At each stage of development, a business enterprise needs to fund enterprise growth. It is important to understand the varied objectives, optimal structures, and document and deal mechanics that can impact the structuring and closing of a successful financing. Hear the faculty break down these varying considerations into manageable parts and explain them using examples.
This new program provides a roadmap to the substantive attributes of the various structures and documents that can be used at each stage of financing, ways to vary those attributes, and illustrative examples of how they are used in practice.
This new program provides a roadmap to the substantive attributes of the various structures and documents that can be used at each stage of financing, ways to vary those attributes, and illustrative examples of how they are used in practice.
Course Content
Intro and Overview2:00 - 2:10 pm
- Financing: Identifying and Understanding Company and Investor Objectives
- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- Types of Financings: Equity, Debt and Hybrid
- Essence R. McGill Arzu, Esq., The Arzu Law Group LLC, Somerville
- Structures for Newly Incorporated/Formed Company Financing (Founder Equity/Loans, Friends and Family Notes/SAFEs)
- Essence R. McGill Arzu, Esq., The Arzu Law Group LLC, Somerville
- Seed & Early Stage
- Convertible Notes and SAFES
- Essence R. McGill Arzu, Esq., The Arzu Law Group LLC, Somerville
- Preferred Stock Financing (NVCA and Simpler Alternatives)
- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- Employee/Equity Compensation
- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- SBA Loans
- Sean W. Gilligan, Esq., Gesmer Updegrove LLP, Boston
- Break
- Later Stage
- NVCA Standards, Convertible Notes/SAFEs
- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- Bank loans, Non-Bank Mezzanine Financing
- Sean W. Gilligan, Esq., Gesmer Updegrove LLP, Boston
- Equity Compensation
- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- Securities Law Concerns and Considerations
- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- Model Documents Resouces
- Sean W. Gilligan, Esq., Gesmer Updegrove LLP, Boston
- Please Note
- MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
Speakers
Chair- Peter M. Moldave, Esq., Gesmer Updegrove LLP, Boston
- Essence R. McGill Arzu, Esq., The Arzu Law Group LLC, Somerville
- Sean W. Gilligan, Esq., Gesmer Updegrove LLP, Boston
