Invest with Impact

Investor Education

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 building a well-balanced investment strategy, conducting due diligence, and navigating the startup ecosystem while contributing to the growth of innovative businesses in our community.

Session 1 is scheduled for November 18th in Portland, OR—dialing in virtually is available.

  • TOPICS

    SESSION 1: THE STARTUP INVESTING JOURNEY. Learn the foundation for successful angel investing and the benefits of being a TiE Charter Member. TiE Oregon Charter Membership is our local group of experienced and successful investors, that have easy access to the TiE Global Angel Network.

    Session 1 topics will include: Investor Psychology, the Startup Ecosystem, Angels vs. VC, Investing Basics (including terminology, vehicles, and valuation), Exits & Liquidity and Practical Considerations.

    SESSION 2: DEAL PICKING. This session will guide participants through the key stages of early-stage investing—from building a balanced and diversified portfolio to sourcing high-potential startups. Attendees will learn how to evaluate pitches through structured due diligence, understand key investment criteria, and explore strategies for supporting founders post-investment, whether taking an active or passive role.

    SESSION 3: DUE DILIGENCE. Expect to gain a comprehensive understanding of the diligence process, beginning with an overview of the diligence timeline, comparing the expectations and process for angels and VCs, to reviewing outcomes and deliverables, including sample reports, cap tables and memos that illustrate best practices.

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  • 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.

    An accredited investor is an individual who meets at least one of the following criteria as defined by the U.S. Securities and Exchange Commission (SEC):

    Individual Income: Earned income exceeding $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the last two years, with the expectation of the same level of income in the current year.

    Net Worth: A net worth exceeding $1 million, either individually or jointly with a spouse or spousal equivalent, excluding the value of the primary residence.

    Our workshops are typically held in the fall. Check our events page to see when the next Investor Training is scheduled, or join us to get a head-start on building your expertise, portfolio and angel investor network!

    BECOME A MEMBER

IN PARTNERSHIP WITH

  • ELEVATE CAPITAL

    ELEVATE CAPITAL

    Elevate Capital is a privately owned venture capital firm based in Portland, Oregon, that focuses on early-stage investments in startup companies and particularly those companies led by women, minorities, and veterans. Read more…

ADDITIONAL SPONSORS