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 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.
This series is held once a year. Check back for our next scheduled sessions.
-
TOPICS
SESSION 1: THE STARTUP INVESTING JOURNEY. Learn the foundation for successful angel investing and the benefits of becoming a TiE Charter Member, which is a community of experienced, successful investors. Topics will include: Investor Psychology, 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 and memos that illustrate best practices.
-
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.
Check back for a future workshop date, or join us to get a head-start on building your expertise, portfolio and angel investor network!
IN PARTNERSHIP WITH
-
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
-
First Tech provides charitable grants focused on programmatic and capacity building support, as well as nonprofit sponsorships, to organizations within our Oregon, Washington and Northern California footprint. These grants and sponsorships support programs First Tech focused on education and fundamental needs. Learn more…
-
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. Learn more…
-
Perkins Coie is a leading international law firm that is known for providing high-value, strategic solutions and extraordinary client service on matters vital to our clients’ success. With more than 1,200 lawyers in offices across the United States and Asia, we provide a full array of corporate, commercial litigation, intellectual property and regulatory legal advice to a broad range of clients, including many of the world’s most innovative companies and industry leaders as well as public and not-for-profit organizations. Learn more…
-
Stoel Rives is a leading U.S. corporate and litigation law firm providing high quality services to sophisticated business clients at every stage of their evolution. With 350 attorneys in seven states and Washington, D.C., Stoel Rives is a nationally recognized leader in the energy and natural resources industries. Learn more…
-
Tonkon Torp LLP is an American law firm based in Portland in the U.S. state of Oregon. Established in 1974, the limited liability partnership has 78 attorneys. As of 2010, it was the third largest law firm in Portland when it had 86 attorneys. Learn more…
-
-
-
-