Angel Investors and Your First Financing – StartupSac Scale Up Seminar

Join us for an insightful workshop designed for investment-ready startups poised to raise their first round of funding from angel investors. Attorney Jon Ancona with Weintraub Tobin will guide you through the essential elements of term sheets, deal points, and the key documents involved in angel investments. If you’re preparing to secure your initial financing from angel investors, this workshop is tailored for you. Don’t miss this opportunity to gain valuable insights and take your startup to the next level! Register now to secure your spot!

Topics to be Covered:

Term Sheets

• Overview of standard term sheets for Preferred Stock
• Key terms and deal points for economics and control

Due Diligence and Corporate Housekeeping

• Essential disclosures and preparations

Alternative Deal Structures and Documents

• Convertible Notes, SAFEs, Common Stock

Investor Management and Future Preparation

• Keeping Documents in Order
• Cap table management
• Equity incentive plans for advisors and employees

StartupSac Scale Up Seminars are designed for startups that are beyond the idea stage and have some traction.
The Mission of StartupSac is to accelerate Sacramento’s startup and innovation ecosystem by informing, educating, empowering, and connecting its startup founders and innovators. Learn more here.

About Jon Ancona, Attorney, Weintraub Tobin

Jon is an associate in the Firm’s Corporate practice group. He focuses his practice on mergers and acquisitions, emerging companies and venture capital, and other corporate and securities law matters.

Jon represents clients in many industries and at every stage of the business cycle, from large international corporations, to nonprofits, to brand new startups and their founders. He advises clients on entity formation, financing transactions, acquisitions, licensing deals, commercial transactions, and countless other business and legal scenarios. Jon has experience representing venture capital and private equity clients, as well as the companies they invest in and acquire.

Weintraub Tobin is an innovative provider of sophisticated legal services to dynamic businesses and business owners, individuals, emerging companies, and nonprofits. From locations in Los Angeles, Newport Beach, Sacramento, San Diego, and San Francisco, Weintraub attorneys assist clients throughout California with business and litigation needs.