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Convertible Note Financing Fundamentals

Convertible notes are a common seed financing structure for startups.

This topic outlines the process and key considerations for a startup company issuing convertible notes to raise seed capital from angel investors, friends, and family.

89 minutes
Course Exam
Certificate of Completion
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Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Advantages and Disadvantages of Convertible Notes vs. a Priced Equity Round

Primary and Ancillary Documents Required for a Convertible Note Financing

Conversion Discounts and Valuation Caps

Conversion Features of Convertible Notes: Automatic Conversion vs. Optional Conversion

Structuring for Future Fund Raising

SAFEs and KISSs

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on March 24, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Trevor A. Crow

Trevor A. Crow

Crow Legal, LLC.

  • Founder of Crow Legal LLC where he advises closely-held entities regarding M&A, securities, tax, and general business transactions
  • Adjunct professor at the University of Denver Sturm College of Law (teaching taxation of business entities)
  • Advises closely-held entities through the whole business life cycle, including entity selection, formation, equity and debt financing transactions, acquisitions and the eventual transfer or sale of the business
  • J.D. degree and LL.M. degree in taxation, University of Denver College of Law
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 407199
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