Funding Your Business II: The Capital
Raise Process

About this Course

Having closed 75+ deals unlocking nearly US$300 million in investments, IIX has a wealth of knowledge on the capital raise process.
This course reviews the process end-to-end to set you up for success on your fundraising journey. 
This is Part 2 of a 3-part series that guides impact enterprises and entrepreneurs through the capital raise process. This series shares exclusive insights and key tips from IIX’s 12+ years of experience securing funding for impact enterprises.


Managing Director, Portfolio Management and Chief Investment Officer, IIX

Learning Outcomes

  • Learn the need-to-know terms and concepts for your fundraising process
  • Gain visibility into all steps of the capital raise
  • Hear practical advice for designing your own process


  • Module 1: Key Steps in the Capital Raise Process
  • Module 2: Creating a Business Plan
  • Module 3: Building a Financial Model
  • Module 4: Impact Assessments and Valuation
  • Module 5: Winning on Pitch Day

IIX Impact Institute Certificate

Achieve a passing grade of 70% or higher on the final exams to earn your e-certificate for completing the course. Share your accomplishment with your network!

Frequently Asked Questions

You will have 90-days of access to each course. All of our courses are self-paced. Within the 90-day period, you have full control over how quickly you want to learn or how many times you want to revisit a certain lecture or reading, even after completing all modules. 

Upon completing all modules (clicking “Mark Complete” after every module), you must complete the final quiz with a minimum score of 70% to earn a digital credential from IIX Institute. Once these conditions are met, our team will send you instructions to access your digital credential to your IIX Institute registered e-mail.

No. Your 90-day access includes the chance to retake your final quiz as many times as you need within that period. You do not have to repurchase the course or start the materials all over again!

Regardless of your current profession or experience in the impact space, you will always have a seat in the IIX Institute classroom. We encourage learners new to the field to start with courses listed under our “For Beginners” learning path. 

To see our courses organized by topics, you can use the search and filter options in the Course Catalog page, or Explore Courses dropdown menu. Each course has a short description and summary of the learning objectives to provide visibility into the main topics and themes.

However, we are always striving to meet the needs of impact professionals, so if you have an idea for a topic you want to share with us, we encourage you to reach out at!

Yes! We have created customized trainings for a wide array of organizations, tailoring the content and instructors to each organization’s region, unique  challenges, and opportunities. To inquire more about corporate trainings with the IIX Institute, please send us an email at with the subject “Inquiry: Corporate Training”.