Want to become an Angel Investor?

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

Then please come along to our Angel Investor Meetup with Jamie Andrew, Chair and CEO at TRICAPITAL on Thursday 27th February at 6:00pm in the offices of Cazenove Capital in Edinburgh.

 

 

Promotional image of Jamie Andrew guest speaker at the Angel Investor Meetup on 27th February 2020

 

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 – Fireside Chat and Q&A with Jamie Andrew

7:15pm – Entrepreneur Pitches

8:00pm – Networking with refreshments

9:00pm – Close

 

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.

 

ABOUT OUR GUEST SPEAKER – Jamie Andrew

After an engineering background in the mining, oil and gas industries, Jamie started his first company in 2001 to specialise in the development of innovative marine products. After this success, he then branched out into investing in technology-based companies and product innovation. Jamie knows the many pitfalls that aspiring entrepreneurs can fall into, and adds real value at Board level regarding product innovation and commercialisation.

Picture of Jamie Andrew

Jamie is an active Business Director/Investor and holds a number of Non-Executive Director & Chairman positions within a variety of technology-based companies in both the private and voluntary sectors.

He has been a member of TRICAPITAL since 2010 and the Chairman/CEO for three years. TRICAPITAL is an experienced business angel syndicate based in Scotland. TRICAPITAL members invest in a portfolio of high potential, high-growth start-ups and innovative companies across Scotland and the north of England.

TriCapital Logo

You can become a TRICAPITAL Angel Investor here www.tricapital.co.uk/join-tricapital-angels/

 

ARE YOU AN ENTREPRENEUR/ADVISER?

We do allow a small number of Entrepreneurs and Advisers to attend this event. We also offer support for those who want to pitch for investment.

 

WOULD YOU LIKE TO PITCH AT THIS EVENT?

We offer the following support for those who want to pitch for investment:

  • A presentation template that enables you to get an Angel Investors attention and a meeting afterwards
  • 30 minutes coaching session to ensure you make the most of your opportunity
  • A 15-minute Pitch and Q&A opportunity at The Angel Investor Meetup
  • A 30-minute de-brief/coaching session afterwards to guide your next steps

 

Here are testimonials from our event with Brian Williamson

 

 

ABOUT OUR HOSTS Cazenove Capital

Cazenove Capital in Edinburgh are hosting our Angel Investor Meetups in January, February and March.

Logo of Cazenove Capital

Private individuals, family offices, trusts, businesses and pension plans all rely on Cazenove Capital to provide them with bespoke, discretionary and advisory investment services. Skilled in investment management, wealth planning and banking services – they also offer discretionary fund management to external advisers and their clients, and they are a leading charity fund manager in the UK.

 

ABOUT OUR SPONSORS Scholes Chartered Accountants

Scholes CA are providing the food and drink at our Angel Investor Meetups.

 

Logo of Scholes Chartered Accountants

 

Their accountants come to work every day to help entrepreneurs, entrepreneurs who want to create and build great startups that make a big difference in the world. They are entrepreneurial themselves – constantly exploring new ways to assist their startup clients and enjoy the challenge of trying to innovate and respond to changing expectations and developments in the startup world.

 

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 the book

“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/

Burning money

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/

 

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).

Photo of Mike Clouser

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

Photo of 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