GETTING FUNDED 101: 10-WEEK PROGRAM AGENDA

 

Summary: The foundational elements of seeking and obtaining angel investments will be covered in a 10-week training series. Each class is approximately 60 minutes long and scheduled 2-weeks apart. The cost for the course is $950 per person for the entire
10-week program, or $35 for each individual class. Enrollment is limited to 35 people, except as otherwise noted. Individuals may enroll in one-on-one sessions for $150/hour, or $1,250 for the entire course.


Instructor: Ahaji Amos, Esq. of Ahaji Amos, PLLC, Series A Institute, and Pipeline Angels
For More Information: ahaji@ahajiamos.com .
Sponsors: Ahaji Amos , Ahaji Amos, PLLC & Series A Institute & Ann Steedly, MBA, PE

 

WEEKLY AGENDA:

I. WHAT ARE ANGELS AND WHAT ARE THEY LOOKING FOR?

  • Equity vs. debt financing
  • Types of equity financing (V/C, angel,....)
  • Angel groups/funds
  • Business types that are appropriate for equity v. debt
  • Management profiles
  • How to attract and keep an investor

II. ACCOUNTING

  • The Lingo
  • Income Statements
  1. Revenue projections
  2. Margins
  3. Salaries and Benefits
  4. Expense projections
  5. Budget Forecasts / Pro-Forma Budgets
  6. Red flags
  • Balance Sheet
  1. Cash
  2. AR
  3. Inventory
  4. Debt
  5. Liabilities
  6. Red flags
  • Cash Flow
  1. From an investor’s standpoint
  2. How to calculate/project
  3. Red flags

III. IMPORTANT NUMBERS

    A. OTHER NUMBERS YOU NEED TO KNOW AND WHAT THEY MEAN TO INVESTORS

  1. Acquisition Costs
  2. Production Costs
  3. Scaleability

     B. WHAT WILL YOU DO WITH MY MONEY AND WHAT IMPACT WILL IT HAVE?

IV. STRUCTURING THE DEAL

  1. The Lingo
  2. Debt vs. Equity
  3. Valuation
  • Various methods

         a) Pre-revenue v.s post-revenue

  • Preferred methods
  • Red flags

D. Term Sheets

  1. Key provisions
  2. Examples
  3. Business structure

E. Capitation Tables

  1. Detailed explanation
  2. Preferred Stock/Investors
  3. Debt vs. equity
  4. Dilution/prior deals

V. MARKET ANALYSIS

  1. SWOT
  2. Disruption
  3. Differentiation

VI. OWNING IT

  1. The Lingo
  2. Forms of IP
  • Patents
  • Copyrights
  • Trademarks
  • Trade secrets

C. Infringement Issues

  1. Clearance opinions
  2. Licenses

D. Issues When There is No IP/Red Flags

E. Creating IP Portfolio

  1. Patents
  2. Copyrights
  3. Trademarks
  4. Trade secrets

VII. BUSINESS PLAN REVIEW

      A. Key information for your business plan

VIII. INVESTOR DUE DILIGENCE

      A. What documents will investors request? (everything)

      B. Red Flags

      C. Deal Killers

IX. EFFECTIVE PITCHING

     A. Commonly used terms

     B. Who should pitch

     C. What should they bring

     D. What should they wear

     E. What should they say

     F. What should never be said

     G. Common mistakes

X. PITCH PRACTICE - SMALL GROUPS ( enrollment limited to 5)