Event Details

Questions?  Contact Irene Dorsman - irene@angelforum.org

Presenter: Pieter Dorsman

Panel: 

  • Bonnie Foley-Wong          CEO Pique Ventures
  • Cameron Burke                 Managing Director Technology Sector PwC
  • Jay Crone                             Senior Associate Telus Ventures
  • Ronald Prins                       Angel Investor
  • Todd Farrell                        President UBC Seed Fund

The Art of Valuation Module

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

Valuation is the key term in a term sheet that determines how much each party owns once an investment is made. It also sets the stage for the value of future financings and an eventual exit, as well as related issues such a pricing stock options, debt conversion etc.

The module will address:

  • Common valuation practices in Canada and the US;
  • Pre-revenue valuations;
  • The art vs. science discussion;
  • Negative outcomes if the agreed valuation is too high or too low;
  • Role of the founders/entrepreneurs in setting the right valuation;
  • Role of the angel investors in setting the right valuation;
  • Risk mitigation strategies (convertible structures, price protection);
  • Some notable schools of thought on valuation
  • Market trends

The module will include a number of case studies that will underline the pitfalls of setting a valuation either too high or too low.

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

  • Understand most valuation approaches and apply these in deal situations;
  • Negotiate the value of an investment;
  • Ensure that a term sheet deals with valuation in a satisfactory manner to both investor and founder

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

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. .

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 drink in our house pub (drinks are on us!)

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.

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. 

Presenter: Pieter Dorsman

President & CEO of Redpeaks Management Inc., a consulting firm focused on advising technology companies on capital raising, M&A and restructuring activities. Pieter 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. Pieter holds a Master degree in Economic and Social History from the Erasmus Universiteit in The Netherlands where he also studied law.

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. Our post workshop session in our house pub will provide an opportunity to socialize as well.

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.
Ticket Name Sale Ends Price Quantity
Angel Forum Member Registration
27 May 2019
$75.00
Sale Ended
Investor/Founder Non Member Registration
28 May 2019
$100.00
Sale Ended
Panelist/Sponsor
26 May 2019
Free
Sale Ended
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30 May 2019
12:45pm - 6:00pm PDT

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  • 650 W Georgia St 16th Floor, Vancouver, BC V6B 4N7, Canada
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