Content of all lessons is for educational purposes only. The organizers disclaim any liability for investment losses or damages flowing from Participant’s individual investment decisions. Participants should obtain independent legal and financial advice prior to making any investment decision. All Participants understand that they will hold harmless the course organizers, instructors, sponsors and ECF Biosolutions for any investment decisions and outcomes. The course organizers, instructors, sponsors and ECF Biosolutions do not constitute a venture fund, investment bank, broker/dealer, investment clearinghouse, or any other form of investment advisor or otherwise, and are not registered with the Securities and Exchange Commission or any state securities commission. They do not provide advice, recommendations, or any other indications of appropriateness or inappropriateness for a particular investment. Confidentiality of Material: All educational content is being furnished on a confidential basis. By accepting the material, the registrant agrees to keep confidential the information contained herein. Any unauthorized use, distribution, or reproduction of the material is prohibited. All sales are final.
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Instructors

Elizabeth Cho-Fertikh, PhD

  • Founder, ECF Biosolutions & Venture Corner
  • Partner, 1812 Ventures

Angel investor & venture capital partner. 20 years cancer research, high impact scientific journal publications, biotech R&D, regulatory and management experience for dozens of start-ups and industry, including MacroGenics, Gore Medical, Beckman Coulter, Amgen.  BA, Johns Hopkins, PhD, Thomas Jefferson University, Postdoctoral Training, Harvard Medical School.

 

Fred Gumbinner, JD

  • Managing Partner, G2 GEM Finance
  • General Partner, SaaS Venture Fund
  • President, Keiretsu Forum, DC Chapter

Serial executive, entrepreneur, advisor, mentor, investor. Participation in $35 billion+ in successful financing & corporate transactions. Capital raising from seed to institutional. BA, Colgate University (magna cum laude) and JD, The University of Michigan Law School (magna cum laude and Contributing Editor of the Michigan Law Review)

John Brzezenski, MBA

  • Partner, J. Locke & Co.
  • Member & Former Board Chair, Launchpad Ventures

Mr. Brzezenski is a senior business professional with 25+ years of broad based experience spanning operating and executive management, advisory and private equity roles, having helped numerous companies develop and execute successful growth strategies. He has developed perspectives from “all sides of the table” having been a Partner with a Strategy/M&A advisory firm, senior operating executive, and member of the investment committee for a venture capital firm. His experience has spanned all company lifecycle stages across a variety of industry sectors including many areas of high-technology (enterprise software, communications equipment and services, semiconductor applications), medical and health-related products and services, chemicals and other process industries.  In addition to ECF Biosolutions, he currently provides advisory services to several Boston-based boutique groups and is a Partner with J. Locke & Co, a merchant bank. Mr. Brzezenski is an active angel investor, having been a member since 2002 and a former Board Director of the New England-based Launchpad Ventures. He obtained his AB with honors in Economics from Harvard University, and his MBA from the Kellogg School at Northwestern University.

Djamil Fertikh, MD

  • Partner, Assn of Alexandria Radiologists
  • Angel Investor, Keiretsu Forum

Djamil Fertikh, MD, is a board-certified neuroradiologist. He is a Partner at the Association of Alexandria Radiologists in Alexandria, VA and serves on the Finance Committee. Dr. Fertikh has maintained a diversified portfolio of investments in publicly traded companies as well as privately held start-ups across a variety of sectors, including the biotech, consumer, artificial intelligence & SaaS sectors, as an active angel investor.

Ben Lieblich, JD, MBA

  • PARTNER AND COO AT GP VENTURES

Multi-faceted career spanning politics, law, finance, start-up & venture capital worlds. Has served as the CFO or as a Financial consultant for more than a dozen enterprises including Cleveland Clinic, Likeable Media & Streamline MD, a company which he co-founded and served as President.  At GP Ventures, Ben sources investments and oversees the fund’s due diligence process and operations.  BA, Columbia; JD, Harvard Law;  MBA, Georgetown McDonough Business.

Carolyn Campbell, PhD, JD

  • Managing Director & Founding Partner, ECP Investments

Overall management oversight of operations & investments at ECP Investments, one of the leading private equity fund focused on Africa with 7 funds and over $2 billion under mgmt, w/over >60 investments operating in 45 countries. Carolyn serves on the boards of several portfolio companies in the energy, financial services and natural resources sector. Prior to joining ECP in 2000, Carolyn was a senior associate at White & Case, LLP, law firm.  She is a member of the Council on Foreign Relations.  BA, U of Conn; PhD, Oxford; JD, University of VA.