Events  Classes  Deals  Spaces  Jobs 
    Sign in  
 
 
With Jason Calacanis (Angel Investor) & Michael Savino (Principal, Something Digital).
Wednesday, April 24, 2019 at 01:00 PM   Not Known
Venue, To Be Announced
 
     
 
 
              

      
 
Sign up for our awesome New York
Tech Events weekly email newsletter.
   
EVENT DETAILS
HOSTED BY JASON CALACANIS, ANGEL INVESTOR AND AUTHOR OF "ANGEL"

Join us during our Spring tour in the Big Apple for a half-day, 4-hour workshop + dinner for individuals interested in becoming professional angel investors. We'll focus on five key topics: sourcing deals, evaluating startups, negotiating deals, portfolio & bankroll management, & post-deal efforts. We are finalizing a venue & will be sending it via email at least two weeks before the event.

Agenda
1PM 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
5:30 - 7PM Dinner
 
 
 
 
© 2019 GarysGuide      About    Feedback    Press    Terms
 
Sponsor Gary's (World Famous) Red Tie