Course curriculum
-
1
Syllabus & Welcome
-
Course Introduction - RBL1 Investor Training Program
FREE PREVIEW -
Course Syllabus - RBL1 Investor Training Program
-
-
2
Introduction - 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
-
-
3
Week 1 - Investing 101
-
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
-
Startup Snapshot + Investor Evaluation Guide
FREE PREVIEW
-
-
4
Week 1 - 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
Week 1 - Venture Selection Process
-
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
-
-
6
Week 1 - 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
-
-
7
Week 2 - Deal Flow
-
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
-
-
8
Week 2 - Partners Meeting
-
Partners Meeting
-
1. Introduction
-
2. Activities
-
3. Roles
-
4. Preparation
-
-
9
Week 2 - 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
-
-
10
Week 2 - 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
-
-
11
Week 2-3 - Startup Madness
-
9.30.20 - Dispatch Goods
-
9.29.20 - Welnys
-
6.16.20 Qoins
-
6.15.20 LiftEd
-
6.9.20 Upgrade Boutique
-
-
12
Week 3 - Financial Modeling
-
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
-
-
13
Week 4 - Industry | Market Research
-
Industry | Market Research
-
1. Introduction
-
2. Keyword List + Secondary Research
-
3. Primary Research
-
4. Research Process
-
5. Synthesis & Closing
-
-
14
Week 4 - 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
-
-
15
Week 5 - 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
-
-
16
Week 6 - 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
-
-
17
Week 6 - Capitalization 'Cap' Table
-
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)
-
-
18
Week 6 - Market Segmentation
-
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
-
-
19
Week 7 - Term Sheets and Law in Venture
-
2.5.2020 - Legal Session - Types of Securities
-
2.12.2020 - Legal Session - Term Sheets
-
-
20
Week 7 - Intellectual Property In Venture
-
2.26.2020 - IP Presentation, Denise McKenzie, NSF
-
-
21
Week 8 - VC Compensation & Fund Structure
-
VC Compensation & Fund Structures
-
1. Introduction
-
2. Main Components + History
-
3. Flow of Capital
-
4. Roles & Responsibilities + Fund Structure & Strategy
-
-
22
Week 8 - Investment Committees
-
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
-
-
23
Past Sessions
-
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
-
-
24
Bonus - LP Deck Template
-
LP Deck Template
-
1. Introduction
-
2. Slides - Outline, Summary, Partners
-
3. Slides - Team
-
4. Slides - Portfolio
-
5. Process
-
6. Terms
-
7. Appendix
-
-
25
Founders Corner - Lean Startup
-
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
-