AngelCon Fund 5 Investor Portal

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ONE FREE TICKET

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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

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

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

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

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

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

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

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
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TUESDAY

MAR 15

ANNOUNCE TOP 6

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

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

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

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