Startup Valuation & Deal Terms 101: What Every Angel Should Know

Angel investing can be rewarding – but only if you understand how valuation and deal terms shape outcomes.

Valuation and deal structure play a major role in shaping outcomes for angel investors, yet these topics are often misunderstood or oversimplified. Many early-stage deals look straightforward at first glance, but differences in valuation or deal structure can have an impact on ownership, dilution, and eventual returns. This is especially true when it comes to instruments like SAFEs, convertible notes, and equity rounds, which can be confusing if you don’t deal with them regularly.

This practical, investor-focused workshop is designed to equip angel investors with the tools to assess startup valuations and provides an overview of the definition and differences between SAFEs, Convertible Notes and Preferred Shares. We’ll break down how valuations are determined at the early stage, what’s reasonable (and what’s not), and how different instruments affect your position as an investor.

Who Should Attend:

• New angel investors who want to build on their foundational knowledge 
• Investors looking to hone their knowledge in managing deal terms and protect your interests 
• Anyone currently evaluating deals and wanting to sharpen their negotiation lens

Whether you’re new to angel investing or looking to sharpen your fundamentals, this session will give you the tools to ask better questions, evaluate deals more critically, and invest with greater clarity and conviction.