Episode 2: Essential Documents for New Angel Investors – Masterclass on How to Become an Angel Investor
Are you excited to make your first angel investment but feeling overwhelmed by the paperwork? This episode is your ultimate guide to the essential documents every new investor needs to know. Discover what to expect, how to read, and what to request—directly from the expertise of a seasoned business lawyer. By understanding key documents like the term sheet, shareholder agreements, cap tables, and more, you’ll be prepared to protect your interests and make informed, strategic investment decisions.
Why Watch?
In this masterclass, we demystify the world of investment documentation to give you the clarity and confidence to move forward. From evaluating a pitch deck to analyzing an executive summary, we cover everything an angel investor needs to know to start investing smartly and securely.
What You’ll Learn:
• Term Sheet – What it includes, and how to use a checklist to perform due diligence.
• Shareholders Agreement – How this document outlines your rights and responsibilities as an investor.
• Pitch Deck – Understand why it’s crucial and what details to look for.
• Investment Agreement – Key points to secure and protect your investment.
• Cap Table – Learn to interpret ownership, funding potential, and investor stakes.
• Executive Summary – Essential insights every investor needs to gain a quick overview.
• Intellectual Property – Secure the IP rights in your investment.
• Subscription Payment – How payment terms are structured in early investment stages.
• Convertible Note (SAFE) – What SAFE notes are, how they work, and why they’re common.
This episode brings you an inside look into how to navigate your first investment, backed by expert advice that prepares you to succeed in the world of angel investing.
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Disclaimer: This video is not intended to provide legal advice, financial advice, or any other individual or general advice. Content provided on this Youtube channel is for thought provocing, insight sharing and entertainment purposes only. Please consult with a lawyer, finacial advisor, tax advisor or other appropriate professional regarding any legal or financial issues Information on this Youtube channel should not be considered as a substitute for advice from a lawyer or other professional. The statements made about scenarios are only to illustrate different outcomes and it should be stressed that they are high level and general and can, as such, not be transposed into a real situation.
