Fundamentals of Angel Investing 
Half-Day Workshop

This in-depth, turnkey workshop is designed for new angels or accredited investors interested in learning more about angel investing or joining an angel group.  It may also be delivered to entrepreneurs, economic developers and others with an interest in understanding angel investing.  Fundamentals of Angel Investing includes a detailed presentation delivered by an approved ACA instructor who leads the session and moderates experienced panelist discussions, with angels and experts from your community, throughout the half-day workshop.  The interactive workshop includes considerable time for Q&A and networking. 

Workshop materials are provided with licensing of the workshop.  Delivery fees for Fundamentals of Angel Investing include a $500 fee for ACA members and travel expenses for the lead instructor.  Great value!

Fundamentals of Angel Investing covers topics such as:

  • Angel investing as an asset class
  • Anticipated returns
  • Portfolio strategy
  • Valuation of early-stage companies
  • Conducting due diligence
  • Understanding term sheets
  • Angel involvement in portfolio companies after the investment

Workshop tools provided:

  • Full presentation and presentation notes
  • Faculty guide
  • Proposed questions for panel discussion
  • Agenda
  • Audience workbooks

Interested in hosting a workshop in your city?  Our workshop offerings are a great opportunity to introduce prospective and new angels to local angel groups.  Materials and faculty guides are provided for each workshop. If you have any questions, please e-mail Heather Krejci.

Approved Lead Instructors

Peter Adams
Rockies Venture Club
Denver, CO

Susan Austin
FIN Capital
Scottsdale, AZ

Steve Baggott
Queen City Angels
Cincinnati, OH

Elaine Bolle
RTP Capital
Raleigh-Durham, NC

Marcia Dawood
San Francisco, CA

Kaitlyn Doyle
Irish Angels
Chicago, IL

Denise Dunlap
Sage Growth Capital
Boise, ID
James Goulka
Jim Goulka
Arizona Tech Investors
Phoenix, AZ

Jean Hammond
Boston, MA

John Harbison
Tech Coast Angels
Palos Verdes Peninsula, CA

Angela Jackson
Portland Seed Fund
Portland, OR

Kevin Learned
Sage Growth Capital
Boise, ID

Laura McCoolidge
Angel Capital Association
Kansas City, MO

Randy Moore
Alaska Investor Network
Anchorage, AK

John Paulos
Central Texas Angel Network
Austin, TX

Bill Payne
Frontier Angels
Henderson, NV

ACA members can click the button below, enter their Member's Only log-in credentials, and complete the form to register for the workshop.

ACA Member Access

Host Responsibilities

ACA is happy to offer the high-value and low-cost workshop, Fundamentals of Angel Investing, to all ACA members.  The following information will provide you with the detail necessary for hosting the workshop.

  • The workshop cost is $500, plus the travel of the instructor.  Travel costs vary depending on where your instructor is traveling from.  You are responsible for coordinating with the instructor to make these arrangements.
  • Printed workbooks are necessary for each individual attending the workshop. Printing costs can vary depending on the printer you use, as well as the quantity you order.  
  • You will receive a draft agenda and the host is responsible for updating the agenda and inserting it into the pdf workbook. The confirmation e-mail will include additional instructions.
  • The host is required to secure the venue as well as all AV needs including a projector with laptop and microphones.
  • We encourage hosts to offer food and beverages. Food and beverages during the workshop typically consist of a simple continental breakfast with a coffee refresh.
  • Attendee invitation and registration are to be completed by the host.

*In an effort to ensure the high-quality of our workshops, and to respect the time of our course developers and instructors, shortened versions of this workshop are not available.