My Dealmaking Experience | THE IBANKER INSTITUTE

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Dealmaking Bootcamp: Learn To Spot Opportunities & Raise Money From Big Investors

Introduction

Welcome (0:51)
What Does This Course Cover? (27:16)
Who Will Benefit From This Course? (14:26)
My Dealmaking Experience (5:29)
Frequently Asked Questions

Spotting Opportunities

Where To Look (18:22)
Things You Like (7:19)
Illuminating The Opportunity (15:52)
To Proceed Or Not To Proceed (12:02)
Soft-Sounding (7:35)

Defining The Rules

How Will The Deal Work And Your Compensation (8:37)
Documentation: NDAs, Agreements, etc. (9:36)
Consider Break Fees (4:40)
Caveat: Have A Legal Professional Advise You
Example Legal Templates

Shortlisting Investors

Finding The Investors (9:28)
Criteria. Criteria. Criteria (7:47)

Pitching Material

Presentations, Teasers and Other Material (7:08)
Presentation Template
Teaser Template
Teaser template 2

Reaching Out to Other Parties (e.g. Investors)

Start With Less (6:15)
Maintain A Status Report (4:18)
Status Report template

Preliminary Interest Established!

Staying In The Middle But Knowing When To Step Back (8:31)

The Deal Moves Forward

Investor Begins Due Diligence (6:25)

The Deal Closes Successfully. What's Next?

Getting Paid (9:10)

The Deal Doesn't Happen

Understand Why (7:05)
Maintain Contact with the Parties (6:59)

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My Dealmaking Experience

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