Introduction Module (Week 1)
The PREPARATION Phase -- Introduction (Week 1)
TASK 1: Define your funding objectives (Week 1)
TASK 2: Identify & Address Critical Risks (Week 2)
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Why is this task important? (4:38)
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Market Risks (24:34)
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Competition Risks (15:43)
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Execution and Operational Risks (20:08)
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Financial Risks (12:05)
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Legal and Regulatory Risks (8:33)
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People Risks (10:30)
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Systemic Risks (13:39)
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Top Strategies for Addressing Critical Risks (20:03)
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Action Time: Complete the Task!
TASK 3: Create the ideal investor profile and compile a Hotlist of targets (Week 3)
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Why is this task important? (6:47)
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The Core Motivations of Every Investor (Part 1) (19:44)
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The Core Motivations of Every Investor (Part 2) (10:31)
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The 3 Categories of Investors to Target (21:53)
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Download: Refresher material for sources of capital
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How to Create Your Ideal Investor Profile (21:10)
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Action Time! Create Your Ideal Investor Profile
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How to Compile Your Hotlist of Targets (29:11)
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Download: Curated materials for finding Hotlist targets
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Sample Hotlist: Learn from this! (13:26)
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Action time: Compile Your Own Hotlist!
The PACKAGING Phase -- Introduction (Week 4)
TASK 4: Develop the Business Plan (Week 4)
The INTRODUCTION Section Of Your Business Plan (Week 4)
The OPPORTUNITY Section Of Your Business Plan (Week 5)
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Introduction to the Opportunity Section (4:36)
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How to Describe the Problem, Need or Want (9:14)
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Your Target Customer Profile (22:45)
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How to Describe your Product, Service or Solution (9:46)
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Key Milestones Achieved (Validation & Traction) (22:50)
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Market Size (Part 1) -- How to estimate the size of your market (Introduction) (43:06)
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Market Size (Part 2) -- How to estimate the size of your market (Top-Down Approach) (27:13)
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Market Size (Part 3) -- How to estimate the size of your market (Bottom-Up Approach) (29:50)
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Market Outlook -- How to describe the Potential of your market (18:43)
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Analysis of Your Business Environment -- Part 1 (Industry Analysis) (24:14)
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Analysis of Your Business Environment -- Part 2 (Country Analysis) (13:18)
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Action Time: Complete your Opportunity Section!
The STRATEGY Section Of Your Business Plan (Week 6)
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Introduction to the Strategy Section (4:38)
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Your Business Model (14:30)
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Your Competitive Strategy (44:57)
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Your Sales & Marketing Strategy (Part 1) -- Sales Goals (14:38)
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Your Sales & Marketing Strategy (Part 2) -- The Marketing Plan (47:01)
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Your Growth Strategy (37:35)
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Your Operations Strategy (Part 1) -- Introduction (11:38)
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Your Operations Strategy (Part 2) -- Key Resources (20:37)
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Your Operations Strategy (Part 3) -- Key Activities (8:25)
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Your Operations Strategy (Part 4) -- Key Relationships (8:12)
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Your Risk Management Strategy (15:33)
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Action Time: Complete your Strategy Section!
The REWARD Section Of Your Business Plan (Week 7)
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Introduction to the Reward section (7:13)
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The Rules (Part 1) -- Basic Accounting Concepts (38:54)
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The Rules (Part 2) -- Basic Accounting Principles (17:36)
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The 3 Most Important Financial Statements (11:43)
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How to Prepare Your Income Statement (with Forecasts) (47:07)
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How to Prepare Your Cash Flow Statement (with Forecasts) (35:53)
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How to Prepare Your Balance Sheet (with Forecasts) (21:59)
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Financial Analysis (Part 1): Trends and Performance Indicators (36:35)
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Financial Analysis (Part 2): Break-even Analysis (13:09)
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Financial Analysis (Part 3): Scenario Analysis (17:57)
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Funding Requirement and Use of Funds (9:43)
Finishing off Your Business Plan (Week 7)
TASK 5: Develop the Pitch Deck (Week 8)
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Why is this task important? (2:44)
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What exactly is a Pitch? (8:22)
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The 10 Qualities of a good Pitch Deck (20:58)
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The Most Important Slides that should go into your Pitch Deck (38:00)
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3 Relevant Backup Slides (8:06)
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Real-life Pitch Deck (Sample 1) (13:48)
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Real-life Pitch Deck (Sample 2) (13:07)
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Action Time: Download Pitch Deck Templates
TASK 6: Practice Pitch Perfect (Week 9)
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This is what you will learn from this task (3:26)
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The Most Important Tip for Delivering a Perfect Pitch (19:09)
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How To Craft Your 60-Second Elevator Pitch (20:15)
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How To Craft a Perfect Email (Electronic) Pitch (7:15)
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Tutorial: How To Record Your Elevator Pitch (5:11)
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Action time: Record your Perfect Elevator Pitch!
The PROMOTION Phase -- Introduction (Week 10)
TASK 7: Approach & Engage Targets on your Hotlist (Week 10)
TASK 8: Follow up until Accepted or Rejected (Week 11)
TASK 9: Close the deal & Manage the Relationships (Week 12)
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What to expect from this task (3:20)
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7 Common Traps to Avoid in Investment Deals (15:17)
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How to Value Your Business (Part 1) -- Introduction (27:00)
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How to Value Your Business (Part 2) – The Floor Value (20:17)
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How to Value Your Business (Part 3) -- The Ceiling Value (30:37)
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How to Value Your Business (Part 4) – Scenarios & Examples (29:37)
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Negotiation 101: Helpful tips and strategies for engaging with investors (22:43)
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Legal 101: Important Legal Aspects of Investment Deals (23:47)
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The Due-Diligence Process (16:26)
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Important tips for managing the relationship with your investors (10:04)
