Course Syllabus - RBL1 Investor Training Program

Breaking Into VC

1. Introduction

2. The Market + Setting the Stage

3. Context

4. Resume & Preparation

5. Personal Branding

6. Networking

7. New Tactics

Investing 101

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

2. Where do startups get funding + Friends & Family

3. Angel Investors

4. Crowdfunding

5. Accelerators + Incubators

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

Venture Selection Process

1. Venture Selection Process Overview

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

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

Deal Flow

1. Introduction

2. Outbound Marketing to Startups

3. Inbound Marketing to Startups

4. Outreach + Partner's Meeting Prep

5. Post Meeting Follow-up

Partners Meeting

1. Introduction

2. Activities

3. Roles

4. Preparation

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

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

9.30.20 - Dispatch Goods

9.29.20 - Welnys

6.16.20 Qoins

6.15.20 LiftEd

6.9.20 Upgrade Boutique

Financial Modeling

Rebel One - Financial Model Template to Download

1. Introduction

2. Pitch Deck Finances + Model Overview

3. Financial Modeling - Revenue

4. Financial Modeling - Expenses

5. Financial Modeling - Expenses Continued

6. Financial Modeling - Review

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

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

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

Capitalization Tables (aka 'Cap' Tables)

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)

Market Segmentation

1. Market Segmentation Introduction

2. Investor Pitch Deck Marketing Slide

3. Initial Market Segment Identification & Ranking

4. Detailing Market Segments Example

5. Market Segment Analysis Example

6. Market Quantification Example

7. Market Sizing Equation

8. Market Sizing Example

9. Serviceable Addressable Market (SAM) and Beachhead (BH) Framing Examples

2.5.2020 - Legal Session - Types of Securities

2.12.2020 - Legal Session - Term Sheets

2.26.2020 - IP Presentation, Denise McKenzie, NSF

VC Compensation & Fund Structures

1. Introduction

2. Main Components + History

3. Flow of Capital

4. Roles & Responsibilities + Fund Structure & Strategy

8.14.20 Avatour - Investment Committee

8.14.20 DeliverEnd - Investment Committee

7.29.20 Investment Committee - Qoins

8.7.20 Mynurse.AI Investment Committee Memo

8.7.20 Sinc Investment Committee

5.22.19 Leaf Trade IC

5.22.19 SoLo Fund IC

5.22.19 This Fish IC

1.10.20 Force 5 - Week 1 - Module & Partners Meeting

1.3.20 Force 5 - Week 1 - Module & Partners Meeting

10.25.20 Force 4 - Week 9 - Module

10.18.20 Force 4 - Week 8 - Module

10.18.20 Force 4 - Week 8 - Partners Meeting

10.11.20 Force 4 - Week 7 - Module

10.11.20 Force 4 - Week 7 - Partners Meeting

10.4.20 Force 4 - Week 6 - Module & Partners Meeting

9.27.20 Force 4 - Week 5 - Module & Partners Meeting

9.20.20 Force 4 - Week 4 - Module & Partners Meeting

9.13.20 Force 4 - Partners 3

9.13.20 Force 4 - Module 3

9.6.20 Force 4 - Partners Meeting 2

9.6.20 Force 4 - Module 2

8.9.20 Week 10 Module & Partners Meeting

8.4.20 DeliverEnd and Quantibly

8.2.20 Week 9 Module & Partners Meeting

7.31.20 Mynurse.ai Demo

7.31.20 Avator Demo

7.29.20 - Investment Committee - Qoins

7.26.20 Week 8 Module & Partners Meeting

7.19.20 Week 7 Module & Partners Meeting

2.5.2020 - Guest VC: Camella Wilson, OCV, Los Angeles

LP Deck Template

1. Introduction

2. Slides - Outline, Summary, Partners

3. Slides - Team

4. Slides - Portfolio

5. Process

6. Terms

7. Appendix

1. Lean Startup Introduction

1. Lean Startup Introduction

2. Where are you in the process?

3. Secondary Research

4. Primary Research

5. BUILD

6. BUILD Mockups

7. Combination of Mock-ups

8. Developing Assumptions

9. Testing

10. Types of Tests

11. Types of tests (continued)

12. Types of Tests (part 3)

13. Sprint Tracker

14. Sequence of Testing

15. Lean Startup Example