New report - training for angels investors

Our new report- training for angels investors investing in private equity in SMEs is available.

By: Louis Rhéaume, Senior Partner, Infocom Intelligence,

Teacher, Télé-Université, University of Quebec at Montreal (UQAM), 42 pages, June 2008
Available for $195 by email as a PDF or by paper. Contact louis75@sympatico.ca

Labels: angel investor, financial investor, training, private equity, SMEs

Table of Content

1.0 Investment opportunities

1.1 Private wealth management, private portfolio management of financial assets, real estate and venture capital: option of private equity investing for angels investors

1.2 Investment styles
1.2.1 Investment philosophy, perception of the degree of market efficiency, active, passive, fundamental approach, technical analysis,….

1.2.2 Historical returns of investment classes and level of risks

1.2.3 Financial diversification according to our own financial needs = our own portfolio management of assets must take it into account

1.2.3.1 Academic approach

1.2.3.2 Warren Buffet’s approach

1.2.4 The performance of venture capitalists
1.2.4.1 The best VCs outperform mutual funds managers = the difficulty to beat stock exchanges indexes in the long term

1.2.5 Perspectives of financial markets in the short and medium term
2.0 How to find SMEs who possess distinct and hidden competitive advantages

2.1 What is an angel investor?

2.2 Private equity : the level of information is not as efficient as public firms in stock exchanges: an informed investor can obtain above average investing opportunities

2.2.1 Means for value creation with expertise sharing and financial capital

2.2.1.1 Business risks reduction

2.2.1.2 Importance of investing knowledge from the business sector and actual and future strategic issues of the SMEs

2.2.1.3 Importance of external support for follow-up and business monitoring (presence on board of directors, advices to upper management)

2.2.1.4 Financial risk, business risk, technological risk and legal risk
2.3 Coherence et potential of the corporate strategy

2.3.1 Local potential, exportation, capacity for innovation

2.3.2 Strengths of the business models, of upper management and ways to obtain above average profitability
2.4 Investment strategies for angels investors
3.0 References, web sites, reading suggestions
4.0 What Infocom Intelligence can offer you

4.1 Support in the identification of targets for private equity financing

4.2 Support in the business monitoring: performance indicators, business tools for innovation management, market targets, competitive intelligence, redefinition of business models, support in the search for financing

To receive the training report by email (PDF) or by mail, contact louis75@sympatico.ca