7th May

Investing Masterclass #3 - Investment Terms: Process & Documents

Name: Investing Masterclass #3 - Investment Terms: Process & Documents
Start: 2022-05-07T09:15:00+1000
End: 2022-05-07T16:30:00+1000
Location: Stone & Chalk Melbourne

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Event description

Investing Masterclass #3 - Investment Terms: Process & Documents

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.

We will introduce many of the terms available for use in Angel deals and provide an opportunity to discuss each.

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

Purpose: Why do we and should we care about investment terms?
Context: Which factors influence our choice of terms?
Terminology: What are the most common terms and what do they mean?
Strategy & Process: What are we trying to achieve with terms and how do we conduct the negotiation?
Terms - Structuring the deal: How the investment will happen. What is a Terms Sheet? What type of security? What kind of corporate entity?
Rights: How the investors and founders will operate once the investment is complete. What rights are reserved for us as investors?
Exits and liquidations: Terms governing ownership change over time.

A comprehensive workbook is supplied to all attendees. Included with the workbook are sample documents developed by Melbourne Angels, including a terms sheet, shareholders' agreement, lead investor assignment and a constitution for the portfolio company.

Tickets for good, not greed Humanitix dedicates 100% of profits from booking fees to charity

Hostinformation

Melbourne Angels

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Melbourne Angels is the premier collaboration of private investors in early-stage, high-growth ventures in Victoria. We are a professional, experienced group and welcome new members who share our passion to build a portfolio of early-stage ,high-growth investments. As a member-led team we are not a financial services provider. Melbourne Angels is a not-for-profit association that facilitates introductions between its members and exciting entrepreneurial ventures. For our members the group facilitates collaboration and education towards the shared goal of high performance, world-class, early-stage investments. We are based in Melbourne with members from metropolitan and rural Victoria, and links to Angel groups across Australia, New Zealand, USA, Canada, Europe and Asia. We are keen to hear from anyone with a serious interest in Angel Investing, whether you are already part of another Angel community, an experienced investor, serial entrepreneur, or just interested to find out whether what we do fits with what you do/want to be doing. Entrepreneurs seeking investment please read through the information for founders and, if you choose to submit your information for consideration just follow the submission links available on our web site. Please read more about Angel Investing, about Melbourne Angels and our particular interests and processes on our web site.

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