Investing Masterclass #4 - 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.

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

Costs - includes comprehensive workbook and lunch:

Current financial member of Melbourne Angel: Members' Rate
Founders of Melbourne Angel portfolio companies: free - part of our support for you
Founders of a company that's yet to submit it's 3rd tax return: $195
Current tertiary student: $195
Current financial member of another Angel Investor Group or introduced friend, colleague or peer of a current, financial Melbourne Angel: $420
General member of, or investor in, the Melbourne startup eco-system: $495

Discount Codes: If you qualify for one of the special pricing options, please contact me at duncan@melbourneangels.com to request the appropriate code.