Program Outlines


Keiretsu Forum Academy programs equip you with three paths to success:

1) Series  - 3 day, one day a week for three weeks, a broad set of classes which equip participants to achieve new levels of success

2) Workshops - 1 day, a focused interactive program which equips participants to elevate their competence on a specific theme/discipline

3) Seminars - 2 to 4 hours, focused domain expert led program which provides participants with an introduction or refresher on a specific theme/discipline



Capital Access Series
|Master how you resonate with investors
$1,249 - register now!

This program is delivered over the course of three days; one day a week for three consecutive weeks. SeriesA, then SeriesB, then SeriesC. The following section shows how the program is delivered; Series, Class, and Topic.

 SeriesA (aka Day 1) [mmmm dd, yyyy]  [day of the week]
 Class Number   Class Name  Class Topics
 Class #1  PerfectPitch  |Content |Structure |Preparation
   |How to resonate with investors  Big Idea / Structural Breakdown
   An introduction . . .   How much capital and other resources
     How it will be used
     How investors get paid
     How risk of capital is mitigated
 Class #2  CEO Roles and Responsibilities  Context
     Accountabilities
     Roles
     Responsibilities
     Context
 Class #3   Avoiding Pitfalls of Organization and  - Distribution of Money, Power, Magic
   Compensation  Financial issues
     Control issues
     Motivation issues
     Legal issues
     Taxation issues
 Class #4  Accounting. Forecasting, and  Survey of basics
   Projections  - Financial statement integration
     Happiness is positive cash flow
     How accounting practices impact valuation
 Class #5  Valuation and Exit Strategies  Valuation methods
     Key value determinants
     What is an "exit" anyway
     Emotional surprises

 SeriesB (aka Day 2)  [mmmm dd, yyyy]  [day of the week]
 Class Number   Class Name  Class Topics
 Class #1  Due Diligence Review  What it is 
     Who cares about it
     Why bother
     - Impact on valuation
     Who does what
 Class #2  The Deal - Understanding Term Sheets  Learn the buzz words
     How and where to set boundaries
     Understand your committments
     Evaluating balanced mutual risk
 Class #3   Protecting Intellectual Property  What it is
     - What types are there
     Why do the matter
     Which matter for whom

 SeriesC (aka Day 3)  [mmmm dd, yyyy]  [day of the week]
 Class Number   Class Name  Class Topics
 Class #1  Marketing  What it is
     Why does it matter
     What methods make sense
     How do I know it's working
 Class #2  Sales  What it is
     What about channels
     What about methods, practices. processes
     What it is
 Class #3  Building a Winning Team  How to find top candidates
     How to validate candidates
     What about competence, alignment, continuity
     Why do the matter
 Class #4   PerfectPitch  How to know your audience
   |How to resonate with investors  How to prepare you pitch
   |Review|Prepare|Compete  How to deliver your pitch
     Learn what it takes to resonate with investors
     

Perfect Pitch Workshop
|Internalize how you resonate with investors
$595 - register now!

This program is a one day intensive that is light on lecture and very heavy on exercises and pitch practice. As a result, the program is limited to the first 20 students who register. Learn to use a core model that you can customize to deliver in any circumstance. For over two years, learning PerfectPitch has equipped hundreds of program participants accelerate their access to capital and other resources they need to grow their businesses . . . faster than ever before.


 Program Agenda  Class Name  PerfectPitch Architecture
 Why a new pitch architecture  PerfectPitch  |Content |Structure |Preparation
 Where it came from  |How to resonate with investors  Big Idea / Structural Breakdown
 What it looks like  |Learn|Prepare|Compete  How much capital and other resources
 Why it will work for you    How it will be used
 How you can . . .     How investors get paid
      customize without compromise    How risk of capital is mitigated
     How to know your audience
   
 How to prepare you pitch
     How to deliver your pitch
     Learn what it takes to resonate with investors
     

Perfect Pitch Seminar
|Learn that you can resonate with investors
$49 - register now!

This program is a thorough two hour coverage of a fresh presentation architecture that resonates with investors around the world. You will take away a core framework that implements proven practices that have emerged from working with entrepreneurs, investors, and innovation centers. And, you will be equipped with guidance to customize without compromising how you resonate with investors of any type.

Building on Keiretsu Forum's publicly available Due Dilegence Handbook and refined in live fire of entrepreneurs striving to grow their businesses, PerfectPitch is equipping hundreds of entrepreneurs to accelerate their access to capital and other resources they need to grow their businesses.


 Program Agenda  Class Name  PerfectPitch Architecture
 Why a new pitch architecture  PerfectPitch  |Content |Structure |Preparation
 Where it came from  |How to resonate with investors  Big Idea / Structural Breakdown
 What it looks like  An introduction . . .   How much capital and other resources
 Why it will work for you    How it will be used
 How you can . . .     How investors get paid
      customize without compromise    How risk of capital is mitigated