Date & Time
Tuesday, May 14, 2024, 4:45 PM - 5:30 PM
Name
Making Your Angel Group Indispensable – Time to Step Up!
Description

We all work hard to deliver compelling content and presentations for our members every month – but is this enough? Are you providing your members with the maximum value that they expect and deserve and does this go beyond hosting Zoom and live meetings where they get to hear entrepreneurs pitch their great ideas? Do you treat dues as strategic investments in your group and, if so, what is your value-add model? What value-add services have you implemented, and which should you be implementing to make your angel group indispensable and worth 2X or 5X the dues you charge every year? Join us as we explore what we believe are the Must Haves, Should Haves, and Nice to Haves value add options that you can implement, some right away and some with the right planning and expertise to make your group an indispensable investment opportunity for each and every active member.

This session will provide valuable takeaways regardless of your group philosophy. 

Who should attend: This session is for Angel Group Leaders and Support Team Members

Learning Objectives: 
MUST HAVES: Formalized Group Process, Your Investment Funnel. Aggressive Screening, Creation or Access to Comprehensive Due Diligence Reports (Not Deal Rooms), Power to Negotiate Valuation, Member Only Deal Room Access
SHOULD HAVES: Mandatory Pitch Coaching for Every Presenter, Power to Negotiate Terms & Lead Deals, Formal and Meaningful Syndication – Getting the Deal Funded, Group Specific Follow-on Educational Workshops after the ACA Offerings, Create and Manage Due Diligence Teams and DD Team Leaders
NICE TO HAVES: Ability to Create State-of-the-Art SPVs, Culling the Herd – Removing Inactive Members, Affiliated Funds or One-off Investment Power

This session is powered by Keiretsu Forum Mid-Atlantic & Southeast

Howard Lubert
Track
Investor Group Leaders
Location Name
Delaware D