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OpenUp: Document Fundamentals for Funding

Date

Nov 16 2021

Time

9:00 am - 10:30 am

Location

On-demand Recording

COST

Free
Marc Rasich

Organizers

Marc Rasich

Marc Rasich is a Partner at Stoel Rives, LLP. Marc is a business lawyer and litigator who draws on his personal experience as a business owner to counsel clients on legal strategies appropriate to their needs and objectives. He has a practical understanding of the challenges businesses face in using their often limited legal budgets effectively, and he tailors his legal advice accordingly. Marc partners with his clients to assess and mitigate their legal risks across a wide variety of areas, including corporate governance, licensing, joint venture and strategic partnership agreements, intellectual property protection, and employment issues.

Other Organizers

Tara Spalding
Tara Spalding
Website
https://www.google.com
Category

Programs

OpenUp

Due diligence for startups can seem like a daunting process. After all, you want to make the investors comfortable enough to invest in your company.

From an investor perspective, investing has a significant amount of risk on the possible likelihood for a return or not. It is only fair that those who invest get access to the key company documents so they can assess the level of risk in addition to truly understanding your business.

Before you begin fundraising, best practice is to immediately take good care of the documentation that runs your business. All documents are fair game when it comes to being reviewed by investors. And, the more sophisticated the investors are, the more they will ask to review before determining their investment into your company.

This webinar discusses document best practices for funding diligence, and what you can prepare in advance before speaking to an investor.

If your company is selected to participate in the BoomStartup AmplifyUp funding program, your company will be expected to provide several documents to us and to prospective investors.

This educational webinar is hosted by an attorney and is designed to help founders who are considering fundraising in the next 3 – 6 months so they can prepare the necessary business activities to ensure a fast funding close by reducing the collection and organization of their company’s paperwork.

WHAT TO EXPECT
Marc Rasich, Partner at Stoel Rives, a leading nation-wide law firm based out of Salt Lake City, Utah, will walk through document fundamentals.

Marc will dive into the due diligence process, what is a data room or a diligence package, and the agreement types that should be available for investors to review. Marc will also explain how investors look at these documents and ask questions about the author, and why you should have agreements ready to go, what agreements to have ready for investors, and what investors are looking for.

FORMAT
This is a presentation with an open Q&A at the end.

DATE, TIME, TICKET PRICE
Tuesday, November 16, 2021
9am – 10:30am MDT
Hosted over Zoom
This webinar is free to join.

Meet The Expert

Marc is a business lawyer and litigator who draws on his personal experience as a business owner to counsel clients on legal strategies appropriate to their needs and objectives. He has a practical understanding of the challenges businesses face in using their often limited legal budgets effectively, and he tailors his legal advice accordingly. Marc partners with his clients to assess and mitigate their legal risks across a wide variety of areas, including corporate governance, licensing, joint venture and strategic partnership agreements, intellectual property protection, and employment issues.