Kinect Essentials Education Series

Raising capital is notoriously difficult to complete because the process has intricacies that are not well understood before founders pursue fundraising.

Kinect Essentials is an education series that provides tools, resources, expert connections, and training materials to founders who seek to understand the path to fundraising.

This education helps CEOs select which capital path is best for their business, and learn how to prepare and pursue the right capital term.

Each topic is covered over roughly two months by the Kinect community. Those who sign up for the topic will receive digital material related to the series. Each series culminates in a live, broadcasted expert-led panel discussion that dives deeply into each topic.

The Kinect Essentials panel discussions are available online and in-person, open to all.

Every seminar is different as there is always new content provided by new people.

We always include subject matter experts like serial entrepreneurs, attorneys, finance providers, investors, and marketing professionals who have deep knowledge in growing venture backed companies. These seminars are usually two hours long and features venture professionals giving you the best advice and up-to-date information on what entrepreneurs need to successfully raise money.


Sign up for any of these programs.

April 13, 2023 4pm - 5pm MT

KPIs and Business Models

Ann Marie McDonald, AMLM Inc.
Eric Lo, Krado
Jeff Erickson, Forecastr
Jon Bradshaw, VC Podcast

Moderated by Sidni Shorter, Utah Black Chamber of Commerce

This program is hosted In-Person at Silicon Slopes, Lehi Utah OR Virtually over Zoom.

Those who attend in-person are invited to stay after the 1-hour panel discussion and enjoy beverages and food and mingle with our panelists and attendees.


Learn about the importance of tracking key performance indicators and how it measures business models success. We will explore the pros and cons of each option and how to make the most informed decisions for your business..


Funding Sources

Chandana Haque, Altitude Lab
Jaquelynne Elliott, SVB
JB Henriksen, Ampleo
Rick Haskell, Westminster

Moderated by Tara Spalding, Kinect Capital

Understand the differences between debt, equity, and non-dilutive capital types, and the implications to the capital use of funds and each repayment expectations. 

The Funding Sources video is available on-demand. (60-minutes). Complete form to get additional funding information and access to recording. 

Download EdApp Funding Sources Training Module now.



    This series explains what is due diligence and how to best prepare for the process when your organization is being considered for an investment or a capital raise. All capital providers complete a due diligence to ensure their investment will be paid back, so ensure your company is prepared.


    Understand how your company valuation and the cap table directly influences equity deals. There are important aspects that can't be ignored, such as the mechanics of terms sheets, preferred vs. non-preferred equity, liquidation preferences, warrant coverage, rights of first refusal, voting rights, ratchet terms, etc.


    Putting together an investor strategy should be taken as seriously as a go-to-market plan for finding the right customer for your business. This series explains how to plan, research, reach out, and engage prospective capital sources and investors before actually needing the money, so you can create a trusted connection to expedite the funding process.


    Learn about the different types of term sheets and how equity rounds are demarked, raised, tracked, and negotiated. Learn about technical terms, how term sheets are instruments for capital, and who you should get advice from before signing anything.