Leadership Workshop 2010 Philadelphia
In November 2010, leaders from across the ACA membership met at the 2nd Annual ACA Leader’s Workshop in Philadelphia, Pennsylvania for an interactive workshop led by ACA members for ACA members and focused on helping angel group leaders establish and grow and maintain strong angel groups.
Thank you to everyone who attended and participated in the interactive sessions. The following are materials provided as part of the 2010 ACA Leaders Workshop. If you should any questions, please feel free to contact ACA Member Services Manager Sarah Dickey.
2010 ACA Leaders Workshop Presentations
- Practical Exit Roadmap – Led by John Huston – Ohio TechAngel Funds
- Driving Sustainability for Your Group – Led by Katherine O’Neill – Jumpstart New Jersey Angel Network
- Roundtable: Most Pressing Issues for ACA Groups – Led by Catherine Mott – BlueTree Allied Angels and Bill Payne – Frontier Angel Network
- SVB – ACEF Halo Report Powered by CB Insights – Led by Anand Sanwal – CB Insights and Sarah Dickey- ACEF
- ACA Member Benefits – Supporting YOUR Members:
- ACA Membership Committee and Branding Update – Led by Anita Bearton – Golden Seeds
- Public Policy Update – Led by Liddy Karter – Angel Investor Forum & Golden Seeds
Materials
ACA and Partner Information
- ACA Member Benefits
- Angel-Venture Capital Glossary (Blank Rome)
- Angel Reality Check – Joe Bartlett
- BIZGrowth Strategies
- Blank Rome Materials
- Exploring Your Angel IQ (Blank Rome)
- IP Summit Agenda and Brochure
- Pennsylvania Angel Network Newsletter
- SVB – Portrait of a Modern-Day Bootstrapper
- SVB – Startup Outlook 2010
Exits and Outcomes
(many materials thanks to John Huston, Ohio Tech Angels)
- Clean Books Records and Agreements Checklist
- McKaskill – Invest to Exit: A Pragmatic Strategy for Angel and VC Investors (book)
- Outcomes Committee 5th Director Profile
- Outcomes Committee Building Enterprise Value BOD Discussion Guide
- Outcomes Committee Targeted Strategic Bidder DD Questions
- Outcomes Committee TSB Identification Questions
- Outcomes Committee TSB Marketing and Networking Plan
- Practical Exit Roadmap (John Huston Presentation at Leaders Workshop)
- The Unintentional Moonshot – or How a High Valuation Can Lock Your Exits (Josh Kopelman)
- VC Dialog Script – OTAF document for selecting VCs
Industry Data and Research
- CB Insights Q3 2010 Venture Capital Activity Report
- The Halo Report – Group Portfolio Template
- Kerr-Lerner – Consequences of Entrepreneurial Finance (Harvard-MIT study suggests angel groups improve entrepreneurial success)
- Q1Q2 2010 Center for Venture Research Analysis Report
- CB Insights – Venture Capital Human Capital Report
- Wilson-Sonsini Report – Financing Trends for the Second Quarter of 2010
Public Policy
- Angels and the Economy (a PowerPoint you can use to talk about the importance of angel investors and/or support tax credits in your state)
- Census – Jobs Created from Startups
- Kauffman – After Inception: How Enduring is Job Creation by Startups?
- Kauffman – High Growth Firms and Future of Economy
- Kauffman – Importance of Startups in Job Creation
- Kauffman – The Economic Future Just Happened
- Qualified Small Business Stock Affects Angel Investment (ACA press release on new “Small Business Jobs Act” that provides zero taxes on gains from investments)
- Small Business Jobs Act of 2010 LKNS (Presentation by Jeff Solomon on zero taxes on gains)
- Small Business Jobs Act of 2010 Hansen (Presentation by Dan Hansen on zero taxes on gains)
Sustainability and Operations
- ACA Presentation – Management Compensation
- Ask an Angel – Assessing Startup CEOs (ACEF newsletter)
- Building Angel Group Vitality (2008 presentation)
- Compensation for Angel Group Leaders (ACEF newsletter)
- Evolving Models for Angel Groups (ACEF newsletter)
- Managing Portfolio Challenges (ACEF newsletter)
- Privacy and Data Protection for Angel Groups (ACEF newsletter)
- Recruiting Investors (2007 Summit presentation)
- Sidecar Funds (ACEF newsletter)
- Sustainable Models (2007 presentation by Carol Sands)
- Universities and Angels Work Together (ACEF newsletter)
- Why Angels Join Groups – Bill Payne
Syndication
- ACA Webinar 1 – Syndication Basics
- ACA Webinar 2 – Negotiating and Harmonizing Term Sheets
- ACA Webinar 3 – Sharing Due Diligence, Standardization of Due Diligence Report
- ACA Webinar 4 – Case Studies: Lessons Learned
- Convertible Note Term Sheet – Atlanta Technology Angels
- Model Term Sheet for Angels – Dan Rosen, Alliance of Angels
- Series A Term Sheet – Atlanta Technology Angels
- SeriesSeed – Articles of Incorporation
- SeriesSeed – Sale of Preferred Stock
- SeriesSeed – Sample Term Sheet
Universities and Angel Groups
(from conference led by University of Arizona)
- Angel Investing in Oregon
- AZ FAU Presentation and Working with Development Offices
- Notre Dame – IrishAngels
- Experience of George Washington University – NCET2
- University Startup Ecosystem Analysis – Bob Okabe
- Princeton University – Jumpstart New Jersey Collaboration
- University of Chicago and Hyde Park Angels
- University of Maryland – Capital Access Network
- University of Missouri – MidMO New Venture Creation
- University of Virginia – Virginia Active Angel Network
Materials Submitted After Leaders Workshop
- Report from the “Tools of the Trade” Session (from Tony Tedesco)
- Best Practices in Conflict of Interest Policies (ACEF newsletter)
- Alliance of Angels Code of Conduct
- NTAN Rules of Membership and Conduct
- NTAN Membership Agreement
- NTAN Guest Code of Conduct
- Example of an Angel Group Media Advertisement (BlueTree Allied Angels)
- Innovative Fundraising Options and Opportunities Conference (January 26-27, 2011) ACA Members Receive Discount