Capital Raising Bootcamp Rebekah Campbell I Cofounder Hey You, Cofounder Zambesi

An intense, focused one day workshop designed to give you the

best chance possible of successfully raising capital. You’ll leave

knowing which investors to target, how to approach them, how

to position your pitch, build deal momentum, negotiate and make

sure you close funding for your business.

Course Overview

Develop a plan to identify and approach investors appropriate

for your business and stage.

Understand how to value your business, build a cap table and

develop a financial model in line with market expectations.

Build a credible pitch appropriate for your target investor

group.

Understand the terms your target group of investors are likely

to ask for and why. Comprehend the long term implications of

each provision and be positioned to negotiate with confidence.

Develop the ability to create deal momentum to strengthen

your negotiating position and successfully close your

investment.

Course Outcomes

Rebekah has 15 years of experience as an

entrepreneur and has started four businesses: two

sold, and the other she is still associated with - ‘Hey

You’. Rebekah has raised more than $17M in

venture capital and grants from almost every type

of investor. Her first company launched a joint

venture with Warner Music in 2008. Two

subsequent technology businesses have attracted

investment from high profile Angel investors in

Australia, Silicon Valley, New York and Europe as

well as large venture funds and the corporate

investment arm of Westpac.

About Rebekah Campbell

Suitable forEntrepreneurs looking to raise Seed to Series A

capital rounds ($200K - $5M). Come to this

workshop as a newbie or with a developed pitch

and experience.

Investors looking to understand the founder’s

perspective of capital raising.

If you have questions about this course or to make a group booking please contact us.The contact us should link to open an email made out to hello@zambesi.com

*Module 2 delivered in partnership with Metis Law I

Capital raising BootcampRebekah Campbell I Cofounder Hey You, Cofounder Zambesi

Define your ask.

Benefits and objectives of Angel groups, high- net-worth investors, corporate investors and venture funds.

Learn to target and approach the right investors for your business.

How to value your company.

Build a cap table.

Course CurriculumModule 1: Target and approach the right investors

What do investors look for in founders and their pitch presentations?

How investors expect you to present your management accounts and financial projections.

We analyse a number of pitch decks and discuss how to develop the right pitch for your target investors.

Module 3: Develop the perfect pitch for your target investor group

The benefits and costs of equity investment versus convertible and ‘safe’ notes.

Key terms of a Shareholders Agreement and Company Constitution to protect founders.

Founder vesting agreements. How they work and why investors will often insist you put them in place.

Why and how to carve out equity for an employee share plan.

How to recruit and remunerate directors/ advisors when it makes sense to do so.

Board representation and special voting rights requested by investors.

Classes of shares including preference shares and special voting/veto rights.

Anti-dilution and milestone adjustment provisions.

Pre-emptive investor rights.

Provisions to restrict founders and other shareholders from selling their shares.

Provisions to restrict/control an exit.

Provisions investors use to force an exit.

How to ensure corporate investors deliver on ‘special benefit’ promises.

‘Equity earn-in’ and other special provisions often requested by corporate investors.

Exercise to develop your negotiation skills and learn how to structure a deal that works for you, your

company and the investors.

*This module is delivered in partnership with specialist law firm Metis Law.

Module 2: Negotiate terms

If you have questions about this course or to make a group booking please contact us.The contact us should link to open an email made out to hello@zambesi.com

• You will develop a new pitch deck during this module to anchor your business presentation or use to

enhance an existing pitch.

Pitch workshop and practise

How to run an investment process

Strategies to reach investors in person or on mass. Get meetings with the decision makers.

Set up meetings, ensuring that they are looking forward to your pitch.

We provide you with an extensive contact list of investors in Australia, the US, Europe and Asia.

We also discuss when a corporate advisor could help or hinder your process and on what terms should you engage them.

The effective use of PR.

Negotiation tactics to improve your position.

How to run an effective due diligence process.

How to avoid investors that waste time.

Binding versus non-binding term sheets.

The closing process including the appointment of a ‘lead investor’, negotiating with multiple parties and the use of

escrow accounts.

Module 4: Closing the deal

This intense, one day workshop is limited to twelve participants, enabling Rebekah to support each founder to craft a capital raising

strategy for their business. Rebekah delivers the course in person, weaving in real-life examples from her time raising Angel and VC

funding in Australia and Silicon Valley. This course contains a lot of discussion, as well as individual and group

exercises. The workshop is held in an awesome large boardroom in the Sydney CBD and runs from 9am – 5.30pm with short breaks.

Lunch, morning and afternoon teas are provided.

This information provided in this course is of a general nature only; it is not financial, legal or professional advice. You should seek

professional advice specific to your circumstances before taking any action. We make no warranty about its contents.

Course Logistics

If you have questions about this course or to make a group booking please contact us.The contact us should link to open an email made out to hello@zambesi.com

Capital raising BootcampRebekah Campbell I Cofounder Hey You, Cofounder Zambesi