Being a Dragon for a Day!

The Equity Entrepreneur® Workshops are designed to do four things: three for investors, and one for entrepreneurs.

  • Help entrepreneurs make their case successfully to a Funder
  • Inform anyone about the plusses and pitfalls of Business Angel investing, and show how it can be both fun and profitable
  • Guide the interested towards creating a profitable portfolio of fun and interesting companies
  • Assist the committed to manage their portfolios to maximize cash profits in the shortest achievable time.

Workshop 1 – ‘Starting Out’

Objectives

  • provide an insight into Business Angel investing for everyone
  • give guidance on the financial and other attributes of those for whom Business Angel investing could be appropriate
  • show how Business Angel investing can contribute to their portfolio and be both profitable and fun
  • give guidance on the Tax and other advantages of Business Angel investing
  • summarise the legislation surrounding Business Angel investing.

Method

  • A 1 ½ hour presentation, including a short look at a couple of real case studies.

Workshop 2 – ‘Getting In’

Objectives

  • provide an in depth understanding of the Private Investment process
  • provide an understanding of how to recognise, assess and mitigate risks
  • provide a toolkit for risk management
  • provide a framework for deal assessment and filtering
  • provide a toolkit for understanding entrepreneurial personalities
  • provide a framework for deal valuation and negotiation.

Method

  • Starting at 08.30, each Workshop takes a full day. Because there is so much to cover on the day, there is a lot of pre-Workshop reading needed to be done in preparation
  • We follow the deal process and logic in sequence, with
    • short plenary sessions lead by experienced Private Equity investors, interleaved with
    • many small workgroup sessions to solve real issues arising in real cases
    • backed up by detailed workbook notes and
    • practical toolkits for immediate use with
    • live presentations by real businesses; and each day closes with
    • presentations from Networks and Clubs.

Workshop 3 - 'Getting Out'

Objectives

  • provide an in-depth understanding of what to expect
  • and how to manage the risks
  • provide insight into the many factors that influence cash profits
  • give guidance on engineering profitable exit strategies
  • and give Business Angels a methodology for maximizing their cash profits

Method

  • Starting at 08.30, each Workshop takes half a day. Because the sessions are very intensive, there is a lot of pre-Workshop reading needed to be done in preparation
  • We start post-investment, and examine the various influences which we then
  • Put into practice over six practical exercises with business simulations.

Workshop 4 – ‘Getting Money’

This is explained on ‘Entrepreneurs looking for funding’

Further details of cost, location and date.
Example of a typical Workshop agenda.
Register for a Workshop.