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Live Webinar

90-minute live streaming program
  • March 24
  • 1:00 - 2:30 pm EST

Convertible Note Financing Fundamentals

March 24

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.

Learning Objectives

  • You will be able to define conversion discounts and valuation caps.
  • You will be able to identify advantages and disadvantages of convertible notes vs. a priced equity round.
  • You will be able to discuss structuring for future fund raising.
  • You will be able to review SAFEs and KISSs.

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Why Lorman?

Over 33 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 33 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

Live Webinar Registration

  • CPE 1.8 including Finance 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for presidents, vice presidents, accountants, CPAs, business owners and managers, lending professionals, CFOs, CEOs, controllers, and financial professionals.

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Why Lorman?

Over 33 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 33 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.

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Product ID: 407199
Published 2020
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