About this course
An overview of exactly what equity crowdfunding is, and why every investor should consider adding startups as part of their investment portfolio.
By the end of this course, you will learn:
What is equity crowdfunding? What are the differences between Regulation Crowdfunding (Reg CF) and Regulation A (Reg A+)? How do the private markets differ from public markets? Who should consider investing in startups?
If you want to start learning about equity crowdfund investing, this is the place to start.
Learn what equity crowdfunding is and why it is changing the way many investors invest.
Learn about the risks and potential rewards of investing in startups via equity crowdfunding.
Figure out whether investing in crowdfunding is right for you, and if so, the first steps to take before investing.
Take this Lesson 1, Module 1 quiz before and after viewing the Module 1 videos to assess your knowledge.
Review fundamental investing concepts prior to moving on to the more advanced equity crowdfunding investment courses.
Whether you already are familiar with concepts like diversification and asset allocation and terms like IRR and Exit Multiple, we will discuss each of these within the context of startups and equity crowdfunding.
Each lesson will have you complete an incremental step in creating your startup investing plan. The Capstone Project at the end will then pull together all your new knowledge to complete the CrowdWise One-Page Startup Investment Plan.
Many of the best investors believe that the most important skill to possess in investing isn't your financial acumen or business knowledge, but having a deep grasp on human behavior and how emotions can impact decision-making.
Learn how startups can be part of an overall investment strategy, and whether it is better to place one big bet or many smaller bets on startups.
Learn what the differences are between Internal Rate of Return (IRR) and Exit Multiples, when to use each, and how to use them when planning your startup portfolio.
In 1952, Harry Markowitz developed Modern Portfolio Theory (MPT), for which he awarded a Nobel Prize in Economics. Learn about MPT and how it applies to your investment portfolio.
Once you've completed all the Level 1 investor courses for equity crowdfunding, solidify your knowledge and put it to use by completing this Level 1 capstone project (~10 minutes).
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