Resources

Please let the Band portfolio companies know about the resources below that are available to them. Additionally, we hope you find the videos, research papers, and other materials to be a valuable resource.


2019 AI day materials

Thanks to Ron Weissman and Armando Viteri for organizing the annual AI Day. Here is Ron Weissman’s presentation on “AI and the Intelligent Investor” .


"ART OF THE DEAL" MATERIALS

Thanks to Pat Guerra for leading the “Art of the Deal” workshops. Here are the presentation materials.

First Session

September 2017

Topic: The Art of the Deal

Introduction Presentation

Ron Weissman: Executing Angel Rounds

Second Session

January 2018

Topic: Due Diligence

Due Diligence Presentation Deck



FIFTH session

January 2019

Topic: Making Money at Angel Investing

Carol Sands Presentation


EIGHT session

May 2019

Topic: Tax Considerations in Angel Investing

May 20th from 11:30 AM until 2:30 PM at TechCode (385 Moffett Park Dr, Sunnyvale). Two interesting topics that will be covered are using one’s self-directed ROTH IRA as a tool to goose angel returns and some often-overlooked provisions in the Qualified Small Business Stock (QSBS) tax code that allows for taking angel investment losses (in the rare event you ever have any) to offset your ordinary income.

Link to deck on QSBS

TENTH session

December 2019

Topic: “How Safe are SAFEs?”

Link to deck presented by Ron Weissman

NINTH session

September 2019

Topic: Intellectual Property

Link to deck presented by Efrat Kasznik


AWS credits

Band of Angels and Amazon Web Services (AWS) have a partnership to provide any Band funded company with $10,000 AWS Promotional Credit valid for 2 years and other benefits listed here.


r&d credits

At Portfolio Day one of the guest speakers was Taz Singh from Corporate Tax Incentives who described how our portfolio companies can offset their federal payroll tax liability with federal R&D Tax Credits. For the benefit of our portfolio companies, please share with them the information: If you are a start-up company with R&D Expenses, and with little or no income tax liability, you can increase cash flow starting January 2018 by electing the payroll tax offset. The federal R&D payroll tax offset provision allows a start-up company to claim the credit against payroll taxes, up to $250,000. Contact: Taz Singh (tsingh@ctillc.com; 916-837-4215).


VIDEOS: FINANCING YOUR VENTURE: ANGEL INVESTMENT

Ian Sobieski, Chairman of the Band, highlights the benefits and specialties of angel investors, underlines the keys to finding and engaging an angel, and defines how to get the most out of your relationship with your investor after the deal is made. Videos courtesy of the Ewing Marion Kauffman Foundation.