After years of offering workshops on Term Sheets from entry level to advanced, we have finally brought the key content from all the TS workshops together for this new master class. We will explore all the standard investment instruments including convertible notes, SAFEs, and bridge to all forms of equity investing. We will examine the simple startup instruments and expand to the advanced participating preferred TS we use here at K4-MA-SE.

We will also address the application of Term Sheets as it applies to the type of company legal entities we invest in. Finally, we will take a deep dive into the Cap Table that you need to fully understand to be able to produce the Term Sheet.

Register HERE

AGENDA

THE DEAL:

• Types of Companies - C Corp – LLC – S Corp – B Corp
• Types of Investment Agreements
• Convertible Notes & SAFE-2 A Word on Non-Dilutive Funding Equity Investments
• Types of Equity - Common – Preferred – Participating Preferred

TERM SHEETS:

• Howard’s Philosophy
• Legal Standing
• Simple Series Seed TS
• The K4-MA-SE Participating Preferred TS with emphasis on what makes it unique Boiler Plate vs Game Changers The Capitalization Table (Cap Table)

THE INVESTMENT AKA THE PPM:

• Due Diligence Report
• Term Sheet
• Subscription Agreement
• Form of Warrant
• Investor Qualification - Certification
• Corporate Docs - Operating Agreement or Articles of Incorporation

* Subject to minor modifications

Co-Founder and Area President, Howard Lubert, will be conducting the workshop on Wednesday, September 20 from 1:00pm - 3:30pm EST. The workshop will directly follow our monthly Mid-Atlantic Forum Meeting that runs from 8:30AM to 12:30PM.

Pricing for the Workshop is as follows:

Keiretsu Forum Members from outside the Mid-Atlantic or South-East Regions need to reserve their spot in the workshop by paying a $250 refundable deposit to hold your slot in the program. Members who attend the complete workshop will receive a full refund ($250) the day after the workshop.

Non-members need to reserve their spot in the workshop by paying a $500 non-refundable registration fee to secure a slot in the program.  All non-members who join a Keiretsu Forum Chapter by October 31, 2023, will have the full $500 registration fee applied to their first-year membership in any Keiretsu Forum Chapter in North America. 

Entrepreneurs need to reserve their spot in the workshop by paying a $250 refundable registration fee to secure a slot in the program.  Entrepreneurs who subsequently complete our online application at https://K4-MA.com or https://K4-SE.com no later than October 31, 2023 will receive a full refund of the workshop fee.  

Guests of K4-MA & SE members may reserve their slot in the workshop by paying a $250 refundable deposit to hold your slot in the program.  Guests who join a Keiretsu Forum Mid-Atlantic or South-East Chapter by October 31, 2023 will receive a $500 membership credit applied to their first-year membership and we will waive the $450 administration fee as well.