ONLINE CLASSES
Course 1
Introduction to Angel Investing & Start-Up Fundraising:
Two Sides of the Same Coin
What is the mystique that’s called angel investing and how is it related to start-up companies?
Angel investing is simply the investment of capital in start-ups in return for some type of ownership in the company. Most start-ups that receive angel investments are private companies, early in their development, before they are publicly traded on the stock market, if they elect to go that route.
On average, angel investing has historically returned at rates higher than stock market indices such as the S&P 500.
Becoming an astute angel investor requires the evaluation of many start-ups. On the flip side, start-ups that are fundraising must know what seasoned angel investors seek. Becoming educated on the process is critical. There are no short cuts.
This course is thus highly applicable to BOTH prospective investors & entrepreneurs.
Taught by seasoned angel, venture capital and private equity investors, each session can be taken independently, except Session 3 which builds on knowledge of Session 1 & 2.
Session 1 – $299
Investment Types Along
The Capital Stack &
Due Diligence
30 day access
By session end, you will understand:
- Investment types along the capital stack, from seed to institutional
- Risk-reward at each level of investing
- 8+ categories of start-up analysis conducted by investors (due diligence process) applicable to any sector
Session 2 – $399
Financial Statements, Financial Due Diligence,
Start-Up Valuation,
Capitalization Tables,
& Term Sheets
45 day access
By session end, you will understand:
- How to read the 3 key financial statements of any venture
- Key aspects of conducting financial due diligence of a start-up
- How to derive the valuation of a venture using multiple approaches
- How to read and develop capitalization tables
- How to structure terms to optimize your investment or start-up capitalization
Session 3 – $399
Hands-on Exercises in Due Diligence, Determining Valuation & Terms,
& Case Studies
45 day access
By session end, you will understand:
- How to conduct due diligence from A-Z for early and later stage companies, including financial due diligence, determining company valuation & negotiating terms
- Through real case studies, how actual investment firms evaluated deals and what ultimately led to their investment decisions
- Optional final exam
Sessions 1-3 – $900
Get all 3 sessions for nearly $200 in savings!
90 day access
Read what people are saying about our courses!
Instructors
Elizabeth Cho-Fertikh, PhD
- Partner, 1812 Ventures
- Founder, ECF Biosolutions
Djamil Fertikh, MD
- Partner, Assn of Alexandria Radiologists
- Angel Investor, Keiretsu Forum
Fred Gumbinner, JD
- Mg Partner, G2 GEM Finance
- Gnl Partner, SaaS Venture Fund
- Pres, Keiretsu Forum, DC Chap
John Brzezenski, MBA
- Partner, J. Locke & Co.
- Member & Former Board Chair, LaunchPad Ventures
Ben Lieblich
- Partner and COO at GP Ventures
Carolyn Campbell
- Managing Director & Founding Partner, ECP Investments
Coming Soon!
Fundraising thru Grants & Initial Coin Offerings on Blockchain
Course 2
SBIR/STTR & Other Technology Development Grants
Learn what grant reviewers actually look for in grants.
- Learn the landscape of grant opportunities, the review cycles, resubmissions, win rates.
Instructor:
Former grants administrator, Elizabeth Cho-Fertikh PhD, who led dozens of grant review panels for the Dept of Defense Health Programs, Cancer Prevention Institute of TX and drafted multi-million dollars of awarded SBIR and other tech development grants for biotech start-ups and academic clients.
Course 3
Initial Coin Offerings - Blockchain
- Learn the ABCs of cutting-edge blockchain
- Learn how to fundraise for your venture or invest in one through Initial Coin Offerings on Blockchain
Instructor:
Prof Jim Liew, Founder of SoKat Consulting, LLC & Asst Professor, Johns Hopkins Carey Business School. Expert in cryptocurrency trading, financial tech, hedge funds, big data, machine learning, and artificial intelligence. Previous industry experience at Carlyle, Morgan Stanley and Campbell.
New angel investors & entrepreneurs
To receive notification of upcoming onsite and additional online classes, provide an email contact here