This BTS training seminar will highlight:

• The roles these four entities play in the global economy and investment infrastructure
• All types of Venture Capital [VC] firms and their typical investment target-profiles
• All types of angel investors and networks, and their typical investment target-profiles
• All types of hedge funds and their typical investment positions / target profiles
• All types of private equity firms and their typical investment positions / target profiles
• The role these four capital providers play in global enterprise development and growth
• The investment criteria, risk positions, and time-horizons required to approach such firms / funds
• Strategies for engaging such firms / funds and securing various types of capital provisions

At the end of this BTS training seminar, you will be able to:

• Review the asset portfolio mix of a typical VC firm, hedge fund, or private equity firm
• Analyze the risk positions and screening protocols for capital providers
• Differentiate the key targeted investment opportunities for these four entities
• Explain the primary financial intermediary roles these entities serve in the global economy
• Develop a review and analysis profile for any of these four capital providers
• Evaluate the pros and cons of early stage individual [angel] investors vs. VCs or private equity
• Produce an executive summary profile for a contemporary VC firm, hedge fund, private equity firm, and/or angel network-association
• Select the best potential matches of these providers for companies, ventures, projects, or product-service development related to your own company and industry

This BTS training course is suitable to a wide range of professionals but will greatly benefit: 

• Anyone looking to expand potential new sources of funds opportunities well beyond traditional commercial banks and investment banks
• Anyone looking to improve financial alternatives for partnering with various capital providers on a wide range of business opportunities and projects
• Anyone looking to identify new sources of funds to support product-service and marketing expansion opportunities
• Board Members looking to enhance the range of capital provider alternatives to support long-term strategic initiatives and industry-market positioning
• Business Development Directors looking to proactively open up new dialogues with a broad range of potential capital providers, each with differing motives and selection criteria

DAY 1

Examining the Global Continuum of Capital Providers

• Commercial Banking
• Investment Banking
• Debt Instruments
• Equity Investment Products
• Basics on Risk Assessment, Exposure, and Management
• Federal, State, and Local Government Funds, Grants, and Partnership Allocations
• Define: Seed, Angel, VC, PE, Hedge Stages of Investment Profiles and Expected ROI

DAY 2

Individual Accredited Investors [Angels] and Angel Networks-Associations  

• Qualified High-Net-Worth Criteria for Individual Risk Exposure
• Very Early-Stage “Ground Floor” Investment Opportunities and ROI Expectations
• Dealing with Individual Angel Investors and Angel-Investor Funds
• Convertible Notes – Cumulative Interest and Conversion Pricing-Features
• Series A Preferred Stock [Cumulative and Convertible Features]
• Voting Common Stock for Angel Investors
• Key Components of Angel Investor Term Sheets: Project Timing and Risk Profile
• C-Corporation, Limited Partnerships, S-Corporations, Limited Liability Companies

DAY 3

Venture Capital [VC] Firms  

• The Risk Profile and Investment Expectations of VCs
• VC Portfolio Approaches to Investments and Selection Criteria
• Venture Stage/Life-Cycle and VC Investment Uses of Funds
• Small “Frontier” VC Entities
• Midsize “Working Capital” VC Firms
• Large “Capital Acquisition” VC Firms
• The VC’s Focus on “Scalability” of the Business Model
• VCs Managing Other VC Funds in Massive Portfolios

DAY 4

Private Equity [PE] Firms  

• History and Typical Life-Cycles of PE
• Securities That Comprise “Private” Equity: Time Horizons and Relative Betas
• “Private” Equity vs. “Public” Equity … Valuations, Risk Profiles, Investment Expectations
• Liquidity vs. Illiquidity Concerns for Private Equity Management
• Market Efficiency and the Value of Information
• Active Company Involvement vs. Passive / Non-Involvement and “Value” Investing
• Mergers and Acquisitions [M+A] and PE Opportunities

DAY 5

Hedge Funds

• Nontraditional Investment Profiles and ROI Expectations of Hedge Funds
• Basics on: Arbitrage, Short Positions, Derivatives, Bonds, Index Funds, and ETFs
• Structures of Hedge Funds
• Strategies of Hedge Funds
• Assessment-Performance and Mark-to-Market for Hedge Funds
• Institutional vs. Individual Capital for Hedge Funds

BTS attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.

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