1. Overview of Angel Investing
- The history of Angel investing
- An insight into the UK Angel investing ecosystem
- The current Angel investing landscape & it’s challenges
- A case study on getting started with investing startups
2. Sourcing & Assessing Deals
- 10 places you can find startups that need funding
- The fundamentals of brand building to attract deal-flow
- Due diligence criteria development for assessing deals that suit you
- Dealflow tracking via CRM tools
3. Transaction Economics
- Steps to conducting a valuation
- The fundamentals of cap tables
- The fundamentals of dilutions
- Stepping into follow on funding & return expectations
4. Legal Processes & Tax Relief
- Explanation of the EIS & SEIS tax relief programme
- Structuring deals
- Term sheet analysis
- Shareholder agreement analysis
5. Adding Value Beyond Capital
- Understanding the role of passive, active and syndicate investing
- The importance of Board and Observer roles
- A case study of post-transaction support for a startup
- How to create an Investor Update email template
6. Developing Your Thesis
- A hands-on approach to developing your investment style
- A look into the industries to avoid investing in and why
- How to narrow down your focus on deals you are looking for
- Understand the differences between VC and Angel Investor thesis