Funding Workshop
Raise the best round & change the world!
Mari Mathews
Introduction to the Course
How does this course work?
Introduction to Spring: Changing the World through Entrepreneurship
Meet Your Instructor: Keith Ippel
The First Step: Getting to know each other
The Essential First Steps to Raising your Round
Workshop Structure
Key Principles of Capital Raising
You have a choice: The Spectrum of Capital Raising
Equity and the Process
Capital Raising: An Overview
What’s the best way to raise money? Types of Investment Paperwork
Inside the mind of the investor: Why do Early Stage Investors Invest?
Let's talk about Early Stage Company Valuation
Exercise 1: Goal Setting to ensure focus and success
Spring’s Goal Setting Template
Module 1: The foundation
Understanding the Importance of Strategic Investors
Ideal Investor Framework & Tools
What makes an Ideal Investor?
Exercise: Your Ideal Investor Profile
Spring Ideal Investor Profile Worksheet
How to find Ideal Investors: The Platforms
An example in action: Using Angel List
Funding as a process: Using Spring’s Investor Funnel Template
Spring's Investor Tracking Template
Quiz: Your ideal Investor
How to put your best forward with the pitch
Working on your Pitch Deck
Building out your core 5-Slide Foundation Deck
Getting to Pitch Perfect
BONUS: How to meet influential people
BONUS: Top 13 Dos and Don’ts of Introductions
What does it take to ace due diligence?
Building your Foundation on Due Diligence
A deep dive on Due Diligence
Exercise: Building your Due Diligence Checklist
Spring's Due Diligence Checklist Template
Establishing your Market Opportunity
Estimating the size of the market
Setting your Competitive Landscape
Presenting the Team
Framing Traction & Progress during Due Diligence
Ensuring you have a forecast & budget
Legal Basics for Due Diligence
How do you get investors over the finish line?
An overview of Negotiating and Getting to a Close
Deck: Negotiation & Closing
Exercise: Building your Monthly Update Email
Spring’s Sample Investor Update Email
COMING SOON: Investor Relations
Advisors, Boards and Beyond
Deck: Advisors & Boards
Overall Funding Workshop Deck
Spring’s Ideal Investor Profile Worksheet
Spring's Investor Tracking Template
Spring's Due Diligence Checklist Template
Spring's Sample Investor Update Email
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