Venture Capital, Angel Investors, Hedge Funds, and Private Equity

This DXB Institute training seminar will use an inductive reasoning approach for introducing new terms-concepts-models-methods, followed with highly interactive case-discussion aimed at practical application. Small-group team case projects will apply capital provider concepts directly to the attendees’ firms / organizations / industries. The main focus is about being proactive in developing a strong understanding of capital providers that could provide strategic, value-added support for a wide range of potential future investment opportunities.

At the end of this DXB Institute 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 DXB Institute 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

Organisational Impact

Attendees will have immediate return-on-investment [ROI] to their own firms / organizations by bringing models, concepts, terminology, perspectives, and capital provider network approaches directly to their workplace, colleagues, staff, and senior management. The ROI is that attendees will be ready to demonstrate these tangible skills and competencies: 

• A strong understanding of VCs, hedge funds, private equity, and individual angel investors
• Creating selection criteria for approaching various capital providers relative to opportunities
• Being proactive in assessing risk positions and time-horizons for different capital providers
• Being proactive in building investment portfolio selection criteria for new projects
• Readily understand different focus – industry – risk – timing profiles for new investments
• Be the point-person to establish dialogue-rapport with different capital providers

Personal Impact

Attendees will further their own professional development by: 

• Understanding key nuances, differences, and similarities among various capital providers
• Gaining a new managerial mindset about how best to approach potential investment partners
• Enhancing their use of objective screening-selection criteria for various capital sources
• Objectively assess any type funding source and capital proposal [term sheet]
• Learning forward-thinking processes to identifying, approaching, and securing new capital
• Bringing new capital sources into the regular line-up of potential investment providers