Convertible notes are a common seed financing structure for startups.
This topic outlines the process and key considerations for a startup company issuing convertible notes to raise seed capital from angel investors, friends, and family.
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Agenda
Advantages and Disadvantages of Convertible Notes vs. a Priced Equity Round
Primary and Ancillary Documents Required for a Convertible Note Financing
Conversion Discounts and Valuation Caps
Conversion Features of Convertible Notes: Automatic Conversion vs. Optional Conversion
Structuring for Future Fund Raising
SAFEs and KISSs
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on March 24, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
![Trevor A. Crow](https://image.lorman.com/speaker/tr:w-144,h-216/4528431.jpg)
Trevor A. Crow
Crow Legal, LLC.
- Founder of Crow Legal LLC where he advises closely-held entities regarding M&A, securities, tax, and general business transactions
- Adjunct professor at the University of Denver Sturm College of Law (teaching taxation of business entities)
- Advises closely-held entities through the whole business life cycle, including entity selection, formation, equity and debt financing transactions, acquisitions and the eventual transfer or sale of the business
- J.D. degree and LL.M. degree in taxation, University of Denver College of Law
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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