Programa de Inversionistas

Curriculum
Phases

Basic Additional
Curriculum Curriculum

1 2 3 4 5 6 7
Training for On demand Sustainability -
Level 1 Due Diligence Level 2 Boards
fund managers & VCs coaching more in depth

Fecha inicio del programa: 9 Agosto

Duración: 6 meses
Precio: USD 499

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2
Programa de inversionistas:
Lista de temas
Programa dirigido a First-time fund-managers / Inversionistas Ángeles / Emprendedores

Basic Additional
Curriculum Curriculum

1 2 3 4 5 6 7
Training for On demand Sustainability -
Level 1 Due Diligence Level 2 Boards
fund managers & VCs coaching more in depth

LEVEL1: Due Diligence: Training: LEVEL 2: Boards

- Investment Strategy In addition, and in parallel
- Due Diligence to the curriculum, Efino will
- Company Valuation provide advisory services
- Deal Terms for 2 deals whereby it
guides the Angels through
real deal or/and case
studies as they implement
the curriculum learnings in
a hands-on approach.
- Fund design including
investment strategy and
structure & Fund raising
- Fund life cycle
- Build portfolio
- Reinvesting/portfolio mgmt
- Exit/winding down
- Fund economics,reporting
and performance
On demand Sustainability more
- Due Diligence (LEVEL 2) - Exits
- Portfolio management and coaching in depth
- Company Valuation
Investment Strategy -If investor fund - Train the trainers
(LEVEL 2)
- What is good governance in startups? managers need to group coaches
- Deal Terms (LEVEL 2)
What is the role of the work on investor - Deep dives deal
board/shareholders/management? thesis. leaders
- How to build the right Board, manage
it and evolve it over the life of the
company
- Role of the Board in the company
strategy, finance and risk management

3
 Basic 1
Curriculum Level 1

Topics For WHO Language Timeline Training Material Delivery

Investment Strategy
For all participants: investors and fund
Due Diligence managers
Company Valuation
Novice and first time investors: Learn about the
full investment cycle while you make Spanish Months 1-3
Deal Terms
investments in startups

- Educational video
4 live webinar or recorded
- Presentation
session + 4 workshop
- Quiz

4
 Basic 2
Curriculum Due Diligence

Topics For WHO Language Timeline

In addition, and in parallel to the Training Material Delivery
curriculum, Efino will provide For investors and fund managers.
advisory services for 2 deals At any time
whereby it guides the Angels Participants will be split into two teams, each of Spanish between months
through real deal or/and case them actively working and implementing the 1-4
studies as they implement the Due Diligence themselves, guided by the Efino
curriculum learnings in a coach
hands-on approach.

3 sessions with the DD

- Checklists
team & 3 sessions with
- Templates
the entrepreneur

5
 Basic 3
Curriculum Training for
fund managers & VCs

Topics For WHO Language Timeline

Training Material Delivery

Fund design including investment strategy and

structure & Fund raising English Months 4-6

Fund life cycle

- Build portfolio Fund managers and VCs
- Reinvesting/portfolio mgmt - Presentation - 3 live workshops
- Exit/winding down - Additional readings - One-on-one coaching

Fund economics,reporting and performance

6
 Additional 4
Curriculum Level 2

Topic For WHO

Due Diligence
For all participants: investors and fund managers.
Company Valuation
Deal Terms Business Angels with at least 2-3 investments & VC fund
managers: After understanding the key concepts in level
Exits
1, learn how to take an active role and get involved
during the due diligence process and the negotiations of
Portfolio management and Investment Strategy valuation and deal terms

Training Material Delivery Language Timeline

- Presentation 5 live English and

Months 4-6
- Additional readings workshops Spanish

7
 Additional 5
Curriculum Boards
Level 2

Topic For WHO

What is good governance in startups? What is
For all participants: investors and fund managers.
the role of the
board/shareholders/management?
Directors Education Program designed for business
How to build the right Board, manage it and angels, investors, corporate venture capitalists, startup
evolve it over the life of the company founders, SME owners, experienced as well as new board
members who want to become successful board
Role of the Board in the company strategy,
members of a startup, scale-up or SME.
finance and risk management

Training Material Delivery Language Timeline

- Presentation
3 live workshops English Month 6
- Delivered by 2 coaches

8
 Additional 6
5
Curriculum On demand
Levelcoaching
2

For WHO
If investor fund managers need to work on investor thesis.

Language Timeline
English

9
 Additional 7
5
Curriculum Sustainability - more
Level 2
in depth

Topic For WHO

For angel investors, train the trainers to be group coaches
and manage a group of angel investors from sourcing,
Train the trainers group coaches
managing due diligence to closing a deal. Maximum 3
individuals

For fund managers to learn how to manage their

Deep dives deal leaders
investments, max. 5 deals

Training Material Delivery Language Timeline

10 virtual
sessions, 45'
each plus 3
Tools, checklists, Power points Spanish Month 6
hands-on
investment
event
Live sessions English Month 6

10
Programa de Inversionistas
Contáctanos: Frank Cerna - fcerna@pecap.pe
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