Awareness to Success: Early Stage Investors

Make a deal

Learn to make an equity startup investment including conducting due diligence, valuing a startup, understanding various financing instruments (priced rounds, convertible loans, SAFEs…) negotiating terms and executing the transaction.

Curriculum: Due Diligence, Company Valuation, Deal Terms 

• Why I became an Angel Investor (Free video)
• Self-learning, 3 recorded modules, each containing 3-4 15 min videos and quiz, link for more information and to register. What is covered: 
  • Due Diligence: Get familiar with the basic components you need to analyze and what exactly to dig deeper when conducting a due diligence process, before investing in a startup.
  • Company Valuation: See how much you should get from the company in exchange for the money you plan to invest in, which is the valuation. Get familiar with the most common methodologies and valuation benchmarks.
  • Deal Terms: Get familiar with the legal documents entrepreneurs and investors need, key clauses they usually include and the relevance during each phase of the investment process.
• Live webinars can be offered to groups starting with a minimum of 10 participants.
• Personalized support: 1 on 1 coaching, assistance on running a Due Diligence… €250/hour or 10 hour package at €200 per hour – time includes coaching sessions and prep/followup work.
• AI tools: Access efino’s proprietary tools which combine its deep knowledge and the power of AI for example: assessing and valuing an investment opportunity 

Build, manage and exit a portfolio

Learn to build a diversified portfolio of startup investments following an asset class approach and to have an enriching experience. Develop your investment strategy, invest alone or via a syndicate, support the entrepreneurs including being a Board member, make reinvestment and exit decisions. Track portfolio performance and returns.

Curriculum: Investment Strategy, Due Diligence, Company Valuation, Deal Terms, Manage Investments, Follow-on rounds, Exiting, Impact, Business model and financials

• Do you have what it takes to be a Business Angel (Free video)
• Self-learning, 9 recorded modules (3 above and 6 below), each containing 3-4 15 min videos and quiz link for more information and to register or 6 recorded modules, link for more information and to register. What will be covered: 
  • Investment Strategy: Why have an investment  strategy, how and when to develop, use and update it.
  • Manage Investment: Learn about challenges startups face as they and how you as an investor can provide support. 
  • Follow-on rounds: Most startups need multiple rounds of financing. Learn how these rounds are different and how to make reinvestment decisions.
  • Exiting investments: Learn about various types of company and investor exits and what triggers the most common ones. Understand how exit is relevant along the whole Investment Cycle and can be done proactively.
  • Impact investing: Learn about impact investing and sustainability. development opportunity to ‘do well and do good’ and support startups on the front lines of influencing the future.
  • Business model and financing: Learn about various types of business models, startup KPIs and underlying economics. Acquire basic knowledge on financials to assess the startup financial situation and projections.
• Personalized support: 1 on 1 coaching, assistance on developing/refining an  investment strategy, making investment/reinvestment/exit decisions…  €250/hour or 10 hour package at €200 per hour – time includes coaching sessions and prep/followup work.
• AI tools: Access efino’s proprietary tools which combine its deep knowledge and the power of AI for example: making reinvestment decisions, calculating portfolio returns

Lead a deal

Learn to be a “Deal Leader” or enhance your investment skills. Business angels often invest as a syndicate: pledge individual amounts for an investment, invest together, appear as one on the startup up shareholder registry – cap table and choose a Deal Leader to lead them. 

Curriculum: Level 2 Due Diligence, Valuation, Deal Terms, Portfolio management, Exits

• Live webinars can be offered to groups starting with a minimum of 10 participants.
• Personalized support: In depth learning on a specific topic for example how to run a due diligence and prepare a due diligence report or how to choose, set up and run an investor syndicate; 1 on 1 coaching on any aspect of being a deal leader. €250/hour or 10 hour package at €200 per hour – time includes coaching sessions and prep/followup work.

Boost entrepreneurship

Learn startup building and investing best practices.

• Intrapreneurship:
  • Learning and mentoring for intrapreneurial teams
  • “Be an investor for a day” workshops with cases and gamification
  • Investor or entrepreneur In residence
• Corporate venturing:
  • Corporate venturing design and processes
  • Corporate venturing outsourced services
  • Ecosystem mapping and introductions
  • Board members