Preparation for Capital Sourcing

Preparation for Capital Sourcing - Part 2

This is the second part of the Capital Sourcing Program that will help you to learn more about Capital Sourcing process and how to prepare your data room

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Course Curriculum

1. Capital Sourcing Program - How We Work
2. Progress Tracker
1. Data Room
2. Data Room Index
1. Prepare Your Executive Summary
1. Investor Presentation
2. Tips For Investor Presentation
3. Business Model Canvas
4. TAM, SAM & SOM Calculations
5. Technology Overview
1. List of Key Corporate Documents
1. Technology Templates
1. Manufacturing Templates
1. Industry Overview
2. Competitor Analysis Guide
3. Competitor Analysis Templates
1. Market Development Plan
2. Sales Development Plan
3. Commercial Activity Map
4. Key Marketing Metrics
5. Key Sales Metrics
1. Organisation Chart
2. Team & Human Resources Templates
1. Media and Press Pack Suggestions
1. Financial Documents Overview
2. Value Inflection Points – Medical Devices
3. Value Inflection Points – Pharmaceutical Company
4. Company Break Even Analysis
5. Company Valuation Methods
6. Financial Information Templates
1. Suggested Documents
2. Investor Relations Templates
1. Legal Documents Overview
1. Intellectual Property Documents Overview
2. Intellectual Property Templates
1. Company Insurance Schedule
2. Insurance Schedule & Renewal Templates
1. Regulatory Documents Overview
1. Company Policies Templates
1. Risk Management Templates
1. Please Share Your Feedback With Us

About this course

18 chapters
39 lessons
54 templates

Preparation for Capital Sourcing - Part 2

Course Curriculum

How We Work

Introduction to Data Room

Executive Summary

Company Overview

Key Corporate Documents

Technology

Manufacturing

Market Analysis

Marketing & Sales

Team & Human Resources

Media, Press & Awards

Financial Information

Investor Relations

Legal - Key Contracts & Agreements

Intellectual Property (IP)

Insurance

Regulatory Strategy & Filings

Company Policies

Risk Management

Let Us Know What You Think

About this course