AGSM Angel Investors Program

Develop the key knowledge and skills to start early-stage investing

​Angel investing has become an integral part of the Australian funding ecosystem and is a significant source of economic development and job growth. In fact, despite the effects of the global pandemic, a record US$944.7 million of capital has been invested into Australian startups in 2020.

There has never been a better time to become an angel investor, to get exposure to one of the most lucrative (but risky) asset classes. There is 10x more capital in Australia than there was five years ago, and an explosion of people and investment in the Australian technology startup sector, fuelled by startups like Canva, Atlassian and Afterpay.

Australia is now one of the fastest growing startup ecosystems globally, which presents many amazing opportunities for early investors who possess the knowledge to find, evaluate and close deals. Today, 52 companies founded by Australians since 2011 are worth more than $100 million. Six are worth more than $1 billion (Airwallex, Canva, Safety Culture, Zoox, Culture Amp and 10X Genomics) and 14 in excess of $500 million. These companies alone represent a combined enterprise value of more than $30 billion and the creation of 10,000 new jobs. These new jobs will help stimulate Australia’s recovery from the global pandemic.

Australia is currently producing a unicorn a year. While venture capital investments attract a great deal of attention, many of these unicorns were originally funded by angel investors. As angel investors take their rightful position alongside venture capital as a powerful source of financing for high growth companies, there is a growing need for a robust education framework to provide angel investors with the critical tools they need to build a meaningful portfolio.

In partnership with UNSW Founders (supporting UNSW students, staff and alumni to build entrepreneurship skills and found and grow real companies), the AGSM Short Courses Angel Investor Program presents angel investors with case studies, expert presentations and facilitated discussions designed to help you learn how to successfully identify, evaluate and manage angel investments.

Key Course Details

Topic Commercial Acumen
Duration 3 Days
Location Sydney CBD Campus (view map)
Next Start 17 November 2021  View more dates 
Fee $2860.00 View payment options
Certification CEMD Units of Credit 

The Certificate in Executive Management and Development (CEMD) is attained by accruing unit points through completing AGSM Short or Custom Courses and offers credits towards an MBAX, AGSM’s next generation online MBA

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What You'll Learn

The Program focuses on:

  • Portfolio theory and construction
  • Assessment and due diligence
  • Risk involved – investment thesis and start up economics
  • How to identify opportunities
  • How to speak to a start up
  • Role of Angel vs Venture Capital (change over time – e.g. transition of teams)
  • Negotiation, term sheets and deal economics
  • Start-up ecosystem – where do Angels fit
  • Challenges – what are the key risks to mitigate

Through a blend of facilitated discussions, relevant and current case studies, experiential activities, and shared insights from Australia’s leading angel and investment experts, you will complete the program equipped with the insights, practical tools and frameworks ready for immediate use.

Introduction to Angel Investing

  • The start-up ecosystem and emerging trends
  • The funding landscape
  • Role of Angel Investors – Explore the various types and where they fit
  • Understanding your motivation and risk tolerance
  • What does success look like?

Evaluating Opportunities 

  • Portfolio construction
  • Returns and risks
  • Tax incentives
  • Where to source opportunities
  • Personal investment thesis and impact
  • Sustainability and diversity
  • How to talk to start ups 

Negotiating

  • Introduction to investment deal terms on a term sheet
  • A balanced approach to negotiating deal terms
  • Security types used in Angel Investments 
  • Deal economics, management & control, protection, exits & liquidity
  • Valuations: Why valuation matters, methodologies, valuation realities, negotiating valuations
  • Introduction to establishing a fair valuation for a start-up company
  • Cap Table, projecting cap tables forward, ways companies exit and return capital to investors.
  • Thinking about later follow-on rounds
  • Some key angel-focused tax items

Portfolio Management

  • Adding value to the start-up (mentoring, coaching and being helpful)
  • Venture Capital view of Angels
  • Challenges in start-ups (e.g. founder disagreements)
  • Funding and mentor match up
  • Managing your portfolio (gaps / overlaps / themes / balance)

Facilitators:

  • Beste Onay
  • Rayn Ong
     

Guest Speakers include:

  • Trevor Folsom
  • Chris Baxter
  • Daniel Veytsblit
  • Kylie Frazer
  • Rachael Neumann
  • Matt Allen
  • Sam Tidswell
  • Isabella Rich
  • Jennifer Harrison
  • Cheryl Mack
  • James Cameron
  • Richard Lin
  • Chris Fong
  • Peter Dunne
  • Camilla Love
  • Noga Edelstein
  • Michael Go
  • Barry Palte
  • Martin Karafilis
  • Khushal Polepalle
  • Laurence Schwartz
  • Evan Wong
  • Eric Wedepohl
  • Lauren Capelin
  • Karen Chan
  • Casey Flint
  • Kenny Wong
  • Matthew Wilson
  • Tarek Ayoub
  • Caleb Gibbins
  • Pasha Rayan
  • David Burt
  • Dina Titkova