Leadership Workshop 2009 Dallas
In November 2009, leaders from across the ACA membership met at the Inaugural ACA Leader’s Workshop in Richardson, Texas for 2 days of sessions led by ACA members for ACA members and focused on helping angel group leaders establish and grow and maintain strong angel groups.
Sidecar Fund Webinar
Everything You’ve Always Wanted to Know about Sidecar Funds (and Get to Ask) – One of the ‘hot topics’ in angel investing is creating a side car fund to help angel groups complete rounds for promising companies. This Webinar, sponsored by Foley Hoag LLP, features two leading experts in the sidecar field: Peter Rosenblum, Partner, Foley Hoag LLP and James Geshwiler, Managing Director, Common Angels. (1:17)
Presentations and Materials
- Negotiating Valuations Today – Led by John Huston, Ohio TechAngel Funds
- Evolving Models for Angel Groups – Led by Susannah Malarkey, Alliance of Angels
- Harnessing Resources to Ensure Sustainability – Led by Michael Cain, Wilmington Investor Network, Lylla Joe, Mississippi Angels, & Allan May, Life Science Angels
- Learning from Experienced Groups – Led by Catherine Mott, BlueTree Allied Angels & Tony Shipley, Queen City Angels
- Economic Triage – Led by Andrew Clark, Houston Angel Network & Al Rossiter, Springboard Capital
ACA BENEFITS & MATERIALS
- 2009 ACA Information and Benefits Overview
- 2009 ACA Member Landscape
- 2009 ACA Member Benefit Update
- ACA and Angelsoft Collaboration Software Platform Partnership Information
- ACA and Castle Branch Background Checks Package Information
- eHealth Portal Information
- Power of Angel Investing Educational Series – Information for ACA members
- Presentation – What Entrepreneurs Should Know About Angels
ANGEL GROUP OPERATIONS
- Membership Recruitment Presentation – CommonAngels
- Membership Application – Houston Angel Network
- Member Welcome Packet – Houston Angel Network
- Membership Agreement – Mid-America Angels
- Conflict of Interest Policy – Mid-Atlantic Angel Group Fund
- ABC Network 2010 Budget
- XYZ Fund 2009 Budget
- Compensation for Angel Group Leadership – Peter Rosenblum
- Evolving Models for Angel Groups
- PPM Book – Ohio TechAngel Fund III
- Fund Disclosure and Operating Agreement – Piedmont Angel Network II
INVESTMENT PROCESS
- ACEF Best Practices – Deal Structuring
- ACEF Best Practices – Due Diligence
- ACEF Best Practices – Post Investment
- ACEF Best Practices – Deal Screening
- Burn Rate – Let’s talk about something else
- Capitalization Table – Alliance of Angels
- Term Sheet – Example
- Model Term Sheet – Alliance of Angels
- Term Sheet – Queen City Angels
- Research – Returns to Angel Investors in Groups
- Silicon Valley Bank – Sowing the Seeds of a Successful Startup
- SVBAnalytics – PE and VC Value – Biopharmeceuticals
- SVBAnalytics – Communications and Networking
- SVBAnalytics – Electronics & Hardware
- SVBAnalytics – Medical Equipment & Devices
- SVBAnalytics – Semiconductors
- SVBAnalytics – Software
- Semi-Annual Portfolio Report – RAIN Source Capital
- Ten Exits
NEGOTIATING VALUATION
- Negotiating Valuation – John Huston PPT
- Negotiating Valuation – John Huston PPT2
- IRR Chart
- Valuation – most popular models
- Valuation – Five questions
- Ohio Exits – Observations
- Deal terms and their impacts on returns – the PE data
- Valuation – Value creation through capital access graph
- Negotiating Valuation – These deals terms might close the gap
- Ohio AngelTech Funds – Generic term sheet 2009
- Ohio TechAngel Funds – Valuation models 2009
- Ohio TechAngel Funds – Valuation models instructions 2009
- Valuation – Pre-money takeout multiples
SYNDICATION
- ACA Collaboration Committee Syndication Guide and materials
- Due Diligence Checklist – Angel Healthcare Investors
- Due Diligence Report – Piedmont Angel Network
- Hold Harmless – Ariel Savannah Angel Partners (ASAP)
- Hold Harmless – New England
- Hold Harmless – Ohio TechAngels Funds
- Presentation on ACA Syndication Examples – Southwest Regional Meeting 2009
- Term Sheet Example – Houston Angel Network
- Syndication Process – New England
- Syndication Process Overview – New England
- Syndication and Collaboration Template – New England
- Syndication Outcomes Presentation – New England
TAX & LEGAL ISSUES
- Accounting for Startups
- IRC – 1045 Tax Free Rollover
- IRC – 1244 Allocations Email
- IRC – 1244 Ordinary Losses on Investments
- Section 1244 b-1 details on allocation
- LLCs v. C Corps
- LLCs v. C Corps – Condensed
- LLCs v. C Corps – Analysis Example
- LLCs v. C Corps – Weiss Overview
- LLCs v. C Corps – Weiss Overview (PPT)
- Southeast Regional Meeting Presentation – 2009
- Terry Lovelace – Bio