Course curriculum

  • 1

    Syllabus & Welcome

  • 2

    Investing 101

  • 3

    Venture Selection Process

  • 4

    Evaluating Startups

    • Evaluating Startups

    • 1. Introduction

    • 2. Prototypes

    • 3. Product Testing

    • 4. User & Customer Interviews

    • 5. Influencer & Subject Matter Experts

    • 6. Investment Evaluation Guide

    • 7. Startup Snapshot

    • 8. Startup CRMs & Data Tracking

    • 9. Partners Meeting

    • 10. Competitive Analysis

    • 11. Financial Analysis

    • 12. Waterfall Analysis

    • 13. Term Sheet

    • 14. Additional Analyses

    • 15. Investment Committee Memo | Deck

    • Startup Snapshot + Investor Evaluation Guide

  • 5

    Startup Engagement & Investor Questions

    • Startup Engagement & Investor Questions

    • 1. Introduction

    • 2. Meeting Preparation

    • 3. Founder Resources + During the Meeting

    • 4. Investor Questions 1-7

    • 5. Investor Questions 8-15

    • 6. Investor Questions 16-24

    • 7. Investor Questions 25-32

    • 8. Investor Questions 33-44

    • 9. Investor Questions 45-48 + Snapshot

    • 10. Post Meeting

  • 6

    Deal Flow

  • 7

    Partners Meeting

    • Partners Meeting

    • 1. Introduction

    • 2. Activities

    • 3. Roles

    • 4. Preparation

  • 8

    Deal Screen

    • Deal Screen

    • 1. Introduction

    • 2. Fit

    • 3. Using the Product

    • 4. Prototypes

    • 5. Demos

    • 6. Financial Short Cuts

    • 7. Thresholds

    • 8. Competitive Analysis

    • 9. Interviews, Guide, Snapshot

    • 10. Deal Comparison

  • 9

    The Startup Pitch (Deck)

    • The Startup Pitch

    • 1. Introduction

    • 2. Presenter's Background

    • 3. Cover, Problem, Business Model

    • 4. Market, Go to Market

    • 5. Competition, Finances

    • 6. Impact

    • 7. Traction, Team, Next Steps

    • 8. Story Arch + Closing

  • 10

    Financial Modeling

  • 11

    Breaking Into VC

    • Breaking Into VC

    • 1. Introduction

    • 2. The Market + Setting the Stage

    • 3. Context

    • 4. Resume & Preparation

    • 5. Personal Branding

    • 6. Networking

    • 7. New Tactics

  • 12

    Industry | Market Research

    • Industry | Market Research

    • 1. Introduction

    • 2. Keyword List + Secondary Research

    • 3. Primary Research

    • 4. Research Process

    • 5. Synthesis & Closing

  • 13

    Investment Thesis

    • Investment Thesis

    • 1. Introduction

    • 2. Define - Brief, Key Word Search, Types of Analyses

    • 3. Secondary Research

    • 4. Primary Research

    • 5. Analysis - Table

    • 6. Analysis - Bar Chart

    • 7. Analysis - Line Graph + Market Map

    • 8. Heat Map + Bubble Chart

    • 9. Scatter Plot + 2x2

    • 10. Combinations + Custom Charts

    • 11. Analyze + Refine

    • 12. Publishing + Next Steps

  • 14

    Investment Committee

    • Investment Committee

    • 1. Introduction

    • 2. Venture Selection Process

    • 3. IC Document Overview

    • 4. Part 1 - Summary, Problem, Business Model

    • 5. Part 2 - Market, Competition, Financials

    • 6. Part 3 - Traction, Go to market, Pipeline

    • 7. Part 4 - Impact

    • 8. Part 5 - Next Steps & Follow-up

  • 15

    Valuations

    • Valuation

    • 1. Introduction

    • 2. Venture Selection Process & Financials

    • 3. Comparables

    • 4. Discounted Cashflow

    • 5. Berkus Method (or Similar)

    • 6. Market

    • 8. Sources of Capital

    • 9. Additional Considerations

  • 16

    Market Segmentation

    • 1 - Market Sizing Introduction

    • 2 - Market Sizing Slide

    • 3 - Identifying Initial Market Segments

    • 4 - Detailing Market Segments

    • 5 - Market Segmentation Analysis Example

    • 6 - Sizing the Market

    • 7 - Market Sizing Formula

    • 8 - Market Sizing Example

    • 9 - Calculating your SAM and TAM

  • 17

    Capitalization 'Cap' Table

    • Capitalization Tables (aka 'Cap' Tables)

    • RBL1 - Financial Model - See 'Cap Table' Tab for exercise

    • 1. Introduction

    • 2. What is a 'Cap' table?

    • 3. Venture Selection Process

    • 4. Cap Table Exercise Part 1

    • 5. Cap Table Exercise Part 2

    • 6. Discussion Points - The Founder Pie (Part 1)

    • 7. Discussion Points - Additional Points (Part 2)

  • 18

    VC Compensation & Fund Structure