Go Beyond Network

Investing in the US - Part 2

Overview of the legal and tax aspects of early stage investing in the US
25 April
Time
Wednesday 25th of April From 20:30 to 22:00 CEST
Location:
This is a virtual event
Group
Virtual
Price
Free event
Free for members
Register

Who should attend

  • Potential investors, to better understand what early stage investing in the US entails
  • Private investors who want to optomize their investment portfolio and approach to investments
  • Entrepreneurs who want to develop and/or optomize their approach to raising early stage financing

What will be covered

Part 1

  • Managing SMEs; what investors should know:
    • legal structures and comparisons
    • founding documents and processes
    • taxation issues
    • regulations (HR and other)
    • stock options
    • IP
    • government grants and support
    • bankruptcy
    • annual reporting
    • governance issues
  • Directorships in SMEs:
    • rights and responsibilities
    • insurance

Part 2

  • Investing in US SMEs:
    • considerations when investing as an individual or via a company/fiduciary
    • investing as a group
    • taxation issues
  • Legal documents between investors and entrepreneurs:
    • types of documents - statutes vs shareholder agreements
    • types of shares and rights
    • key terms
    • key rounds and exits

How the event is delivered

  • A visual presentation is used
  • An experienced Business Angel shares their knowledge with you
  • Attendees may share their experiences and raise issues they currently do, or have faced
  • A sample executive summary and/or business plan may be reviewed

Terms and conditions

This is a virtual class: For best results, we recommend a high speed internet connection to view the presentation.  Registration is required for Part 1 (and where indicated, Part 2).  

Dial-in instructions will be included in the automated confirmation email following registration. It is recomanded that first time attendees log in 15 minutes prior to the event for system testing.

Places are limited (maximum 6-10 attendees). Email cancellations received up to 10 working days prior to commencement of Part 1 will be refunded in full. Email cancellations received between 10 working days and 72 hours (3 days), may receive a credit to use on any of the other Go Beyond events or training modules.  No refund will be accepted for cancellations received within 72 hours (3 days) or for cancellation/non-attendance of Part 2 (where applicable).

Please be advised that all our webinar sessions are recorded.