Discussion: View Thread

  • 1.  Ideas/ Suggestions for New Venture Financing Course

    Posted 12-14-2017 16:55

    Dear Colleagues-

    I am reinventing a venture financing course so that it focuses less on angel investing and VCs and more on the alternatives (bootstrapping methods, FFF, crowdfunding, SBA loans, etc.). Does anyone have a syllabus that they are willing to share or interesting ideas/ insights? Maybe exercises that you have seen being used in class to help students understand these methods? Thank you in advance for your assistance and happy holidays!

     

    Sincerely-

    Alex

     

    Alexandra Kostakis

    Assistant Professor of Entrepreneurial Practice

    Harrison House Master

    CIE Learning Community Faculty Lead

    SUPA EEE Faculty Lead

    Whitman School of Management

    721 University Ave., 116C

    Syracuse, NY 13244-2450

    akostaki@syr.edu

     

     

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!


  • 2.  Ideas/ Suggestions for New Venture Financing Course

    Posted 12-15-2017 22:29
    Dear Alexandra
    This is a very interesting topic and I would be interested in working with you to develop some materials.

    I am based in the UK where I realise our systems are different but I would be keen to explore.

    Best wishes
    Rebecca

    My Skype rebeccafakoussa

    On 14 Dec 2017 22:10, "Alexandra Kostakis" <akostaki@syr.edu> wrote:

    Dear Colleagues-

    I am reinventing a venture financing course so that it focuses less on angel investing and VCs and more on the alternatives (bootstrapping methods, FFF, crowdfunding, SBA loans, etc.). Does anyone have a syllabus that they are willing to share or interesting ideas/ insights? Maybe exercises that you have seen being used in class to help students understand these methods? Thank you in advance for your assistance and happy holidays!

     

    Sincerely-

    Alex

     

    Alexandra Kostakis

    Assistant Professor of Entrepreneurial Practice

    Harrison House Master

    CIE Learning Community Faculty Lead

    SUPA EEE Faculty Lead

    Whitman School of Management

    721 University Ave., 116C

    Syracuse, NY 13244-2450

    akostaki@syr.edu

     

     

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!
    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!


  • 3.  Ideas/ Suggestions for New Venture Financing Course

    Posted 12-16-2017 12:36

    Rebecca, Alex and others:

    Sorely needed, and long overdue! Since publishing my newest book, The Customer-Funded Business, in 2014, I've been developing case material to teach such principles. You'll find it at The Case Centre (www.thecasecentre.org): Budgetplaces.com (set in Barcelona), NakedWines.com (UK, US, AU: it should be there in the next couple of weeks), and Nobel (US, Romania). Chapter 1 of The CFB is available for free download for you and your students at my London Business School web page, noted in my signature below. Very happy to help with any questions.  Perhaps we should do as the effectuation folks have done, and plan regular meetings for like-minded faculty.

    Best,

    John

     

    John W. Mullins, PhD

    Associate Professor of Management Practice

    Marketing and Entrepreneurship

    London Business School

    Sussex Place, Regent's Park

    London NW1 4SA

    United Kingdom

     

    Phone: + 44 (0) 207 000 8161

     

    Web: http://faculty.london.edu/jmullins/

    My latest book: www.TheCustomerFundedBusiness.com

     

     

     

    From: Entrepreneurship Division Listserv [mailto:ENTREP@AOMLISTS.AOM.ORG] On Behalf Of Rebecca Fakoussa
    Sent: Saturday, December 16, 2017 3:29 AM
    To: ENTREP@AOMLISTS.AOM.ORG
    Subject: Re: [ENTREP] Ideas/ Suggestions for New Venture Financing Course

     

    Dear Alexandra

    This is a very interesting topic and I would be interested in working with you to develop some materials.

     

    I am based in the UK where I realise our systems are different but I would be keen to explore.

     

    Best wishes

    Rebecca

     

    My Skype rebeccafakoussa

     

    On 14 Dec 2017 22:10, "Alexandra Kostakis" <akostaki@syr.edu> wrote:

    Dear Colleagues-

    I am reinventing a venture financing course so that it focuses less on angel investing and VCs and more on the alternatives (bootstrapping methods, FFF, crowdfunding, SBA loans, etc.). Does anyone have a syllabus that they are willing to share or interesting ideas/ insights? Maybe exercises that you have seen being used in class to help students understand these methods? Thank you in advance for your assistance and happy holidays!

     

    Sincerely-

    Alex

     

    Alexandra Kostakis

    Assistant Professor of Entrepreneurial Practice

    Harrison House Master

    CIE Learning Community Faculty Lead

    SUPA EEE Faculty Lead

    Whitman School of Management

    721 University Ave., 116C

    Syracuse, NY 13244-2450

    akostaki@syr.edu

     

     

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!


  • 4.  Ideas/ Suggestions for New Venture Financing Course

    Posted 12-16-2017 17:54
    Colleagues:

    I developed and taught a new venture finance course for undergraduate students this semester using:

    Three paperback (or ebooks) available at Amazon.com


    and lots of company examples from Crunchbase.com, sec.gov, etc. I have found that most students will go the self-funded and F&F routes first, and the F&F guide covers some really important topics to keep students from creating a financial mess from day one. Understanding valuation logic is the next most important step, but I have again also found that students don't understand that they are responsible for creating a legitimate pre-money valuation by building as much value into the venture before they get outside funding. We've all sat through presentations where they say they need $50,000 for 10% of the company based on a semi-polished pitch deck. No more!

    Most important concepts are that they understand (1) legal issues with F&F, (2) pre-money valuations and how to justify them, (3) how to make and interpret cap tables, and (4) the inevitable dilution that comes with the progression of investments into VC (i.e.., the < 1% of our students who get there). 

    Hope this helps!

    Craig E. Armstrong, Ph.D.

    Associate Professor, Management

    The University of Alabama 
    Alston 155, Tuscaloosa, AL 35487
    office 205-348-8919 | mobile 205-394-7499 
    carmstro@cba.ua.edu http://culverhouse.ua.edu/academics/departments/management

         

    http://profcraigarmstrong.wikispaces.com



    On Sat, Dec 16, 2017 at 11:35 AM, John Mullins <jmullins@london.edu> wrote:

    Rebecca, Alex and others:

    Sorely needed, and long overdue! Since publishing my newest book, The Customer-Funded Business, in 2014, I've been developing case material to teach such principles. You'll find it at The Case Centre (www.thecasecentre.org): Budgetplaces.com (set in Barcelona), NakedWines.com (UK, US, AU: it should be there in the next couple of weeks), and Nobel (US, Romania). Chapter 1 of The CFB is available for free download for you and your students at my London Business School web page, noted in my signature below. Very happy to help with any questions.  Perhaps we should do as the effectuation folks have done, and plan regular meetings for like-minded faculty.

    Best,

    John

     

    John W. Mullins, PhD

    Associate Professor of Management Practice

    Marketing and Entrepreneurship

    London Business School

    Sussex Place, Regent's Park

    London NW1 4SA

    United Kingdom

     

    Phone: + 44 (0) 207 000 8161

     

    Web: http://faculty.london.edu/jmullins/

    My latest book: www.TheCustomerFundedBusiness.com

     

     

     

    From: Entrepreneurship Division Listserv [mailto:ENTREP@AOMLISTS.AOM.ORG] On Behalf Of Rebecca Fakoussa
    Sent: Saturday, December 16, 2017 3:29 AM
    To: ENTREP@AOMLISTS.AOM.ORG
    Subject: Re: [ENTREP] Ideas/ Suggestions for New Venture Financing Course

     

    Dear Alexandra

    This is a very interesting topic and I would be interested in working with you to develop some materials.

     

    I am based in the UK where I realise our systems are different but I would be keen to explore.

     

    Best wishes

    Rebecca

     

    My Skype rebeccafakoussa

     

    On 14 Dec 2017 22:10, "Alexandra Kostakis" <akostaki@syr.edu> wrote:

    Dear Colleagues-

    I am reinventing a venture financing course so that it focuses less on angel investing and VCs and more on the alternatives (bootstrapping methods, FFF, crowdfunding, SBA loans, etc.). Does anyone have a syllabus that they are willing to share or interesting ideas/ insights? Maybe exercises that you have seen being used in class to help students understand these methods? Thank you in advance for your assistance and happy holidays!

     

    Sincerely-

    Alex

     

    Alexandra Kostakis

    Assistant Professor of Entrepreneurial Practice

    Harrison House Master

    CIE Learning Community Faculty Lead

    SUPA EEE Faculty Lead

    Whitman School of Management

    721 University Ave., 116C

    Syracuse, NY 13244-2450

    akostaki@syr.edu

     

     

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!


  • 5.  Ideas/ Suggestions for New Venture Financing Course

    Posted 12-17-2017 13:02

    In my opinion, one of the best venture capital books is:

    Feld, Brad and Mendelson, Jason, 2011. Venture Deals: Be Smarter Than Your Lawyer and Venture Capitalist, 3rd Edition, Hoboken, New Jersey: John Wiley & Sons, Inc.

     

    Brad and Jason do a great job of introducing foundational venture concepts and topics. I use the text in our Venture Capital Immersion Program at Miami University.

     

    For a deep dive on due diligence frameworks/tactics, I recommend:

    Camp, J. J. 2002. Venture Capital Due Diligence: A Guide to Making Smart Investment Choices and Increasing Your Portfolio Returns. New York: John Wiley & Sons, Inc.

     

    For a deep dive in negotiation and term and conditions/term sheets, I recommend:

    Wilmerding, A. 2006. Term Sheets & Valuations: A Line-by-Line Look at the Intricacies of Term Sheets & Valuations. New York: Thomson / Aspatore.

     

    In addition, there are several very good podcasts that I use in the course as well. Here are two that I've found most useful:

    Nick Moran's The Full Ratchet

    Harry Stebbings' The Twenty Minute VC

     

    Enjoy.

     

    Tim

     

    Tim R. Holcomb Ph.D. 

    Associate Professor and Cintas Chair in Entrepreneurship |

    Institute for Entrepreneurship and Department of Management | Farmer School of Business | Miami University | 

    2075 FSB/MSC 1148 | 800 E. High Street | Oxford, Ohio 45056 | Mobile: +1.214.704.3568 | Office: +1.513.529.3665 | Fax: +1.513.529.6992 | Email: holcomtr@MiamiOH.edu |

    Farmer School of Business Website: http://www.fsb.miamioh.edu/directory/holcomtr  SSRN Author Page: http://ssrn.com/author=619640 |

    LinkedIn: https://www.linkedin.com/in/timrholcomb | Follow me on Twitter: @timrayholcomb |

     

    From: Entrepreneurship Division Listserv [mailto:ENTREP@AOMLISTS.AOM.ORG] On Behalf Of Craig E. Armstrong
    Sent: Saturday, December 16, 2017 5:54 PM
    To: ENTREP@AOMLISTS.AOM.ORG
    Subject: Re: [ENTREP] Ideas/ Suggestions for New Venture Financing Course

     

    Colleagues:

     

    I developed and taught a new venture finance course for undergraduate students this semester using:

    Three paperback (or ebooks) available at Amazon.com

    ·         Founder's Pocket Guide: Friends and Family Funding $7.99 ($3.03)

    o    ISBN 978-1-938162-11-4

    ·         Founder's Pocket Guide: Startup valuation $7.99 ($3.99)

    o    ISBN-13: 978-1938162046

    o    ISBN-10: 1938162048

    ·         Founder's Pocket Guide: Term sheets and preferred shares $7.99 ($3.99)

    o    ISBN 978-1-938162-06-0

     

    and lots of company examples from Crunchbase.com, sec.gov, etc. I have found that most students will go the self-funded and F&F routes first, and the F&F guide covers some really important topics to keep students from creating a financial mess from day one. Understanding valuation logic is the next most important step, but I have again also found that students don't understand that they are responsible for creating a legitimate pre-money valuation by building as much value into the venture before they get outside funding. We've all sat through presentations where they say they need $50,000 for 10% of the company based on a semi-polished pitch deck. No more!

     

    Most important concepts are that they understand (1) legal issues with F&F, (2) pre-money valuations and how to justify them, (3) how to make and interpret cap tables, and (4) the inevitable dilution that comes with the progression of investments into VC (i.e.., the < 1% of our students who get there). 

     

    Hope this helps!

    Craig E. Armstrong, Ph.D.

    Associate Professor, Management

    The University of Alabama 
    Alston 155, Tuscaloosa, AL 35487
    office 205-348-8919 
    | mobile 205-394-7499 
    carmstro@cba.ua.edu 
    http://culverhouse.ua.edu/academics/departments/management

         

    http://profcraigarmstrong.wikispaces.com

     

     

    On Sat, Dec 16, 2017 at 11:35 AM, John Mullins <jmullins@london.edu> wrote:

    Rebecca, Alex and others:

    Sorely needed, and long overdue! Since publishing my newest book, The Customer-Funded Business, in 2014, I've been developing case material to teach such principles. You'll find it at The Case Centre (www.thecasecentre.org): Budgetplaces.com (set in Barcelona), NakedWines.com (UK, US, AU: it should be there in the next couple of weeks), and Nobel (US, Romania). Chapter 1 of The CFB is available for free download for you and your students at my London Business School web page, noted in my signature below. Very happy to help with any questions.  Perhaps we should do as the effectuation folks have done, and plan regular meetings for like-minded faculty.

    Best,

    John

     

    John W. Mullins, PhD

    Associate Professor of Management Practice

    Marketing and Entrepreneurship

    London Business School

    Sussex Place, Regent's Park

    London NW1 4SA

    United Kingdom

     

    Phone: + 44 (0) 207 000 8161

     

    Web: http://faculty.london.edu/jmullins/

    My latest book: www.TheCustomerFundedBusiness.com

     

     

     

    From: Entrepreneurship Division Listserv [mailto:ENTREP@AOMLISTS.AOM.ORG] On Behalf Of Rebecca Fakoussa
    Sent: Saturday, December 16, 2017 3:29 AM
    To: ENTREP@AOMLISTS.AOM.ORG
    Subject: Re: [ENTREP] Ideas/ Suggestions for New Venture Financing Course

     

    Dear Alexandra

    This is a very interesting topic and I would be interested in working with you to develop some materials.

     

    I am based in the UK where I realise our systems are different but I would be keen to explore.

     

    Best wishes

    Rebecca

     

    My Skype rebeccafakoussa

     

    On 14 Dec 2017 22:10, "Alexandra Kostakis" <akostaki@syr.edu> wrote:

    Dear Colleagues-

    I am reinventing a venture financing course so that it focuses less on angel investing and VCs and more on the alternatives (bootstrapping methods, FFF, crowdfunding, SBA loans, etc.). Does anyone have a syllabus that they are willing to share or interesting ideas/ insights? Maybe exercises that you have seen being used in class to help students understand these methods? Thank you in advance for your assistance and happy holidays!

     

    Sincerely-

    Alex

     

    Alexandra Kostakis

    Assistant Professor of Entrepreneurial Practice

    Harrison House Master

    CIE Learning Community Faculty Lead

    SUPA EEE Faculty Lead

    Whitman School of Management

    721 University Ave., 116C

    Syracuse, NY 13244-2450

    akostaki@syr.edu

     

     

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

     

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!

    ************************************** This message is from ENTREP which is sponsored by the Entrepreneurship Division of the Academy of Management. Please do not post messages with attached files. Commercial messages or spammed messages are not allowed on the list. The use of auto-responder "out-of-office" messages may also lead to your removal from the list. You can manage your subscription options, including joining or leaving the list here: http://aomlists.pace.edu/scripts/wa.exe?SUBED1=entrep&A=1 If you have questions or need help, please contact Jeff Pollack (jeff_pollack@ncsu.edu) or Kevin Cox (kcox24@my.fau.edu). Ventures HO!