HOSTED BY JASON CALACANIS, ANGEL INVESTOR AND AUTHOR OF "ANGEL" AND PRESENTING PARTNER RIVERBEND CAPITAL
Come join us in Great Falls (near Washington DC) for a half-day workshop + brunch 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 a marquee country club located at 375 Walker Road Great Falls, Virginia 22066.
Hosts Jason Calacanis and Mike Savino: welcome, overview, agenda
"Are You Cut Out for This?" All the things to consider.
Where to Look? The Syndicate Hack, preliminary research, founder characteristics, first meeting topics & red flags, bad advice, accelerators, & early investment pitfalls
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
Portfolio Return Scenarios
Portfolio Management Tools
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
Serial Entrepreneur, Angel Investor
Principal, Something Digital