Leadership Workshop 2016 Nashville
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
- After the Check: Seven Tactics to Improve Returns
- Advanced Syndication Putting the Pieces Together
- Advanced Due Diligence (DD) Takeaways
- The Basics of Due Diligence
- How Angels Should Navigate SEC Rules for Crowdfunding and Reg A+
- Nebraska Angels Due Diligence Questions
- After the Altar / Post-investment monitoring
- Welcome to the 2015 angel insights exchange
ACA Member Benefits and Tools - New
- 2017 Angel Insights Exchange Host RFP
- ACA Member Bulletins – Share Your News, Events and Announcements with Other Members
- ACA Presentation for Members to Use – Angel Investment Trends and Best Practices
- Angel-to-Angel Tips
- Member-Board Office Hours – tell ACA Board what you need
- New Angels Education – Videos & Webinars to Share
- RFP for 2017 ACA Summit Session
- The American Angel – demographic survey on angels – take it and share with other angels!
After the Check / Exits
Angel Basics and Best Practices (Zero to Angel)
- An Angel Investors’ Job Description
- Deal Leadership – Seraf Compass
- Deal Terms for Angels – Tips and Strategies for Your Next Negotiation
- Don’t Pay Too Much! Use Cap Tables to Ensure Deals Are Right For You
- Eight Steps to Becoming an Angel
- It’s All in the Terms – What to Prioritize in Angel Term Sheets
- Scorecard Helps Angels Value Early-Stage Companies
- Term Sheets Important Negotiating Issues – VC Experts
- Valuing Startups – Expert Tips for Every Angel
- What Every Angel Should Know Before Writing the First Check
Crowdfunding and SEC Rules
- 2015 PENSCO Crowdfunding Report – includes articles by ACA members and ACA
- ACA Library on Regulation Crowdfunding
- Citizen Investor: A 90 Day State-of-the-Union on Crowdfunding, Reg A+
- Crowdnetic – Data on Title II Investing – September, 2016
- Proposed SEC Amendment Could Reduce Compliance Costs for Small Public Companies
- Regulation A+: New Opportunities for Capital Formation – Sara Hanks, Andrew Stephenson
- SEC Rules – Exemptions to Facilitate Intrastate and Regional Securities Offerings
Due Diligence
- Basics of Due Diligence – Presentation by Dick Reeves
- Committee Member DD Scorecard Template
- DD Rating Summary Sheet
- Diligence Philosophy – ASC
- Diligence Research Assignment Topic List – ASC
- Due Diligence – Seraf Compass
- Due Diligence Document Request List – ASC
- Due Diligence Report Instructions
- Due Diligence – The Secret to Improving Returns by 5X
- Due Diligence Timeline and Process – ASC
- Face-to-Face Meeting Diligence Committee
Intellectual Property and Cyber Security
- Cyber Security BBJ – Table of Experts
- Drafting Software Patents After Recent Federal Circuit Decisions – NJ Law Journal
- Inside Counsel – McRO v Bandai The Return of Preemption after Alice
- Patent Eligibility After Alice – NJ Law Journal
- Patent Troll Watch – Foley Hoag
- Patenting in a Post America Invest Act World – Foley Hoag
- Ten Privacy & Data Security Mistakes Start-Ups Should Avoid
Investing Trends and Research
Public Policy and Economy
- 2016 Study on Job Creation – CBPP
- ACA Congressional Briefing – 06-13-16
- ACA Letter on International Entrepreneur Rule
- ACA Policy Update (September, 2016) – Chris McCannell, Eris Group
- Chattanooga Entrepreneurship Ecosystem Study – Kauffman Foundation
- International Entrepreneur Rule – Proposed
- Rise of Angel Investors – Harvard-MIT
Sponsor and Partner Information
- Beth Cohen – Greenberg Traurig
- David Gitlin – Greenberg Traurig
- Fast Track VC Investor Presentation
- Greenberg Traurig Emerging Technology Overview
- James DeCarlo – Greenberg Traurig
- Propel(x) Brochure
- ProSeeder Technologies – Professional Funding Technology
- Seraf Compass – List of eBooks with Links
- Seraf Compass – Toolbox
- Special Offer for AIE Attendees from Seraf
- Waller Fast Track Brochure
- Waller Overview Services for Emerging Companies and Attorney Bios
Syndication
Tax Information and Company Structure
Event Host
Event Sponsors
ACA Annual Partners
Marketing Partner
