ONE FREE TICKET
AngelCon Fund 5 Investor Portal
Fund 5 Schedule
FRIDAY
SEPT 24
9:00 – 11:00 AM
AngelCon Fund 5 Information Session
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
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
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
TUESDAY
JAN 11
6:00 – 8:30 PM
Sand Hill Angels Visit
FRIDAY
JAN 21
STARTUP APPLICATIONS CLOSE
TUESDAY
FEB 1
TOP 12 TEAMS NOTIFIED
FRIDAY
MAR 11
9:00 AM – 3:00 PM
Top 12 Pitch + Choose Top 6
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
FRIDAY
MAR 25
9:00 – 11:00 AM
Due Diligence Team Meetings
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
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)
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