Brooke Harley – Angel Investing 101
Learn how to invest directly into early stage companies you really believe in or take equity for your consulting services.
Taught by Brooke Harley, CEO & Founder of ClassRebel
Our goal is to get you so well-versed and comfortable with the language and mechanics of angel investing, that you can confidently approach any early stage founder whose company you really believe in, and secure yourself an investment that could change your life, no matter how small your cheque.
After Angel Investing 101, you’ll be able to:
- Develop an industry-specific investment thesis
- Understand how Convertible Notes and SAFEs work
- Understand how the Priced Round works (Convertible Preferred Shares)
- Understand how equity in a Company’s option plan works
- Persuade a founder to let you invest in their early-stage company
What You’ll Learn In Angel Investing 101
Session 1: The Basics
- Foundational Concepts: Private vs Public Co, Accredited Investors, Angel vs VC
- Angel Mindset: Benefits and Risks in Early Stage Investing
- Deal Sequencing: Basic patterns in early series of fundraising
- Key Players in the Venture Ecosystem: Family, Friends, Angels, VC’s, Crowdfunding, Lenders
Session 2: Investment Thesis, Deal Sourcing & Due Diligence
- Investment Thesis Development: Macro & Micro Theses
- Deal Sourcing: 6 Sources
- Due Diligence: Investor Decks, 5-Year Forecasts, Data Room
- Key Investment Resources
Session 3: Seed Stage Deals
- Terms of the Convertible Note
- Terms of the SAFE
- Pro Forma Cap Table: Your tool to predict your equity outcome
- The 7 Drivers of Your Financial Outcome
Session 4: Series A Stage Deals, Negotiating Equity As A Consultant & The Exit
- Terms of the Priced Round (Convertible Preferred Shares)
- Economics vs Control in a Priced Round
- How Options Work & How to Negotiate Equity as a Consultant
- Monitoring Your Investment & The Exit
Sale Page: Brooke Harley – Angel Investing 101