ACCESS TO CAPITAL 101

ACCESS TO CAPITAL 101: ATTRACTING INVESTORS

Summary:  The foundational elements of seeking and obtaining angel investments will be covered in a 6-session training series.  Each class is 90 minutes long and scheduled 2-weeks apart. 

I have many clients with lots of great ideas for new services, products, or ways of doing business. Those that grow, all have one common trait: ability to access capital. It does not matter how great your product or service is if you can’t raise funds. This program is a 12-week program that takes your pre-revenue company from having very little value to one that investors are fighting to invest in.*

Topics Covered:

  1. Accounting / Financial Statements - Cash Flow Analysis, Balance Sheet, P&L Statement

  2. Structuring the Deal - Debt/Equity, Term Sheets, Cap Tables

  3. Your Pitch - Pitch and Slide Deck Audit

  4. Increasing Company’s Valuation - Creating Valuable Intellectual Property and Other Non-Tangible Assets

  5. What Angels Want to See - Details on How Investors Choose and Evaluate Companies

  6. Due Dilligence - Business Plan, Management Structure, Business Structure Review


OUR SERVICES


CONVERTIBLE NOTES

CAPTITATION TABLES

M & A AQUISISTION AUDITS

PRIVATE EQUITY FINANCING ASSISTANCE

DECK REVIEW

FINANCIAL STATEMENTS REVIEW

ACCESS TO CAPITAL 101 COURSE

IP Audit

EQUITY COMPENSATION AGREEMENTS

PRIVATE EQUITY FINANCING COUNSELING

PRIVATE EQUITY FINANCING ASSISTANCE


*We can’t guarantee that you will receive investments.