Discovery - How to find the right opportunities for you

• Emerging Opportunities
  • Resurrected Businesses
  • Hot Growth Areas
  • Tracking Trends
• Proactive vs. Reactive Approach
• Your Investment Strategy
• Your Personal Portfolio
• Invest in What You Know

Evaluation - How to test each opportunity for potential

• Sources of Revenue (Products, Services, e-Commerce, etc.)
• Needs/Benefits Analysis (Typical target customer)
• Competition
• Size and Trends (Markets of customers)
• Market Research

Evaluation - The Technology

• Uniqueness and the Value Proposition
• Intellectual Property
• Stage of Development

Evaluation - The Business

• Leadership and Management
• Strategic vs. Tactical Approach
• Strategic Framework
• Market Entry and Scale of Entry
• Distribution

Valuation - How to put numbers on potentials

• Financial Models and Assumptions
• Income Analysis (Pricing, Net Revenues)
• Expense Analysis (Development, Production, Selling, Salaries, …)
• Rates of Return
• Scaling Over Time

Valuation - The Growth Potential

• Market Growth
• Business Scale-Up
• Capital Requirements
• Exit Strategy

Deal Making - How to negotiate and structure your deal

• The Contract
• Negotiations
  • Liquidation Preferences
  • Anti-Dilution
  • Ratchets and Trauches
    
• Capturing Your Returns

Investment Management - How to maximize your returns

• Protecting Your Interests
• Sitting on Boards
• Getting Good Reporting
• The Company Dashboard

Meet the Companies - Practice evaluation on a real opportunity (See entrepreneur companies here)

• 20 Minute Presentation
• 40 Minute Evaluation