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Keys to Crowdfunding and Alternative Sources of Capital with Jacob Gelfand


Saturday, November 16, 2013 from 10:00 AM to 12:00 PM (PST)

Keys to Crowdfunding and Alternative Sources of Capital...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Single Workshop: Leadership & Management Ended $19.00 $2.04
3 Workshop Package   more info Ended $69.00 $4.79

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Event Details


Keys to Crowdfunding and Alternative Sources of Capital with

Jacob Gelfand

CoLearn | San Francisco | Nov 16




The advent of crowdfunding (i.e., using the internet to fund a project through small contributions) has forever changed the way creators and entrepreneurs finance their endeavors. The passage of the Jumpstart Our Business Startups (JOBS) Act by Congress promises groundbreaking yet complicated changes in how businesses can raise money.

This workshop will help to demystify the evolving landscape of crowdfunding and other alternative sources of capital such as microfinance, convertible debt and accelerator programs. Using a combination of engaging presentations, audience participation and exercises, the course will offer a glimpse into the advantages, costs and pitfalls of various portals like Kickstarter and IndieGoGo, and provide a series of helpful strategies for implementing successful campaigns.

Content Summary:

  • Definitions, historical evolution and current status of crowdfunding
  • Analysis of leading crowdfunding portals (CFPs)
  • Legal, administrative and tax implications of CF campaigns
  • Overview of professional investor methodology
  • Alternative sources of capital: bootstrapping, FFF, convertible debt, accelerators, etc.
  • Strategies for successful campaigning
  • Crowdfunding case studies


Student Takeaways:

ü  Increased understanding of crowdfunding’s historical, financial and legal implications

ü  Become a more effective fundraiser by learning how to think like a professional investor

ü  Learn proven strategies for implementing a successful crowdfunding campaign

ü  Discover alternative sources of capital and how to access them

ü  Analyze actual crowdfunding campaigns; gain insights into structuring rewards

Student Requirements:

Students must bring a pen and pad of paper to use in the exercises and simulations.  All electronic devices must remain offline and silenced while the class is in progress.  The use of laptops and tablets will be permitted during lecture segments for note-taking purposes only. 


Instructor Bio:

Jacob Gelfand, JD,MBA, is an entrepreneur, business coach and workshop facilitator, with accomplishments that span the public, private and nonprofit sectors.  In early 2012 Jacob founded Inclusiva Strategies to cultivate a new breed of interdisciplinary business coaching aimed at creative professionals. 

Jacob also serves as a strategy advisor for Glamping Hub, the premiereonline guide and reservation platform for luxury camping and eco-friendly accommodations around the world.  He volunteers for Centro Community Partners and MicroMentor as a mentor for entrepreneurs.  Jacob resides in the Inner Sunset neighborhood of San Francisco with his wife, Joely, and their cat, Jobs.

Instructor Contact Info:

Jacob Gelfand, JD/MBA
Call: (415) 857-1083 (office); (760) 846-2226 (mobile) 





*Included on the 3 Workshop Package: 


On Nov, 9 , 2013


Leadership, Management and Interpersonal Wizardry




On Nov, 16 , 2013


Keys to Crowdfunding and Alternative Sources of Capital

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