Venture San Diego

Are you an entrepreneur ready to transform your vision into a successful, fundable startup. Access Silicon Valley and EvoNexus invite you to join us for an invaluable 3-hour workshop designed to equip you with the legal and business tools and insights necessary to build a fundable and scalable startup and thrive in the startup ecosystem!

This is the second of three workshops in the Access Silicon Valley Startup Fundamental Series for startup founders, startup executives, entrepreneurs, innovators, and developers. While advantageous to have attended all 3 workshops, this is stand-alone content. You can still attend this program if you missed the first.

Thank you to our event sponsor, Snell & Wilmer**.

SEATING IS EXTREMELY LIMITED, SO RESERVE YOUR SEAT HERE.

#### Content:

In this second workshop of the Startup Fundamentals series, Roger Rappoport, a former entrepreneur, founder of Access Silicon Valley, a partner at Snell & Wilmer and co-leader of its Emerging Growth and Venture Capital practice group, will conduct an interactive, informative session with in depth content on how successful Silicon Valley startups develop and implement successful funding strategies, securing funding from angel, seed and VC investors. Learn the best way to raise the money you need to successfully launch and scale your startup!

#### This session will cover:

• How to develop a funding strategy appropriate for your startup
• When to raise funds, how much to raise, and from who
• The danger of taking too much or too little from investors
• Identifying the valuation inflection points of your company
• The differences between seed, angel and venture capital funding
• Alternative funding sources
• Appropriate funding instruments for each round of funding, including convertible notes, SAFE's, common stock and preferred stock
• The pros and cons of selling equity, convertible instruments, and venture debt
• Selecting and gaining access to the right investor
• What to do to increase the pre-money valuation of your company

#### Materials:

A comprehensive 50-page digital workbook with an actionable step-by-step guide will be distributed to all registered event attendees on the day of the event.

#### Agenda:

5:00 PM - 6:00 PM - Dinner and networking
6:00 PM - 6:15 PM - Speaker and sponsor introductions
6:15 PM - 7:30 PM - Startup workshop Part A
7:30 PM - 7:45 PM - Intermission
7:45 PM - 8:45 PM - Startup workshop Part B
8:45 PM - 9:00 PM - Q & A

#### About the Speaker:

Snell & Wilmer Partner Roger Rappoport, Co-Leader of the Emerging Growth and Venture Capital Practice Group, is a seasoned advisor to startups and emerging growth companies and the investors who finance them, guiding clients from inception through exit. With over two decades of experience in the startup ecosystem, Roger focuses on venture capital and angel investor financings, including convertible notes, SAFEs, and other debt financings. His knowledge extends to mergers and acquisitions, joint ventures, distribution, development, manufacturing, and licensing transactions, as well as executive compensation and the establishment of equity incentive plans.

He has extensive experience in advising startup and well-established emerging growth companies, primarily in the software, information technology, Internet, fixed and mobile communications technology, cleantech and life sciences sectors. Roger is the co-author of “Investor Agreements in a Financing Transaction” a chapter in Financing California Businesses,” California Continuing Education of the Bar, Co-author of "Considerations for Angel and VC Funded Startups and Emerging Growth Companies Considering a Loan Under the Paycheck Protection Program," and Co-author of “Changes in Convertible Instruments for Early Stage Financings.”

Before attending law school, he was the founder of a technology company with $10 million in revenue.

Questions? Email Alex Levine at [email protected].

#### Up Next

Part 3: Understanding the "Terms" In Term Sheets | January 22, 2025

Are you an entrepreneur ready to transform your vision into a successful, fundable startup. Access Silicon Valley and EvoNexus invite you to join us for an invaluable 3-hour workshop designed to equip you with the legal and business tools and insights necessary to build a fundable and scalable startup and thrive in the startup ecosystem!

This is the last of three workshops in the Access Silicon Valley Startup Fundamental Series for startup founders, startup executives, entrepreneurs, innovators, and developers. While advantageous to have attended all 3 workshops, this is stand-alone content. You can still attend this program if you missed the first.

Thank you to our event sponsor, Snell & Wilmer**.

SEATING IS EXTREMELY LIMITED, SO RESERVE YOUR SEAT HERE.

#### CONTENT

In this third workshop of the Startup Fundamentals series, Roger Rappoport, a former entrepreneur, founder of Access Silicon Valley, a partner at Snell & Wilmer and co-leader of its Emerging Growth and Venture Capital practice group, will conduct an interactive, informative session with in depth content on the terms and term sheets for a seed, angel, convertible debt, Safe (pre-money and post-money) and Series A round.

#### This session will cover:

• When and from whom to take money
• When is an amount raised too much or too little, and the perils of both
• The anatomy of a term sheet
• Understanding the structure of, and the provisions that will most likely be included in, a convertible debt, Safe, angel and venture financing term sheet
• How to arrive at a realistic pre-money valuation
• The impact of term sheets on existing shareholders
• The provisions that will impact control of major and day-to-day decisions at your startup
• The most recent trends relating to: liquidation preferences, participation rights, anti-dilution provisions, pay-to-play provisions, redemption rights, registration rights, rights of first refusal, drag along rights, co-sale rights, among others

#### Materials:

A comprehensive 50-page digital workbook with an actionable step-by-step guide will be distributed to all registered event attendees on the day of the event.

#### Agenda:

5:00 PM - 6:00 PM - Dinner and networking
6:00 PM - 6:15 PM - Speaker and sponsor introductions
6:15 PM - 7:30 PM - Startup workshop Part A
7:30 PM - 7:45 PM - Intermission
7:45 PM - 8:45 PM - Startup workshop Part B
8:45 PM - 9:00 PM - Q & A

#### About the Speaker:

Snell & Wilmer Partner Roger Rappoport, Co-Leader of the Emerging Growth and Venture Capital Practice Group, is a seasoned advisor to startups and emerging growth companies and the investors who finance them, guiding clients from inception through exit. With over two decades of experience in the startup ecosystem, Roger focuses on venture capital and angel investor financings, including convertible notes, SAFEs, and other debt financings. His knowledge extends to mergers and acquisitions, joint ventures, distribution, development, manufacturing, and licensing transactions, as well as executive compensation and the establishment of equity incentive plans.

He has extensive experience in advising startup and well-established emerging growth companies, primarily in the software, information technology, Internet, fixed and mobile communications technology, cleantech and life sciences sectors. Roger is the co-author of “Investor Agreements in a Financing Transaction” a chapter in Financing California Businesses,” California Continuing Education of the Bar, Co-author of "Considerations for Angel and VC Funded Startups and Emerging Growth Companies Considering a Loan Under the Paycheck Protection Program," and Co-author of “Changes in Convertible Instruments for Early Stage Financings.”

Before attending law school, he was the founder of a technology company with $10 million in revenue.

Questions? Email Alex Levine at [email protected].