Present

NASVF-NCET2 Venture Capital Certification Program

An 11 course series that builds a foundation for developing and executing your investment strategy

"Structuring and Pricing the Deal"

February 9, 2012, 1:00-2:30pm ET/10:00-11:30am PT

Instructors:

Suzette Dutch Managing Partner, Triathlon Medical Ventures (click for full bio)

Richard Gajan Entrepreneurial Consultant (click for full bio)

 

 

Course Description:

Now that you have a pipeline of opportunities to consider and have conducted diligence to determine which are attractive and a ‘fit’ you are ready to price, negotiate, and structure your investment. This course will focus on developing a term sheet for the company’s management, board, and shareholders to consider and to be used to create investment documents if accepted. Topics include both process and considerations on setting a ‘market’ price, deciding on what type of security is appropriate for you and the company, developing all parameters of the type of security you are buying, and negotiating with the various constituents.

This course is for angel and early-stage investors, corporate development venture funds, 
Economic development officials, 
emerging fund managers, seed and validation funds, Service providers: attorneys, accountants, consultants.

This 90-minute course includes a 60-minute lecture and 30-minute Q&A session

 

 

Test and Certificate: An online multiple-choice test at the end of each course will be available to participants. Participants who achieve 60% or greater will receive a Certificate of Successful Completion

Costs: Each course is offered at a cost of $99 or $795 for all 11 courses. Click on "subscribe" above to enroll.

Registration to Past Courses: Did you miss any of the past courses? Please email  This e-mail address is being protected from spambots. You need JavaScript enabled to view it for more information

 

Schedule of Other Courses:

 

Courses	Day	Date	Instructors
What Kind of Investor Are You	Thursday	October 13, 2011	Steve Mercil, Suzette Dutch
Creating Great Deal Flow	Thursday	November 10, 2011	Brad Bertoch, Richard Gajan
Screening and Due Diligence	Thursday	December 8, 2011	Suzette Dutch, Greg Horowitt
Monitoring and Mentoring Portfolio Companies	Thursday	January 12, 2012	Brad Bertoch, Joel Wiggins
Structuring and Pricing the Deal	Thursday	February 9, 2012	Suzette Dutch, Richard Gajan
Preparing for Exits	Thursday	March 8, 2012	Suzette Dutch, Greg Horowitt
Creating an Angel and Sidecar Fund	Thursday	April 12, 2012	Steve Mercil, Richard Gajan
Best Practices for Investing	Thursday	May 10, 2012	Steve Mercil, Joel Wiggins
Managing Your Investors	Thursday	June 14, 2012	Steve Mercil, Brad Bertoch
Syndication	Thursday	July 12, 2012	Suzette Dutch, Joel Wiggins
Tech Support / Tech Tools	Thursday	August 9, 2012	Richard Gajan, Bradley Bertoch

 

 

 

 

Instructors include leading experts in the field of seed and venture capital:

Bradley B. Bertoch, MBA (bio)
President, Wayne Brown Institute

Suzette Dutch, MBA (bio)
Managing Partner, Triathlon Medical Ventures

Richard Gajan, MBA (bio)
Entrepreneurial Consultant

Greg Horowitt (bio)
Founding Partner & Managing Director, T2 Venture Capital

Steve Mercil (bio)
President/CEO RAIN Source Capital
Chair, NASVF

Joel Wiggins, PhD (bio)
President & CEO, Enterprise Center of Johnson Country, Kansas

 

 

 

 

 

 

 

Course # 3

"Screening and Due Diligence"

December 8, 2011, 1:00-2:30pm ET/10:00-11:30am PT

Instructors:

Suzette Dutch Managing Partner Triathlon Medical Ventures (click for full bio)

Greg Horowitt Founding Partner & Managing Director T2 Venture Capital (click for full bio)

 

 

Course Description:

 

Now that you have marketed yourself and are receiving business plans and opportunities how do you select those that warrant your time and investment and manage the process to get access to the validated deals that best meet your objectives. The course will provide ideas on how to establish investment criteria to meet your objectives ( return and other goals), how to develop networks of resources to evaluate the market need, the management team, the company’s value proposition and business model, cash needs, and capital availability and exit opportunity. Considerations on what kinds of diligence to outsource or perform yourself. Maintaining your relationships with the entrepreneur during diligence, including how to respond to competitive situations.

This course is for angel and early-stage investors, corporate development venture funds, 
Economic development officials, 
emerging fund managers, seed and validation funds, Service providers: attorneys, accountants, consultants.

This 90-minute course includes a 60-minute lecture and 30-minute Q&A session

 

 

Test and Certificate: An online multiple-choice test at the end of each course will be available to participants. Participants who achieve 60% or greater will receive a Certificate of Successful Completion

 

Costs: Each course is offered at a cost of $99 or $795 for all 11 courses. Click on "subscribe" above to enroll.

Registration to Past Courses: Did you miss any of the past courses? You may still enroll by clicking on title of the previous course below. Once enrolled, you will be given access to the recorded videos and downloadable materials. You may also take the online quiz for past courses and receive your Certificate of Completion.

 

Schedule of Other Courses:

 

Courses	Day	Date	Instructors
What Kind of Investor Are You	Thursday	October 13, 2011	Steve Mercil, Suzette Dutch
Creating Great Deal Flow	Thursday	November 10, 2011	Brad Bertoch, Richard Gajan
Screening and Due Diligence	Thursday	December 8, 2011	Suzette Dutch, Greg Horowitt
Monitoring and Mentoring Portfolio Companies	Thursday	January 12, 2012	Brad Bertoch, Joel Wiggins
Structuring and Pricing the Deal	Thursday	February 9, 2012	Suzette Dutch, Richard Gajan
Preparing for Exits	Thursday	March 8, 2012	Suzette Dutch, Greg Horowitt
Creating an Angel and Sidecar Fund	Thursday	April 12, 2012	Steve Mercil, Richard Gajan
Best Practices for Investing	Thursday	May 10, 2012	Steve Mercil, Joel Wiggins
Managing Your Investors	Thursday	June 14, 2012	Steve Mercil, Brad Bertoch
Syndication	Thursday	July 12, 2012	Suzette Dutch, Joel Wiggins
Tech Support / Tech Tools	Thursday	August 9, 2012	Richard Gajan, Bradley Bertoch

 

 

 

 

Instructors include leading experts in the field of seed and venture capital:

Bradley B. Bertoch, MBA (bio)
President, Wayne Brown Institute

Suzette Dutch, MBA (bio)
Managing Partner, Triathlon Medical Ventures

Richard Gajan, MBA (bio)
Entrepreneurial Consultant

Greg Horowitt (bio)
Founding Partner & Managing Director, T2 Venture Capital

Steve Mercil (bio)
President/CEO RAIN Source Capital
Chair, NASVF

Joel Wiggins, PhD (bio)
President & CEO, Enterprise Center of Johnson Country, Kansas

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COURSE #2:

"Creating Deal Flow"

November 10, 2011, 1:00-2:30pm ET/10:00-11:30am PT

Click here to register

Instructors:

Bradley Bertoch President, Wayne Brown Institute (click for full bio)

Richard Gajan Entrepreneurial Consultant (click for full bio)

Course Description:

The life blood of an Angel Group is deal flow, and not any deal flow, but venture quality deal flow. Finding and building quality deals drive returns, and thereby builds Group cohesiveness, credibility and success. As with any business, you need to market your product and service, just having money is not enough. You need a value proposition that resonates through the entrepreneurial and the greater local venture communities. This course will look at developing and implementing a marketing plan for an Angel Group from two perspectives. First, the Groups external activities to drive deal flow to the group. Second, how the group manages itself and its deal flow builds credibility as a value adding, successful Angel Group, and thereby improve returns and garners the attention on greater venture community, especially, serious entrepreneurs. If your group is known for its quality investments, active angels will seek out your organization, and recruitment, funding and syndication capacity will be significantly improved.

This course is for angel and early-stage investors, corporate development venture funds, 
Economic development officials, 
emerging fund managers, seed and validation funds, Service providers: attorneys, accountants, consultants.

This 90-minute course includes a 60-minute lecture and 30-minute Q&A session

 

 

Test and Certificate: An online multiple-choice test at the end of each course will be available to participants. Participants who achieve 60% or greater will receive a Certificate of Successful Completion

 

Costs: Each course is offered at a cost of $99 or $795 for all 11 courses. Click on "subscribe" above to enroll.

Registration to Past Courses: Did you miss any of the courses? You may still enroll by clicking on title of the previous course below. Once enrolled, you will be given access to the recorded videos and downloadable materials. You may also take the online quiz for past courses and receive your Certificate of Completion.

 

Schedule of Other Courses:

 

Courses	Day	Date	Instructors
What Kind of Investor Are You	Thursday	October 13, 2011	Steve Mercil, Suzette Dutch
Creating Great Deal Flow	Thursday	November 10, 2011	Brad Bertoch, Richard Gajan
Screening and Due Diligence	Thursday	December 8, 2011	Suzette Dutch, Greg Horowitt
Monitoring and Mentoring Portfolio Companies	Thursday	January 12, 2012	Brad Bertoch, Joel Wiggins
Structuring and Pricing the Deal	Thursday	February 9, 2012	Suzette Dutch, Richard Gajan
Preparing for Exits	Thursday	March 8, 2012	Suzette Dutch, Greg Horowitt
Creating an Angel and Sidecar Fund	Thursday	April 12, 2012	Steve Mercil, Richard Gajan
Best Practices for Investing	Thursday	May 10, 2012	Steve Mercil, Joel Wiggins
Managing Your Investors	Thursday	June 14, 2012	Steve Mercil, Brad Bertoch
Syndication	Thursday	July 12, 2012	Suzette Dutch, Joel Wiggins
Tech Support / Tech Tools	Thursday	August 9, 2012	Richard Gajan, Bradley Bertoch

 

 

 

 

Instructors include leading experts in the field of seed and venture capital:

Bradley B. Bertoch, MBA (bio)
President, Wayne Brown Institute

Suzette Dutch, MBA (bio)
Managing Partner, Triathlon Medical Ventures

Richard Gajan, MBA (bio)
Entrepreneurial Consultant

Greg Horowitt (bio)
Founding Partner & Managing Director, T2 Venture Capital

Steve Mercil (bio)
President/CEO RAIN Source Capital
Chair, NASVF

Joel Wiggins, PhD (bio)
President & CEO, Enterprise Center of Johnson Country, Kansas

 

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Course #1:

"What Kind of Investor Are You and Where Do You Fit in the Investor Landscape?"

October 13, 2011, 2:30-4:30pm EST/11:30-1:30Pm PST

Instructors:

Click here to register for this course or visit http://center.ncet2.org

Course Description: The purpose of this course is to help you determine your investment strategy and the best options for you to deploy your capital consistent with your strategy. The course will provide you the tools to develop your individual investment strategy based on the amount of time (applied and elapsed), energy, expertise, risk and capital you may be comfortable investing in early stage companies.

This course is for angel and early-stage investors, corporate development venture funds,
Economic development officials,
emerging fund managers, seed and validation funds, Service providers: attorneys, accountants, consultants.

This 90-minute course includes a 60-minute lecture and 30-minute Q&A session

Test and Certificate: An online multiple-choice test at the end of each course will be available to participants. Participants who achieve 60% or greater will receive a Certificate of Successful Completion

Course Content:

• The Different Investor Types 
• Role as Investor
• Return Expectations
• Risk Tolerance
• Constructing Your Individual Investment Strategy
• Asset Allocation and Portfolio Strategy
• Investment Options

Costs: Each course is offered at a cost of $99 or $795 for all 11 courses.

Schedule of Other Courses:

Instructors include leading experts in the field of seed and venture capital:

Bradley B. Bertoch, MBA
President, Wayne Brown Institute

Suzette Dutch, MBA
Managing Partner, Triathlon Medical Ventures

Richard Gajan, MBA
Independent Consultant

Greg Horowitt
Founding Partner & Managing Director, T2 Venture Capital

Steve Mercil
President/CEO RAIN Source Capital
Chair, NASVF

Joel Wiggins, PhD
President & CEO, Enterprise Center of Johnson Country, Kansas

For more information about this webinar contact:
NCET2: This e-mail address is being protected from spambots. You need JavaScript enabled to view it or visit http://center.ncet2.org
NASVF