- 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
Next session will take place in 2021
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.
Specifically, this program focuses on:
- Generating high-quality deal flow
- Evaluating investor pitches and providing "mentor capital"’
- Performing initial assessments
- Conducting screening and due diligence
- Determining and assessing valuations
- Understanding and negotiating term sheets
- Selecting funding vehicles
- Providing effective board governance and strategic advice
- Assisting ventures in attracting rounds of funding
- Developing investment strategy and goals
- Determining your portfolio strategy
- Assessing financial returns
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.
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The next workshop is currently being scheduled for 2021. Sign up below to receive updates.
Click HereProgram Agenda
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Week 1, 11/4/20 9:00 AM - 1:30 PM PST
-
11/6/20 9:00 AM - 1:30 PM PST
- Generating High-Quality Deal Flow
- Deal Screening
- Investment Simulation: Due Diligence Introduction
- Hands-on Investment Workshop
-
Week 2, 11/11/20 9:00 AM - 1:30 PM PST
- Valuations
- Hands On Workshops: Due Diligence
- Live Funding Cases Studies
-
11/13/20 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, 11/18/20 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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11/20/20 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 Dates: TBD 2021
- 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.