Fund · COURSE 08
The Blueprint: Fundraising Fundamentals
Understand why companies raise money, what preparation requires and when to involve professionals.
Written by Angel Rivera
Chairman & CEO, The Rivera Organization
YOUR PRACTICAL OUTCOME
Finish with work you can use.
A funding strategy, use-of-funds plan and final preparation project.
Who this course is for
Founders deciding whether and how to prepare for outside capital.
How you will learn
Read the lessons, explore examples, save your assignments and complete knowledge checks. The current edition includes no prerecorded video.
Noncredit education. Completion does not award a degree, license or professional certification. No income, credit approval or funding outcome is guaranteed.
PUBLISHED SYLLABUS
Your learning path
01Why raise at all?+
Make a decision before making an ask.
02Put the money to work+
Build the ask, budget and downside case.
03Get your house in order+
Identity, ownership, authority and intellectual property.
04Know the deal+
Rounds, instruments, dilution and control.
05Who can invest?+
Accreditation, sophistication and verification.
06Pick a path with counsel+
506(b), 506(c), crowdfunding, Reg A and filings.
07Make the story clear+
A deck outline with evidence behind every claim.
08Work well with your attorney+
Prepare the facts behind the legal documents.
09Make diligence easier+
Documents, permissions and versions.
10Put AI to work responsibly+
Draft, verify, correct and keep a review trail.
11Find the right next door+
Research fit, verify intermediaries and budget fees.
12From the raise to the responsibility+
The Vadera case, closing and stewardship.
Finish with the final preparation project. 526 estimated learning minutes includes reading, practice and quizzes.