Course curriculum

  • 1

    Syllabus & Welcome

  • 2

    1 - Investing 101

  • 3

    2 - 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
  • 4

    3 - 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. Partners Meeting

    • 9. Competitive Analysis

    • 10. Financial Analysis

    • 11. Waterfall Analysis

    • 12. Term Sheet

    • 13. Additional Analyses

    • 14. Investment Committee Memo | Deck

    • Startup Snapshot + Investor Evaluation Guide
  • 5

    4 - 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

    5 - 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
  • 7

    6 - 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
  • 8

    7 - 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
  • 9

    8 - 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)