Capital Track Education Series: Due Diligence & Term Sheets

......... April 6th 2017
Presented by Catherine Mott, BlueTree Capital Group & BlueTree Allied Angels

Program Overview 

Preparing for and performing due diligence on a company is one of the most important pieces of executing a successful early stage equity deal. Entrepreneurs that understand how to conduct due diligence save time and money. Knowing what investors expect to gain confidence in a deal will give you an edge on securing a good deal and allow you to better focus on growing your business.

Entrepreneurs that understand the concepts and principles of how to execute a term sheet can focus more attention on their business. This workshop explores the common concepts, principles, approaches to and types of term sheets.

This workshop is an interactive classroom-style setting with group exercises and case studies. 

What You Will Learn

  • Fundamentals of how to prepare for, set up and execute a solid due diligence process
  • What works and what does not for term sheets as well as the options there are to execute a good deal for everyone

Who Should Attend

Entrepreneurs who understand how investors operate and what they expect will have a huge advantage in solidifying a successful deal. They will also be better prepared for attracting and pitching to investors.
Startup Support Professionals can increase the value of their services to clients and constituencies when they can more effectively advise them on to execute the angel investment process. The more knowledge you can transfer the better positioned for success your clients will be.

Angel Groups and Investors that understand how to execute and manage the process of early-stage equity investing are in a better position to lower risk and increase returns. Angel groups that apply the skills taught in this seminar can improve their investment process, create improved deal flow and raise the odds of realizing successful exits.

About the Presenter 

Catherine Mott is the founder and CEO of BlueTree Capital Group and BlueTree Allied Angels located in Wexford, PA (suburb of Pittsburgh, PA) with a satellite office in Erie, PA.  BlueTree Allied Angels is one of 400+ professionally managed private (angel) investor networks in US and Canada.  As of December 2014, BlueTree Allied Angels has invested ~ $30+ million in 46 start-up companies.  Ms. Mott is the past Chairman of the Angel Capital Education Foundation (aka, Angel Resource Institute), an organization that researches angel capital, tracks angel capital, and provides education to bring professionalism and ethics to the industry.   From 2010 – 2012 she served as Chairman of the Board of the Angel Capital Association, the professional trade association for Angel Networks and Angel Funds in the U.S.  In September 2011, Ms Mott was one of 21 individuals selected for the SEC Advisory Committee on Small and Emerging Companies.

Catherine recently joined forces with David Motley, Roger Byford, and Jon Pastor to create the BlueTree Venture Fund I, focused on investing in Series B rounds of angel funded companies in the Mid-Atlantic and Mid-Western regions of the United States.  BlueTree Allied Angels was listed in INC magazine in 2009 as one of the Top 50 angel investors networks in the US; and in 2014, CB Insights culled out BlueTree Allied Angels as one of the top 20 angel groups in the US.   Previously, Catherine had founded Synergetics Sales Performance Group, (formerly Strategic Sales Solutions), and Indigo Capital Development, LLC.  In 2002, she was recognized as one of Pennsylvania’s 50 Best Women in Business. 


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