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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)
Investor Begins Due Diligence
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