The document provides an overview of a presentation on raising seed funding for startups through convertible notes and SAFEs (simple agreements for future equity). It discusses important caveats, the presenter's background, structural considerations for startups, financing options like convertible debt/equity and venture rounds, key terms for convertible securities, common valuation and dilution concepts, potential pitfalls, and answers questions. The presentation aims to help entrepreneurs understand how to structure early-stage financing and what to consider when negotiating convertible notes or SAFEs.
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
7.23.20 How to Raise Seed Funding for Your Startup: Convertible Notes and S...ideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
Come with your questions and get ready to be excited about seed financings!
.
About the Speaker
Jason Putnam Gordon is a results-oriented corporate attorney practicing in the Venture Capital and Emerging Growth Companies group in Polsinelli’s San Francisco office. Jason has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
In his practice, he regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. With industry focuses on consumer goods and technology, because of his broad skill set and deep network, Jason regularly works in wide array of verticals including artificial intelligence, virtual reality, augmented reality, video games, software, hardware, life sciences, the internet of things and agricultural technology.
Jason works with companies based locally, elsewhere in the U.S. and internationally. Jason brings a unique skill set to the negotiating table and to litigation-minimization strategies in the board room. He started his career as a federal law clerk in the United States District Court for the Eastern District of Pennsylvania and then continued as a litigator handling corporate, securities, intellectual property, and commercial litigation before establishing a transactional practice.
Outside of the office, Jason is dedicated to his family and has a passion for skydiving and indoor body flight.
If you have any questions regarding the content of this presentation, you can reach Jason at:
JGordon@polsinelli.com
How to Position Your Startup for Venture Capital Fundingideatoipo
During this webinar you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
Come with your questions and get ready to be excited about venture funding!
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
Come with your questions and get ready to be excited about seed financings!
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
How to Prepare Your Startup for an M & A Exitideatoipo
You've labored for years on your startup and now it's time for an exit. Lack of sufficient preparation will lower the valuation of the company and may even kill your deal. San Francisco-based startup and venture capital attorney Jason Putnam Gordon of Polsinelli LLP will discuss how to properly prepare your startup for an M&A exit.
The program will cover the following:
Pre-M&A process
Parallel tracking additional capital raises
Overview of valuations and why you care
Liquidation waterfalls
Basic deal structures
Letters of Intent and Term Sheets
The diligence process
Negotiating the definitive agreements
The closing process
Post-closing issues
Common pitfalls and deal-killing mistakes
And much, much more!
How to Structure Venture Capital Term Sheets for a Win-Win Deal ideatoipo
T 4/13/21 How to Structure Venture Capital Term Sheets for a Win-Win Deal
7 PM to 8:30 PM Pacific Time (Online)
https://www.meetup.com/Silicon-Valley-Startup-Idea-to-IPO/events/276787604/
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
7.23.20 How to Raise Seed Funding for Your Startup: Convertible Notes and S...ideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
Come with your questions and get ready to be excited about seed financings!
.
About the Speaker
Jason Putnam Gordon is a results-oriented corporate attorney practicing in the Venture Capital and Emerging Growth Companies group in Polsinelli’s San Francisco office. Jason has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
In his practice, he regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. With industry focuses on consumer goods and technology, because of his broad skill set and deep network, Jason regularly works in wide array of verticals including artificial intelligence, virtual reality, augmented reality, video games, software, hardware, life sciences, the internet of things and agricultural technology.
Jason works with companies based locally, elsewhere in the U.S. and internationally. Jason brings a unique skill set to the negotiating table and to litigation-minimization strategies in the board room. He started his career as a federal law clerk in the United States District Court for the Eastern District of Pennsylvania and then continued as a litigator handling corporate, securities, intellectual property, and commercial litigation before establishing a transactional practice.
Outside of the office, Jason is dedicated to his family and has a passion for skydiving and indoor body flight.
If you have any questions regarding the content of this presentation, you can reach Jason at:
JGordon@polsinelli.com
How to Position Your Startup for Venture Capital Fundingideatoipo
During this webinar you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
Come with your questions and get ready to be excited about venture funding!
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
Come with your questions and get ready to be excited about seed financings!
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
How to Prepare Your Startup for an M & A Exitideatoipo
You've labored for years on your startup and now it's time for an exit. Lack of sufficient preparation will lower the valuation of the company and may even kill your deal. San Francisco-based startup and venture capital attorney Jason Putnam Gordon of Polsinelli LLP will discuss how to properly prepare your startup for an M&A exit.
The program will cover the following:
Pre-M&A process
Parallel tracking additional capital raises
Overview of valuations and why you care
Liquidation waterfalls
Basic deal structures
Letters of Intent and Term Sheets
The diligence process
Negotiating the definitive agreements
The closing process
Post-closing issues
Common pitfalls and deal-killing mistakes
And much, much more!
How to Structure Venture Capital Term Sheets for a Win-Win Deal ideatoipo
T 4/13/21 How to Structure Venture Capital Term Sheets for a Win-Win Deal
7 PM to 8:30 PM Pacific Time (Online)
https://www.meetup.com/Silicon-Valley-Startup-Idea-to-IPO/events/276787604/
7.30.20 How to Do a Venture Capital Financingideatoipo
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley corporate attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Come with your questions and get ready to get excited about venture capital financings!
About the Speaker:
Jason Putnam Gordon is a results-oriented corporate attorney practicing in the Venture Capital and Emerging Growth Companies group in Polsinelli's San Francisco office. He has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
Jason regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. Jason regularly works in wide array of verticals including artificial intelligence, virtual reality, augmented reality, video games, software, hardware, life sciences, the internet of things and agricultural technology. His clients are based locally, elsewhere in the U.S., and internationally.
If you have any questions regarding the content of this presentation, you can reach Jason at:
JGordon@polsinelli.com
How to Position Your Startup for VC Fundingideatoipo
During this webinar, you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
Come with your questions and get ready to be excited about venture funding!
How Your Startup Can Raise Venture Capital in the COVID-19 Eraideatoipo
This presentation will cover some of the key topics that you will need think about as you prepare your startup for venture capital funding.
The speaker will address the following and provide context for the COVID-19 era:
1) Should you be raising money from venture capital investors yet, or does it make sense to seek more angel/friends and family financing to allow you to better succeed when you seek venture capital funding?
2) What kinds of marketing documents will you need?
3) Do you have a compelling team, including the right advisors?
4) Who are your targets?
5) Is your pitch and presentation ready for a prime time audience?
6) Can you effectively answer the questions you will face?
7) Is your company prepared for legal due diligence?
The speaker, veteran startup and corporate attorney Greg Chin of Duane Morris LLP, has seen hundreds of startups succeed and fail.
Greg will address these issues and more!
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
Required corporate structure
Legal considerations when pitching investors for seed financing
Differences between using convertible debt and SAFEs
Key terms and considerations when raising seed funding
Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
How to close your seed financing
Important post-closing tasks
And much, much more
8.11.20 Funding 101 for Tech Entrepreneursideatoipo
Veteran Silicon Valley attorney Roger Royse will discuss, compare and contrast the various options available to entrepreneurs when it comes to funding their startup.
The speaker will address some common questions when it comes to funding for startups, including:
1) What are the best funding options for entrepreneurs to scale their business?
2) When should entrepreneurs pursue external funding?
3) How do entrepreneurs choose the right investor?
4) What alternative sources of funding are available?
5) How and why should a founder stage their funding rounds?
6) When should a founder think about exiting?
7) How can advisers help with the funding process?
and more!
Please come with your questions and scenarios.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, mergers and acquisitions and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
If you have questions for Roger, you can reach him at:
roger.royse@haynesboone.com
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
How to Position Your Startup for Venture Capital Fundingideatoipo
During this webinar you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
How To Relocate An International Startup to Silicon Valleyideatoipo
You began your startup outside of the United States, and now you would like to relocate it to Silicon Valley. Every year many startups make the move without working through the complex legal issues. Failing to address those issues can kill your startup. San Francisco-based startup and venture capital attorney Jason Putnam Gordon of Polsinelli LLP will provide a high-level overview of the common US legal issues surrounding the move. This program will provide information on the following key issues:
· Corporate structure
· Tax consequences
· Intercompany agreements
· Immigration
· Intellectual property issues
· US employment laws
· The Committee on Foreign Investment in the United States, also known as CFIUS
· Export-control Issues
· Common pitfalls and mistakes
· And much, much more.
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategiesideatoipo
While large amounts of pooled capital continue to be invested in startups, the legal, tax and regulatory environment continues to evolve. Many entrepreneurs and investors pool their capital into vehicles designed to invest in startups. Others form funds to manage investments by other passive investors.
Join us as we discuss the complex web of legal, tax and regulatory requirements for forming and operating a fund.
Two Silicon Valley attorneys will discuss the nuts and bolts of forming an angel or venture fund, including:
1) Types of investment funds designed to invest in startups
2) Typical investment fund terms
3) Various ways of structuring the distribution waterfall
3) Special tax rules applicable to fund managers (and some related tax issues on the investors side)
4) The federal and state registration requirements for fund managers;
Securities law issues for funds
5) Special considerations for foreign investors in funds
6) CFIUS considerations for funds with foreign investors
and more!
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Startup Basics: How to Split the Pie, Raise Money and Reward ContributorsRoger Royse
What’s my startup worth? How much equity should founders have? How much equity should I give to employees and consultants? How much should I give the VC’s?
Silicon Valley startup attorney Roger Royse of the Royse Law Firm discusses the basic valuation and ownership issues involved in a startup’s life, from formation to financing to exit, including how to value your company and the contributions of stakeholders and investors at each step with a particular emphasis on different models, best practices and traps to avoid.
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Come with your questions and get ready to get excited about venture capital financings!
Startup Basics: Legal, Business, and Financing StrategiesRoger Royse
Launching a startup - or starting a business - is challenging and is fraught with pitfalls.
Roger Royse, the founder of Royse Law Firm, will discus the basics of building a successful business and how to what mistakes to avoid. Roger will discuss:
1) How should entrepreneurs structure their business?
2) How should founders divide equity?
3) What’s the difference between a contractor and an employee?
4) How does a startup get funded?
5) What is an ICO?
6) How does an entrepreneur successfully negotiate with a VC?
7) How viable is crowdfunding in 2019?
8) How should entrepreneurs protect their intellectual property?
and more!
8.18.20 How to Negotiate with Venture Capitalistsideatoipo
Venture capital is the holy grail of funding for successful startups. Startups that successfully close a venture capital funding round will have access not only to money but also experience, expertise and connections. Silicon Valley has many success stories of venture-backed companies that went on to successful exits. However, there are as many stories of founders who lost their companies, exited too early or gave up too much to the venture capitalists. If a startup is lucky enough to get a venture capital term sheet, how can the startup founder protect herself? What should be negotiated, and what should she expect?
Join us as veteran Silicon Valley startup and venture capital attorney Roger Royse discusses how to negotiate with venture capitalists.
In this presentation, you will learn:
1) How to do due diligence on a venture capitalist
2) How to prepare your company for a venture capital financing
3) How to best position yourself for a successful raise
4) What terms to expect and what traps to avoid
5) What terms are standard, and what terms you should never agree to
6) What is a term sheet, and what can you expect to be in it
7) How to protect yourself from overreaching investors
8) How to position yourself for the future after the funding closes
9) What to expect after the close….
And more!
Please come with your questions, comments and scenarios.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, mergers and acquisitions and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
If you have questions for Roger, you can reach him at:
roger.royse@haynesboone.com
Royse Law Firm and BNY Mellon Wealth Management discuss the various legal, tax, and financial scenarios to consider when selling your business.
- Is this a good time in the global economic environment to be planning an exit?
- What personal financial planning is necessary to maximize the benefit of this exit for my family and me?
- What legal, tax, and financial due diligence is critical to ensuring a successful exit?
- What are the key elements to successfully selling your business?
Startups in a Down Economy: Legal, Business, and Financing Strategiesideatoipo
Launching a startup - or starting a business - is challenging and is fraught with pitfalls. This is even more so in the midst of a pandemic and a global recession.
Roger Royse, partner at the law firm of Haynes and Boone, LLP in Palo Alto, will discus strategies for building and operating a successful business or startup during a recession. Roger will discuss:
1) What should you expect from your vendors, customers and financiers?
2) How can startup founders protect themselves from predatory creditors during a bad economy?
3) What will financing terms look like now?
Is startup investment capital even available?
4) What are some tax traps to avoid when working out debt obligations with investors and creditors?
5) Can startups still get federal stimulus grant money or loans?
6) What will venture capital terms look like now?
7) For existing startup companies -- how can you get venture capitalists to step up and continue funding your startup company?
8) How viable is crowdfunding and other alternative sources of funding in 2020?
9) If you lost your job or have been furloughed, how do you get started doing gig work in a gig economy?
What are the legal traps and restrictions for gig workers?
10) What other strategies and tactics should entrepreneurs deploy during a downturn?
and more!
Please come with your questions, comments and scenarios.
How to Position Your Startup for Venture Capital Fundingideatoipo
Veteran Silicon Valley venture capital attorney Jason Putnam Gordon disusses the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion includes:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
About the Speaker:
Jason Putnam Gordon is a results-oriented corporate attorney in the Emerging Growth and Venture Capital practice of the San Francisco office of K&L Gates. Jason has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
In his practice, he regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. Jason also works with angels and venture capitalists as they deploy capital. With industry focuses in health and technology, because of his broad skill set and deep network, Jason regularly works in a wide array of verticals including life sciences, digital health, artificial intelligence, virtual reality, software, hardware, the internet of things, and agricultural technology.
Jason works with companies based locally, elsewhere in the U.S. and internationally. Jason brings a unique skill set to the negotiating table and to litigation-minimization strategies in the boardroom. He started his career as a federal law clerk in the United States District Court for the Eastern District of Pennsylvania and then continued as a litigator handling corporate, securities, intellectual property, and commercial litigation before establishing a transactional practice.
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
Required corporate structure
Legal considerations when pitching investors for seed financing
Differences between using convertible debt and SAFEs
Key terms and considerations when raising seed funding
Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
How to close your seed financing
Important post-closing tasks
And much, much more
7.30.20 How to Do a Venture Capital Financingideatoipo
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley corporate attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Come with your questions and get ready to get excited about venture capital financings!
About the Speaker:
Jason Putnam Gordon is a results-oriented corporate attorney practicing in the Venture Capital and Emerging Growth Companies group in Polsinelli's San Francisco office. He has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
Jason regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. Jason regularly works in wide array of verticals including artificial intelligence, virtual reality, augmented reality, video games, software, hardware, life sciences, the internet of things and agricultural technology. His clients are based locally, elsewhere in the U.S., and internationally.
If you have any questions regarding the content of this presentation, you can reach Jason at:
JGordon@polsinelli.com
How to Position Your Startup for VC Fundingideatoipo
During this webinar, you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
Come with your questions and get ready to be excited about venture funding!
How Your Startup Can Raise Venture Capital in the COVID-19 Eraideatoipo
This presentation will cover some of the key topics that you will need think about as you prepare your startup for venture capital funding.
The speaker will address the following and provide context for the COVID-19 era:
1) Should you be raising money from venture capital investors yet, or does it make sense to seek more angel/friends and family financing to allow you to better succeed when you seek venture capital funding?
2) What kinds of marketing documents will you need?
3) Do you have a compelling team, including the right advisors?
4) Who are your targets?
5) Is your pitch and presentation ready for a prime time audience?
6) Can you effectively answer the questions you will face?
7) Is your company prepared for legal due diligence?
The speaker, veteran startup and corporate attorney Greg Chin of Duane Morris LLP, has seen hundreds of startups succeed and fail.
Greg will address these issues and more!
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
Required corporate structure
Legal considerations when pitching investors for seed financing
Differences between using convertible debt and SAFEs
Key terms and considerations when raising seed funding
Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
How to close your seed financing
Important post-closing tasks
And much, much more
8.11.20 Funding 101 for Tech Entrepreneursideatoipo
Veteran Silicon Valley attorney Roger Royse will discuss, compare and contrast the various options available to entrepreneurs when it comes to funding their startup.
The speaker will address some common questions when it comes to funding for startups, including:
1) What are the best funding options for entrepreneurs to scale their business?
2) When should entrepreneurs pursue external funding?
3) How do entrepreneurs choose the right investor?
4) What alternative sources of funding are available?
5) How and why should a founder stage their funding rounds?
6) When should a founder think about exiting?
7) How can advisers help with the funding process?
and more!
Please come with your questions and scenarios.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, mergers and acquisitions and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
If you have questions for Roger, you can reach him at:
roger.royse@haynesboone.com
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
How to Position Your Startup for Venture Capital Fundingideatoipo
During this webinar you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
How To Relocate An International Startup to Silicon Valleyideatoipo
You began your startup outside of the United States, and now you would like to relocate it to Silicon Valley. Every year many startups make the move without working through the complex legal issues. Failing to address those issues can kill your startup. San Francisco-based startup and venture capital attorney Jason Putnam Gordon of Polsinelli LLP will provide a high-level overview of the common US legal issues surrounding the move. This program will provide information on the following key issues:
· Corporate structure
· Tax consequences
· Intercompany agreements
· Immigration
· Intellectual property issues
· US employment laws
· The Committee on Foreign Investment in the United States, also known as CFIUS
· Export-control Issues
· Common pitfalls and mistakes
· And much, much more.
How to Form an Angel or Venture Fund: Legal, Business and Tax Strategiesideatoipo
While large amounts of pooled capital continue to be invested in startups, the legal, tax and regulatory environment continues to evolve. Many entrepreneurs and investors pool their capital into vehicles designed to invest in startups. Others form funds to manage investments by other passive investors.
Join us as we discuss the complex web of legal, tax and regulatory requirements for forming and operating a fund.
Two Silicon Valley attorneys will discuss the nuts and bolts of forming an angel or venture fund, including:
1) Types of investment funds designed to invest in startups
2) Typical investment fund terms
3) Various ways of structuring the distribution waterfall
3) Special tax rules applicable to fund managers (and some related tax issues on the investors side)
4) The federal and state registration requirements for fund managers;
Securities law issues for funds
5) Special considerations for foreign investors in funds
6) CFIUS considerations for funds with foreign investors
and more!
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Startup Basics: How to Split the Pie, Raise Money and Reward ContributorsRoger Royse
What’s my startup worth? How much equity should founders have? How much equity should I give to employees and consultants? How much should I give the VC’s?
Silicon Valley startup attorney Roger Royse of the Royse Law Firm discusses the basic valuation and ownership issues involved in a startup’s life, from formation to financing to exit, including how to value your company and the contributions of stakeholders and investors at each step with a particular emphasis on different models, best practices and traps to avoid.
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Jason Putnam Gordon will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And much, much more
Come with your questions and get ready to get excited about venture capital financings!
Startup Basics: Legal, Business, and Financing StrategiesRoger Royse
Launching a startup - or starting a business - is challenging and is fraught with pitfalls.
Roger Royse, the founder of Royse Law Firm, will discus the basics of building a successful business and how to what mistakes to avoid. Roger will discuss:
1) How should entrepreneurs structure their business?
2) How should founders divide equity?
3) What’s the difference between a contractor and an employee?
4) How does a startup get funded?
5) What is an ICO?
6) How does an entrepreneur successfully negotiate with a VC?
7) How viable is crowdfunding in 2019?
8) How should entrepreneurs protect their intellectual property?
and more!
8.18.20 How to Negotiate with Venture Capitalistsideatoipo
Venture capital is the holy grail of funding for successful startups. Startups that successfully close a venture capital funding round will have access not only to money but also experience, expertise and connections. Silicon Valley has many success stories of venture-backed companies that went on to successful exits. However, there are as many stories of founders who lost their companies, exited too early or gave up too much to the venture capitalists. If a startup is lucky enough to get a venture capital term sheet, how can the startup founder protect herself? What should be negotiated, and what should she expect?
Join us as veteran Silicon Valley startup and venture capital attorney Roger Royse discusses how to negotiate with venture capitalists.
In this presentation, you will learn:
1) How to do due diligence on a venture capitalist
2) How to prepare your company for a venture capital financing
3) How to best position yourself for a successful raise
4) What terms to expect and what traps to avoid
5) What terms are standard, and what terms you should never agree to
6) What is a term sheet, and what can you expect to be in it
7) How to protect yourself from overreaching investors
8) How to position yourself for the future after the funding closes
9) What to expect after the close….
And more!
Please come with your questions, comments and scenarios.
About the Speaker:
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, mergers and acquisitions and fund formation. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies and is a frequent speaker, writer, radio guest, blogger and panelist for bar associations, CPA organizations, and business groups. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, and has a “Superb” rating from Avvo..
Roger is the author of Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance and Fast Company.
If you have questions for Roger, you can reach him at:
roger.royse@haynesboone.com
Royse Law Firm and BNY Mellon Wealth Management discuss the various legal, tax, and financial scenarios to consider when selling your business.
- Is this a good time in the global economic environment to be planning an exit?
- What personal financial planning is necessary to maximize the benefit of this exit for my family and me?
- What legal, tax, and financial due diligence is critical to ensuring a successful exit?
- What are the key elements to successfully selling your business?
Startups in a Down Economy: Legal, Business, and Financing Strategiesideatoipo
Launching a startup - or starting a business - is challenging and is fraught with pitfalls. This is even more so in the midst of a pandemic and a global recession.
Roger Royse, partner at the law firm of Haynes and Boone, LLP in Palo Alto, will discus strategies for building and operating a successful business or startup during a recession. Roger will discuss:
1) What should you expect from your vendors, customers and financiers?
2) How can startup founders protect themselves from predatory creditors during a bad economy?
3) What will financing terms look like now?
Is startup investment capital even available?
4) What are some tax traps to avoid when working out debt obligations with investors and creditors?
5) Can startups still get federal stimulus grant money or loans?
6) What will venture capital terms look like now?
7) For existing startup companies -- how can you get venture capitalists to step up and continue funding your startup company?
8) How viable is crowdfunding and other alternative sources of funding in 2020?
9) If you lost your job or have been furloughed, how do you get started doing gig work in a gig economy?
What are the legal traps and restrictions for gig workers?
10) What other strategies and tactics should entrepreneurs deploy during a downturn?
and more!
Please come with your questions, comments and scenarios.
How to Position Your Startup for Venture Capital Fundingideatoipo
Veteran Silicon Valley venture capital attorney Jason Putnam Gordon disusses the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion includes:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
About the Speaker:
Jason Putnam Gordon is a results-oriented corporate attorney in the Emerging Growth and Venture Capital practice of the San Francisco office of K&L Gates. Jason has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
In his practice, he regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. Jason also works with angels and venture capitalists as they deploy capital. With industry focuses in health and technology, because of his broad skill set and deep network, Jason regularly works in a wide array of verticals including life sciences, digital health, artificial intelligence, virtual reality, software, hardware, the internet of things, and agricultural technology.
Jason works with companies based locally, elsewhere in the U.S. and internationally. Jason brings a unique skill set to the negotiating table and to litigation-minimization strategies in the boardroom. He started his career as a federal law clerk in the United States District Court for the Eastern District of Pennsylvania and then continued as a litigator handling corporate, securities, intellectual property, and commercial litigation before establishing a transactional practice.
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon will cover the following topics:
Required corporate structure
Legal considerations when pitching investors for seed financing
Differences between using convertible debt and SAFEs
Key terms and considerations when raising seed funding
Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
How to close your seed financing
Important post-closing tasks
And much, much more
How to Raise Seed Funding for Your Startup Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. In this webinar, veteran Silicon Valley startup and corporate attorney Jason Putnam Gordon discusses the following topics:
Required corporate structure
Legal considerations when pitching investors for seed financing
Differences between using convertible debt and SAFEs
Key terms and considerations when raising seed funding
Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
How to close your seed financing
Important post-closing tasks
And much, much more
.
About the Speaker
Jason Putnam Gordon is a results-oriented corporate attorney in the Emerging Growth and Venture Capital practice of the San Francisco office of K&L Gates. Jason has a passion for working with experienced entrepreneurs and executives to make their vision a reality.
In his practice, he regularly represents companies throughout their life cycle in matters related to venture capital financing, strategic corporate relationships, corporate formation, complex mergers and acquisitions, sales, and divestitures. Jason also works with angels and venture capitalists as they deploy capital. With industry focuses in health and technology, because of his broad skill set and deep network, Jason regularly works in a wide array of verticals including life sciences, digital health, artificial intelligence, virtual reality, software, hardware, the internet of things, and agricultural technology.
Jason works with companies based locally, elsewhere in the U.S. and internationally. Jason brings a unique skill set to the negotiating table and to litigation-minimization strategies in the boardroom. He started his career as a federal law clerk in the United States District Court for the Eastern District of Pennsylvania and then continued as a litigator handling corporate, securities, intellectual property, and commercial litigation before establishing a transactional practice.
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. Veteran Silicon Valley startup and corporate attorney Alidad Vakili will cover the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
8. And much, much more
Come with your questions and get ready to be excited about seed financings!
About the Speaker
Alidad Vakili is an attorney in the Palo Alto office of Foley and Lardner, an international law firm. He regularly represents startup and emerging growth companies at every stage of the company lifecycle—from startup to liquidity. He frequently advises clients on a variety of strategic growth issues including venture capital and private equity financing, private offerings, joint ventures and M&A transactions. His work includes not only advising on major corporate milestones but also significant involvement in day-to-day operations and strategic business issues, such as formation, governance, and commercial agreements.
Startup Equitable Equity: Carving up the Ownership Pieideatoipo
Improperly handling equity is one easy way to kill a startup. San Francisco-based startup and venture capital attorney Jason Putnam Gordon of Polsinelli LLP will discuss how to properly distribute equity to founders, investors, and other contributors to help build a successful startup.
The program will cover the following:
1. An overview of startup ownership
2. Best practices for founders, employees, and consultants
3. How dilution works
4. Why you should not allow a fear of dilution to drive non-market compensation agreements
5. How round valuation affects ownership interests
6. Issues with early- and then later-stage investors
7. Common pitfalls and startup-killing mistakes
8. And much, much more
Come with your questions and be prepared to get excited about startup equity!
How to Position Your Startup for Venture Capital Fundingideatoipo
During this webinar you will learn the basics of the venture model and path along with the necessary steps to take so that your company’s legal structure is an attractive investment. The discussion will cover:
1. Why a Delaware C-Corp is the most-common structure
2. How to document the relationship of the founders and early employees
3. The typical funding stages of a successful startup
4. An overview of convertible debt and SAFEs
5. Why it’s critical to run pro forma cap tables before financings
6. What happens in a venture financing
7. Why compliance with securities laws is important
8. Common legal mistakes in raising capital
9. And much, much more
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEs ideatoipo
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs.
In this presentation, Silicon Valley startup and corporate attorney Alidad Vakili discusses the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
and more!
About the Speaker
Alidad Vakili is an attorney in the Palo Alto office of Foley and Lardner, an international law firm. He regularly represents startup and emerging growth companies at every stage of the company lifecycle—from startup to liquidity. He frequently advises clients on a variety of strategic growth issues including venture capital and private equity financing, private offerings, joint ventures and M&A transactions. His work includes not only advising on major corporate milestones but also significant involvement in day-to-day operations and strategic business issues, such as formation, governance, and commercial agreements.
How to Raise Seed Funding for Your Startup: Convertible Notes and SAFEsideatoipo
Recorded on Thursday, August 17,2023
Seed financings enable a startup to put together its initial team, build a working prototype, and begin to test the market. Often these investments are made via convertible debt or SAFEs. In this video, veteran Silicon Valley startup and corporate attorney Alidad Vakili discusses the following topics:
1. Required corporate structure
2. Legal considerations when pitching investors for seed financing
3. Differences between using convertible debt and SAFEs
4. Key terms and considerations when raising seed funding
5. Common mistakes and pitfalls that companies make when raising seed funding via convertible debt and SAFEs
6. How to close your seed financing
7. Important post-closing tasks
and more!
About the Speaker
Alidad Vakili is an attorney in the Palo Alto office of Foley and Lardner, an international law firm. He regularly represents startup and emerging growth companies at every stage of the company lifecycle—from startup to liquidity. He frequently advises clients on a variety of strategic growth issues including venture capital and private equity financing, private offerings, joint ventures and M&A transactions. His work includes not only advising on major corporate milestones but also significant involvement in day-to-day operations and strategic business issues, such as formation, governance, and commercial agreements.
Attached is a presentation that Sonia Desai and I recently gave to the Estate Planning Section of the Austin Bar Association on discounts for lack of control and marketability. Feel free to contact me with any questions or if you'd like us to present this to your group.
Recorded 10/19/2023
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Alidad Vakili will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And more!
About the Speaker
Alidad Vakili is an attorney in the Palo Alto office of Foley and Lardner, an international law firm. He regularly represents startup and emerging growth companies at every stage of the company lifecycle—from startup to liquidity. He frequently advises clients on a variety of strategic growth issues including venture capital and private equity financing, private offerings, joint ventures and M&A transactions. His work includes not only advising on major corporate milestones but also significant involvement in day-to-day operations and strategic business issues, such as formation, governance, and commercial agreements.
Recorded 6/29/23
The info in this video is critical for entrepreneurs who will be raising a preferred round in the near future. The info in this video (recorded from a webinar delivered to a live virtual audience) is designed to teach you what to expect when your company sells preferred stock in a venture round.
Veteran Silicon Valley venture capital attorney Alidad Vakili discusses the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And more!
About the Speaker
Alidad Vakili is an attorney in the Palo Alto office of Foley and Lardner, an international law firm. He regularly represents startup and emerging growth companies at every stage of the company lifecycle—from startup to liquidity. He frequently advises clients on a variety of strategic growth issues including venture capital and private equity financing, private offerings, joint ventures and M&A transactions. His work includes not only advising on major corporate milestones but also significant involvement in day-to-day operations and strategic business issues, such as formation, governance, and commercial agreements.
Eddie Lampert bought Kmart out of bankruptcy. W.L. Ross made a fortune many times over buying steel and other companies out of bankruptcy. Hedge funds and other distressed debt traders buy and sell millions of dollars of distressed securities and bankruptcy claims every day. A number of private equity funds focus exclusively on buying distressed businesses, fixing, and selling them. And fortunes are made when real estate crashes by those who have the dry powder to swoop in and buy when others are forced to sell. This webinar explains how to loan to, or purchase the debt of, a company in order to acquire it (a strategy commonly called “loan to own”); how to learn about opportunities involving distressed companies; and tips and best practices for participating in bankruptcy, Article 9, and other sales of distressed businesses (including the concept of serving as the “stalking horse).
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/opportunity-amidst-crisis-buying-distressed-assets-claims-and-securities-for-fun-profit-2020/
Funding 101 for Tech Entrepreneurs & StartupsRoger Royse
Roger Royse, founder of the Royse Law Firm, discusses the various options available to entrepreneurs when it comes to funding their startup.
Topics include:
1) What are the best funding options for entrepreneurs to scale their business?
2) When should entrepreneurs pursue external funding?
3) How do entrepreneurs choose the right investor?
4) What alternative sources of funding are available?
5) How and why should a founder stage their funding rounds?
6) When should a founder think about exiting?
7) How can advisors help with the funding process?
M&A Post-Closing Disputes: Commonly disputed financial statement accountsDeloitte United States
Gain insights into which financial statement accounts often lead to post-closing disputes between the parties to mergers and acquisitions transactions in this thought-provoking Dash on-demand webcast, presented by Jen Larson and Brian Lappen of Deloitte Financial Advisory Services LLP - Learn more:
http://www.deloitte.com/view/en_US/us/Services/Financial-Advisory-Services/Litigation-Dispute-Financial-Advisory/7c8c01f0ed5fb110VgnVCM100000ba42f00aRCRD.htm
ddie Lampert bought Kmart out of bankruptcy. W.L. Ross made a fortune many times over buying steel and other companies out of bankruptcy. Hedge funds and other distressed debt traders buy and sell millions of dollars of distressed securities and bankruptcy claims every day. A number of private equity funds focus exclusively on buying distressed businesses, fixing, and selling them. And fortunes are made when real estate crashes by those who have the dry powder to swoop in and buy when others are forced to sell. This webinar explains how to loan to, or purchase the debt of, a company in order to acquire it (a strategy commonly called “loan to own”); how to learn about opportunities involving distressed companies; and tips and best practices for participating in bankruptcy, Article 9, and other sales of distressed businesses (including the concept of serving as the “stalking horse).
Part of the webinar series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2021
See more at https://www.financialpoise.com/webinars/
How to do a Venture Capital Financing in 2024ideatoipo
Presented 2/15/2024
This webinar is critical for entrepreneurs who will be raising a preferred round in the near future. This webinar is designed to teach you what to expect when your company sells preferred stock in a venture round.
During this webinar, veteran Silicon Valley venture capital attorney Alidad Vakili will cover the following topics:
· What venture capitalists are looking for when they invest in a company
· What makes a company a potential investment for a venture capital fund
· Pre-round issues
· What makes a good investor and how to find them
· How to negotiate a term sheet
· The deal documentation
· The diligence process
· Closing issues
· Post-closing issues
· Common pitfalls when raising venture capital
· And more!
Come with your questions and scenarios.
About the Speaker
Alidad Vakili is an attorney in the Palo Alto office of Foley and Lardner, an international law firm. He regularly represents startup and emerging growth companies at every stage of the company lifecycle—from startup to liquidity. He frequently advises clients on a variety of strategic growth issues including venture capital and private equity financing, private offerings, joint ventures and M&A transactions. His work includes not only advising on major corporate milestones but also significant involvement in day-to-day operations and strategic business issues, such as formation, governance, and commercial agreements.
For more info on Idea to IPO events, visit:
www.idea-to-ipo.com
Fund Raising, an art, not mastered by all the founders. About 90% of the startup fails to convert their business plan into investor consent. What are the steps followed by remaining 10% who succeed in closing the deal? What are the “Does & Don’t’” to be followed by a Startup- to raise fund from investors? What are the measures/precautions to be followed by startup to be picked by investors? Many a times, investor may agree preliminary, however, at a later stage they refused to move ahead, even the additional concessions offered do not motivate the investors. There are several questions which a founder had to face but failed to knock the right opportunity.
Similar to 11.24.20 how to Raise Seed Funding for Your Startup: Convertible Notes and SAFES (20)
Anatomy of a Patent for Executives and Entrepreneursideatoipo
Recorded on Friday, April 19, 2024
Veteran Silicon Valley intellectual property attorney Dr. Steven Colby discusses how to read and interpret patents. This presentation is geared towards decision-makers and provides viewers a level of understanding that will allow them to evaluate patents and pending patent applications in order to make educated business decisions.
Dr. Colby discusses:
1. What is patentable
2. The rights conveyed in an issued patent
3. The differences between the specification and claims
4. How to interpret claims, priority and patent families
5. The indicators of good and bad patents
6. The practical value of patents
and more!
About the Speaker:
Dr. Steven Colby is a partner and patent attorney at Rimon Law. He focuses on early stage startups and develops IP with a view of increasing company valuation. Steve received his Ph.D. from Indiana University, Bloomington, where he focused on the development and design of scientific instruments. He has over 40 published scientific papers and abstracts and holds several patents. Prior to becoming a patent attorney, Dr. Colby was director of product development for a scientific instrument company. His professional background extends to software and hardware development, website development, manufacturing management, electronics, sensors, measurement devices, control systems, mass spectrometry, chromatography, and bioanalysis.
How to Master Resume Writing in a Competitive Marketideatoipo
Recorded on Thursday, April 4, 2024
In this video, Albert of Albert's List discusses the art and science of crafting resumes that stand out and help you get your dream job.
Understanding the Resume's Purpose: Learn how to leverage this document effectively to showcase your skills, experiences, and achievements in a way that captivates recruiters from the get-go.
The Power of Impact: Discover why quantifying your achievements and emphasizing results is crucial for grabbing attention and demonstrating your value to prospective employers.
Strategic Resume Ordering: There is an optimal structure that will ensure that your resume flows seamlessly and highlights your most impressive credentials.
Content Do's and Don'ts: . Understand what key information to include and what to leave out to ensure that your resume is concise, relevant, and compelling.
Harnessing AI in Resume Writing: Explore how AI tools can be beneficial and when human touch is indispensable for crafting a personalized, impactful resume.
And much more!
Also, check out:
https://albertslist.gumroad.com/l/resumereview/IPO.
About the Speaker:
Albert Qian is a technology product marketer and founder of Albert's List, a job and career community focused on connecting job seekers, hiring managers, and working professionals to produce positive career outcomes. Born and raised in the San Francisco Bay Area, Albert has worked at various technology companies in various marketing capacities and conducted many successful job searches.
Connect with Albert on LinkedIn at www.linkedin.com/in/albertqian and on Albert's List at https://bit.ly/findyournextjob.
How to Answer the Most Important Question In Your Interviewideatoipo
Recorded on March 20, 2024
,
In a competitive job market, landing an interview is one of the biggest challenges for job seekers. However, once you find yourself in a face-to-face interview with a hiring manager, how do you come across as the best candidate for the position?
Job interviews are all about diffusing risk. After all, a company would never post a role unless it knew it absolutely needed someone who could help them get to the next level. By chatting with prospects, the hiring manager can get an idea of existing talent on the market and what they can provide.
That's why knowing what's at stake is critical to any job you apply for. Outside of being collaborative, being technical, and having your personal stories down, knowing what matters to your bosses, colleagues, and the industry at large are key to being successful.
Learn how you can know what's at stake in your job search and learn to tell a story in your interviews that help you stand out in this webinar from Albert Qian, founder of Albert's List. Over the past 11 years, Albert's List has connected more than 50,000 job seekers, recruiters, and hiring managers to improve career outcomes.
In this video, Albert covers how you answer the most important question in your interviews, including:
Where you can go to research what's at stake for the companies you're interviewing at.
How knowing what's at stake sets you apart from the competition.
How you can use what's at stake as a part of your job interview.
Answers that stand out—and answers that will not get you to the next round.
Ongoing job search trends and where to look for your next opportunity.
Resources that can be used as job seekers conduct their job hunt.
And more!
Albert Qian is a technology product marketer and founder of Albert's List, a job seeker community focused on connecting job seekers, hiring managers, and working professionals to produce positive career outcomes. Born and raised in the San Francisco Bay Area, he's worked at various technology companies in marketing capacities and conducted many successful job searches.
Connect with Albert on LinkedIn at www.linkedin.com/in/albertqian and on Albert's List at https://bit.ly/findyournextjob.
How to Write a Resume in a Competitive Job Marketideatoipo
Are you ready to take your career to new heights in today's fiercely competitive job market? A resume is incredibly important as its the document that gets you through the door. Without a strong document that showcases your successes, capabilities, and impact, your credentials will fall to the bottom of the pile.
Join us for an insightful webinar where we delve into the art and science of crafting resumes that stand out and propel you towards your dream job.
You'll learn:
Understanding the Resume's Purpose: Your resume is your first impression on potential employers. Learn how to leverage this document effectively to showcase your skills, experiences, and achievements in a way that captivates recruiters from the get-go.
The Power of Impact: In a sea of resumes, focusing on impact sets you apart. Discover why quantifying your achievements and emphasizing results is crucial for grabbing attention and demonstrating your value to prospective employers.
Strategic Resume Ordering: The order of information on your resume can make or break your chances of success. We'll guide you through the optimal structure, ensuring that your resume flows seamlessly and highlights your most impressive credentials.
Content Do's and Don'ts: Navigate the fine line between informative and overwhelming. Understand what key information to include and what to leave out to ensure that your resume is concise, relevant, and compelling.
Harnessing AI in Resume Writing: Artificial Intelligence has revolutionized the job market, but how can it enhance your resume-writing process? Explore where AI tools can be beneficial and when human touch is indispensable for crafting a personalized, impactful resume.
And much more!
Don't let your resume hold you back from reaching your career goals. Join us for this illuminating webinar and equip yourself with the knowledge and tools to create a standout resume that opens doors to endless opportunities. Register now and take the first step towards career success!
If you want resume advice in advance of the webinar, book time and get ahead of the rush here: https://albertslist.gumroad.com/l/resumereview
How to Get Venture and Angel Funding for Your Tech Startupideatoipo
Presented February 29, 2024
Veteran Silicon Valley attorney Roger Royse will discuss how to get venture and angel funding for your tech startup.
The webinar will cover the basics of angel and venture capital including current practices and common strategies used by investors in evaluating investments and by startups in finding, selecting and negotiating with investors.
The speaker will discuss:
Types of investors for your stage and sector
Types on investments
Venture capital economics;
Management and control issues
Due diligence concerns
Exit strategies
Startup and founder protections
And more!
About the Speaker
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, and mergers and acquisitions. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger is a Fellow of the American College of Tax Counsel and former chair of several committees of the American Bar Association Sections of Business Law and Taxation. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies. Roger is a nationally recognized authority on agtech – the technology of food production - and the legal considerations for companies in this industry. Roger is also the author of 10,000 Startups: Legal Strategies for Startup Success and Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance, ABA Journal, Thrive Global and Fast Company.
How to Get Venture and Angel Funding for Your Tech Startupideatoipo
Recorded 2/29/2024
In this video, veteran Silicon Valley attorney Roger Royse discusses how to get venture and angel funding for your tech startup.
The video covers the basics of angel and venture capital including current practices and common strategies used by investors in evaluating investments and by startups in finding, selecting and negotiating with investors.
Roger discusses:
1. Types of investors for your stage and sector
2. Types on investments
3. Venture capital economics
4. Management and control issues
5. Due diligence concerns
6. Exit strategies
7. Startup and founder protections
8. And more!
About the Speaker
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, and mergers and acquisitions. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger is a Fellow of the American College of Tax Counsel and former chair of several committees of the American Bar Association Sections of Business Law and Taxation. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies. Roger is a nationally recognized authority on agtech – the technology of food production - and the legal considerations for companies in this industry. Roger is also the author of 10,000 Startups: Legal Strategies for Startup Success and Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance, ABA Journal, Thrive Global and Fast Company.
How to Protect Your Intellectual Propertyideatoipo
Recorded January 25, 2024
Intellectual property attorney Dr. Steven Colby will discuss how entrepreneurs can protect their intellectual property.
Steve will discuss the following:
1) How can intellectual property make or break your startup?
2) Why should you file patent applications as an early stage startup?
3) When should I start filing patent applications?
4) What does a patent application cost?
5) What is patentable?
6) What types of intellectual property can I get?
(copyright, trademark, secrets)
7) What do I need to know about other people’s intellectual property?
(infringement, open source, employees, past employers)
8) What big intellectual property mistakes should I avoid?
9) When do I need to use non-disclosure agreements (NDAs)?
and more!
How to Systematize Your Job Search in 2024ideatoipo
Recorded Tuesday February 6, 2024
Job hunting can be an overwhelming experience, especially for those unfamiliar with the process. Activities such as resume writing, networking, and even having a positive attitude are part of the process -- in addition to landing an interview or applying for the right positions.
Learn how you can create clarity in your job search and discover a process that works in video featuring Albert Qian, founder of Albert's List. Over the past 11 years, Albert's List has connected more than 50,000 job seekers, recruiters, and hiring managers to improve career outcomes.
In this video, Albert covers:
A framework model that job seekers can use that encompasses all aspects of the job search
How the framework can provide clarity towards finding a job
Why the framework is successful—even in uncertain times like this
Quick tips and tricks on how job seekers can be successful in each part of the framework
Ongoing job search trends
Resources that can be used as job seekers conduct their job hunt
And more!
About the Speaker:
Albert Qian is a technology product marketer and founder of Albert's List, a job seeker community focused on connecting job seekers, hiring managers, and working professionals to produce positive career outcomes. Born and raised in the San Francisco Bay Area, he's worked at various technology companies in marketing capacities and conducted many successful job searches.
Connect with Albert on LinkedIn at www.linkedin.com/in/albertqian and on Albert's List at https;//bit.ly/findyournextjob.
Top Ten Legal Mistakes That Could Doom Your Startupideatoipo
Presented Thursday February 8, 2024
In this video, Silicon Valley attorney Roger Royse, partner at the law firm of Haynes and Boone LLP, summarizes the most common legal mistakes that startup companies and their lawyers make and how to avoid making those mistakes. Some of those mistakes can be rectified, but many will result in your startup company being "dead on arrival" when it comes time for funding or acquisition opportunities. Knowing what those mistakes are and how to avoid them is essential to starting and building a successful company.
Roger discusses those unique issues as well as the sometimes surprising and ever-evolving California rules, including:
1. Corporate formation and choice of entity and law;
2. Securities laws;
3. Labor and employment and why virtually every startup in California is probably out of compliance and what you can do about it;
4. Intellectual property strategies using patent, trademark and trade secret;
5. Protecting your business through agreements;
6. Protecting the founders from personal liability;
7. and more!
Roger draws on more than 30 years of startup experience in describing how to manage legal risk on a startup budget.
About the Speaker
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, and mergers and acquisitions. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger is a Fellow of the American College of Tax Counsel and former chair of several committees of the American Bar Association Sections of Business Law and Taxation. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies. Roger is a nationally recognized authority on agtech – the technology of food production - and the legal considerations for companies in this industry. Roger is also the author of 10,000 Startups: Legal Strategies for Startup Success and Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance, ABA Journal, Thrive Global and Fast Company.
How to Recession-Proof Your Job Search in 2024ideatoipo
The news might say that the job market is healthy, but look around and anything but. Just look at some of the latest headlines:
Unity announced a layoff of 25% of their staff.
Duolingo, citing AI, cut most of their translation contractors.
Google, believing that its AI is ready to sell better than human beings, is about to re-organize 30,000 employees.
More than 425,000 tech workers have been laid off since the beginning of 2022.
Banking firms, noting higher interest rates and industry consolidation, cut 20,000 workers in 2023.
Even though 2024 promises to be a better year, uncertainty continues to reign. A combination of geopolitical conflicts, presidential elections, high inflation, and corporate uncertainty threatens to undo the post-pandemic recovery, sending workers down yet another roller coaster.
Be Recession-Proof
At Albert's List, we've spent the past 7 years examining the job search while serving a community of 50,000+ professionals across all career stages and types. In the process, we've developed frameworks that reveal the secrets of finding the next job while keeping the journey from becoming too overwhelming.
Join us for an upcoming free webinar that looks at both job search fundamentals and how to leverage tools, platforms, and the power of community to accelerate your job search.
We’ll walk through:
A visual way to look at the job search, and how professionals of all levels can understand what they are expected to demonstrate during their hunt for work.
How to use AI tools to make your job search smarter and more efficient.
Why leveraging a community to keep you accountable can be the best way to foster success.
How to organize your job search to stay focused
What's changed for job seekers in the current economy, and what's stayed the same from the Great Resignation era.
And more!
ABOUT JOE CARDILLO
Joe Cardillo is Founder of The Early Manager and Coffee + Creatives and advisor to Black Remote She and bootcamp lead for Albert's List. In his work, they coach and train leaders in a myriad of contexts, including small to medium-sized teams, local news and job seekers, and career professionals across a variety of tracks. Connect with Joe on LinkedIn at https://www.linkedin.com/in/joecardillo/.
ABOUT ELISA HUANG
Elisa Huang is a business development and sales professional, and a Bootcamp Lead at Albert's List. Passionate about helping job seekers, Elisa co-hosts bootcamps, shares her insights at talks, and provides tips on how to find jobs without having to endlessly apply on boards. Connect with her on Linkedin at https://www.linkedin.com/in/elisahuang/.
ABOUT ALBERT QIAN
Albert Qian is the founder of Albert's List and has run the organization since 2013. He is passionate about helping job seekers broaden their personal brand, improve their job searching skills, and network effectively. Connect with him on LinkedIn at https://www.linkedin.com/in/albertqian.
H1-B + U.S. Visa Options for Int'l Tech Professionals, Entrepreneurs & Investorsideatoipo
Recorded on January 17, 2024.
This video covers various U.S. visa options for tech professionals, entrepreneurs and investors, including employment-based visas and the best visa options for starting your own company.
There is a discussion of the different challenges to getting visas to the U.S. and strategies for successfully overcoming these obstacles.
In this video, the speaker discusses:
1) Visas for exploring business and employment opportunities in the United States
2) Visas for employment and investment, such as the E, H-1B, L-1 and O-1 and the advantages and disadvantages of each
3) An overview of the paths to permanent residence, including employment, family and investment
4) Common obstacles to obtaining a visa and how to overcome these obstacles
5) Investor visa options, including the E-2 and the International Entrepreneur Parole program (IEP),
and more!
About the Speaker:
Chad Graham has 16 years of immigration experience. His practice focuses on employment-based immigration, wherein he supports companies and individuals with U.S. visa options. He works with companies across a broad range of industries, with heavy concentration in technology, science, medical, and finance.
Mr. Graham is a co-founder of Graham Adair, Inc. He provides leadership for all aspects of the firm’s operations, with a focus on organizational direction, company goals, and effective case processing. He works directly with firm clients to develop strong immigration programs and policies. He advises on strategy within client HR and law departments, as well as promoting strong client relationships
How to Strategically Prepare Your Job Search for 2024ideatoipo
Recorded on January 9, 2024
2023 was a roller-coaster year for job seekers across industries, as higher interest rates and economic uncertainty culminated in layoffs. Jobs were harder to find as the result of increased competition, the development of artificial intelligence, and executives instituting return-to-office orders.
Learn how to stand out in your job search for 2024 in this video featuring Albert Qian, founder of Albert's List. Over the past 10 years, Albert's List has connected more than 50,000 job seekers, recruiters, and hiring managers to improve career outcomes.
In this video, Albert covers how you can land that dream job—or next job, including:
How to figure out what you want to do for work and the reflection you should do.
What the entire job search process looks like now.
Why it's no longer 'The Great Resignation' and how you should approach your wants and needs in a role.
How to decide what industry to work in given ongoing trends.
Quick tips on how to master the job interview.
Methods and ways to get in front of hiring managers.
Resources you should use as you conduct your job hunt
And more!
About the Speaker:
Albert Qian is a technology product marketer and founder of Albert's List, a job seeker community focused on connecting job seekers, hiring managers, and working professionals to produce positive career outcomes. Born and raised in the San Francisco Bay Area, Albert has worked at various technology companies in marketing capacities and conducted many successful job searches.
Connect with Albert on LinkedIn at www.linkedin.com/in/albertqian and on Albert's List at https://bit.ly/findyournextjob.
How to Secure Seed and Pre-Seed Investment for Your Startupideatoipo
Recorded 12/28/2023
In this presentation you will get a comprehensive guide on how to secure seed and pre-seed investment for your startup, emphasizing the importance of early-stage funding in launching and scaling.
The speaker will discuss:
1) Understanding Seed and Pre-Seed Investment
2) Preparing for Investment
3) Building Relationships with Investors
4) Crafting Your Pitch
5) Pitch Deck Essentials
6) Finding Seed and Pre-Seed Investors
7) Navigating the Investment Process
8) Demonstrating Traction and Proof of Concept
9) Investment Considerations and Terms
About the Speaker
Gary Fowler, President, CEO and Founder, GSD Venture Studios
https://www.linkedin.com/in/fowlerinternational/
Award-winning serial entrepreneur and investor with 17 companies and two Unicorns and a successful IPO. Gary was on the original management team of ClickSoftware that was recently sold to SalesForce for 1.35 billion and was the co-founder at the award winning AI company, Yva.ai that was recently acquired by Visier. He has over 30 years of experience and is the CEO, President of GSD Venture Studios. GSD is a Silicon Valley based venture studio located in Silicon Valley. GSD takes operational roles in companies and uses their vast global network and experience to help companies maximize their opportunities. Gary was recently named one of the top 10 Global AI executives and is an international speaker and the author of over 180 articles.
How to Get Funding for Your Startup by Building Your Corporate Creditideatoipo
Presented Thursday January 4, 2024
Download the Free eBook, How to build credit for your EIN that's not linked to your SSN: https://www.dropbox.com/scl/fi/chdnpn785jdvuxc0cxgai/How-to-Build-Credit-for-your-EIN-v2.pdf?rlkey=aw58w617btmuthobn11skwip6&dl=0
Leveraging corporate credit is a viable way to fund your startup.
- Always have access to capital when you need it
- Never be denied for business capital
- Never place your personal credit or family assets at risk
- Acquire business credit limits 10X-100X vs personal credit
- Increase your borrowing power and grow you empire
In this webinar you will learn about:
1) Continuous Access to Capital:
Learn strategies to ensure constant access to capital whenever your business needs
2) Guaranteed Business Capital Approval:
Discover methods to never face rejection when seeking business capital.
3) Protecting Personal Credit and Family Assets:
Understand how to secure business capital without jeopardizing personal credit or family assets.
4) Scaling Business Credit Limits:
Acquire insights on building business credit limits that are 10X-100X higher than personal credit.
5) Amplifying Borrowing Power:
Explore techniques to increase your borrowing power, empowering you to expand and grow your startup.
6) Strategic Credit Management:
Understand the importance of credit utilization, payment history, and other factors in building a strong business credit profile.
7) Navigating Economic Uncertainties:
Discover how to position your business to thrive even in challenging economic climates.
And more!
Startup Law 101:How to Avoid Legal Pitfalls that Could Doom Your Startupideatoipo
Presented 12/28/2023
Join us for a presentation of the legal issues that startups and their founders need to know and the common legal pitfalls that affect startup companies. Unlike more mature companies, startups typically do not have large legal budgets and in house legal counsel focused on legal compliance. Nevertheless, startups must be aware of and comply with law, especially with respect to the issues that are unique to startups.
The presentation will cover those unique issues as well as the sometimes surprising and every evolving California rules. In particular, we will summarize:
1. Corporate formation and choice of entity and law;
2. Securities laws;
3. Labor and employment and why virtually evert startup in California is probably out of compliance and what you can do about it;
4. Intellectual property strategies using patent, trademark and trade secret;
5. Protecting your business through agreements;
6. Protecting the founders from personal liability;
7. And more.
The speaker will draw on more than 30 years of startup experience in describing how to manage legal risk on a startup budget.
About the Speaker
Roger Royse is a partner in the Palo Alto office of Haynes and Boone, LLP and practices in the areas of corporate and securities law, tax, and mergers and acquisitions. He works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries. Roger is a Fellow of the American College of Tax Counsel and former chair of several committees of the American Bar Association Sections of Business Law and Taxation. Roger has been an instructor or professor of legal, tax and business topics for the Center for International Studies (Salzburg, Austria), Golden Gate University School of Law and Stanford Continuing Studies. Roger is a nationally recognized authority on agtech – the technology of food production - and the legal considerations for companies in this industry. Roger is also the author of 10,000 Startups: Legal Strategies for Startup Success and Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup and has been interviewed and quoted in the Wall Street Journal, Forbes, Fox Business, Chicago Tribune, Associated Press, Tax Notes, Inc. Magazine, Nikkei Asian Review, China Daily, San Francisco Chronicle, Reuters, The Recorder, 7X7, Business Insurance, ABA Journal, Thrive Global and Fast Company.
How to Prepare Your Job Search for 2024 Successideatoipo
Recorded Friday December 8, 2024
2023 has been a roller-coaster year for job seekers across industries, as higher interest rates and economic uncertainty have culminated in layoffs. Jobs are harder to find as the result of increased competition, the development of artificial intelligence, and executives institute return-to-office orders.
Learn how to stand out in your job search for 2024 in this webinar from Albert Qian, founder of Albert's List. Over the past 10 years, Albert's List has connected more than 50,000 job seekers, recruiters, and hiring managers to improve career outcomes.
In this webinar, Albert will cover how you can land that dream job—or next job, including:
* How to figure out what you want to do for work and the reflection you should do.
* What the entire job search process looks like now.
* Why it's no longer 'The Great Resignation' and how you should approach your wants and needs in a role.
* How to decide what industry to work in given ongoing trends.
* Quick tips on how to master the job interview.
* Methods and ways to get in front of hiring managers.
* Resources you should use as you conduct your job hun
* And more!
How to Move Your Startup Company to the U.S.ideatoipo
Moving an international company to the U.S. can be a challenging process with many pitfalls.
This webinar is designed to help tech startups understand some of the legal decisions that need to be taken into consideration when expanding your company to the U.S.
The speakers will discuss:
1. Why many startup founders want to bring their company to the U.S.
2. When it is a good time to start the process?
3. What is an appropriate legal structure for U.S. operations or funding in the U.S.?
4. What are the typical rounds of raising capital in the U.S.?
5. What are the most common mistakes founders make during the early stages of their startup (taxation, IP, immigration, insurances, compliances)?
About the Speakers:
Svetlana Kamyshanskaya, the founder of Primum Law Group, is a global citizen with the legal, operational, and project management expertise to chart a successful course for expanding inbound tech companies and startups. Svetlana works with entrepreneurs and executives at all stages of development. She has personalized her clients’ road maps for bringing their business to the U.S.
Elina Firsava is a corporate attorney at Primum Law Group where her practice focuses on helping international and domestic companies to incorporate and develop their business in the United States. She assists startups with their general corporate matters, including entity formation and reorganization.
How to Move Your Startup Company to the U.S.ideatoipo
Presented August 23, 2023
Moving an international company to the U.S. can be a challenging process with many pitfalls.
This webinar is designed to help tech startups understand some of the legal decisions that need to be taken into consideration when expanding your company to the U.S.
The speakers will discuss:
1. Why many startup founders want to bring their company to the U.S.
2. When it is a good time to start the process?
3. What is an appropriate legal structure for U.S. operations or funding in the U.S.?
4. What are the typical rounds of raising capital in the U.S.?
5. What are the most common mistakes founders make during the early stages of their startup (taxation, IP, immigration, insurances, compliances)?
How to Secure Seed and Pre-Seed Investment for Your Startupideatoipo
Presented on Wednesday, August 30, 2023
In this video, the speaker provides a comprehensive guide on how to secure seed and pre-seed investment for your startup, emphasizing the importance of early stage funding in launching and scaling.
The speaker discusses:
1) Understanding Seed and Pre-Seed Investment
2) Preparing for Investment
3) Building Relationships with Investors
4) Crafting Your Pitch
5) Pitch Deck Essentials
6) Finding Seed and Pre-Seed Investors
7) Navigating the Investment Process
8) Demonstrating Traction and Proof of Concept
9) Investment Considerations and Terms
and more!
About the Speaker
Gary Fowler, President, CEO and Founder, GSD Venture Studios
https://www.linkedin.com/in/fowlerinternational/
Award-winning serial entrepreneur and investor with 17 companies and two Unicorns and a successful IPO. Gary was on the original management team of ClickSoftware that was recently sold to SalesForce for 1.35 billion and was the co-founder at the award winning AI company, Yva.ai that was recently acquired by Visier. He has over 30 years of experience and is the CEO, President of GSD Venture Studios. GSD is a Silicon Valley based venture studio located in Silicon Valley. GSD takes operational roles in companies and uses their vast global network and experience to help companies maximize their opportunities. Gary was recently named one of the top 10 Global AI executives and is an international speaker and the author of over 180 articles.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
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"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
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"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
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Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
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Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
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While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
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Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
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• Three (3) key tips to maintain a disciplined workplace.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
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Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
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Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
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11.24.20 how to Raise Seed Funding for Your Startup: Convertible Notes and SAFES
1. How to Raise Seed Funding for Your Startup:
Convertible Notes and SAFEs
Presented on November 24, 2020 by Jason Putnam Gordon
Email: jgordon@polsinelli.com
2. 2
• Today’s Discussion is General Information – Not Legal Advice
• We will be discussing rules and exceptions. Those rules, exceptions, and
exceptions to the exceptions may not be applicable to your situation.
• You need to retain competent legal counsel to review all facts and
circumstances before weighing in with advice.
• Off-the-cuff answers to your questions are not, and should not be taken as,
legal advice.
Important Caveats
3. 3
• My Background
• Structural Considerations
• Considerations When Pitching Investors
• Financing Options
• Key Terms and Considerations for Convertible Securities
• Overview of Valuation and Dilution
• Common Pitfalls
• Q&A
Overview
4. 4
• Venture Capital and Emerging Growth Company attorney- practicing law
since 2005.
• Polsinelli is an Am Law 100 firm with approximately 900 attorneys in over
twenty offices throughout the US.
• My office is in San Francisco, but I work with companies throughout the
US and the world.
• I love working with entrepreneurs on financings and as outside general
counsel.
My Background
7. 7
• Compliance with securities laws.
• Investors with whom you have a preexisting substantial
relationship.
Considerations When Pitching Investors
8. 8
• Convertible Debt/Equity
Also known as bridge notes
Convertible debt is the parent of convertible equity, which
can also be known as a SAFE Instruments
• Venture Rounds (different presentation)
Series Seed and Series A
Financing Options
9. 9
• Convert to future equity securities at a negotiated discount to a
future qualified equity financing
This avoids valuing the company
Far less expensive than Series Seed or Series A round
Convertible Securities
10. 10
• Maturity*
• Interest Rate*
• Conversion Terms
• Amendment Terms, e.g., majority in interest
• Remaining Terms
It’s not that common to negotiate these
• (*For Convertible Notes, not SAFEs)
Convertible Securities (Cont.)
11. 11
• Generally up to 18-24 months
Should be trying to time this with some cushion when you’ll
have a venture round.
• Pay attention to California Financing Law, which applies to persons
“engaged in the business of a finance lender or broker.”
Make sure the financing fits into an exemption.
Maturity*
12. 12
• Can be as low as AFR.
Otherwise, imputed interest issues.
• Can be as high as 10% in CA
Double check the usury laws.
Interest Rate*
13. 13
• Mandatory conversion at a discount of price paid in
Next Qualified Financing
Series Seed/A needs to meet the definition of a “Qualified
Financing”
Equity financing
Minimum size, e.g., “$2,000,000”
Discount has to be reasonable or later investors will not go for
it. 20-25% is typically reasonable.
Conversion Terms
14. 14
• Conversion Price Cap
• Conversion upon a change of control/sale
• Optional Conversion upon maturity or something less than a qualified
financing
Conversion Terms Cont.
15. 15
• Convertible Notes – Generally one or two documents (in addition to
corporate authorization and/or side letters)
Purchase Agreement and a Convertible Security
• SAFEs – Generally one agreement (in addition to corporate
authorization and/or side letters)
Structure
16. 16
Non-Compliance with Securities Laws
Thinking that there are “standard” terms
Finders
Side Letters
Failure to obtain proper corporate authorization
Common Pitfalls
17. 17
• Convertible Securities
Upsides:
Most common; cheaper, simpler;
No valuation of the company, nearly impossible at this early stage,
and helps justify law FMV for stock options/restricted stock
Downsides (At least for Convertible Notes)
This is debt and may be required to be paid at some point
Extra liquidation preference above all other equity, unless otherwise
handled
Decisions Decisions
18. Foundational Basics – Valuation and
Dilution
Pre-money valuation – the value of the company before the next round of
investment.
Post-money valuation – the value of the company after the round of investment.
19. Foundational Basics – Valuation and
Dilution
Very Simple Example (not factoring in the option pool or any other
equity):
Pre-money $10,000,000
10,000,000 shares split among three equal founders
Founder A = 3,333,333 shares or 33%
Investment $3,000,000 at $1.00/share ($10,000,000 pre-money/10,000,000
outstanding shares) (Post-money is $13,000,000)
Founder A = 3,333,333 of ~25% with a paper value of $3,333,333
(If there had been $500,000 convertible security with 25% discount only, holder would have
received 666,666 shadow shares.)
(If there had been a $500,000 convertible security with $5MM cap only, holder would have
received 1,000,000 shares. $500,000/(5,000,000/10,000,000)
20. Foundational Basics - Example
Continued
Subsequent Round:
Pre-money is $30,000,0000
Investment is $10,000,000 ($30,000,000/13,000,000 shares =
(~$2.31/share)
~4,329,000 shares to new investor (=$10,000,000/$2.31)
Total outstanding shares post close is 17,329,000
Founder A – has ~19.2% (3,333,333/17,329,000)
Previously, the stake was worth $3,333,333
Now it’s worth $7,699,999
Decrease in percentage ownership from 33% to 25% to 19.2%
Increase in value from ~$0 to $3,333,333 to $7,699,999
21. 21
• Subject to securities laws of US, states,
and potentially foreign jurisdictions.
• Potential Exemptions
Reg D
4(a)(2)
25102(f)
Reg S
Securities Laws and Potential Exemptions in CA
23. Recognized by legal research firm BTI Consulting as one
of the top firms for excellent client service and client
relationships, the firm’s attorneys provide value through
practical legal counsel infused with business insight.
PRACTICE STRENGTHS TO ALIGN TO YOUR NEEDS
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21
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