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This program provides information and advice on the types of capital available to a business and how to structure debt and equity capital investments to grow the organization.

Various types of debt capital, including firm principals, banks, peer to peer lenders and the Small Business Administration, available to a business are reviewed and discussed. Preparation of a loan package for obtaining a loan is also discussed.

The structure and process of obtaining equity capital as well as the various providers, including private investors, angle investors and venture capital firms, are reviewed and analyzed. The preparation of a Private Placement Memorandum and various securities and crowdfunding rules are explained. The documentation required when obtaining debt and equity financing is also reviewed.

Learning Objectives

  • Recognize the capital needs of a business organization.
  • Recognize the different types of debt capital available to a company.
  • Explore the various providers of debt capital for a business.
  • Explore the preparation of a Loan Request package.
  • Identify the different types of equity capital available to a company.
Last updated/reviewed: Aug 31, 2020

11 Reviews (34 ratings)Reviews

5
Member's Profile
This course provided a great overview of raising capital for a business. Operational executives looking to raise capital would be wise to review.
4
Member's Profile
Covers most of the info needed to understand financing for small business. Nice slides and commentary.
5
Member's Profile
Very solid overview, fast moving. Would be great for this to be updated for current year
4
Member's Profile
Informative course that covers the basics of all forms of capital raising.
5
Member's Profile
Great course, but wish there was more detail covered on equity financing.
4
Anonymous Author
Provides a solid foundation of knowledge for capital raising options.
5
Member's Profile
Best course I have ever taken on Proformative (Illumeo). Ever.
4
Member's Profile
Good overview/highlights. Will be helpful when the time comes
5
Member's Profile
Joseph broke down the topic into easy to grasp segments.
5
Member's Profile
This is for people looking for a basic overview.
5
Member's Profile
Interesting overview of an important topic.

Prerequisites

Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. 

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:00Introduction to Raising Capital for Your Business
Session I
  14:54Executive Summary
SESSION II
  11:20Sources of Capital
SESSION III
  5:22Peer to Peer Lending Firms
SESSION IV
  2:57Bank Loans
  4:27Government Loans
SESSION V
  2:04Loan Documentation
  11:01Equity Investments
SESSION VI
  1:33Venture Capital
  1:20Equity Investment Documentation
Continuous Play
  55:57Raising Capital for Your Business
SUPPORTING MATERIALS
  PDFSlides: Raising Capital for Your Business
  PDFRaising Capital for Your Business Glossary/Index
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM