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Course: Investment Banking Crowdfunding 101

Investment Banking Crowdfunding 101

  • Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App
  • Self-Paced
About this Course

Equity Crowdfunding is an exciting way for startup entrepreneurs to raise capital from small non institutional investors. It is not without its risks both for the startup, who may fail to raise the capital they need and for the investors who are investing in a lightly regulated market.

This course will help you to understand how equity crowdfunding works and takes a deeper dive into evaluating crowdfunding opportunities.

If you are an investor, this will help you to take a critical look at investment opportunities.

If you are a founder, this course will help you to position your business for investment.

You will discover:

  • What is Crowdfunding
  • The Advantages of Equity Crowdfunding for the Investor
  • The Disadvantages of Crowdfunding for the Investor
  • The Key Data You Need To Know For Any Opportunity
  • Evaluating the Business Summary
  • Taking a Look at Management Skills and Experience
  • Reviewing Management’s Commitment
  • Review the Product and Market
  • Consider how unique the Product is?
  • How does the Competition compare?
  • Does the Product have Traction?
  • How profitable is the product?
  • Review the Cash Flow
  • Consider the potential investment returns
  • How to turn this review into a Methodology

This is your opportunity to discover the benefits and challenges of Crowdfunding.

Enroll in the course today!

Best regards

John

This course is purely for information purposes. Nothing in this course offers financial advice.

Basic knowledge
  • Access to Spreadsheet and Presentation software - Excel, Keynote, Powerpoint
  • A determination to succeed despite the odds!
  • Commitment to following every step of this course - there are no short cuts!
What you will learn
  • What is Crowdfunding
  • The Advantages of Equity Crowdfunding for the Investor
  • The Disadvantages of Crowdfunding for the Investor
  • The Key Data You Need To Know For Any Opportunity
  • Evaluating the Business Summary
  • Taking a Look at Management Skills and Experience
  • Reviewing Management’s Commitment
  • Review the Product and Market
  • Consider how unique the Product is?
  • How does the Competition compare?
  • Does the Product have Traction?
  • How profitable is the product?
  • Review the Cash Flow
  • Consider the potential investment returns
  • How to turn this review into a Methodology
Curriculum
Number of Lectures: 20
Total Duration: 00:56:48
Equity Crowdfunding for Entrepreneurs
  • What is Crowdfunding?  

    In the following sections we are going to take a look at Crowdfunding as this is an increasingly important source of capital for Entrepreneur seeking to raise money for their businesses.

  • The Advantages of Equity Crowdfunding for the Investor  

    This lecture takes a look at the advantages of Crowdfunding from the perspective of an investor.

  • The Disadvantages of Crowdfunding for the Investor  

    These are some of the disadvantages of Crowdfunding from an investor's perspective.

How to Evaluate a Crowdfunding Opportunity?
  • Introduction to How to Evaluate A Crowdfunding Opportunity  

    This lecture introduces this section which is going to look at how you can evaluate a Crowdfunding opportunity.

  • The Key Data You Need To Know For Any Opportunity  

    Before we get into specifics, there is some basic data which you will need to know for every Crowdfund and we cover it in this lecture.

  • Evaluating the Business Summary  

    Every company pitch page will include a summary of its business and from this you need to understand the basics of what the company does, its product, customers and market. This will be supported by other information but this is your starting point.

  • Evaluating the Financial Summary  

    The financial summary is your first opportunity to evaluate the numbers behind the business.  This is useful for a first view of the potential value of the business and the opportunity.  If you are not equity crowdfunding, this is section is helpful (if provided) to enable you to form a view of the liklihood that the product you are supporting will be delivered.

  • Lets take a look now at Management Skills  

    The management are the team who are going to deliver your product or, in the case of an equity crowdfund, the return on your investment so you had better take a close look at their skills.

  • Management Experience is important as well...  

    Its good to see a track record both in business and in fund raising when you look at your Management team, so bear these points in mind.

  • You must take a look at the Management's Commitment!  

    You want your Management team to be committed to the business - take a look at what they have put in timewise and in terms of money. Who benefits from the Option pool.  These are the guys who are going to deliver for you and you want to know that they are going to stay the course.

  • Lets consider the Product now and start with the Market...  

    The Product's market is a vital component of the equation and we need to understand this background to the context in which the product will be sold and will compete with other products in the same or similar markets.

  • So, how unique is this product?  

    To be successful you want to see a product with some unique characteristics which will enable it to compete successfully in its market and make it difficult for its competitors to copy.

  • What is the Competition like?  

    You need to take a close look at the competition the product is facing and understand this aspect of its market. Put the product in this context to understand its chances of being successful.

  • Does the Product have (all important) traction?  

    Traction - the extent to which the product is finding customers in the market is extremely important but is dependent on the stage of development of the business.

  • How profitable is the product and therefore the investment?  

    A good understanding of profitability is the key to understanding whether your investment is going to be a success, particularly in equity crowdfunding. You want to invest in a company that is going to be very profitable down the line because that is what will make it valuable to an acquirer or a market and provide you with your exit.

  • Lets take a look at the most critical factor, Cash Flow!  

    Understanding the Cash Flow of an investment is critical and no more so than in a Crowdfunding. Whether your opportunity is rewards based or equity, you need to have a grasp of how much cash is being raised, what for and how long it will last.

  • Finally, lets see what this all means for your Investment Returns  

    We bring this analysis together by summarising what the opportunity means for your potential investment returns. 

    You need to consider a number of factors in this evaluation which are explained in this lecture.

  • Discover how you can turn this information into a Methodology!  

    This lecture explains how you can turn this framework into a methodology for evaluating Crowdfunding Investment Opportunities.

    There is a Score Sheet Excel Spreadsheet attached with this lecture to aid you in this.

  • Lets Summarise this Section with the 10 Most Important Factors  

    This summarises the 10 most important factors in the evaluation of a Crowdfunding investment opportunity.

  • Lecture Notes PDF Downloadable Resource  

    You can download a Summary of this Section in the form of lecture notes to help you further.

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