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.
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
5:30 - 7PM Dinner