In this session we will cover:
Financial Considerations
o Preparing your budget to accommodate new capital
o What records to have for the diligence process
o Understanding what it means to bring on additional capital
o How to find the right partner to work with and knowing your own price
o Understand the different types of investment – convertible debt vs. equity
Legal Considerations
o Understanding corporate structure and which governing documents to have compiled
o Organizing your cap chart and ownership records
o Key contracts to have available
o Engaged IP attorneys and secured/protected IP
o Securities law issues