Half-day Short Courses

Half-day Short Courses currently scheduled for July 29th, 2020

  • Investor-Friendly Financials: Most early-stage companies do not know how to create and present the most relevant financial information to investors in a way the investors will (1) quickly recognize, (2) understand, and (3) have confidence that you will properly manage the funds they invest. This short course describes the format and content to be used in your investor data room documents that will convince the investors they can trust you with their money.
  • The Perfect Pitch? Or better?: Lots of folks teach companies how to pitch to investors, each with their own different version of the perfect pitch. In this course you will learn about the most common approaches to pitching, and how to decide with method to use for which audience, or perhaps how to create your own pitch for your own company based on the audience and what you have to offer.
  • Deal Terms and Valuations: Investment contracts contain a wide range of deal terms, and the deal terms often have major effects on the valuation in terms of what the sophisticated investor will understand. In this course, we will go over many of the most common deal terms, describe how they work, what they mean, and how the effect valuations. Then we will discuss valuation methods and how they interact with deal terms to close the investment (or not close it of they are wrong)!
  • Due Diligence - The easy way: The due diligence process is usually a painful, slow, expensive, and difficult method of assessing a company's performance to date and growth potential in the future. It needlessly delays, defeats, and/or misses many deals, both good and bad ones. That's the hard way. In this short course, we discuss the easy way to conduct due diligence -- with better results in less time and with less effort. It's better for investors and better for the companies they invest in.

AGENDA for July 29th Short Courses (All times US Pacific)

TrackTimesDescriptionSign up
Companies0800 - 1130Investor-Friendly Financials
Companies1330 - 1700The perfect pitch? Or better?
Investors0800 - 1130Deal Terms and Valuations
Investors1200 - 1530Due Diligence - The easy way!
Agenda for July 29th

Your Instructors:

  • Fred Cohen: Fred hosts "Deal Terms and Valuations" and "The perfect pitch? Or better?". He runs Angel to Exit, is the former President of the Pebble Beach chapter of Keiretsu Forum, has invested in more than 50 early stage companies, is a partner in USG which helps early stage companies get non-dilutive funding, and has worked with many other angels, advisors, and companies since the 1970s (that's more than 40 years of experience at this). More on Dr. Cohen can be found at fc0.co.
  • Neil Kleinberg: Neil hosts the "Investor-Friendly Financials" and "Due Diligence - The easy way!" summit courses. He is the founder & CEO of DiliVer, a FinTech M&A due diligence software company with enterprise-wide, metrics-based scorecard tools that increase the quality and reduce the risk of transactions on both the buy side and sell side. He also is an adjunct professor at Johns Hopkins Carey Business School and the University of Miami Herbert Business School where he teaches entrepreneurial finance, M&A, and corporate governance. Neil is also very active in the M&A community as a mentor and advisor in helping early-stage companies build, run, and scale their businesses as they grow rapidly and require investment funding.

Course Details

Investor-Friendly Financials

    Course outline:

    • What do investors not like and like?
    • Pro Forma Financial Statement Projections
    • Fundraising Scenarios
    • Business Model
    • Revenue Streams
    • Investment Request
    • Financial Highlights

    You will learn:

    • Basics of Finance and Accounting for Entrepreneurs who are Fundraising
    • How to Prepare and Present Financials for Internal Business Plan
    • How to Prepare and Present Financials for External Investor Package
    • Differences Between M&A Transactions (Strategic, Financial, Initial Public Offering)
    • Revenue Stream ASP/Expense Bucket Distribution Methods
    • Funding Amount (“The Ask”)/Type (Equity/Debt/Convertible Note)/Use of Funds Guidance
    • Basic Understanding of Finance and Accounting for Entrepreneurs who are Fundraising

    You will get:

    • Investor-Friendly Financial Statements (Income Statements, Cash Flows, Balance Sheets)
    • Financial Projection Trends (Revenue, Direct Costs, Gross Margin, Indirect Costs, EBITDA)
    • Pre-Money/Post-Money Valuation Market Multiplier Indicators
    • Investor ROI Estimates (Early/Middle/Late Exits)
    • Guidance on Preparation of Financials for Internal Business Plan
    • Guidance on Preparation of Financials for External Investor Package

The Perfect Pitch? Or better?

    Course outline:

    • What's in a pitch and why?
    • 5 widely used pitch methods
    • What the investor sees
    • How to present yourself
    • Horses for courses
    • Build your new pitch
    • Pitch times and content
    • After the pitch

    You will learn:

    • Different ways to pitch to different audiences
    • What to include and what not to include in your pitch
    • Answers to specific questions about your pitch
    • 20 tips on pitch delivery and timing
    • 10 things NOT to do when you pitch

    You will get:

    • Outlines for different presentation approaches
    • Techniques you are missing in your pitch
    • Feedback on your quick pitch
    • Access to our platform for pitch preparation
    • Pointers on changes to your pitch to target it to specific investors

Deal Terms and Valuations

    Course outline:

    • 20 of the most common deal terms
    • Deal terms investors hate
    • Deal terms investors love
    • The wacky wide world of notes
    • 3 major valuation methods
    • Valuation horses for courses
    • Some simple calculation methods that work
    • How deal terms interact with valuations
    • Do you want a deal or not?

    You will learn:

    • What the investment agreeement is really offering
    • What deal terms to avoid and why
    • What deal terms to ask for and get
    • Valuation methods that will tend to result in agreements
    • Available options for trading valuations for deal terms
    • How to structure a real deal that will hold up over time
    • How dilution effects future outcomes
    • How much of what will which investors tolerate

    You will get:

    • Sample deal terms
    • Valuation calculation methods
    • Access to our deal terms and valuation calculators
    • Answers to questions about your deal terms
    • Examples of deal terms that broke deals

Due Diligence - The easy way!

    Course outline:

    • Business Excellence Framework
    • Working Definitions
    • Conducting Due Diligence
    • The New Due
    • Investor Data Room Documents for Due Diligence

    You will learn:

    • Basics of New Due Diligence Paradigm for Investors within Full M&A Transaction Life Cycle
    • How to Define Key Performance Measurement Goals, Objectives, and KPIs
    • How to Use Digital Scorecards for Measuring Performance to Date and Growth Potential
    • Preliminary/Confirmatory Due Diligence Processes

    You will get:

    • Alignment & Assignment Matrix
    • Enterprise Performance Model
    • Functional Organizational Structure
    • M&A Community Ecosystem Overview
    • M&A Due Diligence Scorecard
    • Sample Investor Data Room Structure
Email for more details on our courses.

Terms and Conditions: Everything herein is subject to change at any time without notice. You bought it you got it. No refunds after you have received acceess to class material or systems. No refunds less than 7 days prior to the date of the course. If you cannot make a course and it is offered again within 14 days, you can move to another date. If a course fails to operate for any reason, attendee will be provided access to a substitute course. Access to course material is subject to copyright, patent, trade secret, or other intelletual proprety restrictions. Discussions during courses are confidential to the attendees.