Due Diligence half day workshop - Apr. 25, 2019
Questions? Contact Irene Dorsman - irene@angelforum.org
Due Diligence Module NACO Academy
Instructor: Kirk Hamilton
Kirk Hamilton is an executive with international experience executing strategies for technology adoption to capitalize on unique business opportunities in Information Technology, Telecom, and Manufacturing industries. As CEO of a number of public and private companies for over 10 years, he has led them from a loss position to profitability. Currently, through personal engagement with client businesses of his firm Élan Tactical Management Inc., he leverages business and management experience to assist companies ‘scale-up’ …improve market growth, productivity and cost performance. Additionally, he coaches entrepreneurs of the BC Venture Acceleration Network as an Executive-in Residence for Innovate BC. Kirk is an active Angel Investor in a variety of BC based start-up businesses and as an investor member of WUTIF Capital and E-Fund Angel funds.
Kirk is a graduate of Electrical Engineering from McGill and received his MBA from the Rotman School of Business at University of Toronto. He is a member of the Institute of Corporate Directors and trained in Board Effectiveness for Small and Medium sized businesses.
Overview: Effective due diligence (DD) is one of the most important parts of angel investing. This module introduces both investors and entrepreneurs to the key investigations that will uncover major risk factors and potential deal-breakers. The module emphasizes how to identify the most critical information, the risks of not knowing it, and the methods and costs of getting it.
Students will learn what it takes to mitigate the risk of investment by validating a market opportunity, a management team, and a plan. They will be introduced to a disciplined investigation approach that systematically examines sources of risk, which establishes the basis for a productive and trusting relationship between entrepreneur and investor.
Learning objectives:
By the end of this module the student will be able to:
• Identify the major sources of risk in an investment deal
• Explain the tradeoffs inherent in the time and costs of due diligence
• Identify the essential risks in a particular deal and avoid wasting time on minor matters
• Apply a range of checklists, templates, and frameworks to ensure appropriate depth and breadth in their investigations
• Proactively manage the process of due diligence investigation.
Workshop Schedule - 650 West Georgia Street, 16th Floor, Vancouver
12.45pm Check-in & Networking - coffee and tea provided
1pm Workshop
2.30pm Break - coffee and tea provided
2.45pm Workshop
3.45pm Investor & Entrepreneur Panel Q&A
5pm Wrap up and time for a beer/wine (on us!) in our house pub
Cost $100 for non-members, $75 for members in good standing.
This is a serious half day workshop, not a simple 1 hour overview.
Who should attend: these half day workshops is primarily designed for founders and investors in startup to early revenue technology companies, seeking Seed or Series A stage funding.
Instructor: Kirk Hamilton
Format: These workshops are 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.
Expert Panelists:
Jenny Yang - Jenny is a serial entrepreneur and angel investor. She was co-founder/CEO of two AI companies, Aida (acquired by Vision Critical) and Metafor Software (acquired by Splunk), and is a Partner at Panda Angel Partners. Previously, Jenny was a Partner at BDC Capital where she led investments in technology startups. Prior to becoming a venture capitalist, she was a consultant with The Boston Consulting Group and Bain & Co. Jenny began her career as an engineer at Telus and Nortel. She holds a Bachelor of Applied Science in Electrical Engineering from UBC and an MBA from INSEAD.
Karen Chiang - Managing Partner at Ibbaka; COO at Nugg Solutions Corp. dba Teamfit.co., investor member of E-Fund Angel Investment fund. Key areas of business responsibility: understanding the KPIs that matter for business valuation, revenue generation, go-to-market strategy for new solution areas, team performance and optimization.
Jim Fletcher - A 30-year veteran of the Canadian venture capital industry. Jim has participated actively across all funding stages from founding management through personal angel investment, institutional venture capital, corporate venture investment and a variety of public and private exits. He has also been actively involved in many public policy initiatives designed to foster a healthy Canadian environment for early-stage companies and venture investors. Jim has been a Managing Director with Venture West and Chrysalix Energy Management, overseen corporate venture investing as Treasurer of MacMillan Bloedel, and was founder and CEO of China Capital, CFO of the Angus Reid Group, and a Director of many technology companies.
Pieter Dorsman - Pieter is a seasoned advisor, investor and mentor who is President & CEO of Redpeaks Management Inc., a consulting firm focused on advising technology companies on capital raising, M&A and restructuring activities. He has also taken on interim management roles at a number of Canadian tech companies.
Pieter is director and CFO at E-Fund, a Vancouver-based angel investment fund. He is also chairman of Lambda Solutions Inc., a cloud-based learning company. Previously, he co-founded and invested in Actenum Corporation and structured the start, financing and exit of ClearVision Technologies. Since 2018 he is a director of Vancouver’s Angel Forum.
Prior to relocating to Vancouver, Pieter held a number of senior positions in the project and corporate finance divisions of UBS in Hong Kong where he was responsible for financial advisory, arranging and restructuring mandates in Asia. Prior to joining UBS, he worked for Barclays Bank in Hong Kong and London.
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.
Professional Development: This workshop from 1-5pm usually is accepted for PD credits with professional associations. Let us know if it is not accepted.
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 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
- Coffee/tea available early and mid afternoon
- Networking over drinks included
- Your payment will be receipted immediately via e-mail.
- You will receive by e-mail further details approx. 1 week before the Workshop date.
When
Location
- 650 W Georgia St 16th Floor, Vancouver, BC V6B 4N7, Canada
