Angel Investing 101

Getting Out There and Getting Started

Nov 4 - 6, 2019

For those who would like to gain or increase their confidence in investing with the use of rational,
systematic investment strategies and tactics.

Register Here
20 seats available

Venue

DLA Piper Logo
Address

3150 Porter Drive,
Palo Alto, CA

Phone

(650) 833-2000

View on Google Maps
ANGEL INVESTING 101

How to find deals
How to evaluate deals
How to select deals to invest in
How to structure your deal
How to support your deal for a maximum successful outcome

You'll have presentations and panel discussions from very seasoned accomplished Angels
There's always time available for Q&A

Angel Investing 101 Advisory Board, Panelists and Presenters

are members of the following organizations:
More to be added

This is the time to improve your investing skill set

  • What's rational investing? What's not?
  • How can investing be systematized?
  • Learn from seasoned angels about what worked and what didn't work.

Agenda

Registration: Deal Review
[After registration you will receive deals to review]

November 4
5:00 PM - 8:00 PM

Dinner Meeting

Meet & Greet Networking, Deal Screening

November 5
9:00 AM - 5:00 PM

Deal Sourcing

How do you find deals?
How do you evaluate deals?
What is your funding strategy?

Due Diligence

What information do you need to make a well-informed decision about investing?
How do you evaluate the opportunity?
When/why would I write a diligence memo?

War Stories

What has gone wrong & how to prevent it before it happens to you.

November 6
8:00 AM - 5:00 PM

Negotiating Deals

Getting familiar with Term Sheets and which one's best for you?

  • Types of Early Stage Rounds
    • Equity (Priced Round): preferences, participation, information rights, prorate rights]
    • Convertible Note (CNV) [Early sale: Term, provisions]
    • Simple Agreement for Future Equity (SAFE)
    • Keep it Simple Security (KISS)
  • Valuations
  • Post-Seed investment scenarios (including post-investment dilution)
  • Syndications

Post-Investment

How to get a maximum successful outcome for your deal?

Be a Judge in a Pitch Event

Six companies present PPTs for you to review.

5:00 PM - 6:00 PM

Wine Reception

Web Agenda

November 4
5:00 PM - 8:00 PM Deal Screening Dinner Meeting
November 5
9:00 AM - 5:00 PM

Deal Sourcing

How do you find Deals?
How do you evaluate deals?

Due Diligence

What information do you need before you can make a well-informed decision?
How do you evaluate the opportunity?

  • Team
  • Product
  • Market
  • Business
  • Barriers to Entry
  • Intellectual Property
  • Legal Issues---CIFICUS & ECRA status
  • Financial projections [cash flow]
  • Gut
  • Tax efficiencies
  • Exit Strategy/Financial outcome
When/Why would I write a Diligence Memo?

November 6
8:00 AM - 5:00 PM

Negotiating Deals

Getting familiar with: Term Sheets (CNV & SAFE) and what's best for you?

  • Types of Early Stage Rounds
    • Equity (Priced Round): preferences, participation, information rights, prorate rights]
    • Convertible Note (CNV) [Early sale: Term, provisions]
    • Simple Agreement for Future Equity (SAFE)
    • Keep it Simple Security (KISS)
  • Valuations
  • Post-Seed investment scenarios (including post-investment dilution)
  • Syndications

War Stories

What has gone wrong & how to prevent it.

Post-Investment

How to support your deal for a maximum successful outcome

Judge a Pitch Event

Six companies present PPTs for you to review.

5:00 PM - 6:00 PM

Wine Reception

Topics Covered

  • Angel Capital Association
  • Pre Investment state of mind
  • Deal Sourcing
  • Deal Screening
  • Due Diligence
  • Intellectual Property
  • Barriers to entry
  • Diligence Memos
  • Negotiating deals
  • Tax Structuring
  • Post seed investment scenarios
  • Syndication
  • After you write the check
  • Benchmarks
  • Stages of Corporate Growth
  • Expectations of the CEO
  • Governance Issues
  • Helping the startup in addition to money
  • Managing your investment
  • Managing the exit
  • War Stories

Activities to take place

  • Company selection for a pitch event
  • Deal screening dinner
  • Judging a pitch event
  • Wine Reception

Contact Us

For Sponsorship and Partnerships

rbrounstein@vctaskforce.com

For Press and Media Enquiries

carolf@vctaskforce.com