Course curriculum

  • 1

    Welcome to Spring’s Online Funding Workshop

    • Introduction to the Course

    • How does this course work?

    • Introduction to Spring: Changing the World through Entrepreneurship

    • Meet Your Instructors: Sana Kapadia & Keith Ippel

    • How: Getting the First Steps Right so you know where to begin

    • The First Step: Getting to know each other

    • Workshop Structure

    • Help us support your & your round: Tell us about yourself
  • 2

    Module 1: Foundations of Capital Raising

    • 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
  • 3

    Module 2: How to identify, and find, your Ideal Investor

    • 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
  • 4

    Module 3: Art & Science of the Investor Pitch

    • 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
  • 5

    Module 4: Nitty Gritty of Due Diligence

    • 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
  • 6

    Module 5: Negotiation & Getting to a Close

    • 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
  • 7

    Bonus Module 6: The role of advisors and what comes next

    • COMING SOON: Investor Relations

    • Advisors, Boards and Beyond

    • Deck: Advisors & Boards
  • 8

    Deck & Templates

    • 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
  • 9

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