Books & Videos

Table of Contents

  1. Building a Foundational Knowledge

    1. Chapter 1 What Makes a Startup Fundable?

      1. How Investors Make Money
      2. The Unicorn
      3. Investor Expectations as You Grow
      4. Tier 1 Venture Funds
      5. Conclusion
    2. Chapter 2 Venture Capital: The Pros, Cons, and Alternatives

      1. Arguments in Favor of Venture Capital
      2. Arguments Against Venture Capital
      3. Five Alternatives to Venture Capital
      4. Conclusion
    3. Chapter 3 Ownership and Valuations

      1. Understanding Ownership
      2. Share Classes
      3. Calculating Valuations
      4. Factors Affecting Valuation
      5. Is There a More Scientific Way to Calculate a Valuation?
      6. Types of Investment Vehicles
      7. Conclusion
    4. Chapter 4 Structuring Your Raise

      1. Timing Your Raise
      2. How Much to Raise
      3. Structuring a Funding Round
      4. Conclusion
  2. Preparing for the Fundraising Trail

    1. Chapter 5 What Investors Are Looking For

      1. Team
      2. Market
      3. Product
      4. Traction
      5. Other Factors Relating to Fundability
      6. Conclusion
    2. Chapter 6 Building the Pitch

      1. Cleaning Up Your Online Brand
      2. Elevator Pitch
      3. The Pitch Deck
      4. What to Do When Preparing Your Deck
      5. What Not to Do When Preparing Your Deck
      6. Conclusion
    3. Chapter 7 Preparing for Due Diligence

      1. How Due Diligence Is Conducted
      2. Responding to a Due Diligence Request
      3. How to Prepare for Due Diligence
      4. Conclusion
    4. Chapter 8 Drafting Financial Projections

      1. How to Properly Prepare a Financial Statement
      2. Conclusion
  3. Executing Your Fundraise

    1. Chapter 9 The Investor Pipeline

      1. Types of Target Investors
      2. Creating a Target Investor List
      3. Evaluating Investor Fit
      4. Making Initial Contact with Investors You Don’t Know
      5. Increasing Response Rates and Building Rapport
      6. Timing Your Outreach
      7. The Initial Pitch Meeting
      8. Conclusion
    2. Chapter 10 The Anatomy of a Term Sheet

      1. Understanding the Term Sheet
      2. How Term Sheets Are Structured
      3. Negotiating a Term Sheet
      4. Conclusion
    3. Chapter 11 Closing the Deal

      1. Securing a Lead
      2. Due Diligence and Drafting
      3. Filling the Round
      4. Drafting
      5. Signing and Closing
      6. Managing Investors
      7. Conclusion
  4. The Top Tens

    1. Chapter 12 The Top 10 Tips for Equity Crowdfunding

      1. 1. Prepare Yourself Legally
      2. 2. Pick the Right Platform for You
      3. 3. Follow Other Deals
      4. 4. Work Directly with the Platform
      5. 5. Create a Great Deal Room
      6. 6. Time the Crowdfunding Portion of Your Raise Carefully
      7. 7. Get Backed by Influencers on the Platform
      8. 8. Take Advantage of Syndicates
      9. 9. Line Up Your Initial Backers
      10. 10. Be Data Focused
    2. Chapter 13 The Top 10 Fundraising Mistakes

      1. 1. Waiting Too Long to Raise
      2. 2. Raising with Nothing More Than an Idea
      3. 3. Putting All Your Eggs in One Basket
      4. 4. Overemphasizing the Importance of Valuation and Overoptimizing Terms
      5. 5. Not Hearing No
      6. 6. Not Doing Your Research
      7. 7. Not Having a Lead Investor
      8. 8. Pitching Poorly
      9. 9. Prioritizing Money over the Right Investor
      10. 10. Not Understanding Your Own Business
      11. Bonus: Raising Too Much or Too Little Money
    3. Chapter 14 The Top 10 Fundraising Hacks

      1. 1. Set a Deadline to Create Urgency
      2. 2. Network Your Way to Investors Through Entrepreneurs
      3. 3. Time Media Around a Raise
      4. 4. Inflate Demand
      5. 5. Play Investors Against One Another
      6. 6. Use Software to Get to Know Investors
      7. 7. Use Social Media to Turn Cold Outreaches into Warm Leads
      8. 8. Make Local Investors Think You Have Valley Interest
      9. 9. Say When You’ll Be in Town, Even if You Don’t Know Yet
      10. 10. Act Like You’re Based in the Valley—At Least Part-Time