Overview of Early Stage Deal Structures
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Legal, Tax & Accounting
Simplifying angel tax and accounting issues, estate planning issues, and legal topics so that you understand how they affect your returns is critical to maximizing benefits for you, and for your heirs. Learn how to navigate deal terms and what you need to know about Intellectual Property (IP), insurance, and the latest in tax law and estate planning.
Deal Terms & Docs
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Let’s Make a Deal: Negotiating Terms
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The Closing Package from Hell
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Equity Deal Terms - Exits & Liquidity
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Equity Deal Terms - Governance, Management and Control
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Equity Deal Terms - Investor Rights/Protection
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Equity Deal Terms - Economics
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Mapping Key Deal Terms to Key Investor Concerns
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Introduction to Understanding Equity Deal Terms
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A Guide to Angel Investing Documents: Convertible Debt Deals
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A Guide To Angel Investing Documents: Preferred Stock Deals
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IP
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Startup Technology & IP
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Key Patent Issues For Angel Investors
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Board
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A Glossary of Directors and Officers Insurance
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Model IRS 83(b) Election Form
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Board Structure and Mechanics
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Sample Board Meeting Dashboards
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Guarding the Till: Basic Financial Controls
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Ignorance is Not a Defense: Legal Duties for Directors
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Ultimate Guide to Audits
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Company
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Form D: Often Forgotten, Never Optional
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Legal Issues For Startups
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Employee vs. Contractor
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Does My Start-up Really Need a Valuation?
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Back To Basics: Angel Investing Primer on Choice Of Entity
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Taxes
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Stock Options and Restricted Stock for Angels
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Model IRS 83(b) Election Form
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Key Angel Investing Tax Issues [Infographic]
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Key US Federal Tax Issues for Angel Investors
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Angel Investing Primer on 1202 Stock
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Angel Investing Education on Tax Benefits
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Insurance
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A Glossary of Directors and Officers Insurance
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CYA: Liability Insurance for Directors
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