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THE ULTIMATE ANGEL INVESTORS BOOTCAMP!

CitySide has established AngelsU™ in order to educate and inform accredited investors and professionals that are interested in becoming angel investors on the fundamentals of early-stage investing. With over 20 years of early-stage investment experience, we will share the industry benchmarks and best practices of successful angel investors from around the world.
Early-Stage investing is more than just a “Gut” feeling. There is a proven practice and discipline to build a high performance portfolio. We will touch on the DO and DON’T of angel investing as well as the different track each investor should choose based on their interest and risk profile.

Assets Class Comparison:

A recent asset class performance comparison study, displayed below, supports the strong shift into angel and early-stage venture funding.

** Data sources include analysis from : S&P 500, PitchBook, Dash Prime, eRoom Securities and Merrill Lynch and it is apply to 80% of the investors. the comparison is based on 5-7 years spread

[X]

STOCK MARKET

Depending on the particular investor Risk profile and the diversification factors the ARR ranges between:

3.5% – 9.2%
Stability Factor = Uncertain!

[X]

REAL ESTATE

Depending on the type of real estate holdings, the preferred structure expect to produce ARR ranges between:

5% – 12%
ROE = Unknown!

[X]

OTHERS

Include commodities, futures and collectables, much riskier and volatile strategy with ARR ranges  between:

4.6% – 18.1%
Market = Highly Volatile!

[+]

VENTURE INVESTING

The fast growing  alternative investment asset class for the past 5 years with expected IRR ranges between:

18% – 26%
Multiples of Returns = 3.8X

WHO IS IT FOR?

Based on each investors unique operating philosophy and diversification approach, we offer a variety of different investment options that best fits their investment strategy.

[01]
ACTIVE INVESTORS

Active Angel Investors who are looking for a deeper level of knowledge and to be connected to a community of other active investors and tap into the ”crowd wisdom” in order to learn, grow and build a successful investment portfolio.

[03]
NEW INVESTORS 

High-Net worth individuals that are looking to start their journey in early-stage investment and build a high performing portfolio. Understanding the fundamentals of a successful Angel investor

[02]
FAMILY OFFICES

They are looking for a new asset class to diversify their exposure into early-stage investing and expand their family portfolio to ensure their wealth preservation and growth.

[04]
SMALL CAP LP’S 

Limited Partnerships that are looking to explore the high returns of  early-stage investing and diversify their portfolio to ensure the acceleration of their wealth building.

[05]
TRUST MANAGERS 

Trust managers that are looking to diversify the trust investment assets allocation for higher capital preservation yield and while maximize tax efficiency capital  gain.

THE AngelsU™ FUNDEMENTALS:

Our investors learning sessions is based on 20 years of successful investing experience utilizing highly accomplished investors best practices that are second to none!

AngelsU Learning Center
June 30, 2021

01 – Discovering your Investor DNA

First step is to discover your investor DNA (Distinct, Narrative, Attribute) Are you an active investor, semi active or passive? It is critical from an investor to know how you…
AngelsU Learning Center
June 30, 2021

02 – Building an Investor Risk- Profile

Each investor has a unique risk tolerance based on their financial ability and capability. It is highly important to build your risk profile in a way that will fit your…
AngelsU Learning Center
June 30, 2021

03 – Defining Investor Operating Mode

Explore and understand all of your options, do you want to invest as an independent, join a group or a syndication or invest in a fund It is a challenging…
AngelsU Learning Center
June 30, 2021

04 – Developing an Investment Strategy

Explore and understand all of your options, do you want to invest as an independent, join a group or a syndication or invest in a fund It is a challenging…
AngelsU Learning Center
June 30, 2021

05 – Building an Effective Deal Flow

Understand how to build your deal flow such that it will be in high quality deals. An experienced investor goes through 300 deals to select 1. To build a portfolio…
AngelsU Learning Center
June 30, 2021

06 – Early-Stage Due Diligence

Startup companies do not have much history or track records and many of them are pre-revenue. an Investor will need to understand what is being evaluated and what factors are…
AngelsU Learning Center
June 30, 2021

07 – Structure the Deal Dynamics

Each Deal require a different structure, how to choose the right one? Each deal is different , some with convertible notes, SAFE, priced (equity)  rounds or venture debt. Knowing how…
AngelsU Learning Center
June 30, 2021

08 – Closing the Deal Process

The art of the close - the fundamentals! Understanding the basic transaction one-on-one. Know the legal documents stack required and the basic tax implication is each type of deal structure…
AngelsU Learning Center
June 30, 2021

09 – Governance & Involvement

The art of investment management! Startups need love and care like a child. You will need to understand what your level of governance and involvement should be to make sure…
AngelsU Learning Center
June 30, 2021

10 – Active Portfolio Management

Active Portfolio Management! Startup founders are a moving target and some chaotic times and not necessarily great communicators.  Establishing communication expectations are key to effective portfolio management to avoid surprises…
AngelsU Learning Center
June 30, 2021

11 – Creating an Exit Strategy

When to stay and when to exit? - the paradox! Knowing when to exit and when to go all in is paramount to successfully manage your own financial expectations and…
AngelsU Learning Center
June 30, 2021

12 – The Investors Golden Rules

The fundamentals Do and DON'T of Angel Investing! Knowing when to exit and when to go all in is paramount to successfully manage your own financial expectations and ensure you…

Resource Partners Services:

MARKETING – SOCIAL MEDIA MANAGMENT – FRACTIONAL CFO – BUSINESS FINANCE – BANKING – LAW AND MORE …

Would you like to learn more?

Please check our scheduled events: