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Business Development & Basic Documents

Venture Financing

GUIDES & TIPS

• Problem-Solution-Action (PSA) Business Development Guidebook

• The Start-Up Capital Formation Process

• Choosing a legal structure of your Business

• Business plan

• Reality check

• Negotiation Tips

• Negotiations Dynamics

• Cross-cultural Differences

• Marketing, Selling, Advertising

• Marketing and Selling: A Classic Mistake Entrepreneurs Make

MODEL / SAMPLE DOCUMENTS & WORKSHEETS

• Balance sheet

• Profit & Loss Statement (Income Statement)

• Cash Flow Analysis & Forecast

• Milestone chart

• Agreements and MOUs

FUND RAISING PROCESS:

• Steps of Fund Raising Process for Your Venture

• Selecting Type of Finance and Banking Relationship (Debt versus Equity)

• Bootstrapping - the Most Common Source of Initial Equity for Entrepreneurial Firms

• Three Keys to Obtaining Venture Capital

• 8 Issues in 8 Minutes: How to Prepare and Effective Venture Fair Presentation

• How to Make an Effective Venture presentation

• Investment opportunity evaluation by venture capitalists

• The 4-1/2 Marketing Issues that Entrepreneurs Absolutely Must Get Right

SELECTING & VALUATING INVESTMENT OPPORTUNITY

• Investigating Management Team and Related Due Diligence Items

• Due Diligence

• Valuation Of a Start-up Company

• Valuation Quantification Techniques

STRUCTURING THE DEAL

• Ways to realizes financial returns

• Structuring the Deal: The Key Terms for Most Seed Investments

• Typical Terms of Preferred Stock Issued to Venture Capitalists

• Sample Term Sheet for Private Placement of Convertible Preferred Stock

• Model private stock purchase agreement

Innovation Management

Technology Transfer

• Enterprise Survey & Technology Auditing

• Development of the Enterprise Business Strategy

• Formulation of the Enterprise Technology Strategy

• How to Protect a Start-up Company's Intellectual Property

• Lean Production - Doing More With Less

• Value Chain

• Enterprise Resource Planning (ERP)

• Just-in-Time (JIT) Manufacturing

• Electronic Data Interchange (EDI)

• Technology assessment

• Intellectual property rights

• Check-List: Questions for Analyzing the Appropriateness of an Open-Architecture Technology

• Warranties in Technology Transfer Transactions

• Technology Transfer Negotiation

• Structure of a Technology Transfer Agreement (check list)

• Feasibility studies

• Agreements and MOUs