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.
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 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