Nov 4
5:00 PM - 8:00 PM
Dinner Meeting
Meet & Greet Networking, Deal Screening
Nov 5
9:00 AM - 5:00 PM
Deal Sourcing
How do you find deals?
How do you evaluate deals?
What is your funding strategy?
Due Diligence
What information do you need to make a well-informed
decision about investing?
How do you evaluate the opportunity?
When/why would I write a diligence memo?
War Stories
What has gone wrong & how to prevent it before it happens to you.
Nov 6
8:00 AM - 5:00 PM
Negotiating Deals
• Getting familiar with Term Sheets and which one’s best for you?
•
Types of Early Stage Rounds
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Equity (Priced Round):
Preferences, participation, information rights, prorate rights
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Convertible Note (CNV) [Early sale: Term, provisions]
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Simple Agreement for Future Equity (SAFE)
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Keep it Simple Security (KISS)
•
Valuations
•
Post-Seed investment scenarios (including post-investment dilution)
•
Syndications
Post-Investment
How to get a maximum successful outcome for your deal?
Judging a Pitch Event
Six companies present PPTs for you to review.
WINE RECEPTION
5:00-6:30
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Program Managers:
