Financing Trilogy III — Negotiating the Early-Stage Financing Term Sheet: Key Concepts and Market  (Financing Trilogy II)

Venue: Verizon

Location: new york, New York, United States

Event Date/Time: Apr 26, 2010 End Date/Time: Apr 26, 2010
Registration Date: Apr 26, 2010
Early Registration Date: Apr 25, 2010
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In the April session of the Legal Special Interest Group, we will focus on the complexities of structuring and negotiating an early-stage financing with a venture capital fund or an angel investor.

The panel will be led by Paul Ellis, the leader of the Legal SIG and a lawyer with the firm Scarola Ellis LLP. He will be joined by a panel of investors, including Brian Cohen, Vice Chairman of New York Angels, and Charles Crockett, a Founding Partner of Ascend Venture Group. Together they will take us through some of the fundamental issues in an early-stage financing transaction with particular attention to the following topics:

* Understanding the typical provisions that are seen in early-stage term sheets
* Appreciating the significance that investors place in the various terms, in order to know which terms are negotiable and to what extent
* Recognizing the way in which terms other than valuation, such as dividend provisions, liquidation preferences and option pools, can have a significant impact on the negotiated valuation
* Highlighting recent trends in deal terms

Attendees are expected to include principals of small to mid-size technology companies as well as investors. There will be ample time for Q&A and networking, making this session an outstanding source of practical, real-world guidance and useful contacts. While this is the third session in our series on financing early stage companies, this event stands on its own, and attendance at the first two sessions is not necessary.