- Personal Goals Assessment
- The Industry Landscape
- Metrics of Performance
- Structure of VC Firm
- Structure of Angel Groups
- Role of Accelerators
- Forms of Incorporation
- Formulating your Investment Thesis
Architecting Your Startup Investment Portfolio
Architecting Your Startup Investment Portfolio is a six-day, venture immersion and skill-building workshop designed to help angel investors, high net-worth individuals, corporate executives, and members of family offices build their portfolios.
By attending, you’ll learn how to develop and invest in an early-stage, venture portfolio. This is a skills-based, hands-on, intensive program focused on the knowledge and procedures you'll need both to invest in and develop startup ventures.
The program will be delivered remotely and include readings, skill-based lectures, assignments, evaluation of technology-based business opportunities, and analysis of the processes and instruments used to execute and track investments.
Program Faculty
William T. Cleary Professor of Marketing
CO-FOUNDER, GLOBAL SOCIAL BENEFIT INCUBATOR, SCU; ENCORE VENTURE ACCELERATOR; INVESTOR, BAND OF ANGELS; ADJUNCT FACULTY MEMBER
Chairman, Software Industry Group at Band of Angels
If you are...
Program Agenda
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Week 1 9:00 AM - 1:30 PM PST
-
9:00 AM - 1:30 PM PST
- Generating High-Quality Deal Flow
- Deal Screening
- Investment Simulation: Due Diligence Introduction
- Hands-on Investment Workshop
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Week 2 9:00 AM - 1:30 PM PST
- Valuations
- Hands On Workshops: Due Diligence
- Live Funding Cases Studies
-
9:00 AM - 1:30 PM PST
- Investment Vehicles
- Term Sheets and Definitive contracts
- Sources of Capital
- Term Sheet Negotiations Assignment
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Week 3 9:00 AM - 1:30 PM PST
- Negotiation Workshop
- Negotiation: The view from both sides
- Capitalization Tables
- ROI and Success Exits
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9:00 AM - 1:30 PM PST
- VC and Angel Investment Strategies and Syndication: Luminary Panel
- Managing the Portfolio and investment Stages
- Personal Investment Strategy
- Investment Simulation Results
- Wrap Up and Evaluation
Registration Information
- Program Fee: $4500
- SCU Alumni Fee: $3600
- Initial payment must be at least 50% of the regular price of the program. Full payment must be made prior to program completion.
- Payment can be made via credit card (Amex, Visa, Mastercard) or via Company Check payable to the Silicon Valley Executive Center.
