Angel Investing Masterclass #4: Investment Terms - Process & Documents

With the Information Gained in One Day You'll Cut Through All the Verbiage

This workshop is designed to demystify terminology to facilitate in-depth discussions of the terms and conditions commonly used by Angel investors in funding early stage entrepreneurs.

1. Categorisation of the terms and conditions for Angel deals is not standardised. We have chosen to organise the workshop as follows:

2. Purpose: Why do we and should we care about investment terms?

3. Context: Which factors influence our choice of terms?

4. Terminology: What are the most common terms and what do they mean?

5. Strategy & Process: What are we trying to achieve with terms and how do we conduct the negotiation?

6. Terms - Structuring the deal: How the investment will happen. What is a Terms Sheet? What type of security? What kind of corporate entity?

7. Rights: How the investors and founders will operate once the investment is complete. What rights are reserved for us as investors?

8. Exits and liquidations: Terms governing ownership change over time

Who Should Attend

Active and prospective investors in start-ups.

Founders/entrepreneurs and directors of start-up and scale-up companies, seeking first round through Series A investment.

Professionals, government and business people providing services, guidance, support and advice to the start-up ecosystem

Part 4 of our 5-Part Masterclass Series

This is the Fourth in our flagship investment education series.
Upcoming sessions include:

• #5: Due Diligence – What Smart Investors Look For

Pricing & Packages

All options include full workshop access, workbook, and lunch.

Discounted rates require an access code.
Contact Duncan Jones: duncanj@melbourneangels.com