To grow, nearly every company is going to need to raise money from investors. However, raising capital requires a significant investment of time and effort, so it's important to make sure you're going about it in the right way. This course will help you understand what financing options you have for your business, the timing and size of your upcoming capital raise, and an initial strategy to plan your capital raise and start tracking your efforts. You'll learn who you should be talking to and what you need to prepare in order to reach investors. You'll also develop an investment strategy based on what type of business you have and what key milestones you want to target so you can use your investments to really take your business to the next level.
At the end of this course, learners will…
Understand and be able to explain the following key points…
- What you'll need to plan for, including how much time you'll need, what materials you should have on hand, and what data you should be tracking
- The different types of investors that are out there and what they are looking for
- What type of business you have and what this means for your investment strategy
- What types of funding are available and the pros and cons of each
- What a security is, what types of securities are most commonly used, and what security makes sense for you
Be able to use the following skills, tools, processes, procedures…
- An investor strategy suited to the types of investors you'll be dealing with and what they're looking for
- An investor tracking template
- A financial needs assessment
- An assessment of your key financial milestones and what you'll do to reach them
Actually do the following tasks…
- Understand what financing options would be a good fit for your business
- Understand how much capital you will need
- Identify potential investors who will support your cause and be prepared for your meetings with them
- Outline and implement your overall investment strategy
Last Updated: February 15, 2019
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