Portfolio management course
for funds managers
Get knowledge from venture industry professionals
on the online course from 28.09 to 30.09.2022
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.
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.
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.
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.
On the course you will learn:

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".
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.
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.
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.
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.
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.

Price list
*installments are available
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.
Group price
*installments are available
Prepayment €600
Full payment till 20.09*

"Standard+" tariff for 2 people
Click to order

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!
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