Come join us during our Spring tour in Columbus, Ohio for a half-day workshop + dinner for individuals interested in becoming professional angel investors. We'll focus on five key topics: sourcing deals, evaluating startups, negotiating deals, portfolio and bankroll management, and post-deal efforts. The event is taking place at the WillowWorks office at 528 Maier Pl, Columbus, OH 43215.

All proceeds will be donated to charity.

Agenda

1PM Start

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 Timing

Portfolio 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

5:30 - 7PM Dinner

Speakers

Jason Calacanis

Serial Entrepreneur, Angel Investor

Michael Savino

Principal, Something Digital

Thanks to our Presenting Partner

Thanks to our Supporting Partner(s)

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