invest with impact - A workshop series on Angel Investing
If you're an accredited investor looking to learn how to invest in early-stage startups while supporting local entrepreneurs, these sessions are designed for you.
Offered by TiE Oregon, this 3-part series provides a structured approach to understanding startup investing—from the fundamentals of evaluating opportunities to managing risk and supporting portfolio companies. Participants will gain insights into how to build a well-balanced investment strategy, conduct due diligence, and navigate the startup ecosystem while contributing to the growth of innovative businesses in our community.
November 18th - Session 1: The Startup Investing Journey
The first session lays the groundwork for becoming a thoughtful, effective angel investor that intends to make local impact. Participants will learn the fundamentals of startup investing and discover the benefits of joining TiE Oregon’s Charter Membership, a community of experienced investors connected to the global TiE Angel Network.
Key topics include:
Investor Psychology: Understand the mindset and motivations that shape investment decisions.
The Startup Ecosystem: Learn how founders, accelerators, and investors work together to drive innovation.
Angels vs. Venture Capital: Explore the different roles and approaches of early-stage investors.
Investing Basics: Gain a clear understanding of terminology, investment vehicles, valuation, and other essential concepts.
Practical Considerations: Review the real-world factors to keep in mind as you begin your investment journey.
Date TBD - Session 2: Mastering Deal Picking
Building on the foundation laid in Session 1, Session 2 is dedicated to the art of deal selection. In this session, you will learn how to refine your investment approach by focusing on the following key areas:
Portfolio Construction: Learn how to balance diversification, manage risk exposure, and allocate your investments effectively between angel and VC opportunities.
Deal Sourcing: Discover various methods for identifying high-potential startups, including individual meetings, leveraging angel networks, syndication, and fund co-investment opportunities.
Startup Pitches & Due Diligence: Understand the evaluation process for startup pitches, and learn the critical steps involved in structured diligence to assess an investment’s potential.
Post-Investment Strategy: Gain insights into the roles of active versus passive investing, and how to provide non-economic support, manage your portfolio, and handle follow-on investments.
Date TBD - Session 3: Deep Dive into Diligence
Sessions 1 and 2 prepare you for a thorough exploration of the diligence process in Session 3. This session provides a comprehensive look at:
Diligence Timeline: A comparative overview of the diligence processes for angel investors and venture capitalists.
Outcomes and Deliverables: Learn what to expect at the end of the diligence process, including a review of sample reports and memos that illustrate best practices.
Structured Process: Gain a detailed understanding of the key components involved in due diligence, ensuring that you are well-equipped to evaluate every aspect of an investment opportunity.
Cap Table Management: With guidance from an expert financial advisor, learn how to read and assess a capitalization table—understanding ownership structures, dilution, and red flags that can impact the value and success of a startup.
Who Should Attend?
This course is ideal for accredited individuals committed to driving economic growth and interested in the dynamic world of startup investing. It’s also perfect for those seeking to build a network of like-minded investors and learn from experienced professionals with a proven track record in the startup ecosystem.
Session 1 is now open, click here to register, and download the handout to share.
