NACO Online Sample Documents
(www.nacocanada.com/naco-academy/angel-resources/)
The following template sample agreements and checklists referenced throughout this guidebook are available on the NACO website: • Investor Declaration Form
• SAFE Agreement • Subscription Agreement • Unanimous Shareholder Agreement • Option Agreement • Voting Trust Agreement • Board of Governance Checklist • Board of Advisors Checklist • Quarterly Reporting Information Requirements
• Sample Application for Investment • Screening Committee Checklist • Due Diligence Checklist • Non-Disclosure Agreement • Term Sheet for Common Shares • Term Sheet for Preference Shares • Term Sheet for Convertible Debentures • Term Sheet for Discount to Next Round
Acknowledgements I would like to thank many people who had a direct hand in producing this book. Each of you should be appropriately named, referenced, acknowledged and listed somewhere in this book. But here you are, categorized and all in one convenient place: • NACO board and management, who continue to expand the role and impact of the organization • NACO staff and members, who make things happen and contribute connections and suggestions • BDC Capital, Government of Canada, KPMG, and RBC, who sponsored this book and provided the initial impetus for its creation • Angels and experts who I interviewed to help guide the direction of the book • Angel expert reviewers who helped review and edit, and contributed directly to this book • Speakers and attendees of the annual NACO National Angel Summit • Yuri Navarro, Melissa Dodaro, and Bev Tudhope at NACO, the publishers; Dzung Tran, the graphic designer; David Turner, the editor; and others who helped put this book into your hands and onto your screens • My personal in-house editor and legal counsel, Katherine L. Spray, artist Many others had an indirect hand – supporting me, employing me, inspiring me, befriending me, or leaving me alone to put in the many hours required to write and edit this book.
Thank you! – Steven A. Gedeon, PhD
118 A Practical Guide to Angel Investing: How to Achieve Good Returns
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