Leadership Workshop 2015 New Orleans
hank you for you interest in the many materials and resources provided during the 2016 ACA Angel Insights Exchange in Nashville. Please feel free to review and use the materials below. We post all of the materials provided to us by our presenters and sponsors.
Meeting Information
Presentations
- Increasing Membership, Diversity, and Engagement in Your Angel Group
- Building Exits and Liquidity
- Accessing Capital and Deals Online – Not All Platforms are Created Equal (Audrey Jacobs)
- Using Metrics to Increase Returns and Build Your Group
- Best Practices/ New Approaches to Syndication
- The Lastest on Deal Terms
- Universities: A Category of Untapped Potential for Angels
- Evolving an Angel Network to Include a Sidecar Fund: Approaches, Issues to Consider, Pros and Cons
- Diversity is the Rule, Not the Exception (Alicia Robb)
- Key Takeaways – Monday
- Key Takeaways – Tuesday
Best Practices/ New Approaches to Syndication
- New Math for High Growth Companies Requires Angel Deal Syndication (observations of Ken Gatz, with example of Cognition Therapeutics syndication – Marianne Hudson in Forbes)
Building Exits and Liquidity
Latest on Deal Terms
- Alliance of Angels Model Term Sheet
- BlueTree Term Sheet Form
- BlueTree Term Sheet Form for Series Seed Investment in Corporations
- BlueTree Term Sheet Model ‐ Bridge Financing
- Convertible Notes ‐ Newfound Angel Flexibility?
- Convertible Notes ‐ The Debate Continues
- Convertible Promissory Note Model
- North Coast Angel Fund II Generic Term Sheet
- Ohio TechAngel Fund IV Seed Stage Convertible Preferred Stock ‐ Generic Term Sheet
- SAFE ‐ Cap and Discount
- SAFE ‐ Cap No Discount
- SAFE ‐ Discount No Cap
- SAFE – Most Favored Nation, No Cap No Discount
- SAFE ‐ Primer
- Series Seed Term Sheet Model
- Structured Exits: A New Universe of Potential Funding for Companies in Underserved Markets (by David Gitlin, Greenberg Traurig)
- Tech Coast Angels ‐ Form of Convertible Note Financing Summary of Terms
- Tech Coast Angels ‐ Form of Summary of Terms (Preferred Stock Financing)
Metrics for Returns and Building Group
- 2015 Trends Report ‐ Golden Seeds
- AIE Metrics Session – Huston Presentation
- AIE Metrics Session – McCarthy Presentation
- AIE Metrics Session – Timmins Presentation
- GoBeyond Investor Report
- SaaS Metrics for Fundraising (Bobby Pinero of Intercom)
- Start‐up Metrics (Andreessen Horowitz Blog Post)
- What Exactly is Capital Efficiency?
Practical Tools for Building Diversity
- 2015 Trends Report ‐ Golden Seeds
- Founder Ladies Put a Sheet on It Parody YouTube Video (https://www.youtube.com/watch?v=As8gboV9afo)
- Gender Dynamics in Crowdfunding (Kickstarter): Evidence on Entrepreneurs, Investors, Deals, and Taste Based Discrimination (Dan Marom, Alicia Robb and Orly Sade)
- High Performance Entrepreneurs: Women in High‐Tech (Cindy Padnos, Illuminate Ventures)
- Sources of Economic Hope ‐ Women’s Entrepreneurship (Kauffman Foundation)
- Support Organizations ‐ Remediating Gender Gap in Entrepreneurship (Kauffman Foundation)
Public Policy – JOBS Act
- ACA Congressional Briefing – handout to give when meeting with Congressional staff
- ACA EAG Certification Program
- ACA Grassroots Toolkit April 2015
- HALOS Act S.978 – Helping Angels Lead Our Startups (exclude Demo Days from General Solicitation requirements)
- SEC Adopts Rules to Permit Crowdfunding Press Release and Fact Sheets
- SEC Rules – Crowdfunding (full text)
- Clarifications on Investor Verification and Demo Days (ACA Policy Advisory Council on recent SEC writings)
- Why Not All Early‐Stage Investors Are The Same (Differentiating Angels from Crowdfunders)
Resources for Entrepreneurs
- 2016 Salary Guide (Adecco)
- Hiring and Management: How Smart Leaders Build Great Teams (Kauffman Founders School)
- HR Tips – How to Avoid 10 Potential Pitfalls (TriNet)
- Patenting: A Guidebook for Patenting in a Post America Invents Act World (Foley Hoag eBook)
- Primer for Building an Effective Board for Growing Startup Companies (Kauffman Foundation)
- Primer on Hiring for Startups (Julia Austin, BostInno)
- The Talent Wars Report: Today’s Toughest Startup Challenge (TriNet)
Sponsor Background
- Katrina10 ‐ Economic Development and Entrepreneurship (Greater New Orleans Inc)
- OurCrowd – A Simple Model for Quality Investing
- UNO 2015 Information Sheet
- UNO Advanced Materials Research Institute
- UNO Coastal Engineering and Sciences Program
- UNO College of Engineering
- UNO Graduate School Booklet
- UNO Greater New Orleans Center for Information Assurance
- UNO Master of Transportation Institute/ Executive Program
- UNO Pontchartrain Institute for Environmental Sciences
- Whitney Bank Corporate Profile
- Whitney Bank Financing
- Whitney Bank Medical Special Financing Options
Trends and Interesting Reads
- 2015 Kauffman Index National Trends
- 2015 Louisiana Venture Angel Capital Report (Graffagnini Law)
- 2015 Trends in Healthcare ‐ Investments & Exits
- Challenge of Shared Prosperity (Harvard Business School)
- Game Changers (CB Insights)
- Q3 2015 Startup Funding Trends by Gust
- Ranking Angel Investment Groups (CB Insights)
- The View from the Top Podcast – Talent (Foley Hoag)
- The View from the Top Podcast – Failure (Foley Hoag)
- The View from the Top Podcast ‐ Company Culture (Foley Hoag)
The View from the Top Podcasts available at: http://www.masstlc.org/?page=Podcasts
Event Host
Event Sponsors
ACA Annual Partners
