Event: Life Science & Healthcare Business Development Special Guest…
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Jan 29, 2020

Life Science & Healthcare Business Development Special Guest Workshop – Startup Capitalization

Overview: This “ChalkTalk” is focused on matters of startup capitalization. David Willbrand (bio below) will take the mystery out of the jargon by explaining what a cap table is, how it comes together, how it evolves and, most importantly, how startups raise money!

If you are a founder or entrepreneur (or thinking about making that leap), chances are you are a world-class expert in certain areas of your startup (e.g., intellectual property, product development), and have a passing familiarity with other areas (e.g., marketing, human resources). Where you likely have little-to-no experience is all the legal stuff – particularly all the factors involved in organizing, capitalizing and financing a startup. In this 2.5 hour “ChalkTalk,” David will demystify the jargon while unpacking and sharing everything that you need to know.

Startup fundamentals to be discussed include:

  • Balance Sheets and M&A
  • Cap Tables
  • Founders Stock
  • Options and Restricted Stock
  • Vesting and 83(b) Elections
  • 409A
  • 1202 QSBS
  • Calculation of Purchase Price/FMV
  • Valuation and Dilution
  • Total Addressable Market
  • Convertible Notes and Warrants
  • SAFEs
  • Discounts and Caps
  • Participating and Non-Participating Preferred Stock
  • And more, including YOUR questions

Speaker Bio: David is Chair of the Early Stage & Emerging Company practice group at Thompson Hine LLP (and a Harvard alum). He’s practiced in the space for 25 years, and along the way has also launched two venture-backed startups. He also teaches Startup and Venture Capital law at the Syracuse and Cincinnati Law Schools, and teaches M&A at the University of Michigan Law School.

He specializes in the following areas:

  • Entrepreneurs and emerging companies,
  • Accelerators and incubators
  • Early-stage investors and venture capital funds
  • Research institutions and corporate innovation teams