{"669582":{"#nid":"669582","#data":{"type":"event","title":"Keiretsu Forum - Term Sheets Master Class Workshop","body":[{"value":"\u003Cp\u003EAfter 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.\u003C\/p\u003E\r\n\r\n\u003Cp\u003EWe 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.\u003Cbr \/\u003E\r\n\u003Cbr \/\u003E\r\n\u003Cstrong\u003E\u003Ca href=\u0022https:\/\/k4-ma.clubexpress.com\/content.aspx?page_id=4002\u0026amp;club_id=415290\u0026amp;item_id=2062304\u0022\u003ERegister HERE\u003C\/a\u003E\u003C\/strong\u003E\u003C\/p\u003E\r\n\r\n\u003Cp\u003E\u003Cstrong\u003EAGENDA\u003C\/strong\u003E\u003C\/p\u003E\r\n\r\n\u003Cp\u003ETHE DEAL:\u003C\/p\u003E\r\n\r\n\u003Cul\u003E\r\n\t\u003Cli\u003ETypes of Companies - C Corp \u2013 LLC \u2013 S Corp \u2013 B Corp\u003C\/li\u003E\r\n\t\u003Cli\u003ETypes of Investment Agreements\u003C\/li\u003E\r\n\t\u003Cli\u003EConvertible Notes \u0026amp; SAFE-2 A Word on Non-Dilutive Funding Equity Investments\u003C\/li\u003E\r\n\t\u003Cli\u003ETypes of Equity - Common \u2013 Preferred \u2013 Participating Preferred\u003C\/li\u003E\r\n\u003C\/ul\u003E\r\n\r\n\u003Cp\u003ETERM SHEETS:\u003C\/p\u003E\r\n\r\n\u003Cul\u003E\r\n\t\u003Cli\u003EHoward\u2019s Philosophy\u003C\/li\u003E\r\n\t\u003Cli\u003ELegal Standing\u003C\/li\u003E\r\n\t\u003Cli\u003ESimple Series Seed TS\u003C\/li\u003E\r\n\t\u003Cli\u003EThe K4-MA-SE Participating Preferred TS with emphasis on what makes it unique Boiler Plate vs Game Changers The Capitalization Table (Cap Table)\u003C\/li\u003E\r\n\u003C\/ul\u003E\r\n\r\n\u003Cp\u003ETHE INVESTMENT AKA THE PPM:\u003C\/p\u003E\r\n\r\n\u003Cul\u003E\r\n\t\u003Cli\u003EDue Diligence Report\u003C\/li\u003E\r\n\t\u003Cli\u003ETerm Sheet\u003C\/li\u003E\r\n\t\u003Cli\u003ESubscription Agreement\u003C\/li\u003E\r\n\t\u003Cli\u003EForm of Warrant\u003C\/li\u003E\r\n\t\u003Cli\u003EInvestor Qualification - Certification\u003C\/li\u003E\r\n\t\u003Cli\u003ECorporate Docs - Operating Agreement or Articles of Incorporation\u003C\/li\u003E\r\n\u003C\/ul\u003E\r\n\r\n\u003Cp\u003E\u003Cem\u003E* Subject to minor modifications\u003C\/em\u003E\u003C\/p\u003E\r\n\r\n\u003Cp\u003ECo-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.\u003C\/p\u003E\r\n\r\n\u003Cp\u003EPricing for the Workshop is as follows:\u003C\/p\u003E\r\n\r\n\u003Cp\u003EKeiretsu 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.\u003C\/p\u003E\r\n\r\n\u003Cp\u003ENon-members need to reserve their spot in the workshop by paying a $500 non-refundable registration fee to secure a slot in the program. \u0026nbsp;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.\u0026nbsp;\u003C\/p\u003E\r\n\r\n\u003Cp\u003EEntrepreneurs need to reserve their spot in the workshop by paying a $250 refundable registration fee to secure a slot in the program. \u0026nbsp;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. \u0026nbsp;\u003C\/p\u003E\r\n\r\n\u003Cp\u003EGuests of K4-MA \u0026amp; SE members may reserve their slot in the workshop by paying a $250 refundable deposit to hold your slot in the program. \u0026nbsp;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.\u0026nbsp;\u003C\/p\u003E\r\n","summary":"","format":"limited_html"}],"field_subtitle":"","field_summary":[{"value":"\u003Cp\u003EVirtual Event\u003C\/p\u003E\r\n","format":"limited_html"}],"field_summary_sentence":[{"value":"Virtual Event"}],"uid":"27195","created_gmt":"2023-09-11 15:36:17","changed_gmt":"2023-09-11 15:37:00","author":"Colly Mitchell","boilerplate_text":"","field_publication":"","field_article_url":"","field_event_time":{"event_time_start":"2023-09-20T13:00:00-04:00","event_time_end":"2023-09-20T15:30:00-04:00","event_time_end_last":"2023-09-20T15:30:00-04:00","gmt_time_start":"2023-09-20 17:00:00","gmt_time_end":"2023-09-20 19:30:00","gmt_time_end_last":"2023-09-20 19:30:00","rrule":null,"timezone":"America\/New_York"},"location":"Virtual event - see description","extras":[],"groups":[{"id":"1292","name":"Parker H. Petit Institute for Bioengineering and Bioscience (IBB)"}],"categories":[],"keywords":[{"id":"187423","name":"go-bio"},{"id":"188880","name":"go-bio-commercialization"}],"core_research_areas":[],"news_room_topics":[],"event_categories":[{"id":"26411","name":"Training\/Workshop"}],"invited_audience":[{"id":"78761","name":"Faculty\/Staff"},{"id":"177814","name":"Postdoc"},{"id":"78771","name":"Public"},{"id":"174045","name":"Graduate students"}],"affiliations":[],"classification":[],"areas_of_expertise":[],"news_and_recent_appearances":[],"phone":[],"contact":[{"value":"\u003Cp\u003E\u003Ca href=\u0022mailto:betra@keiretsuforum.net\u0022\u003EBarry Etra\u003C\/a\u003E\u003C\/p\u003E\r\n","format":"limited_html"}],"email":[],"slides":[],"orientation":[],"userdata":""}}}