AngelCon Fund 5 Investor Portal

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Note: All investors get ONE free ticket (no need to register). Please use link above if you’d like additional tickets.

Fund 5 Schedule

FRIDAY

SEPT 24

9:00 – 11:00 AM

AngelCon Fund 5 Information Session

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Judy Mahan, Jill Stelfox, Peter Wen, Elizabeth Jennings

Schedule

9:00 – 9:30: Judy Mahan and Jill Stelfox
9:30 – 9:40: Peter Wen (winner of AngelCon 2021)
9:40 – 9:50: Overview of Session Dates and Applications
10:00 – 11:00: Angel Investing Overview
Company types, stage of company, expected ROI, portfolio building, types of funding rounds, vocabulary

FRIDAY

OCT 29

9:00 – 11:00 AM

Investment Thesis and the Investor Pitch Review

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Atul Minocha

Schedule

9:00 – 10:00: Atul Minocha, what makes a good pitch?
10:00 – 11:00: AngelCon Fund 5 Updates

TUESDAY

NOV 1

STARTUP APPLICATIONS OPEN

FRIDAY

NOV 19

9:00 – 11:00 AM

Understanding the Company’s Financial Plan and How it Relates to the Business Strategy

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Doug Komen, Christopher Rowan

Schedule

9:00 – 10:00:
– Do financial projections correlate to sales strategy, marketing plan, revenue, and hiring expectations?
– Tools to critically assess the financial plan
– Analysis of the P&L
– Metrics to determine success
10:00 – 11:00: AngelCon Fund 5 Updates

FRIDAY

DEC 3

9:00 – 11:00 AM

Cap Tables and Term Sheets

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Donica Forensich

Schedule

9:00 – 10:00:
– What is a Cap Table?
– Understanding Valuation
10:00 – 11:00: AngelCon Fund 5 Updates

TUESDAY

JAN 11

6:00 – 8:30 PM

Sand Hill Angels Visit

FRIDAY

JAN 21

STARTUP APPLICATIONS CLOSE

FRIDAY

JAN 28

9:00 – 12:00 PM

Due Diligence Overview + Top 12 Results

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Judy Mahan, Pam Lambert, Entrada Ventures

Schedule

9:00 – 10:00: Pick Top 12 Applicants
10:00 – 11:00: Legal Due Diligence
11:00 – 12:00: Business Due Diligence

TUESDAY

FEB 1

TOP 12 TEAMS NOTIFIED

FRIDAY

FEB 25

9:00 – 11:00 AM

BRIDGE FINANCING: Convertible Promissory Notes, SAFE docs

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Josh Geffon, Judy Mahan

Schedule

9:00 – 10:00: BRIDGE Financing
10:00 – 11:00: Updates on AngelCon Fund 5

 

FRIDAY

MAR 11

9:00 AM – 3:00 PM

Top 12 Pitch + Choose Top 6

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Judy Mahan

Schedule

9:00 – 3:00: Review Top 12 Pitches, Pick Top 6, assign Due Diligence Teams and Leaders

Zoom Information

Meeting ID: 897 9027 7703
One tap mobile
+16699006833,,89790277703# US (San Jose)
Dial by your location
+1 669 900 6833 US (San Jose)
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 312 626 6799 US (Chicago)
+1 646 876 9923 US (New York)
+1 301 715 8592 US (Washington DC)
Find your local number: https://us02web.zoom.us/u/kdrChTkr5J

TUESDAY

MAR 15

ANNOUNCE TOP 6

FRIDAY

MAR 25

9:00 – 11:00 AM

Due Diligence Team Meetings

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Schedule

9:00 – 10:00: Due Diligence Team Meetings
10:00 – 11:00: Due Diligence Debrief as Group

Zoom Information

Meeting ID: 897 9027 7703
One tap mobile
+16699006833,,89790277703# US (San Jose)
Dial by your location
+1 669 900 6833 US (San Jose)
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 312 626 6799 US (Chicago)
+1 646 876 9923 US (New York)
+1 301 715 8592 US (Washington DC)
Find your local number: https://us02web.zoom.us/u/kdrChTkr5J

MAR 28 – APR 11

Weekly Team Meetings with Due Diligence Attorney

Teams only – check in with legal

FRIDAY

APR 15

9:00 – 11:00 AM

Due Diligence Debrief + CHOOSE FINALIST

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Schedule

9:00 – 11:00: Due Diligence Teams report their findings

Zoom Information

Meeting ID: 897 9027 7703
One tap mobile
+16699006833,,89790277703# US (San Jose)
Dial by your location
+1 669 900 6833 US (San Jose)
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 312 626 6799 US (Chicago)
+1 646 876 9923 US (New York)
+1 301 715 8592 US (Washington DC)
Find your local number: https://us02web.zoom.us/u/kdrChTkr5J

FRIDAY

APR 19

9:00 – 11:00 AM

Final Investor Debrief (If Needed)

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Schedule

9:00 – 11:00: Due Diligence Teams report their findings

Zoom Information

Meeting ID: 897 9027 7703
One tap mobile
+16699006833,,89790277703# US (San Jose)
Dial by your location
+1 669 900 6833 US (San Jose)
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 312 626 6799 US (Chicago)
+1 646 876 9923 US (New York)
+1 301 715 8592 US (Washington DC)
Find your local number: https://us02web.zoom.us/u/kdrChTkr5J

TUESDAY

APR 21

EVENT DAY

SLO Brew Rock

  • 5-6PM Dinner & Networking w/ Startups (in-person only)
  • 6-7:15PM Startups Pitch
  • 7:15-7:25PM AngelCon 2021 Winner Update- Tallyfor Inc.
  • 7:30PM Winner Announcements – Audience + Investment Choice

**Investors get ONE free ticket – no need to register through Eventbrite.

Contact Information

General Event Questions

Email: Angelconference@gmail.com

SBDC Staff

JUDY MAHAN

Economic Development Director

jmahan@calpoly.edu
805.756.5171

LIZ FISHER

Program Manager

lifisher@calpoly.edu
805.756.5171

ALEXIS COX

Project Coordinator

arcox@calpoly.edu
805.756.5171

MADISON KRUM

Project Coordinator

mrkrum@calpoly.edu
805.756.5171

Fund Manager

JILL STELFOX

CEO, Panzura

jstelfox@panzura.com
408.444.3327

Legal

DONICA FORENSICH

Vidya Law Group

donica@vidyalaw.com
408.823.5929