Event Location: Bern

SICTIC Investor Academy #11: Startup Valuation

This event is open for all interested investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Marco Brunner, CEO at BV4

Topic 11: Startup Valuation

11 Startup Valuation

11.1 Valuation Basics.

11.2 Pre-Money vs. Post-Money Valuation.

11.3 Fair (Market) Value.

11.4 Valuation Method Overview.

11.5 Discounted Cash Flow Method (DCF).

11.6 First Chicago Method.

11.7 Venture Capital Method.

11.8 Comparable Transactions Method.

11.9 Maximum Acceptable Dilution Method.

11.10 Risk Factor Summation Method.

11.11 Scorecard Method/Bill Payne Method.

11.12 Berkus Method.

11.13 Conclusion.

Swiss Angel Investor Handbook can be downloaded from www.angelhandbook.ch.

SICTIC Investor Academy #12: Due Diligence

This event is open for all interested investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Guy Giuffredi, General Partner at Koyo Capital

Topic 12: Due Diligence

Location: ZID Bernapark – Zentrum für Innovation und Digitalisierung, 28 Bernapark, Stettlen, BE, 3066

Format: in-person workshop / no recording

This event is open for all interested investors.

SICTIC Investor Academy #9: Deal Terms Deep Dive Investor Protection Rights: Liquidation Preference,Anti-Dilution Protection, Information Rights & Inheritance

This event is open for all interested Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Rudolf Gygax, Start-up coach and Chairman at Oncobit AG

Claudio Gür, M.A. HSG in Law and Economics, Attorney-at-Law, Senior Associate at Domenig & Partner Rechtsanwälte AG

Location: ZID Bernapark – Zentrum für Innovation und Digitalisierung, 28 Bernapark, Stettlen, BE, 3066

Format: physical-workshop / no recording

This event is open for all interested Investors.

SICTIC Investor Academy #10: Vesting and Employee Incentive Plans

This event is open for all interested Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Christian Wyss, LL.M., Attorney at Law & Partner at VISCHER AG

Topic 10: Vesting and Employee Incentive Plans

10.1 Employee Incentive Plan (ESOP, PSOP)

10.2 Why Vesting Matters

10.3 Vesting Basics

10.4 Vesting for Employees

10.5 Vesting for Founders with Expiring Buy-Back Rights

10.6 Accelerated Vesting

10.7 Shares and Options vs. Stock Appreciation Rights (Phantom)

10.8 Dynamic Equity Allocation with “Slicing Pie”

Location: ZID Bernapark – Zentrum für Innovation und Digitalisierung, 28 Bernapark, Stettlen, BE, 3066

Format: physical-workshop / no recording

This event is open for all interested Investors.

SICTIC Investor Academy #8: Startup Financing Instruments

This event is open for all interested Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Michel Kertai, Managing Director @EMBARK.LAW, Angel Investor

Topic 8: Startup Financing Instruments

8.1 Equity

8.2 Dept

8.3 Convertible Note

8.4 The 10/20/100 Non-Bank Rules

8.5 Prospectus for Offering Securities Publicly

8.6 SAFE

8.7 KISS

8.8 Token Sale

Location: ZID Bernapark – Zentrum für Innovation und Digitalisierung, 28 Bernapark, Stettlen, BE, 3066

Format: physical-workshop / no recording

This event is open for all interested Investors.

SICTIC Investor Academy #9: Deal Terms

This event is open for all interested Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Marion Bähler,Partner, MLaw, LL.M., Attorney at Law at Walder Wyss

Kathrin Häcki, Counsel lic. iur., LL.M., Attorney at Law at Walder Wyss

Topic 9: Deal Terms

9.1. Protecting Investors as Minority Shareholders

9.2. Term Sheet, Shareholders Agreement and Articles

9.3 Founder Vesting

9.4. Purchase Option, Good and Bad Leaver

9.5 Liquidation Preference

9.6 Dividend Preference

9.7 Right of First Refusal

9.8 Tag-Along (Co-Sale Right)

9.9 Drag-Along (Co-Sale Obligation)

9.10 Anti-Dilution Protection

9.11 Information Rights

9.12 Conversion to Common Shares

9.13 Share Sell-Back Right

9.14 Term Sheet

Location:Walder Wyss,Christoffelgasse 6, CH-3011 Berne

Format: physical-workshop / no recording

This event is open for all interested Investors.

SICTIC Investor Academy #6 & #7: Swiss Company Basics & Capitalization Table

This event is open for all interested Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Michel Kertai, Managing Director @EMBARK.LAW, Angel Investor

Topic 6: Swiss Company Basics

6.1 Registries of Commerce

6.2 Naming and Types of Startup Companies

6.3 Shareholders

6.4 Interplay of Stakeholders

6.5 Board of Directors

6.6 Liquidation

6.7 Gender-Neutral Salaries

Topic 7: Capitalization Table

7.1 Gaining Insights from the Capitalization Table

7.2 Preventing Dead Shares

7.3 Dilution of Shareholdings

7.4 Fully Diluted

Location: ZID Bernapark – Zentrum für Innovation und Digitalisierung, 28 Bernapark, Stettlen, BE, 3066

Format: physical-workshop / no recording

This event is open for all interested Investors.

SICTIC Investor Academy #4: Investment in Startups

This event is open for all interested Investors, available onsite only, with limited seating for 15 guests. There’s plenty of opportunity for Q&A and discussions at the workshop.

Speakers:

Ralph Mogicato, Board Member at SICTIC

Rüdiger Petrikowski, Regional Director Berne at SICTIC, Vice President at ZID Capital

Thomas Dübendorfer,President at SICTIC

Topic 4: Investment in Startups

4.1 Startup Investment Strategies

4.2 Portfolio Approach

4.3 Investment Process

4.4 Lead Investor and Co-Investors

4.5 Follow-On Investments

4.6 Investment Portfolio Tracking

4.7 Impact Investing

Location: ZID Bernapark – Zentrum für Innovation und Digitalisierung, 28 Bernapark, Stettlen, BE, 3066

Format: physical-workshop / no recording

This event is open for all interested Investors.