Three (3) NEW Courses
The Equity Workshops for Entrepreneurs consists of three (3) courses designed to familiarize entrepreneurs with today's accepted practice for "Going Private" vs. "Going Public"
EQUITY MINI CAMP
Goal
Introduce a NEW model and methodology for creating and managing a Shareholder-based private equity funded company
Audience: New and experienced entrepreneurs and their founder's team, who are raising seed and Series A rounds
Duration: 1/2 Day for 5 to 10 Companies max
Frequency: On demand conducted early in the morning, afternoon or evening
Charge: $500 for two company employees, plus Ritz Group Member discounts
Sponsors: Ecosystem supporting corporations, co-working space and Organizations
Deliverables: Flyer - Course handouts
Take Aways: Entrepreneurs should leave with a clear understanding of the challenges, issues and requirements to launch a private equity funding raise
Course Outline
- The Arena
"So you want to be an Entrepreneur"
2. The problem
3. Types of raises
4. Regulations - SEC and IGE
5. The Solution
6. The "Art" of Valuation and Dilution
7. Capital Drill Modeling
plus Reverse Engineering
8. Investor Collateral Review
9. Pitching to Investors
10. New tools and programs to help
11. New technology to
"Connect to ecosystem resources "
Note: Key is the time spent with each area plus group discussion which add value to the lecture material
Administrative
Dates:
Location
Fees:
Pitch Tank Lab
Goal
Create an actual "live" environment to learn how to make a professional elevator Pitch, 4" stand-up and Investor deck power point pitch
Audience: Entrepreneurs who have a company and are raising their first seed round or series A round
Duration: One (1) Day for 5 to 10 Companies max
Frequency: Quarterly at remote locations
Charge: $250 plus Ritz Group Member discounts
Sponsors: Ecosystem supporting corporations, co-working space and Organizations
Deliverables: Watch Pitch Video registration
Take Aways: Entrepreneurs should leave with a perfected Watch Pitch video, hosted and a clear understanding of what's vital in making an investor presentation
Course Outline
- Introduction:
"So you want to be an Entrepreneur"
2. Elevator Pitch Lab
3. Shark Attack Pitch Lab
The 4" stand-up
4. Investor Deck Lab
(10 slides only)
5. Closing Panel
Note: Key is the time spent with each area plus group discussion which add value to the lecture material
Administrative
Dates:
Location
Fees: $250 per person
FastTRAK Boot Camp
Goal
Workshop/Lab to prepare companies to present and negotiate the raise to accredited investors, fund managers and VC
Audience: Selected seed and Series A and B round companies
Duration: 2 Days for 5 to 10 Companies max
Frequency: Quarterly or on demand
Charge: $2,500 for two company employees, minus Ritz Group Member discounts
Sponsors: Provide co-working space, plus event support and promotion
Deliverables: Flyer, templates for tear sheet, pitch deck, ICS pro-forma, PPM, Terms Sheet, subscription to online Capital Drill model
Take Aways: Entrepreneurs should leave with a thorough understanding of the resources and collateral required to close a private equity funding raise
Course Outline
Day 1
- Welcome:
Capital Drill and Course Introduction
View from the lens of an investor
Running shareholder companies tools
(with two sheets of paper)
2. Exercise #1 Introductions
Elevator Pitches and critiques
3. Exercise #2
The investor Audit & Certification Dill
Around the room review and critique
4. Exercise #3
ICS 5-yr pro-forma keys to success
5. Exercise #4 Cap Table modeling
Reverse Cap Table Engineering
The "Art" of Valuation and Dilution
Day 2
6. Introduction and Guest Speaker
"What's happening"
7. Exercise #5
Investor Collateral detailed review
8. Exercise #6
Investor Pitch Deck Review "2nd date"
9. Exercise #7
Investor Pirch Deck LAB & Critiques
10. Exercise #8
Placement Strategy
11, Closing Investor Panel
Roundtable with Q&A
Note: Key is the time spent with each area plus group discussion which add value to the lecture material
Administrative
Dates:
Location
Fees: