Event Details

Questions?  Contact Irene Dorsman - irene@angelforum.org

Presenter: Pieter Dorsman

Expert Panelists:

  • Steve Wandler: COO and Head of Growth Thrively, Founder Metabridge
  • Thealzel Lee: Director E-Fund, Board Director Timia Capital and Co-Manager Vantec Angel Network
  • Brodie Desimone: Entrepreneur, Technologist and Adventurer, Partner Anrias Capital and Lead Investor/President OKGN Angel Summit
  • Andy Creech: Director Capital Formation TSX-Venture

Term Sheet Module

This interactive half day, highly reviewed workshop is geared both to entrepreneurs and investors. 

Arguably the most important part of a financing with long term consequences, a term sheet lays the groundwork for ensuring parties involved in an investment transaction are in agreement on most major aspects of the deal, thereby precluding the possibility of a misunderstanding. Because investment terms, company valuation, and the longer-term implications of investment terms are not “one size fits all”, it is important that both investors and entrepreneur understand the definition of terms and their application in each distinct deal. 

This module will provide both entrepreneurs and investors with an understanding of the purpose of the terms and conditions and their appropriate use in structuring deals to maximize return and minimize risk. The workshop will be followed by a panel discussion after which we invite you to join us at the Indigenous Winery to kick-off the Okanagan Angel Investment Summit in good company.

This module will cover:

  • Investment form: common shares, preferred shares, convertibles, SAFEs and hybrid structures
  • Maximizing the upside
  • Preventing missteps
  • Mitigating the downside
  • Ensuring an exit
  • Worst-case scenarios
  • Common terms and conditions
  • Controversial terms and conditions
  • Routine boilerplate terms and conditions
  • Strategies that backfire
  • The deal structuring process
  • Post-investment governance
  • Key documents: term sheet, subscription agreement, shareholder agreement. 

Learning Objectives: By the end of this module the registrant will be able to:

  • Describe the effect of a term sheet
  • Explain the purpose of individual terms and conditions on any term sheet
  • Create new terms and conditions to address any specific risk
  • Justify to an entrepreneur the inclusion of specific terms and conditions in a deal
  • Describe how a term sheet is developed into more formal deal documentation. 

A mix of panel discussions, case studies, and instructor-led group discussions will predominate the methods used.

Registrants may wish to bring a term sheet or relevant case study from a recent deal.

Join us after for the summit kick-off event at the Indigenous Winery.

Cost: $50. This is a serious half day workshop, not a simple 1 hour overview.

Who should attend: this half day workshop is primarily designed for founders and investors in startup to early revenue technology companies, seeking Seed or Series A stage funding.

Format: This workshop is designed to be highly interactive for all attendees in a confidential protected environment (no solicitations). The format will be a blend of presentations and panels; a real case example by a local entrepreneur, with lots of time for Q&A and networking. 

Presenter: Pieter Dorsman

Expert Panelists:

  • Steve Wandler: COO and Head of Growth Thrively, Founder Metabridge
  • Thealzel Lee: Director E-Fund, Board Director Timia Capital and Co-Manager Vantec Angel Network
  • Brodie Desimone: Entrepreneur, Technologist and Adventurer, Partner Anrias Capital and Lead Investor/President OKGN Angel Summit
  • Andy Creech: Director Capital Formation TSX-Venture

Networking: All attendees are asked to stand-up and introduce themselves in 20 seconds (suggested content could include the name of a company that you are an investor in or founder of and one key issue you want to learn about). This is great for networking among attendees.

Handout Materials: A workbook of the presentation and resource materials will be provided at check-in to aid in your note taking at the workshop. For privacy reasons, attendee information will not be available except to sponsors.

Important to Workshop Attendees:

  • Bring a friend 
  • Seating is limited and is on a first completed registration basis. There is no on-site registration.
  • No refund or credit within 60 days of the event date, but another person may attend in your place.
  • Registrants who fail to attend will not receive a refund or credit.
  • A workbook of the PowerPoint presentations and Articles is included for note taking.
  • Your payment will be receipted immediately via e-mail.
  • You will receive by e-mail further details approx. 1 week before the Workshop date.
Ticket Name Sale Ends Price Quantity
Term Sheet Workshop Registration and Kick-Off Event 17 Sep 2019 $50.00
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19 Sep 2019
1:00pm - 5:00pm PDT

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  • 460 Doyle Ave, Kelowna, BC V1Y 2A2, Canada
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