Learn the art of raising capital for your business from a seasoned investor and financier.
My Raising Capital for Business online course will show you exactly how to raise money like a professional, giving you the tools, resources, and process I use to raise money for my ventures in 30 days or less. The course includes 23 modules and supplementary resources walking you through my process step by step.
Take advantage of this introductory price for my new course, only available for a limited time. Start your journey of raising capital for your business today!
Today is the today for your to start raising money like a pro.
This raising capital course is for you if you want to raise money and grow your business.
It’s perfect for aspiring entrepreneurs, small business owners, start up founders, CEOs and senior executives, as well as business professionals looking to a career in finance.
1. Strategic Insight: Gain a deeper understanding of the capital raising process and develop a strategic approach tailored to your business goals.
2. Enhanced Skills: Acquire practical skills and techniques to confidently navigate the fundraising landscape and secure investment for your venture.
3. Increased Confidence: Build confidence in your ability to communicate your business vision effectively to investors and stakeholders.
4. Time Savings: Save time by learning from industry experts and avoiding common pitfalls and mistakes in the fundraising process.
5. Expanded Network: Connect with fellow entrepreneurs and potential investors, expanding your network and opportunities for collaboration.
6. Improved Performance: Apply proven strategies and best practices to improve your fundraising performance and increase your chances of success.
7. Access to Capital: Unlock access to capital sources and funding opportunities to fuel the growth and expansion of your business.
8. Professional Development: Enhance your professional skills and credentials with a certificate of completion from a reputable institution.
9. Risk Mitigation: Reduce the risk of fundraising setbacks and failures by learning from experienced professionals and following a structured approach.
10. Long-Term Success: Position your business for long-term success and sustainability with a solid foundation in fundraising and strategic planning.
The Raising Capital for Business Course is a comprehensive, 23-video module online course that combines best practices for raising capital with my personal strategies, approaches, and philosophies. Each lesson is designed to equip you with the essential skills, insights, and tools to raise capital professionally for your business, project, or venture. Through video instruction and a hands-on workbook, you will gain practical knowledge, complete an investor-ready package tailored to your business and be able to execute your financing with confidence. Each module includes exclusive exercises, templates, and resources, guiding you through every phase of raising capital for your business.
Lesson-by-Lesson Summary
Lesson 1: Introduction to the Workbook
• Lesson Focus: Introduction to the course, orientation to the workbook, and key resources. You are introduced to the course’s structure, which includes video lessons with supplementary exercises, templates, and resources to help you along the way.
• Workbook Materials: Checklist of resources included in the course and the full downloadable course workbook.
• Workbook Exercise: Review reparatory checklist to organize materials and resources for the course to make sure you’ll have everything.
Lesson 2: Your Financeable Niche
• Lesson Focus: Identifying a niche that attracts capital, positioning your business within trending industries.
• Workbook Materials: Worksheet to analyze niche positioning and appeal.
• Workbook Exercise: Helps you refine your niche and position your business where it aligns with current market and investing trends.
Lesson 3: Your Financeable Brand
• Lesson Focus: Positioning your brand to make a strong first impression and convey professionalism.
• Workbook Materials: Brand Review Worksheet to assess brand consistency.
• Workbook Exercise: Guides you in aligning your brand presentation with investor expectations and raising capital best practices.
Lesson 4: Product Positioning & Authority
• Lesson Focus: Defining your product’s value in the market to demonstrate authority and expertise to investors.
• Workbook Materials: Positioning prompts to help outline product-market fit and competitiveness.
• Workbook Exercise: Encourages you to establish a strong market position that resonates with your target investor audience.
Lesson 5: Compelling Fundamentals
• Lesson Focus: Ensuring business operations are strong and organized to meet investor standards.
• Workbook Materials: Operational review checklist for self-assessment.
• Workbook Exercise: Supports you in evaluating and improving fundamentals, setting the foundation for credible investor outreach.
Lesson 6: Convincing KPIs
• Lesson Focus: Demonstrating business health and growth potential through Key Performance Indicators (KPIs).
• Workbook Materials: KPI Worksheet and Action Plan.
• Workbook Exercise: Helps you showcase your business metrics effectively, aligning with industry expectations.
Lesson 7: Your Inspiring Story
• Lesson Focus: Crafting a story that emotionally engages and inspires investors.
• Workbook Materials: Story and Elevator Pitch Templates.
• Workbook Exercise: Guides you in developing a memorable business story that makes a strong impact on potential investors.
Lesson 8: Your Ownership Structure
• Lesson Focus: Providing transparency in ownership to build investor trust.
• Workbook Materials: Cap Table Template to document ownership structure.
• Workbook Exercise: Organizes key ownership details to give investors a clear understanding of equity distribution.
Lesson 9: Your Financeable Business Plan
• Lesson Focus: Creating a detailed business plan that highlights your vision and strategy for growth.
• Workbook Materials: Business Plan Template resources with prompts for essential sections.
• Workbook Exercise: Helps you structure a clear, investor-focused business plan that emphasizes market opportunities and projected growth.
Lesson 10: Your Persuasive Pitch Deck
• Lesson Focus: Building a compelling pitch deck that distills your business plan into a concise presentation.
• Workbook Materials: Pitch Deck Template, drawing from industry best practices.
• Workbook Exercise: Guides you in creating a pitch deck that communicates your story and growth potential in an engaging, investor-friendly format.
Lesson 11: Your Audience & TAM
• Lesson Focus: Identifying and quantifying your target audience and market potential.
• Workbook Materials: Target Audience Persona Profile Template.
• Workbook Exercise: Helps you define and calculate your market potential, providing essential data to investors on the size of your opportunity.
Lesson 12: Your Financing Offer
• Lesson Focus: Structuring an investment offer that attracts investors and aligns with your business goals.
• Workbook Materials: Financing Terms Worksheet and example term sheet.
• Workbook Exercise: Guides you in defining the terms of your financing offer, balancing investor appeal with your business’s financial needs.
Lesson 13: Legal, Paperwork & Process
• Lesson Focus: Preparing the essential legal documents and understanding the process for regulatory compliant financing.
• Workbook Materials: Checklist of legal documents, including a subscription agreement and term sheet.
• Workbook Exercise: Supports you in assembling and organizing key legal materials with professional guidance.
Lesson 14: Marketing Your Financing
• Lesson Focus: Creating a strategic outreach plan to connect with investors through professional channels.
• Workbook Materials: Professional Profile Update Checklist and investor outreach templates.
• Workbook Exercise: Provides tools to craft professional outreach messages and optimize your digital presence for investor engagement.
Lesson 15: Qualifying Potential Investors
• Lesson Focus: Researching and qualifying investors who are aligned with your funding goals.
• Workbook Materials: Investor Qualifying Checklist.
• Workbook Exercise: Guides you in refining your investor list, focusing on leads most likely to be a fit for your financing.
Lesson 16: Building Financial Relationships
• Lesson Focus: Cultivating a network of financial connections for long-term support and future rounds.
• Workbook Materials: Financial Relationships Brainstorm Worksheet.
• Workbook Exercise: Encourages you to strategically build relationships that will support future funding and growth.
Lesson 17: Types of Investors
• Lesson Focus: Understanding various investor types and determining which are right for each financing stage.
• Workbook Materials: Investor categories overview.
• Workbook Exercise: Assists you in identifying suitable investor types for effective capital raising.
Lesson 18: Brokered vs. Non-Brokered Financing
• Lesson Focus: Determining when and how to engage brokers to optimize capital raising.
• Workbook Materials: Contact lists for brokers in Canada and the U.S.
• Workbook Exercise: Provides guidance on building relationships with brokers and aligning them with your financing strategy.
Lesson 19: Landing Your Lead Order
• Lesson Focus: Securing a lead investor to validate terms and attract additional investors.
• Workbook Materials: Lead Order List Template.
• Workbook Exercise: Supports you in identifying and targeting potential lead investors to initiate your financing.
Lesson 20: “Running the Book” of Your Financing
• Lesson Focus: Managing commitments and maintaining momentum in the capital-raising process.
• Workbook Materials: Financing Book to track investor commitments.
• Workbook Exercise: Helps you stay organized and focused as you progress toward your financing goal.
Lesson 21: Closing Your Financing & Fees
• Lesson Focus: Finalizing the legal and logistical steps required to close a financing round.
• Workbook Materials: Financing Closing Checklist.
• Workbook Exercise: Guides you in completing all necessary steps and ensuring accuracy to achieve a successful close.
Lesson 22: Pulling it All Together
• Lesson Focus: Celebrating your financing success and nurturing investor relationships.
• Workbook Materials: Post-Closing Event Planner for hosting a networking and celebration event.
• Workbook Exercise: Offers guidance on organizing an event to maintain momentum and foster positive investor relations.
Lesson 23: Financial Management, Performance, and Your Next Round
• Lesson Focus: Effectively managing raised capital, reporting progress, and preparing for future rounds.
• Workbook Materials: Money Management Brainstorm Worksheet.
• Workbook Exercise: Helps you plan and allocate funds responsibly, ensuring continued growth and investor confidence.
Lesson 24: Final Thoughts
• Lesson Focus: Final guidance on maintaining professionalism and building long-term investor trust.
• Workbook Materials: Reflection prompts to reinforce best practices in financial relationships.
• Workbook Exercise: Encourages reflection on your approach to fundraising, ensuring alignment with industry and investor expectations.
Lesson 25: Continuing Studies and Support
• Lesson Focus: How to connect with Chad for further questions related to the course materials, and all other content.
• Workbook Materials: Discount codes for additional coaching sessions and future course purchases.
• Bonus Material: Access to any and all future updates to the course, and future course community.
1. A Comprehensive Curriculum: Our course covers all aspects of raising capital for your business, from strategy development to execution.
2. Expert Instruction: Learn from an industry expert with extensive experience in fundraising and business development.
3. Interactive Learning: Engage with interactive video modules, exercises, and resources to reinforce your understanding and walk you through the process.
4. Personalized Feedback: Receive personalized Q&A feedback and support as you work through the course.
5. Access to Resources: Gain access to a library of resources, including templates, worksheets, and additional reading materials.
6. Networking Opportunities: Connect with other entrepreneurs and potential investors in my exclusive online community.
7. Flexible Schedule: Learn at your own pace with on-demand access to course materials, allowing you to fit your learning around your busy schedule.
8. Lifetime Access: Enjoy lifetime access to course updates and new content, ensuring that your knowledge remains current and relevant.
9. Money-Back Guarantee: Rest assured with my 30 day 100% money-back guarantee, offering peace of mind if you’re not satisfied with the course.
10. Certification: Earn a certificate of completion upon finishing the course, demonstrating your new experience in how to raise capital for business.
I am a 2nd generation venture capitalist with some 20 years in and around the capital markets. I have led and been involved in numerous financings as President, CEO, Director, Vice President, and Strategic Advisor of publicly listed companies.
Send me a message via my contact form or live chat if you have any questions and I will get back to you as soon as I can.
Otherwise, just complete your purchase for instant access and you can get started right away!