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Equity Entrepreneur ©
Formed to cater for the needs of Private Investors |
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Workshop Agenda
| Time |
Module |
Role |
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Pre-workshop Reading and Preparation |
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| 08.30 |
Arrival and Coffee;
Introduction & Housekeeping |
Chair |
| 09.00 |
Research Projects |
Chair |
| 09.10 |
- Reality Checkpoint Zero - you
- Outline of purpose and overview; tax; regulation
- Risk & Reward: spread; statistics, returns
- Marketplace - liquidity
- Sharing & Comparing: peer support
- Investor Clubs: Commitments
- Location
- Critical size
- Sources of deals
- Sources of additional members
- Rules – and costs of administration
- Possible models for investing - syndication / individual
/ ‘pseudo fund’
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Networks |
| 09.30 |
Reality Checkpoint 1 - plan
Stage of concept
– idea / model / sales / commerciality |
Investors |
| 09.50 |
Reality Checkpoint 2 - people
Deal doing
Management competence
Due diligence: what it really means
in the start-up/early stage markets |
Investors |
10.10
10.50 |
Coffee and workgroups 1
discussion / plenary
feedback / solution 1
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| 11.10 |
Reality Checkpoint 3 –
risks
IP protection/resource
availability/practicality/assumptions
Possible models for deal assessment
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11.30
12.10 |
Coffee and workgroups 2
discussion / plenary
feedback / solution 2 |
| 12.25 |
Reality Checkpoint 4 –
what’s in it for me?
Commitment from Principals – time / money
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Accountant |
| 12.50 |
Reality Checkpoint 5 – the deal
Heads of
Agreement
legals, investor protections, shareholder agreements, and so
forth
director's responsibilities |
Lawyer |
| 13.10 |
Lunch |
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14.10
14.40 |
Workgroups 3
discussion / plenary feedback /
solution 3 |
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| 15.10 |
Presentations from fund
seekers |
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| 15.55 |
Coffee and workgroups 4
discussion / plenary
feedback to presentation |
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| 16.40 |
Summary and Close
What
now?
Investor Clubs
Incubator funding
Feedback
Ongoing
research |
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| 17.00 |
Close |
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