Startup Investing: From Seed to Series A
Navigate the world of startup investing, from understanding early-stage funding to building a diversified portfolio and exploring exit strategies.
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Startup Ecosystem and Early-Stage Funding
Unit 1: Understanding the Startup Ecosystem
Startup Ecosystem Defined
Key Players: Founders
Key Players: Angel Investors
Key Players: Venture Capital
Accelerators & Incubators
Unit 2: Early-Stage Funding Options
Bootstrapping
Friends & Family Funding
Crowdfunding
Angel Investment Terms
Seed Funding Landscape
Due Diligence and Startup Valuation
Unit 1: Fundamentals of Startup Due Diligence
Intro to Due Diligence
Legal Due Diligence
Financial Due Diligence
Market Due Diligence
Team Due Diligence
Unit 2: Startup Valuation Methods
Intro to Valuation
VC Method
Berkus Method
Scorecard Method
Risk Factor Summation
Unit 3: Financial Metrics and Exit Strategies
Key Financial Metrics
Financial Models
Exit Strategies
Portfolio Diversification
Future Trends
Investment Instruments and Legal Aspects
Unit 1: Understanding Common Investment Instruments
Common Stock Basics
Preferred Stock Explained
Convertible Notes Intro
SAFEs: Simple Agreements
Warrants in Startup Deals
Unit 2: Rights and Preferences in Detail
Liquidation Preferences
Anti-Dilution Protection
Information Rights Explained
Voting Rights in Startups
Preemptive Rights Demystified
Unit 3: Legal and Regulatory Aspects of Startup Investing
Securities Laws Overview
Regulation D: Key Rules
Due Diligence Checklist
Term Sheets: Key Clauses
SPVs for Startup Investing
Term Sheet Negotiation and Portfolio Construction
Unit 1: Understanding Term Sheets
Intro to Term Sheets
Key Term: Valuation
Key Term: Equity
Key Term: Control
Key Term: Liquidation
Unit 2: Negotiating Term Sheet Terms
Negotiation Strategies
Legal Counsel
Compromise
Real-World Scenarios
Long-Term Impact
Unit 3: Portfolio Construction
Intro to Portfolio
Risk Tolerance
Diversification
Investment Size
Portfolio Management
Unit 4: Exit Strategies
Intro to Exit Strategies
IPOs
Acquisitions
Secondary Sales
Return Distribution
Trends and the Future of Startup Investing
Unit 1: Crowdfunding & Online Platforms
Crowdfunding Overview
Impact on Early Stage
Online Platforms Impact
Platform Selection
Future of Crowdfunding
Unit 2: Corporate Venture Capital (CVC)
CVC: An Introduction
CVC Benefits
CVC Investment Process
Successful CVC Deals
Future of CVC
Unit 3: Impact Investing & New Tech
Intro to Impact Investing
Measuring Impact
Tech & Impact
New Tech Examples
Future of Impact