Angel University
A workshop for individuals interested in becoming professional angel investors.
SESSION 1: WHAT KIND OF ANGEL ARE YOU?
Hosts Jason Calacanis and 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, and 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 TimingPortfolio 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
SESSION 7: FUND STRUCTURES
SESSION 8: SYNDICATES
CLOSING
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