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Using Convertible Notes to Accept Early Company Investment Fast (Recorded Workshop)

A Convertible Note is a loan offered to accredited investors which, if a certain set of negotiated conditions are met, converts into an investment at some point in the future. This recorded workshop reviews the fundamentals for convertible notes and provides a list of resources you can refer to in order to learn more.

This recorded workshop comes with a printable workbook that reviews the material covered and provides additional links and resources

Become a Pro Subscriber and you'll get this video and workbook along with 130+ other recorded workshops and videos, and many live online events free as well. Full details at https://gumroad.com/l/dUzqTK/VID0nly 

You will learn:

  • How accepting funding from investors using a Convertible Note differs from accepting funding from investors using Regulation D or Regulation CF
  • How using Convertible Notes can significantly speed up investment and reduce costs of funding by creating a “rolling close” instead of a round with a fixed closing date.
  • Standard Terms in a Convertible Note and the impact they have on your company and future funding.
  • Issues that can arise from a Convertible Note and why some business owners avoid them.
  • How to get support for creating a Convertible Note and how much an agreement might cost.
  • What you will need to have in place before using a Convertible Note to fund your company.

NOTE: This is an entrepreneurs introduction to convertible notes. I’m not an attorney and this workshop is not meant to provide legal advice. It’s designed to help you become aware of when, why, and how entrepreneurs sometimes use convertible note for accepting early investment. To create a convertible note you must work with a qualified attorney.

If you have questions about these resources, please email nancy@nancyfultonmeetups.com. I look forward to hearing from you. 

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Using Convertible Notes to Accept Early Company Investment Fast (Recorded Workshop)

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