About this Event
Investor Readiness Programme: Facilitated by Bryan Sergeant
Designed for companies raising first or second rounds of funds, this course will give you a solid understanding and foundation to secure investment and be ready for further investments in the future.
Delivered in two ½ day sessions , the course is highly interactive and consists of a series of ‘teaching sprints’ with multiple real-world examples and practical exercises.
You are required to attend both sessions.
After the course you’ll have a clear understanding of how investment works and what you need to do to attract funds at the best valuation.
Half Day 1: 8th September 09:00 - 13:00
1. Investment Landscape
– Purpose and stages of investment
– Intro to shareholdings and cap table
– Skim-summary of whole topic
– SETsquared's Levels of Readiness
2. Investment Process
– Timeline and main contents
– Exit and the choice of investor
3. Investment Sources
– Mechanisms and sources
– Insights into each of the funding source types
• Founders, Family and Friends
• Government, Charities and Similar
• Crowd Funding
• Angels
• Venture Capital
• Private Equity
• Corporate Venture Capital
4. Valuation, Dilution, Term Sheets and DD
– A section for each of the title areas
Half Day 2: 9th September 09:00 - 13:00
1. Attracting Investors and Investment
– Inside the mind of an investor
– Key elements of a pitch
– Customer Value Proposition ✍️
– Market – size, shape, select and targeting ✍️
– GTM, Journey, AIDA, Channel, RoI, Funnel ✍️
– Team ✍️
– Business model ✍️
– Financials: F4NFM, Investor Proposition & Ask ✍️
2. And finally
– Ownership and Cap Table details
– SaaS specific metrics
– Unicorns
– Finance+
– Selection of wisdoms
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Bryan Sergeant is a seasoned business leader, mentor, investor and trainer. His leadership experience includes corporates (Du Pont, Hawker Siddeley, Invensys, Telewest / Virgin Media) as well as mid-cap businesses, SMEs and start-ups. He was a founding director of uSwitch.com which was sold, 6 years after launch, for £210m. He’s worked across software, telecoms, energy, microelectronics and manufacturing.
More recently Bryan’s advised, mentored and invested in numerous early-stage businesses across a range of sectors. His guidance helps businesses to raise finance, grow sales, increase profits, manage the operational whirlwind and maximise exit valuation. He also runs courses on leadership, management, strategy and sales.
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Event Venue & Nearby Stays
The Engine Shed, Clock Tower Yard, Bristol, United Kingdom
GBP 0.00