Want to become an Angel Investor?

Or meet like-minded Angel Investors from around the world, develop your investing knowledge and get opportunities to support exciting young companies?

Then please come along to our Angel Investor Meetup with an inspiring guest speaker – Brian Williamson on Wednesday 13 November at 6:00pm in the Institute of Directors, Edinburgh.

Event image

POSSIBLE BENEFITS TO BECOMING AN ANGEL INVESTOR:

  • Do something more exciting with your money
  • Partner with Entrepreneurs who can change the world
  • Benefit from Income Tax Relief and CGT Exemption
  • Possibly, maybe get a better return from your assets

Your Capital Will be at Risk!

AGENDA:

6:00pm – Arrivals with food and drink
6:30pm – Interview and Q&A with Brian Williamson
7:15pm – Entrepreneur Pitches
7:45pm – Networking with refreshments
9:00pm – Close

Wine and Sandwiches

ABOUT OUR GUEST SPEAKER – Brian Williamson

Brian is a professional businessman, award-winning entrepreneur and Angel Investor. With a reputation of helping firms achieve their full potential, he has enabled the development and sale of NINE successful companies, most recent being Brightwork in 2017 and Jumpstart in 2019.

Photo of Brian Williamson

These success were achieved despite extreme life circumstances that would have overwhelmed any normal person and Brian was awarded a Lifetime Achievement Award for his contribution to Entrepreneurship. He was also awarded an Honorary Doctorate in Business Administration by Glasgow Caledonian University. He is now engaged in helping numerous startups and scaleups achieve their full potential…

 

WHO IS THIS EVENT FOR?

This event is for Aspiring and Self Certified Angel Investors / High Net Worth Individuals – people who want to help make Scotland the most entrepreneurial country in the world.

 

Are you an Entrepreneur?

We do allow a small number of Entrepreneurs and Advisors to attend this event but please get the right ticket.

JOIN OUR MEETUP GROUP

Our monthly events are intended to create an open an inclusive community of ambitious individuals who want to make a difference, have fun and make money through Angel Investing.

If you are an Angel Investor already or are interested in becoming one, please join our group the Angel Investor Meetup by clicking here https://www.meetup.com/Angel-Investor-Meetup/

The Angel Investor Meetup

DRESS CODE

Smart casual or a suit is equally fine.

RISKS

Please be aware that with any investments, your capital will be at risk.

RECOMMENDED READING

Have you read ‘Angel: How to Invest in Technology Startups’ by Jason Calcanis? It makes an inspiring case for Angel Investing.

Angel: How to invest in technology startups

“One of Silicon Valley’s most successful angel investors shares his rules for investing in startups. There are two ways to make money in startups: create something valuable—or invest in the people that are creating valuable things.”

BUT

 

Angel Investing can be very rewarding, exciting and great fun but you should be aware of the risks and challenges in trying to do it on your own.

Here is a thought provoking article for you to read. http://observer.com/2015/08/why-i-stopped-angel-investing-and-you-should-never-start/

Why I stopped Angel Investing

 

ABOUT OUR SPONSOR

Many thanks to our hosts, the Institute of Directors Scotland, Edinburgh

IOD logo

 

ABOUT THE ORGANISERS

The Angel Investor Meetup – Edinburgh was CoFounded in February 2018 by James Shoemark, Michael Clouser and Jane Darkes.

James Shoemark is a serial entrepreneur and the CoFounder/CEO at the The Startup Race Ltd which is a radical new approach to identifying the top performing startup teams.

James Shoemark CEO at The Startup Race

Michael Clouser is a former venture capitalist in the US and has a large network within the US and UK Investor community. Mike was also with the Edinburgh-Stanford Link and co-founded the Edinburgh Entrepreneurship Club (E-Club).

Mike Clouser

Jane Darkes has over 18 years professional experience in both B2B and B2C marketing on both client and agency side.

Jane Darkes

You can find out how The Startup Race helps Entrepreneurs become market and investor ready here https://thestartuprace.com/

 

PHOTOGRAPHY AND FILMING AT EVENTS

By attending an event we reserve the right to take photography and video footage at the event. If you don’t want to be included in photography please let us know.

CONTACTING YOU POST EVENT

By agreeing to attend an event, we reserve the right to contact you post event. If you do not wish to be contacted, please let us know.

 

LEGAL NOTES

Please be aware that any investment opportunity that may become available through the Angel Investor Meetup group or The Startup Race Ltd is only suitable for accredited investors who are familiar with and willing to accept the high risk associated with private investments. Any investor who intends to take up any investment opportunity must be an accredited, qualified or sophisticated investor according to local or national regulations that apply.

There will be no investigation to the accuracy of any information or terms provided by any companies seeking investment. and there may well be errors in the information provided so we strongly suggest that you seek legal advice prior to commencement of any potential transaction. All information provided by the Angel Investor Meetup group or The Startup Race Ltd is strictly for informational purposed only and does not constitute business, financial, investment, hedging, trading, legal, regulatory, tax or accounting advice or services. The Angel Investor Meetup group or The Startup Race Ltd are not a registered brokers or dealers or any other regulated entity. The Angel Investor Meetup group or The Startup Race Ltd do not sell or offer to sell any securities and no information provided by the Angel Investor Meetup group or The Startup Race Ltd is intended to constitute or to be interpreted as any such offer. Any investor requesting to contact a company through the Angel Investor Meetup group or The Startup Race Ltd does so at his/her own risk and is solely responsible for conducting any legal, accounting or due diligence review.

The Angel Investor Meetup and The Startup Race Ltd is not regulated by the FCA, does not give financial advice and does not propose financial investments. Our mission is to run events and services to inform, inspire and provide opportunities for appropriate partners to meet.

Warning – Financial Services and Markets Act 2000

The information is directed only at persons who have valid certification that they are ‘High Net Worth Individuals’, or ‘Sophisticated Investors’ as defined by the Financial Services & Markets Act 2000, or are non-UK residents (in which case they must act in conformity with any relevant laws in their country of residence).

Investment in new business carries high risks as well as the possibility of high rewards. Its highly speculative & potential investors should be aware that no established market exists for the trading of shares in private companies. Before investing in a project about which information is given, potential investors are strongly advised to take advice from a person authorised under the Financial Services and Markets Act 2000 (FSMA) who specialises in advising on investments of this kind. Angel Investment Network Ltd cannot advise on the merits or risks of investment and is not authorised to arrange transactions or circulate offer documents under the Financial Services & Markets Act 2000.

The information has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on such promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested.

Self-Certification as a High Net Worth or Sophisticated Investor: Financial Services and Markets Act 2000 (Financial Promotion and Promotion of Collective Investment Schemes) (Miscellaneous Amendments) Order 2005

In terms of the Financial Services and Markets Act 2000 (“FSMA”) and the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (as amended) (“FSMAO”), individuals seeking to make angel investments in SMEs are required to provide evidence that they are either a “certified high net worth individual”, “self-certified sophisticated investor” or a “certified sophisticated investor”. If you are in either of these categories then you are exempt from the provisions of the FSMA.

To satisfy the requirements of the FSMA you must satisfy one of the following three options:

1. Certified High Net Worth Individual

I confirm that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:- (a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority; (b) the content of such financial promotions may not conform to rules issued by the Financial Services Authority; (c) by signing this statement I may lose significant rights; (d) I may have no right to complain to either of the following: (i) the Financial Services Authority; or (ii) the Financial Ombudsman Scheme; and (e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a certified high net worth individual because at least one of the following applies:-

(a) I had, during the financial year immediately preceding the date below, an annual income to the value of : £100,000 or more; or (b) I held, throughout the financial year immediately preceding the date below, net assets to the value of : £250,000 or more.

“net assets” for these purposes do not include:- (i) the property which is my primary residence or any loan secured on that residence; (ii) any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or (iii) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Or:

2. Statement for Self-Certified Sophisticated Investor

I confirm that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005.

I understand that this means: (a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Services Authority; (b) the content of such financial promotions may not conform to rules issued by the Financial Services Authority; (c) by signing this statement I may lose significant rights; (d) I may have no right to complain to either of the following:- (i) the Financial Services Authority; or (ii) the Financial Ombudsman Scheme; and (e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a self-certified sophisticated investor because at least one of the following applies:-

(a) I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below; (b) I have made more than one investment in an unlisted company in the two years prior to the date below; (c) I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises; (d) I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least : £1 million.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Or:

3. Statements for Certified Sophisticated Investor

Part 1 – Statement by the investor:

I confirm that I am able to receive promotions which are exempt from the restrictions on financial promotion in the Financial Services and Markets Act 2000. The exemption relates to certified sophisticated investors and I declare that I qualify as such in relation to investments of the following kind: investments in unquoted private companies and unquoted public companies. I accept that the contents of promotions and other material that I receive may not have been approved by an authorised person and that their content may not therefore be subject to controls which would apply if the promotion were made or approved by an authorised person. I am aware that it is open to me to seek advice from someone who specialises in advising on this kind of investment.

Part 2 – Certification by an Authorised Person advising the investor:

An “authorised person” in terms of the Financial Services and Markets Act 2000 must certify that the person who has signed the above statement (in Part 1) is a “sophisticated investor” in terms of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

#Inspiring #Startups, #Entrepreneurs and #Investors in #Edinburgh