Portfolio management course
for funds managers
for funds managers
Get knowledge from venture industry professionals
on the online course from 28.09 to 30.09.2022
on the online course from 28.09 to 30.09.2022
Days
Hours
Minutes
Seconds
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This course is designed for:
Managing partners of first-time funds
Managing the portfolio at a first-time fund is always a risky game - even though you think it will be the right decision, you can not see long-term consequences, as you were not there yet.
So how not to shoot down the future unicorn?
In this course, you can get insights and knowledge from experienced VCs and ask about your own cases.
So how not to shoot down the future unicorn?
In this course, you can get insights and knowledge from experienced VCs and ask about your own cases.
Investment analysts
Investment analysts are often responsible for the portfolio management activities at seed stage funds - but it's not their primary professional scope.
So how not to make multi-million mistakes?
Get methods and tools from VCs of the following rounds, identify red flags and deal-breakers in the existing portfolio.
So how not to make multi-million mistakes?
Get methods and tools from VCs of the following rounds, identify red flags and deal-breakers in the existing portfolio.
CVC fund managers
CVC funds operate under the umbrella of the corporate and according to its strategy - which sometimes creates a lack of penetration of the professional VC tools and methods to make investment activities of the CVC managers successful. In this course, you can get insights and knowledge from experienced VCs and successful CVCs.
Angel investors
The beginning of the story has always had an influence on the end. Angel investors have high responsibility not to create deal-breakers for future rounds. How to identify it and help the team with further fundraising? - this and other topics will be covered in a course.
Also, the course will be useful for angels, who have plans to launch their own VC funds.
Also, the course will be useful for angels, who have plans to launch their own VC funds.
A+stage VCs say:
Professional portfolio management is crucial for the success of the VC fund, especially when the "winter" is coming
Talking to different VC funds we realized, there is a lack of knowledge in the portfolio management area. Even though the exit is still far away, portfolio management is one of the crucial things, which influences the overall success of the whole fund and the future of startup teams.
Especially when the "VC winter" decreases the number of deals and the amount of money, available from LPs, it more than ever makes sense to focus on the professional management of the VC portfolio.
Especially when the "VC winter" decreases the number of deals and the amount of money, available from LPs, it more than ever makes sense to focus on the professional management of the VC portfolio.
On the course you will learn:
1
Red flags and long-term risks in the financial report of the portfolio startup
Financial reports are a common communication tool between the fund and the portfolio startups. But looking at the report you have to take into consideration both: micro and macro factors, predicting how the company will react to news and trends. Only by going through different crises with money in, and seeing different cases, you can understand real risks and what it means "financial sustainability".
2
Theory of constraints and growth coaching as elements of an active portfolio management
When you just check financial reports and react on the request of the founder - that's the reactive way of portfolio management. You are interested in the fast growth of your assets - but how not to step into the operational level of the business, and still accelerate the growth of the startup? We will discover elements of growth coaching which you can use as active support to the founder.
3
How to model the VC portfolio
When you just start the period of active investing, you have to take into consideration now only the opportunistic approach, but the expected exit period to balance the income and maximize the valuation of the fund. You can fail the success by wrong the very first step.
4
Ethics and psychology of communication with the founding team
It sounds obvious, but at different stages of startup development, there are different approaches to how communicating with founders. The way you structure it on a seed round can lead to miscommunication on later stages.
5
Deal breakers of future rounds that your startup is creating right now
When you design a round you want to protect your money. But in some cases, it can become an issue for the next-stage investors. How to find a balance and not crash the future of your asset (and not allow it to create additional risks) - there are some basic things, but there are a lot of hidden long-term risks which will be identified on a B+ round and finalized the successful story by accepting losses.
6
The difference between managing the portfolio of a VC fund and an angel
Professional angels might have 10+ startups and more and they need portfolio management as well. Besides that, most of VC managers have 2 hats - as the fund and as the angel. How to structure and manage angels' portfolios, and how your approaches at this stage influence the next investment rounds.
We are glad that you have decided to join us!
Just type your contacts and we will come back to you asap!
By clicking on the button, you consent to the processing of personal data and agree to the privacy policy.
Price list
Standard
*installments are available
€500
Prepayment €200
Full payment till 20.09*
You participate in all sessions;
+ 1 group practice session;
+ lifetime access to session records and provided growth tools.
Attend Full payment till 20.09*
You participate in all sessions;
+ 1 group practice session;
+ lifetime access to session records and provided growth tools.
Standard +
*installments are available
€700
Prepayment €400
Full payment till 20.09*
Everything that is in the "Standard"
+ we provide up to 2 hours of individual consultation, discussing your specific case
Attend Full payment till 20.09*
Everything that is in the "Standard"
+ we provide up to 2 hours of individual consultation, discussing your specific case
Group price
*installments are available
€1000
Prepayment €600
Full payment till 20.09*
"Standard+" tariff for 2 people
Attend Full payment till 20.09*
"Standard+" tariff for 2 people
We are glad that you have decided to join us!
Just type your contacts and we will come back to you asap!
By clicking on the button, you consent to the processing of personal data and agree to the privacy policy.
We are glad that you have decided to join us!
Just type your contacts and we will come back to you asap!
By clicking on the button, you consent to the processing of personal data and agree to the privacy policy.
After the course you will get
A certificate of accomplishment of the course
All materials and professional knowledge and tools, which you can implement immediately at your activities.
Great network of VC funds from different countries + a qualified pipeline of startups from our growth coaches
Still have some questions?
We are happy to talk!
By clicking on the button, you consent to the processing of personal data and agree to the privacy policy.
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Work Space Křižovatka s.r.o.
Address: Václavské náměstí 806/62, Nové Město, 110 00 Praha
Work Space Křižovatka s.r.o.
Address: Václavské náměstí 806/62, Nové Město, 110 00 Praha
Privacy policy
Our company treats your private information with respect and takes all measures to protect your personal data as provided for by the laws in force in the countries in which it operates.
As part of this policy, We inform you about,
what personal information we collect about you;
how we collect your personal information;
how we use your personal information;
why we use your personal data;
how long do we keep your personal data;
what personal data we transfer, to which persons and the method of such transfer;
how we protect your personal information;
in which countries we transfer your personal data;
Your rights regarding your personal data.
What personal data do we collect?
We may collect information that you provide to us when you request services provided by our company, or in the case of cooperation with any of the company's employees, our partners or clients, as well as information related to your visit and use of our website (section on the use of cookies).
The personal data we process include:
Basic identifying information such as your name (including title before name or address), the company you work for, your rank or function and your relationship with the person;
Contact information such as your delivery address, email address and phone number;
Financial information that is related to and necessary for the provision of services by our company, such as payment information (Social Security contributions and health insurance, tax deductions, salary, existence of fines, or installments and costs);
Technical information related to your visit to our website or related to the materials and communications we send you electronically;
Information you provide to us for the purpose of attending meetings, conferences or events;
Identification and reference information that you provide to us or that we collect in the course of our business;
Personal data provided to us by our clients or provided on their behalf or created by us in the course of the work of our company or in the execution of client orders, which may include special categories of personal data (passport data, information about the commission of a crime, nationality);
Any other information about you that you have provided to us
How we collect your personal information.
We collect information about you in the course of our activities, the provision of services and information about you from other sources, if such information is necessary for us in the provision of our services.
We collect information about you when you provide it to us or when you cooperate with us, for example, in mutual relations with our employees, when you contact us through our site.
We may collect or obtain information about you from other sources, such as when you store your contact information using generally available sources.
How we use your personal information. Our company collects and processes your personal data in various ways, including the use of our website and the provision of our services. We use this information:
In order to operate our website, improve the quality of our services to you and our clients, including the processing of personal data of others on behalf of our clients;
In order to provide the information requested by you;
For promotion and advertising of our services, including sending legal publications, news and notifications about events and reports on meetings held;
In order to control and manage our relationships with you and our clients;
In order to control and comply with the legal, regulatory and administrative obligations of our company, as well as to establish, implement or protect legal interests or requirements/claims;
In order to select and hire the necessary personnel.
Use of websites.
Part of the possibilities of our access when you provide us with your personal data, e.g. inserting an offer of vacancies in the company. The information in question is necessary solely for processing for the above purposes.
Our website uses Google Analytics-a web analytics tool that tracks and reports on how the website is used to help us improve it. Google Analytics places small text files called "cookies" on your device. The information that cookies collect, such as the number of visitors to the website who visit the website and the time spent on the website, is aggregated and thus anonymous.
You can refuse the use of cookies or withdraw your consent at any time by deleting the relevant settings in your browser. However, please note that removal may affect the correct operation of our website. If you use our website without changing the privacy settings, you agree to the use of cookies. To learn more about cookies, especially how to manage and remove them, please visit the website www.allaboutcookies.org.
Marketing and other emails.
We use your personal information to understand whether you read emails and other materials, such as legal publications, that we send to you when you click on links to the information we include in them, and how you visit our website after you click on those links (now and on future visits). To do this, we use software that places cookies on your device, which tracks this activity and writes it to your email address. The removal of this cookie does not affect the use of our website.
If you receive marketing communications from us and no longer wish to receive them, you may refuse to receive them at any time by notifying us by e-mail.
Meetings, events and seminars.
We will collect and process your personal data related to your presence at offices, events, conferences or seminars organized by our company or our business partners. We will process and use specific categories of personal data to meet your needs and fulfill any other legal or regulatory obligations we may have. We may exchange your personal information with it and other service providers or business partners involved in organizing or implementing the relevant action, if such information is necessary for those purposes.
Legal and other services.
We collect, create, store and use personal information in the provision of services and in connection with the services we provide to our clients. We will process identifying and reference information as part of the decision-making, financing, administrative and marketing processes in the business, including anti-money laundering, conflicts, reputation verification and financial situation. We will also process personal data that will be provided to us on behalf of our clients for the work we do for them. Information may be disclosed to third parties to the extent reasonably necessary in connection with this work.
Why we use your personal data.
We use your personal data for the following reasons:
Preparation and execution of the contract, e.g. cooperation with natural or legal persons to provide our services;
For filing complaints, actions, participation in legal proceedings and protection against claims or claims/requirements;
In order to comply with the laws, standards and requirements established in the state in which our company operates.
To achieve our business goals
How long we keep your personal information.
Your personal data will be stored in accordance with our personal data retention policy, which classifies all stored information and determines the appropriate retention period for each category of data. These periods are based on the requirements of applicable data protection laws and the purposes for which the information is collected and used, and take into account legal and regulatory requirements to keep the information for as short a period as possible for legal acts, in accordance with accepted practice, and to achieve the objectives of our business.
To whom we transfer your personal data.
We may also transfer your personal data to certain authorised third parties in accordance with contractual agreements concluded with them, in particular:
Suppliers to whom we provide certain ancillary services, such as word processing, prepositions, copying and revision (viewing) of documents
Suppliers of IT services;
Third parties involved in providing services to clients with their prior consent, e.g. international lawyers, local lawyers and suppliers of technical services, such as data processing services and agenda management
Third parties involved in the organisation or organisation of events or seminars;
If necessary or for the reasons described in this policy, we provide private information to governing bodies, courts, tribunals, state institutions and legal protection authorities. We may also be required to provide your personal information in accordance with legal or regulatory requirements. We will make reasonable efforts to inform you before we do so, provided that we are not prevented from doing so by legal obstacles.
Our company may use social networking websites such as Facebook, LinkedIn and Twitter. If you use these services, you should read their privacy policy to get additional information about how they access your personal information.
We do not sell, rent or otherwise provide personal information on a commercial basis to a third party, except with your prior consent.
How we protect your personal information.
We use various technical and organizational measures to protect your personal data from unauthorized access, use, dissemination, modification or destruction in accordance with applicable data protection laws.
To which countries we transfer your personal data.
In order to provide our services, it may be necessary to transfer your personal information to locations outside the jurisdiction in which you provide it or where you view this website for the purposes described in this privacy policy.
As part of this policy, We inform you about,
what personal information we collect about you;
how we collect your personal information;
how we use your personal information;
why we use your personal data;
how long do we keep your personal data;
what personal data we transfer, to which persons and the method of such transfer;
how we protect your personal information;
in which countries we transfer your personal data;
Your rights regarding your personal data.
What personal data do we collect?
We may collect information that you provide to us when you request services provided by our company, or in the case of cooperation with any of the company's employees, our partners or clients, as well as information related to your visit and use of our website (section on the use of cookies).
The personal data we process include:
Basic identifying information such as your name (including title before name or address), the company you work for, your rank or function and your relationship with the person;
Contact information such as your delivery address, email address and phone number;
Financial information that is related to and necessary for the provision of services by our company, such as payment information (Social Security contributions and health insurance, tax deductions, salary, existence of fines, or installments and costs);
Technical information related to your visit to our website or related to the materials and communications we send you electronically;
Information you provide to us for the purpose of attending meetings, conferences or events;
Identification and reference information that you provide to us or that we collect in the course of our business;
Personal data provided to us by our clients or provided on their behalf or created by us in the course of the work of our company or in the execution of client orders, which may include special categories of personal data (passport data, information about the commission of a crime, nationality);
Any other information about you that you have provided to us
How we collect your personal information.
We collect information about you in the course of our activities, the provision of services and information about you from other sources, if such information is necessary for us in the provision of our services.
We collect information about you when you provide it to us or when you cooperate with us, for example, in mutual relations with our employees, when you contact us through our site.
We may collect or obtain information about you from other sources, such as when you store your contact information using generally available sources.
How we use your personal information. Our company collects and processes your personal data in various ways, including the use of our website and the provision of our services. We use this information:
In order to operate our website, improve the quality of our services to you and our clients, including the processing of personal data of others on behalf of our clients;
In order to provide the information requested by you;
For promotion and advertising of our services, including sending legal publications, news and notifications about events and reports on meetings held;
In order to control and manage our relationships with you and our clients;
In order to control and comply with the legal, regulatory and administrative obligations of our company, as well as to establish, implement or protect legal interests or requirements/claims;
In order to select and hire the necessary personnel.
Use of websites.
Part of the possibilities of our access when you provide us with your personal data, e.g. inserting an offer of vacancies in the company. The information in question is necessary solely for processing for the above purposes.
Our website uses Google Analytics-a web analytics tool that tracks and reports on how the website is used to help us improve it. Google Analytics places small text files called "cookies" on your device. The information that cookies collect, such as the number of visitors to the website who visit the website and the time spent on the website, is aggregated and thus anonymous.
You can refuse the use of cookies or withdraw your consent at any time by deleting the relevant settings in your browser. However, please note that removal may affect the correct operation of our website. If you use our website without changing the privacy settings, you agree to the use of cookies. To learn more about cookies, especially how to manage and remove them, please visit the website www.allaboutcookies.org.
Marketing and other emails.
We use your personal information to understand whether you read emails and other materials, such as legal publications, that we send to you when you click on links to the information we include in them, and how you visit our website after you click on those links (now and on future visits). To do this, we use software that places cookies on your device, which tracks this activity and writes it to your email address. The removal of this cookie does not affect the use of our website.
If you receive marketing communications from us and no longer wish to receive them, you may refuse to receive them at any time by notifying us by e-mail.
Meetings, events and seminars.
We will collect and process your personal data related to your presence at offices, events, conferences or seminars organized by our company or our business partners. We will process and use specific categories of personal data to meet your needs and fulfill any other legal or regulatory obligations we may have. We may exchange your personal information with it and other service providers or business partners involved in organizing or implementing the relevant action, if such information is necessary for those purposes.
Legal and other services.
We collect, create, store and use personal information in the provision of services and in connection with the services we provide to our clients. We will process identifying and reference information as part of the decision-making, financing, administrative and marketing processes in the business, including anti-money laundering, conflicts, reputation verification and financial situation. We will also process personal data that will be provided to us on behalf of our clients for the work we do for them. Information may be disclosed to third parties to the extent reasonably necessary in connection with this work.
Why we use your personal data.
We use your personal data for the following reasons:
Preparation and execution of the contract, e.g. cooperation with natural or legal persons to provide our services;
For filing complaints, actions, participation in legal proceedings and protection against claims or claims/requirements;
In order to comply with the laws, standards and requirements established in the state in which our company operates.
To achieve our business goals
How long we keep your personal information.
Your personal data will be stored in accordance with our personal data retention policy, which classifies all stored information and determines the appropriate retention period for each category of data. These periods are based on the requirements of applicable data protection laws and the purposes for which the information is collected and used, and take into account legal and regulatory requirements to keep the information for as short a period as possible for legal acts, in accordance with accepted practice, and to achieve the objectives of our business.
To whom we transfer your personal data.
We may also transfer your personal data to certain authorised third parties in accordance with contractual agreements concluded with them, in particular:
Suppliers to whom we provide certain ancillary services, such as word processing, prepositions, copying and revision (viewing) of documents
Suppliers of IT services;
Third parties involved in providing services to clients with their prior consent, e.g. international lawyers, local lawyers and suppliers of technical services, such as data processing services and agenda management
Third parties involved in the organisation or organisation of events or seminars;
If necessary or for the reasons described in this policy, we provide private information to governing bodies, courts, tribunals, state institutions and legal protection authorities. We may also be required to provide your personal information in accordance with legal or regulatory requirements. We will make reasonable efforts to inform you before we do so, provided that we are not prevented from doing so by legal obstacles.
Our company may use social networking websites such as Facebook, LinkedIn and Twitter. If you use these services, you should read their privacy policy to get additional information about how they access your personal information.
We do not sell, rent or otherwise provide personal information on a commercial basis to a third party, except with your prior consent.
How we protect your personal information.
We use various technical and organizational measures to protect your personal data from unauthorized access, use, dissemination, modification or destruction in accordance with applicable data protection laws.
To which countries we transfer your personal data.
In order to provide our services, it may be necessary to transfer your personal information to locations outside the jurisdiction in which you provide it or where you view this website for the purposes described in this privacy policy.
