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: March 8, 2024
17 Reviews (59 ratings)

Reviews

5
Member's Profile
valuable information, especially for a small company looking to bridge working capital or expand operations. it was that actionable examples were given for obtaining financing.

5
Anonymous Author
I enjoyed this course and feel it added to my knowledge base. It is very organized and includes practical references. The instructor's pacing of the course was just right.

3
Anonymous Author
A lot of information, some of which would have been easy to find online with just a little bit of direction. Good overview, but nothing that I couldn't have found online.

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.

5
Anonymous Author
I found the course easy to follow with a clear description of the different sources for raising capital.

4
Member's Profile
Covers most of the info needed to understand financing for small business. Nice slides and commentary.

5
Anonymous Author
Very informative. He gave a lot of examples for the different funding options and their websites.

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
The slides were very helpful and this was a useful review.

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Raising Capital for Your Business1:00
Session I
  Executive Summary 14:54
SESSION II
  Sources of Capital 11:20
SESSION III
  Peer to Peer Lending Firms 5:22
SESSION IV
  Bank Loans 2:57
  Government Loans4:27
SESSION V
  Loan Documentation 2:04
  Equity Investments11:01
SESSION VI
  Venture Capital1:33
  Equity Investment Documentation 1:20
Continuous Play
  Raising Capital for Your Business55:57
SUPPORTING MATERIALS
  Slides: Raising Capital for Your BusinessPDF
  Raising Capital for Your Business Glossary/IndexPDF
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam