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
2:10 - 2:30 pm
Types of Financings: Equity, Debt and Hybrid
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
2:30 - 2:50 pm
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
2:50 - 3:00 pm
Convertible Notes and SAFES
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
3:00 - 3:30 pm
Preferred Stock Financing (NVCA and Simpler Alternatives)
Peter M. Moldave, Esq.,
Gesmer Updegrove LLP, Boston
3:30 - 3:40 pm
Employee/Equity Compensation
Peter M. Moldave, Esq.,
Gesmer Updegrove LLP, Boston
3:40 - 3:55 pm
SBA Loans
Sean W. Gilligan, Esq.,
Gesmer Updegrove LLP, Boston
3:55 - 4:00 pm
Break
Later Stage
4:00 - 4:20 pm
NVCA Standards, Convertible Notes/SAFEs
Peter M. Moldave, Esq.,
Gesmer Updegrove LLP, Boston
4:20 - 4:40 pm
Bank loans, Non-Bank Mezzanine Financing
Sean W. Gilligan, Esq.,
Gesmer Updegrove LLP, Boston
4:40 - 4:45 pm
Equity Compensation
Peter M. Moldave, Esq.,
Gesmer Updegrove LLP, Boston
4:45 - 4:55 pm
Securities Law Concerns and Considerations
Peter M. Moldave, Esq.,
Gesmer Updegrove LLP, Boston
4:55 - 5:00 pm
Model Documents Resouces
Sean W. Gilligan, Esq.,
Gesmer Updegrove LLP, Boston
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairPeter M. Moldave, Esq.,
Gesmer Updegrove LLP, Boston
Faculty
Essence R. McGill Arzu, Esq.,
The Arzu Law Group LLC, Somerville
Sean W. Gilligan, Esq.,
Gesmer Updegrove LLP, Boston
