Rockies Venture Club


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RVC Investor Member Event: How to be a Lead Investor and Portfolio Management

  • Tuesday, October 08, 2019
  • 4:00 PM - 6:00 PM
  • Denver Metro SBDC - 1445 Market St, Denver, CO 80202 4th Floor Board Room

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RVC Investor Member Event:

How to be a Lead Investor and

Portfolio Management

A series of best practices for leading a deal, taking board seats, post investment management, and portfolio management.

This is the workshop for investors who are interested in leading an investment deal through an angel syndicate. The lead investor plays an important role in getting the deal done beginning with showing a commitment for the deal and communicating with peer investors to gauge interest and guide them through the deal. The lead works closely with the due diligence team to make sure that all the critical questions are answered and that risk has been mitigated for investors. The lead assists RVC staff in negotiating the deal by preparing the term sheet and ensuring that the terms are acceptable to all investors in the deal. The lead may also play a role in syndicating, not only within RVC, but with outside VC and angel groups. This helps bring out of state money into Colorado, but also helps to fund RVC companies and close out the rounds.

This workshop walks participants through the deal process and gives tips at each stage to drive engagement, evaluate the deals and, when appropriate, to bring in investors and get the deal done. Workshop participants receive resources to help them through the process as well as answers to the most common questions first time leads have.

We will also introduce and walk investors through using the Seraf portfolio management platform to help manage your portfolio of angel investments. 

The meeting agenda will be as follows:

Networking & Happy Hour - 4:00 PM to 4:30 PM

Lead Investor Training - 4:30 PM to 5:30 PM

Seraf Tutorial - 5:30 PM to 6:00 PM

This workshop is for accredited investors only!

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