Resources
TOOLS
A simple capitalization table model to project impact of valuation, future rounds and exit value
A simple valuation model to quickly evaluate the size of exit required based on requested valuation
Series Seed Term Sheet Guide
An explanation of the key terms in the Series Seed Term Sheet, and negotiation considerations for deal leads.
Convertible Notes: Pros & Cons
Article by John O. Huston, Chair Emeritus, Angel Capital Association & Ohio TechAngel Funds.
Updated October 2017.
Term Sheet Canvas
A checklist to document the basic terms and conditions of a deal.
DOWNLOADS
Cap Table Model
Valuation Model
VIDEOS
Introduction to Cap Tables
February 2019
An important part of any equity financing is the proforma capitalization table. Kevin Learned provides an overview of cap tables, their purpose, and how they are used.
Tax Tips that really Matter for Angel Investment Returns
October 2018
There are very favorable tax advantages available to angel investors, but of course, there are lots of conditions. Learn the basics from Loon Creek partner Kevin Learned and Eide Bailly tax partner Peggy Runcorn.
Achieving the Right Balance in Early Stage Term Sheets
August 2018
Term sheets for early stage investments need not be complicated. Long time angel investor Bill Payne and Loon Creek partner Kevin Learned discuss the basics in the Series Seed term sheet.
INVESTOR TRAINING
LINKS
Largest angel investor professional development association in the world.
A collection of articles, ebooks, videos and other resources for investors.
HELPFUL SITES
Angel Capital Association
Seraf Compass
Subscribe to our blog for further insights on angel investing