Events  Classes  Deals  Spaces  Jobs 
    Sign in  
 
 
With Jason Calacanis (Angel Investor) & Michael Savino (Principal, Something Digital).
Monday, July 15, 2019 at 08:00 AM   $700
Neyborly, 3376 18th St
 
     
 
 
Sign up for our awesome San Francisco Bay Area
Tech Events weekly email newsletter.
   
DETAILS
Our Angel University team will be staying local for a full-day workshop as part of our Angel Summit Event happening in Napa, CA this July. Join us as we talk about all things angel investing. We are finalizing a venue & will be sending it via email at least two weeks before the event.

Agenda
9AM Start

SESSION 1: WHAT KIND OF ANGEL ARE YOU?
Hosts Jason Calacanis & Mike Savino: welcome, overview, agenda

"Are You Cut Out for This?" All the things to consider.

SESSION 2: DEAL FLOW
Where to Look? The Syndicate Hack, preliminary research, founder characteristics, first meeting topics & red flags, bad advice, accelerators, & early investment pitfalls

SESSION 3: SAYING YES, NO, OR NOT YET (AKA MAYBE)
Early stage diligence. How to do it, what to look for, & how much is too much. Deal memos, different types of investments, syndicates, important things to ask for, legal representation, tax implications, evaluating deals

SESSION 4: LIVE INVESTOR MEETINGS
SESSION 5: PORTFOLIO MANAGEMENT: How much should you invest?
Portfolio Return Scenarios

Portfolio Timing

Portfolio Management Tools

SESSION 6: ADDING VALUE
Optimizing Your Founder Relationship

Criteria for Follow On Investments

Board Seats & Being an Advisor

Should You Raise a Fund or Start a Syndicate

Taxes - Qualified Small Business Stock

CLOSING
 
 
 
 
© 2019 GarysGuide      About   Terms   Press   Feedback