Capital Raising Bootcamp: How to raise capital on your terms

Rebekah Campbell | Cofounder Hey You and Zambesi
Workshop dates

08 February, SYD

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$490

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This expert is available for private and team coaching and in-company presentations.
Reviews
Julie Carlill
Entrepreneur
Part of the huge value of this course is having all the teaching material complemented by hearing Rebekah's stories, and the experiences of the other participants too. Real-life lessons learned add so much depth to the theory and best practice approaches that were richly shared.
Tim Garnsey
Cofounder, Verge Labs
The course was full of insights no one could possibly tell you, because no one else has done this to the same degree as the instructor.

Course overview:

An intense, focused one-day workshop designed to give you the best chance possible of successfully raising capital. You’ll have an initial hit-list of at least ten appropriate investor contacts and be clear how to approach them, what to ask for, and why they should say yes.

You will develop:

  • A plan to identify and approach investors appropriate for your business and stage.
  • Understand how to value your business, build a cap table anddevelop a financial model in line with market expectations.
  • Build a credible pitch appropriate for your target investor group.
  • Understand the terms your target group of investors are likely to ask for and why.
  • Comprehend the long term implications ofeach provision and be positioned to negotiate with confidence.
  • Develop the ability to create deal momentum to strengthen your negotiating position and successfully close your investment.

This workshop is suitable for:

  • Entrepreneurs, business owners and directors looking to raise Seed to Series A capital rounds ($200K - $5M).
  • Come to this workshop as a newbie or with a developed pitch and experience.

Workshop curriculum

Module 1: Target and approach the right investors

  • Define your ask.
  • Benefits and objectives of Angel groups, high net-worth investors, corporate investors and venture funds.
  • Learn to target and approach the right investors for your business.
  • How to value your company.
  • Build a cap table.

Module 2: Negotiate terms

*This module is delivered in partnership with specialist law firm Metis Law.

  • The benefits and costs of equity investment versus convertible and ‘safe’ notes.
  • Key terms of a Shareholders Agreement and Company Constitution to protect founders.
  • Founder vesting agreements. How they work and why investors will often insist you put them in place.
  • Why and how to carve out equity for an employee share plan.
  • How to recruit and remunerate directors/ advisors when it makes sense to do so.
  • Board representation and special voting rights requested by investors.
  • Classes of shares including preference shares and special voting/veto rights.
  • Anti-dilution and milestone adjustment provisions.
  • Pre-emptive investor rights.
  • Provisions to restrict founders and other shareholders from selling their shares.
  • Provisions to restrict/control an exit.
  • Provisions investors use to force an exit.
  • How to ensure corporate investors deliver on ‘special benefit’ promises.
  • ‘Equity earn-in’ and other special provisions often requested by corporate investors.
  • Exercise to develop your negotiation skills and learn how to structure a deal that works for you, yourcompany and the investors.

Module 3: Develop the perfect pitch for your target investor group

  • What do investors look for in founders and their pitch presentations?
  • How investors expect you to present your management accounts and financial projections.
  • We analyse a number of pitch decks and discuss how to develop the right pitch for your target investors.
  • You will develop a new pitch deck during this module to anchor your business presentation or use toenhance an existing pitch.
  • Pitch workshop and practise

Module 4: Closing the deal

  • How to run an investment process
  • Strategies to reach investors in person or on mass. Get meetings with the decision makers.
  • Set up meetings, ensuring that they are looking forward to your pitch.
  • We provide you with an extensive contact list of investors in Australia, the US, Europe and Asia.
  • We also discuss when a corporate advisor could help or hinder your process and on what terms should you engage them.
  • The effective use of PR.
  • Negotiation tactics to improve your position.
  • How to run an effective due diligence process.
  • How to avoid investors that waste time.
  • Binding versus non-binding term sheets.
  • The closing process including the appointment of a ‘lead investor’, negotiating with multiple parties and the use of escrow accounts.

Workshop logistics

This intense, one-day workshop is limited to twelve participants, enabling Rebekah to support each founder to craft a capital raising strategy for their business. Rebekah delivers the course in person, weaving in real-life examples from her time raising Angel and VC funding in Australia and Silicon Valley. This course contains a lot of discussion, as well as individual and group exercises. The workshop is held in an awesome large boardroom in the CBD and runs from 9:00am – 5:00pm with short breaks. Lunch and morning tea are provided.

Zambesi experts are available for in-house training and one-on-one coaching.

Do you have a question about this course?
Email us and we'll be back to you as soon as possible.

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