Going Public: Lecture Summary

Introduction

• Going Public introduces companies launching Regulation A offerings for public investment.
• Focus on providing viewers opportunities to invest in tech, education, skincare, and fashion companies.
• Disclaimer: The show is for entertainment; no investment advice is given.

Regulation A Offerings

• Companies use Regulation A, an SEC exemption, to offer investments without going through registration.
• Viewers need to acknowledge risks and read offering circulars, especially risk factors.
• Potential conflicts of interest disclosed, Crush Capital's compensation, and mentors' interests.

Company Profiles

Treble

• Mission: Provide free music to consumers through brand-funded advertising.
• Features: On-demand, offline, fully licensed music library.
• Business Model: Revenue from brands seeking to advertise through the app.
  • Brands pay for consumer access and advertising.
  • App monetizes download and preview experiences.
• Success: 3.2 million monthly active users, significant growth in Mexico.
• Market Opportunity: Targets 4 billion potential users who won't pay for music.
• Risks:
  • Dependency on third-party licenses (music labels).
  • Changes in laws, regulations, or artist partnerships.
  • Potential security breaches.

NGT Academy

• Founders: TK and Jacob, leveraging military training frameworks.
• Mission: Provide IT and cybersecurity training with no upfront tuition.
• Revenue Model: Income Sharing Agreement (ISA) where students pay a percentage of income post-graduation.
  • Cap at $25,000, repayable in 30 months.
  • Aligns student success with company revenue.
• Achievements: $3.2 million in 2019 revenue, pivot to live cohort teaching.
• Risks:
  • Dependency on student graduation and job placement success.
  • Competitive IT training market.
  • Lack of patents or exclusivity in ISA model.

Company Visits and Stories

Treble's Origin

• Gary started Treble inspired by his daughters' involvement in music.
• Moved from a home-based start to a formal office setting.
• Bob joined the team seeing a billion-dollar potential.

NGT Academy's Vision

• New training academy in Phoenix, combining live, learn, and play environments.
• Plans for food courts, daycare, wellness centers, co-living spaces, and IT training facilities.
• Aimed to reduce student loan debt via innovative funding models and provide veterans with GI Bill opportunities.

Conclusion

• Companies are preparing for Regulation A capital raising to expand and grow.
• Viewers are encouraged to learn more and potentially invest.
• Emphasis on shared growth opportunities for consumers and Reg A investors.