Valuation and Portfolio Strategies Workshop

The purpose of this workshop is to address the following questions (and more) about valuation and portfolio strategy:

• What things should be considered when valuing a venture?
• What can an angel investor do to help make angel-entrepreneur negotiations less contentious?
• How can the typical disconnect that occurs between how and angel and an entrepreneur be addressed?
• What rules of thumb do angels use when crafting or measuring their portfolios?
• What insight into effective portfolio strategy can investors gain by exploring data from actual angel portfolios?

Click below for specific information about:

• Who should attend
• The day’s agenda
• How is the workshop taught
• Study materials
• Workshop license
• Contact information

The target audience may include:

• Members of angel groups who have completed the Power of Angel Investing Overview seminar or have made several angel investments.
• Entrepreneurial support professionals, service providers, and entrepreneurs.
• Audiences who are interested in learning more about establishing a pre-money valuation for seed/startup companies, the importance of the company scalability to angel investors and the critical parameters for a successful angel portfolio strategy.

This workshop is designed to be highly interactive for an audience of 50 participants or less and deliverable in four to hours, including a 15 minute break.  The format features a PowerPoint presentation delivered by an experienced local angel from the host organization, extensive video segments presented by two experienced angel investors (Bill Payne of Vegas Valley Angels and Luis Villalobos of TechCoast Angels), hands-on exercises for applying the concepts presented in the videos, a video panel discussion, and local group discussion.

The workshops can be self-deliverable. ACEF, which distributes the program for the Kauffman Foundation, will provide host groups with the tools necessary for local experts to deliver the workshop. Optional lead instructors can be retained by the local host organization (at their expense) from a certified list if the host organization prefers to bring in an outside expert angel to lead the workshop.

A customized workbook will be provided to each participant that includes presentation content, slides, and exercise worksheets.

The host will enter into a licensing agreement with ACEF (acting for the Kauffman Foundation). The license fee includes the provision of significant support for marketing and implementation. Optional national experts from a certified list can be retained by local host organization to serve as lead instructors, with the host organization to negotiate with the outside expert on costs for their time and travel.