Course Syllabus - RBL1 Investor Training Program

Investing 101

1. Introduction to Investing + What is a Start-up?

2. Where do startups get funding + Friends & Family

3. Accelerators + Incubators

4. Angel Investors

5. Crowdfunding

6. Venture Capital

7. Additional Investors

Feedback

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

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

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

2. Sourcing

3. Deal Screen

4. Deal Screen + Initial Startup Meetings

5. Deal Screen + Investor Guide

6. Partners Review + Startup Snapshot

7. Due Diligence

8. Investment Committee + Deploying Capital

Startup Snapshot + Investor Evaluation Guide

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

Partners Meeting

1. Introduction

2. Activities

3. Roles

4. Preparation

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

Rebel One - Financial Model Template to Download

2. Pitch Deck Finances + Model Overview

3. Financial Modeling - Revenue

4. Financial Modeling - Expenses

5. Financial Modeling - Expenses Continued

6. Financial Modeling - Review

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)

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

3. Inbound Marketing to Startups

4. Outreach + Partner's Meeting Prep

5. Post Meeting Follow-up

Breaking Into VC

1. Introduction

2. The Market + Setting the Stage

3. Context

4. Resume & Preparation

5. Personal Branding

6. Networking

7. New Tactics

Industry | Market Research

1. Introduction

2. Keyword List + Secondary Research

3. Primary Research

4. Research Process

5. Synthesis & Closing

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

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

Lean Startup Introduction

Where are you in the process?

LEARN - Secondary Research

LEARN - Primary Research

Activity: LEARN Phase

BUILD - Introduction + Mockups

BUILD - Mock-ups

Mock-up Combination

Activity: BUILD

Developing Assumptions

Activity: Document Assumptions

Testing Process

Types of Prototypes

Activity: Measure

Types of Tests

Types of Tests Part 2

Activity: Revisit Measure

Sprint Tracker

Sequence of Testing

Lean Startup Example