LOCAL MONEY MARKETPLACE PBC

SEED CAPITAL 2.0

01 20 2014 

CURRICULM DESIGN

[This document is a work in progress.  A forum will be established on the Seed Capital 2.0 for discussion of Early Stage Capital Curriculum.  Everyone is invited to comment toward the objective of creating a better system of education.]

The design of the Seed Capital 2.0 Curriculum starts from a high overview that presents an overview of a general capital strategy at the top level.  As the granularity of the topic increases, the course is positioned in deeper and deeper levels.

Level 1 - An Introduction to Early Stage Capital

Level 2 – The 

CapitalBuildingProcess

    A - Capital Builders

    B – Capital Sources

    C – Service Providers

    D - Community

Level 3 – Types of Capital Transactions

Level 4 – Tools and Techniques

Level 5 – Case Studies


Level 1 - An Introduction to Early Stage Capital

This Level is comprised of a single course that provides an overview of early stage capital and the capital building process.  In one sense, it is an overview of Level 2 (see below).  It presents the process from four perspectives: capital builders, capital sources, service providers and community – the primary players in completing capital transactions.  In another sense, it is an attempt to harmonize all knowledge about capital – sort of a unified theory which may serve as a foundation or platform for all the other courses within the curriculum.

Level 2 – The Capital Building Process

This Level walks through an eight part process moving from (1) The Purpose of Capital to the desired outcome (8) The Capital Transaction.

Level 2 has four parts: one for each of the primary players in a capital transaction: (A) Capital Builders (individuals and entities seeking capital), (B) Capital Sources (individuals and entities seeking to put their capital to work, (C) Service Providers (individuals and entities who perform services to facilitate the completion of a capital transaction, and (D) Community (individuals and entities who conduct programs and projects within the capital industry that typically impacts a number of capital transactions).

The number of steps in the process, eight, is not completely arbitrary, but is somewhat forced in order to ensure that all players end up at the end, a capital transaction, at the same time.


Part A - This part of Level 2 is comprised of nine individual courses on the Capital Building Process for Capital Builders, one as an overview and the remaining eight diving into detail on each step in the process:        

  1. The Purpose of Capital – Capital Builder’s Perspective
  2. Your Building Capital Goal
  3. Capital Source Candidates
  4. Capital Transaction Options
  5. Your Story
  6. Finding a Capital Source
  7. Making Your Pitch
  8. Closing Your Capital Transaction

Part B - This part of Level 2 is comprised of nine individual courses on the Capital Building Process for Capital Sources, one as an overview and the remaining eight diving into detail on each step in the process:

  1. The Purpose of Capital – Capital Sources’ Perspective
  2. Your Goals for Putting Capital to Work
  3. Capital Builder Candidates
  4. Capital Transaction Options
  5. Your Story
  6. Finding a Capital Builder
  7. Evaluating a Pitch
  8. Closing Your Capital Transaction

Part C - This part of Level 2 is comprised of nine individual courses on services provided to facilitate capital transactions between Capital Builders and Capital Sources, one as an overview and the remaining eight diving into detail on each step in the process:

  • The Purpose of Capital – Service Providers Perspective
  • Your Services Goals
  • Customer Candidates
  • Capital Transaction Options
  • Your Story
  • Matching Capital Builders and Capital Sources
  • Enhancing the Pitch
  • Closing a Capital Transaction

Part D - This part of Level 2 is comprised of nine individual courses on community programs and projects that serve to increase the quantity and quality of capital transactions within the community, with one an overview and the remaining eight diving into detail on each step of the process:

  • The Purpose of Capital – Community Perspective
  • Your Community Goals
  • Project and Program Candidates
  • Capital Transaction Options
  • Your Story
  • Networking Capital Builders and Capital Sources and Service Providers
  • Increasing and Enhancing Pitches
  • Increasing and Enhancing Capital Transactions

Level 3 – Types of Capital Transactions

This Level is comprised of courses that present every different type of capital transaction.   A beginning list of these courses is presented here that will be expanded over time:

  • Cashless CapitalizationTM
  • Friends and Family Offering
  • Intrastate Private Offering
  • Intrastate Limited Public Registration
  • SCOR Offering
  • 504 Offering
  • 505 Offering
  • 506(c) Offering
  • Public Offering
  • Crowdfunding - Equity (JOBS Act)
  • Crowdfunding – Gift
  • Crowdfunding – Product Pre-sale
  • Grants
  • Gifts
  • Barter
  • Supplier Credit
  • Line of Credit Loan
  • 504 Bank Loan
  • Factoring
  • Leasing
  • Licensing
  • Credit Card
  • Home Mortgage
  • TBD

Level 4 – Tools and Techniques

This Level is comprised of courses on different tools, techniques and activities that may be required to complete a capital transaction.  A beginning list is presented here that will be expanded over time:

  • Building a Management Team
  • Building a Board of Advisors
  • Obtaining Endorsements
  • Business Valuation
  • Making a Pitch
  • Pricing Equity
  • TBD

Level 5 – Case Studies

This Level is comprised of courses which present individual case studies on building capital.  Each course will provide a detailed description of the entire process leading to a successful capital transaction or the point in the process where the process failed.  The description will include expert review and analysis.  

 


720 296 0372

7148 S. Andes Circle, Centennial, CO 80016

Powered by Wild Apricot Membership Software