InterGen Activate: Decoding the Deal - A Guide to Cap Tables, Equity Incentives and Term Sheets for Scale-Ups

InterGen and Osler are partnering to offer an intensive two-day workshop designed for angel investors and scale-up entrepreneurs who are interested in gaining a deeper understanding of the key documents, terms, equity incentives and cap tables scenarios when raising Late Seed and Series A capital. These workshops will provide practical insights and learnings to help participants understand the critical moving parts of papering and closing a venture financing deal.

Day one: Mastering Cap Tables   

The first day will focus on understanding the relevance of cap tables in venture financing, how to build cap tables and how they evolve as the company scales up. 

Agenda: 

• Discussing the relevance of cap tables at the organizational stage (i.e incorporation) and as the company continues to raise capital. Walking through examples at the incorporation stage through Pre-Seed, Seed and Series A stages
• Discussing the difference between Simple Agreements for Future Equity (SAFEs), convertible notes and equity, as fundraising tools at the early stage and beyond
• Discussing the conversation of SAFEs and convertible notes into equity as part of a Seed financing 
  
• Discussing Equity Incentive Plans and accounting for these in cap tables

Day two: Understanding Venture Financing Term Sheets  

The second day will cover the anatomy of  a typical venture financing term sheet and understanding the key provisions of venture term sheets. 

Agenda: 

• Walk through a typical form of term sheet for a Seed financing round
• Highlight where various terms exist in the CVCA model agreements
• Tie considerations on the prior cap table session to the term sheet 
  
  

This will be an interactive session and questions are highly encouraged! Presentations will be followed by Q&A and networking opportunities. Food and drinks will be provided.

If you are interested in joining, please send your expression of interest to khalid@intergenconnect.com with information about your company and its current stage of growth. This workshop caters to companies that are at the seed to series A stage.  

October 29-30, 2024 │  5:00 - 7:30 PM MST
Osler Calgary Office
27th floor, Brookfield Place
225 6 Ave SW

Speaker:

Michael Grantmyre is a tech lawyer and heads up the Emerging and High Growth Companies group of Osler, Hoskin & Harcourt, in Calgary. Michael’s mission is to support companies, investors and stakeholders in the emerging and high growth companies ecosystem within Alberta, Saskatchewan and Manitoba.

Michael works with tech companies who are starting out, and those that are well-established, to advise on a range of corporate matters - adding every bit of value possible for their day to day business and legal needs. He helps founders get to that next level by raising capital, and spends of a lot time working with companies in the context of a business sale or acquisition.

Osler, Hoskin & Harcourt LLP’s Emerging and High Growth Companies Group and Venture Capital teams help clients recognize, develop and realize innovative venture capital opportunities. Osler acts for more than 1,500 early, growth and late-stage ventures and venture investors across Canada, the United States and around the world. The EHG team publishes its annual Deal Points Report: Venture Capital Financings, which includes data from venture capital and growth equity preferred share financings completed by Osler.

Osler is a leading law firm with a singular focus – your business. From Toronto, Montréal, Calgary, Ottawa, Vancouver and New York, we advise our Canadian, U.S. and international clients on an array of domestic and cross-border legal issues. 

Supported by:

InterGen’s investor and leadership development  program is funded by
Alberta Innovates , Alberta Enterprise Corporation and PrairiesCan.