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Introduction Module (Week 1)
How To Think Like An Investor (34:10)
The 7 Critical Risks Investors Always Look Out For (44:53)
The 10 Golden Rules of Raising Capital (38:31)
Introduction to The Roadmap (22:04)
The PREPARATION Phase -- Introduction (Week 1)
Why this phase is important, and what to expect? (5:37)
TASK 1: Define your funding objectives (Week 1)
Why is this task important? (1:49)
Why do you want to raise capital? (22:49)
Options: what type of capital do you really need? (27:41)
Size: How much capital are you looking to raise? (12:06)
Use of funds: What will you use it for? (25:36)
Action time: Complete the task!
TASK 2: Identify & Address Critical Risks (Week 2)
Why is this task important? (4:38)
Market Risks (24:34)
Competition Risks (15:43)
Execution and Operational Risks (20:08)
Financial Risks (12:05)
Legal and Regulatory Risks (8:33)
People Risks (10:30)
Systemic Risks (13:39)
Top Strategies for Addressing Critical Risks (20:03)
Action Time: Complete the Task!
TASK 3: Create the ideal investor profile and compile a Hotlist of targets (Week 3)
Why is this task important? (6:47)
The Core Motivations of Every Investor (Part 1) (19:44)
The Core Motivations of Every Investor (Part 2) (10:31)
The 3 Categories of Investors to Target (21:53)
Download: Refresher material for sources of capital
How to Create Your Ideal Investor Profile (21:10)
Action Time! Create Your Ideal Investor Profile
How to Compile Your Hotlist of Targets (29:11)
Download: Curated materials for finding Hotlist targets
Sample Hotlist: Learn from this! (13:26)
Action time: Compile Your Own Hotlist!
The PACKAGING Phase -- Introduction (Week 4)
Why is this phase important, and what to expect? (7:30)
TASK 4: Develop the Business Plan (Week 4)
Why is this task important? (5:33)
The Features of an Investor-Ready Business Plan (23:14)
The 4 Core Sections of Your Business Plan (15:49)
The INTRODUCTION Section Of Your Business Plan (Week 4)
The Cover Pages (28:12)
The Opening Pages (26:55)
Action Time: Complete your Introduction Section!
The OPPORTUNITY Section Of Your Business Plan (Week 5)
Introduction to the Opportunity Section (4:36)
How to Describe the Problem, Need or Want (9:14)
Your Target Customer Profile (22:45)
How to Describe your Product, Service or Solution (9:46)
Key Milestones Achieved (Validation & Traction) (22:50)
Market Size (Part 1) -- How to estimate the size of your market (Introduction) (43:06)
Market Size (Part 2) -- How to estimate the size of your market (Top-Down Approach) (27:13)
Market Size (Part 3) -- How to estimate the size of your market (Bottom-Up Approach) (29:50)
Market Outlook -- How to describe the Potential of your market (18:43)
Analysis of Your Business Environment -- Part 1 (Industry Analysis) (24:14)
Analysis of Your Business Environment -- Part 2 (Country Analysis) (13:18)
Action Time: Complete your Opportunity Section!
The STRATEGY Section Of Your Business Plan (Week 6)
Introduction to the Strategy Section (4:38)
Your Business Model (14:30)
Your Competitive Strategy (44:57)
Your Sales & Marketing Strategy (Part 1) -- Sales Goals (14:38)
Your Sales & Marketing Strategy (Part 2) -- The Marketing Plan (47:01)
Your Growth Strategy (37:35)
Your Operations Strategy (Part 1) -- Introduction (11:38)
Your Operations Strategy (Part 2) -- Key Resources (20:37)
Your Operations Strategy (Part 3) -- Key Activities (8:25)
Your Operations Strategy (Part 4) -- Key Relationships (8:12)
Your Risk Management Strategy (15:33)
Action Time: Complete your Strategy Section!
The REWARD Section Of Your Business Plan (Week 7)
Introduction to the Reward section (7:13)
The Rules (Part 1) -- Basic Accounting Concepts (38:54)
The Rules (Part 2) -- Basic Accounting Principles (17:36)
The 3 Most Important Financial Statements (11:43)
How to Prepare Your Income Statement (with Forecasts) (47:07)
How to Prepare Your Cash Flow Statement (with Forecasts) (35:53)
How to Prepare Your Balance Sheet (with Forecasts) (21:59)
Financial Analysis (Part 1): Trends and Performance Indicators (36:35)
Financial Analysis (Part 2): Break-even Analysis (13:09)
Financial Analysis (Part 3): Scenario Analysis (17:57)
Funding Requirement and Use of Funds (9:43)
Finishing off Your Business Plan (Week 7)
Your Executive Summary (7:07)
The Appendices (5:39)
A Final Note (IMPORTANT!) (8:52)
TASK 5: Develop the Pitch Deck (Week 8)
Why is this task important? (2:44)
What exactly is a Pitch? (8:22)
The 10 Qualities of a good Pitch Deck (20:58)
The Most Important Slides that should go into your Pitch Deck (38:00)
3 Relevant Backup Slides (8:06)
Real-life Pitch Deck (Sample 1) (13:48)
Real-life Pitch Deck (Sample 2) (13:07)
Action Time: Download Pitch Deck Templates
TASK 6: Practice Pitch Perfect (Week 9)
This is what you will learn from this task (3:26)
The Most Important Tip for Delivering a Perfect Pitch (19:09)
How To Craft Your 60-Second Elevator Pitch (20:15)
How To Craft a Perfect Email (Electronic) Pitch (7:15)
Tutorial: How To Record Your Elevator Pitch (5:11)
Action time: Record your Perfect Elevator Pitch!
The PROMOTION Phase -- Introduction (Week 10)
Why is this phase important, and what to expect? (3:26)
TASK 7: Approach & Engage Targets on your Hotlist (Week 10)
It’s time to make your first move! (7:43)
The Big Advantage of ALWAYS Updating your Hotlist (7:54)
TASK 8: Follow up until Accepted or Rejected (Week 11)
The Power of Following Up, and why it’s important (7:54)
The 5 Most Common Follow-Up Signals (13:17)
Specific Follow-up formats and examples (16:51)
How to handle rejections and the importance of the Feedback Loop (8:14)
TASK 9: Close the deal & Manage the Relationships (Week 12)
What to expect from this task (3:20)
7 Common Traps to Avoid in Investment Deals (15:17)
How to Value Your Business (Part 1) -- Introduction (27:00)
How to Value Your Business (Part 2) – The Floor Value (20:17)
How to Value Your Business (Part 3) -- The Ceiling Value (30:37)
How to Value Your Business (Part 4) – Scenarios & Examples (29:37)
Negotiation 101: Helpful tips and strategies for engaging with investors (22:43)
Legal 101: Important Legal Aspects of Investment Deals (23:47)
The Due-Diligence Process (16:26)
Important tips for managing the relationship with your investors (10:04)
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A Final Note (IMPORTANT!)
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