Capacity building programs for
entrepreneurs and investors

Six steps to successfully fundraise

The idea/project has evolved into a real service or product and the team has been able to prove the business model. Next step to jump into the growth stage is only possible by raising funds. efino proposes a modular approach program to support entrepreneurs getting investment ready, coaching them to build their financing strategy working backwards from exit to their current financing round.

Curriculum

Plan
Develop your Financing Strategy
Understand the Stage of financing your company &
Source of funding
Build the Investor Grid

Prepare
Valuation
Documents Due Diligence & Deal room
Communication strategy
Deal terms

Test
Emotional readiness
Mapping and tracking investors

Run
Execution of the Financing round: Lessons Learned
Execution of the roadmap

Close
Checklist to close the financing round
Deal terms review

Onboard
Managing investors
Follow-on rounds
Governance

Methodology

Self learning courses, worksheets and templates, peer to peer exercises and Coaching/Mentoring sessions.

Becoming a Business Angel

efino equips novice and experienced investors with the knowledge and skills needed to navigate the world of early-stage startup investing.

Every investor has a unique profile: different goals, different time availability and different investment strategies.

The investors training is based on levels which empower investors to choose how far they wish to go in the learning experience.

Curriculum

Why have an investment/financing strategy, how and when to develop, use and update it.

Get familiar with the basic components you need to analyse in a startup and what exactly to dig deeper into.

How much should you get from the company in exchange of the money you plan to invest in? That is the valuation! Get familiar with the most common methodologies.

Why do entrepreneurs and investors need these documents? Get familiar with the legal documents relevant during each phase of the investment process and key clauses they should include.

During the investment cycle entrepreneurs will face different challenges and you as investor can provide some support; learn why this is important and some examples.

Most often the company you invested in will need further investment. Learn how these rounds are different and how you as investor can support the company.

Learn what type of Exits might be and what triggers the most common ones.

What is impact investing and sustainable development? Learn more about this opportunity to ‘do well and do good’ and support startups on the front lines of influencing the future.

To acquire basic knowledge on financials and accounting and learn how to assess the startup financial situation and projections.

Methodology

Self learning courses, live webinars, customized workshops, worksheets and templates and one-on-one sessions.