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01

Investing Overview

  • Define the investment asset classes
  • Risk / Reward contrast to public markets
  • Portfolio construction
02

Introduction to Early-stage Investing

  • Angel investing vs VC (What is the difference?)
  • Different ways to participate
  • Pros and Cons
03

Sourcing and Vetting Deals

  • How and where to find deal flow
  • Leveraging your personal expertise
  • How to filter and screen deals
04

Due Diligence

  • Define process and principles
  • Risk Assessments
  • Focus Areas
05

Valuations

  • Valuation Terminology
  • Valuation Factors
  • Valuation Methods and Examples
06

Term Sheets

  • Define Key Terms and Clauses
  • SAFEs
  • Convertible Notes