Best practices for angel investors & family offices investing into startups

Best Practices and War Stories: How angel investors and family offices should be investing into Startups and the pitfalls to avoid.

Join us for an educational presentation and panel discussion on best practices in early stage investing with Rubicon Venture Capital, a NYC / SF based early stage fund that is an active investor in Vancouver. The presentation will focus on five key topics: overview of funding mechanisms and the pros and cons of each, evaluating startups for investment, portfolio construction and management, planning for follow on capital raises and working with later stage VCs. The presentation and Q&A session will be followed by a panel discussion with experienced local angel investors sharing their experiences and war stories.

This event is open to active and aspiring angel investors and family offices. The goal is to discuss best practices for investing and supporting your angel investments to position them for continued growth and support from later stage capital.

Key Topics

Overview of SAFEs, convertible notes, equity rounds

• Deep dive on key terms of pre vs. post, caps, discounts, liquidation preferences, participation rights, pro-rata, employee stock options pools, and common vs. preferred shares
• Pros, cons and tradeoffs of each funding mechanism

Evaluating startups

• Deal flow, business characteristics, founding team, potential, future capital needs
• How to conduct early stage diligence - what to look for, what questions to ask and how much is too much.
• Must haves for legal, tax implications, evaluating deals

Common early investment pitfalls and mistakes

Portfolio construction and management for angels

Preparing for follow on financing

• How to work with your investments to prepare them for future capital raises
• Cross border fundings and implications for tax credits

Adding value - how to be a good angel investor

• Optimizing relationship with founder
• Developing relationships with later stage VCs
• Hiring and business development

When to say no

Agenda

5:30pm - 6:00pm: Registration and Networking

6:00pm - 6:30pm: Presentation and Q&A

6:30pm - 7:30pm: Angel Investing Panel Discussions

7:30pm - 8:30pm: Reception

Presentation

Joshua Siegel - General Partner at Rubicon Venture Capital

Shahrooz Nabavi - Partner at Fasken

Panel

Pieter Dorsman – Angel Investor & Advisor

Jennifer Thompson – Angel Investor & Advisor

Ed Levinson – Angel Investor & Advisor

Shahrooz Nabavi - Partner at Fasken

Moderator: Joshua Siegel - General Partner at Rubicon Venture Capital

Investors must register to attend. No tickets at the door.

Sales end at 4.00 PM on Wednesday July 10.

About Rubicon VC

Rubicon Venture Capital is an early stage VC fund with offices in San Francisco and New York City focused on backing consumer and enterprise technology companies in the internet, software and connected hardware verticals at Late Seed, Series A and B stages. Rubicon raises capital from individual high net worth investors, family offices, corporations and institutional LPs creating a powerful network ready to help and go to bat for our startup portfolio. We enable our LPs to co-invest along side the fund on a deal-by-deal basis via innovative sidecar SPV funds right up to IPO or M&A exit.

Our investment focus is on late seed, Series A and B rounds of internet/software/connected hardware companies. To learn more visit http://rubicon.vc/

About Vantec Angel Network

Vantec Angel Network is the largest Angel Group in BC with 90+ members. More than 2,000 companies presented since 1999. Our members invested more than $60 Million in 200+ companies and supported them with advice and connections.

We hold monthly investor meetings in Vancouver BC and offer an online membership to share dealflow with other angel investors. To learn more visit www.vantec.ca

Sponsored by Fasken

Fasken is a leading international law firm with more than 700 lawyers and 10 offices on four continents. Clients rely on us for practical, innovative and cost-effective legal services. We solve the most complex business and litigation challenges, providing exceptional value and putting clients at the centre of all we do. For additional information, please visit the Firm’s website at fasken.com.