Course curriculum

  • 1

    Syllabus & Welcome

  • 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

  • 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

    • 9.29.20 - Admit.Me Update Call

    • 9.10.2020 - Remodel Mate Demo

    • 6.24.20 Uptrust

    • 6.23.20 Oraku

    • 6.23.20 Meetcaregivers.com

    • 6.23.20 Nightline

    • 6.16.20 Qoins

    • 6.15.20 LiftEd

    • 6.16.20 Aeros

    • 6.14.20 KingsCrowd

    • 6.10.20 Arnie

    • 6.9.20 Grounded Foods

    • 6.9.20 Upgrade Boutique

    • 2.28.2020 - Umba Q&A Session

    • 2.26.2020 - Cashdrop Q&A & Demo

    • Solve - Investor Pitch

    • 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

    • 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