PHX East Valley Angel Investor Initiative

PHXEV Angel Investor Workshop – Gilbert

We have completed the first series of angel investment workshops with ATI in the City of Chandler… we are now seeking individuals interested in becoming PHXEV Angel Investors for our Gilbert, AZ Workshop series.

These workshops will be free and designed to provide those with the knowledge and tools needed to start investing immediately.

What Potential Angels Will Learn:
– How investment decisions are made
– How deals are structured
– How to build a diverse portfolio
– How exits occur, generating ROI

But most importantly, how YOU can generate return on investment while helping to grow businesses in our region.

These workshops are for anyone who wants to invest in PHX East Valley tech startups and is an “accredited investor” per the definition set by the U.S. Securities and Exchange Commission. To be an accredited investor, individuals must have a net worth over $1M (excluding value of primary residence), or annual personal income over $200k, or annual family income over $300k.

We will be offering three 2 hour workshop sessions in Gilbert, Arizona starting in May! Initial details are below with updates forthcoming!

Workshop Session #1

  • Focus:
    • Winners: #PHXEastValley Successful Startups: The PHX East Valley is home to some of Arizona’s top startups. Hear the stories of how they started and how local angel investors helped accelerate them to success by investing in their newly formed businesses. And meet founders of some local startups early on their paths to offer new products to solve customer problems.
    • How to Evaluate a Startup with No Revenue: It wasn’t all that long ago that we lived without Google, Amazon, Facebook, or Uber. Yet all of these changed the world. Each started out as a brainstorm by a few individuals that were first funded by Angels before becoming the most valuable companies on earth. Their Angel Investors and current Angel Investors use the same techniques to evaluate opportunities — learn these techniques.
  • Click here to download presentation

 

Workshop Session #2

  • When: Wednesday, May 16th from 5:30-7:30pm
  • Where: Gilbert University Building | 92 W. Vaughn Ave.
  • Focus:
    • Is This Company Worth It? Angel Investors are scarce and entrepreneurs seeking capital are abundant. That means that investors can select which companies are attractive enough to invest in. “Attractive Enough” has two parts:  the company prospects have to be good (as discussed in Session 2) and the economic outcome must be sufficiently high to justify the allocation of funds to a particular opportunity. Learn the techniques for valuing opportunities that have no direct history and where to each opportunity fits into a portfolio of investment opportunities — Learn these techniques.
    • Setting the Terms of a Deal: Investing in a startup is not like investing in a NYSE or NASDAQ listed company: once in, you’re in for an extended period.  Since Angels can’t get out of an investment quickly, learn how they structure their investments to reduce the risk and help a company become successful.
  • Click here to download presentation

 

Workshop Session #3

  • When: Wednesday, June 6th from 5:30-7:30pm
  • Where: Gilbert University Building | 92 W. Vaughn Ave.
  • Focus:
    • Trends in Investing, with a Nod to Venture Capital: Startups are emerging in Arizona in software, semiconductors, medical devices and other fields all the time.  Arizona is not Silicon Valley and Silicon Valley is not the entire U.S.  Some trends apply everywhere; others are localized, and all of them matter. Learn which comparisons are important and which are not. And learn how Angels and VCs are dependent upon each other… to a point.
    • Angel Investing – Doing It: Individuals invest as Angels in several ways: alone or together in groups sharing intelligence. They can be active or passive. They can have a little of each. Learn the differences and how to take action that suits you.
  • Click here to download presentation

 

Become an Angel, Invest in Local Startups | Jan 10th

Become an Angel, Invest in Local Startups

Identify, Educate, and Activate

 

PHX East Valley (December 19, 2017) — The PHX East Valley region is becoming a hot bed for innovative startups. However with many great startups on the rise additional capital funding needed for continued growth can at times be scarce.

That is why the PHX East Valley communities and regional leaders have formed a regional partnership to catalyze economic growth by raising awareness of the importance of angel investing and enhancing access to early-stage funding for our regional startups.

The PHX East Valley Angel Investor Initiative aims to teach potential Angel Investors about the techniques, benefits and community impact of Angel Investing through educational workshops. Our leaders aspire to identify, educate and activate local angel investors in order to provide startups with access to early-stage capital to get their business to the next level.

So, what exactly is an Angel Investor and do you qualify?

An “Angel” is an individual with a net worth of $1 million or an annual personal income of $200,000, who invests his or her own money in a startup company in exchange for an equity share in the business. Many “Angels” not only invest money into the business, but time as additional capital to help grow the entrepreneur’s startup.

Join us on Wednesday, January 10th, from 5:00pm to 6:00pm as we will be hosting our fourth Angel Investor workshop at the ASU Chandler Innovation Center which will focus on setting the terms of a deal in order to structure investments that reduce risk while helping a startup company become successful.

“Investing in a startup is not like investing in a NYSE or NASDAQ listed company: once in, you’re in for an extended period.  Since Angels can’t get out of an investment quickly, this workshop discuss how angels structure their investments to reduce the risk and help a company become successful.” — Jim Goulka of Arizona Tech Investors (ATI).

This workshop is free and open to the general public whom have an interest in learning more about what it takes to become an angle investor. To register to attend and/or learn more, visit www.investphxev.org.

 

 

 

 

PHX East Valley Angel Investor Workshop Presentations

Thank you for attending one or more PHX East Valley Angel Investor Workshop sessions. Below you will find the links to ALL 6 presentations brought to you by Jim Goulka of Arizona Tech Investors.

October

Discussed the overview of Angel Investing, shared success stories of local startups and panel discussion full of Angel Investing advice.

The PHX East Valley is home to some of Arizona’s top startups. Hear the stories of how they started and how local angel investors helped accelerate them to success by investing in their newly formed businesses. And meet founders of some local startups early on their paths to offer new products to solve customer problems.

Download Presentation


November

Discussed how to evaluate a startup business when looking to diversify your investment portfolio.

It wasn’t all that long ago that we lived without Google, Amazon, Facebook, or Uber. Yet all of these changed the world. Each started out as a brainstorm by a few individuals that were first funded by Angels before becoming the most valuable companies on earth. Their Angel Investors and current Angel Investors use the same techniques to evaluate opportunities — learn these techniques.

Download Presentation


December

Discussed methods that help investors determine if a company is worth their investment.

Angel Investors are scarce and entrepreneurs seeking capital are abundant. That means that investors can select which companies are attractive enough to invest in. “Attractive Enough” has two parts:  the company prospects have to be good (as discussed in Session 2) and the economic outcome must be sufficiently high to justify the allocation of funds to a particular opportunity. Learn the techniques for valuing opportunities that have no direct history and where to each opportunity fits into a portfolio of investment opportunities — Learn these techniques.

Download Presentation 


January

Discussed de-risking through deal terms.

Investing in a startup is not like investing in a NYSE or NASDAQ listed company: once in, you’re in for an extended period.  Since Angels can’t get out of an investment quickly, learn how they structure their investments to reduce the risk and help a company become successful.

Download Presentation 


Feb

Discussed “Top 4” trends happening with investing.

Startups are emerging in Arizona in software, semiconductors, medical devices and other fields all the time.  Arizona is not Silicon Valley and Silicon Valley is not the entire U.S.  Some trends apply everywhere; others are localized, and all of them matter. Learn which comparisons are important and which are not. And learn how Angels and VCs are dependent upon each other… to a point.

Download Presentation


March

Discussed how to begin investing as an Angel.

Individuals invest as Angels in several ways: alone or together in groups sharing intelligence. They can be active or passive. They can have a little of each. Learn the differences and how to take action that suits you.

Download Presentation


Our next workshop session series will begin May 1st in Gilbert Arizona. Details are forthcoming.

 

Have lots of money and want to invest in tech startups? The PHX East Valley Angel Investor Initiative wants you.

An East Valley initiative recently launched to identify, educate and activate 250 people within three years to become active angel investors in early-stage funding for mainly East Valley tech startups.

Original Article via Phoenix Business Journal

The PHX East Valley Angel Investor Initiative is a regional collaboration between Chandler’s economic development division, Phoenix-based Arizona Tech Investors, and East Valley Partnership, a coalition of civic, business, educational and political leaders dedicated to the economic development and promotion of the east valley.

The goal is to grow the number of accredited angel investors who are active in the East Valley and fill the gap in funding needs for East Valley startups involved in technology and life sciences, said Micah Miranda, Chandler’s economic development director.

Any other interested groups who want to help drive angel investing are welcome to join the initiative, Miranda added.

“We’re really good at generating ideas and patentable products through innovation. We have a lot of brilliant business people,” he said. “But one component identified needing help in is access to early-stage capital for individuals to scale their company.”

Angel investors invest their own money in startup companies in exchange for an equity share of the business. An individual angel investor may invest as little as $5,000 in a business, while an angel group may pool their capital to make a larger investment.

Accredited investors, according to the U.S. Securities and Exchange Commission, have either a net worth of $1 million, personal annual income of at least $200,000 or family annual income of at least $300,000.

While Chandler is taking the lead with the initiative, eight other East Valley cities’ economic development departments are involved in some aspect. Those cities are Tempe, Mesa, Apache Junction, Queen Creek, Gilbert, Chandler, Fountain Hills and Maricopa, said John Lewis, CEO of the East Valley Partnership.

“After meeting with economic development directors to see how the partnership can assist them, they all needed capital,” said Lewis, the former Gilbert mayor. “(Infusionsoft CEO and co-founder) Clate Mask also talked a lot about entrepreneurs succeeding and needing more capital. We took that thought and decided we needed to try and find more angel investors to help companies in Arizona, specifically in the East Valley.”

The ASU Chandler Innovation Center will host six free workshops during the next six months for prospective investors to learn how to structure a deal, how to determine if the company is worth investing in and investing trends.

The first workshop will be from 5 to 6 p.m. Oct. 4 and cover “Winners: #PHXEastValley Successful Startups.” Interested angel investors need to register for the workshops.

Jim Goulka, managing director of Arizona Tech Investors, will lead the workshops, which are focused on people who have not invested before.

“More angel investors is good for what we do,” Goulka said. “We need more investors who can put more money locally in companies.”

The initiative also plans to establish a PHX East Valley Sidecar Fund for angel investors who want to get involved but might want to be more passive investors in the startup scene. The fund will be managed by Arizona Tech Investors and will offer a pooled investment opportunity.

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