Assure Structured LIVE Masterclass, an education and training program, is focused on transferring some of our fund management expertise and data to our clients. This program will deepen your knowledge of fund structuring and administrative needs.

We offer two  different tracks with Masterclass sessions that walk through the SPV deal process and are tailored to your level of investment experience (Professional or Expert). This Masterclass series includes content relevant to Founders, Organizers, and Investors. Each session is 25-30 minutes covering a wide range of topics from Anatomy of an SPV, Side Letters, Taxes, Post-Close, and much more.

Please register to get reminders of the next event.
REGISTER HERE

 

 

PROGRAM & SCHEDULE

 

WOULD YOU LIKE TO CUSTOMIZE YOUR VIEW?

Click below to see the custom schedule for Founders, Organizers, or Investors:

Otherwise, please see the full schedule

Founder
Organizer
Investor
Tuesday, May 04
Professional Masterclass: FOUNDERS

Anatomy of an SPV

10:00 AM MST

Cap Table Components

3:00 PM MST

Term Sheets 101

4:00 PM MST
Wednesday, May 05
Expert Masterclass: FOUNDERS

Convertible Notes
(Bonus Track)

12:30 PM MST

Pro Rata Rights

1:00 PM MST

Side Letters

2:00 PM MST

Liquidation Payout Priorities

3:00 PM MST

Networking Event

4:00 PM MST
Tuesday, May 04
Professional Masterclass: ORGANIZERS

Anatomy of an SPV

10:00 AM MST

Basic Taxes

11:00 AM MST

Post Close

12:00 PM MST

SPV vs VC Financials
(Bonus Track)

12:30 PM MST

SPV Docs vs VC Docs

1:00 PM MST

Investor Experience

2:00 PM MST

Cap Table Components

3:00 PM MST

Networking Event

4:00 PM MST
Wednesday, May 05
Expert Masterclass: ORGANIZERS

Domestic & Foreign Investors

10:00 AM MST

Expert Taxes

11:00 AM MST

Exits

12:00 PM MST

Convertible Notes
(Bonus Track)

12:30 PM MST

Pro Rata Rights

1:00 PM MST

ERA, Exemptions, & No-Action Letters

1:30 PM MST

Side Letters

2:00 PM MST

Liquidation Payout Priorities

3:00 PM MST

Networking Event

4:00 PM MST
Tuesday, May 04
Professional Masterclass: INVESTORS

Anatomy of an SPV

10:00 AM MST

Basic Taxes

11:00 AM MST

SPV vs VC Financials
(Bonus Track)

12:30 PM MST

SPV Docs vs VC Docs

1:00 PM MST

Investor Experience

2:00 PM MST
Wednesday, May 05
Expert Masterclass: INVESTORS

Domestic & Foreign Investors

10:00 AM MST

Expert Taxes

11:00 AM MST

Exits

12:00 PM MST

Convertible Notes
(Bonus Track)

12:30 PM MST

Pro Rata Rights

1:00 PM MST

Side Letters

2:00 PM MST

Networking Event

4:00 PM MST

 

ASSURE STRUCTURED LIVE MASTERCLASS FULL SCHEDULE

 

Tuesday, August 10

PROFESSIONAL MASTERCLASS

30 minute sessions for founders, organizers, and investors that are emerging managers or trying to understand the basic ins and outs of using the SPV vehicle structure.

10:00 AM MST

ANATOMY OF AN SPV

A capital-raising SPV needs five main services, or areas of expertise, that comprise the life-cycle of an SPV.

11:00 AM MST

BASIC TAXES

Capital-raising SPV tax returns are far less complex than returns for companies with ongoing concerns.

12:00 PM MST

POST-CLOSE

Understanding the Corporate Actions that require your attention (Legal, Tax, Administration, and Accounting).

12:30 PM MST

SECONDARIES WITHOUT IRA

// Bonus Track //

1:00 PM MST

SPV DOCS vs VC DOCS

Investors take action by filling out & signing the documents, and wiring or delivering funds to the bank account.

2:00 PM MST

INVESTOR EXPERIENCE

Investors take action by filling out & signing the documents, and wiring or delivering funds to the bank account.

2:30 PM MST

SPV vs VC FINANCIALS


3:00 PM MST

HOW TO BUILD A SYNDICATE

Wednesday, August 11

EXPERT MASTERCLASS

30 minute sessions for more experienced founders, organizers, or investors that are looking to improve or streamline their entire investment process.

10:00 AM MST

DOMESTIC & FOREIGN INVESTORS

Understanding all the Corporate Actions that require your attention (Legal, Tax, Administration, and possibly Accounting).

11:00 AM MST

EXPERT TAXES

A deeper understanding beyond the basic taxes within the SPV

12:00 PM MST

EXITS

An exit is a very broad term for all outcomes, both positive and negative, for a private asset investment

12:30 PM MST

CONVERTIBLE NOTES

// Bonus Track // One of the most important and frequent terms new startup investors will likely run into is "Convertible Debt".

1:00 PM MST

PRO-RATA RIGHTS

To participate or ignore Pro Rata Allocations when future financing rounds occur (Legal, Compliance, Administration)

1:30 PM MST

ERA, EXEMPTIONS, & NO-ACTION LETTERS

(Bonus Track)

2:00 PM MST

SIDE LETTERS

Side letters are legal agreements with third parties that provide advantageous terms to one, rather than all participants.

3:00 PM MST

TERM SHEETS 101

REGISTER FOR ASSURE STRUCTURED LIVE MASTERCLASS

 
CLIENTS SERVED
1,282
CLOSED SPVs
6,169
AUM
$6,670,000,000

 

 

ASSURE CLIENTS

 

Launch
EquityZen
Forge
AngelList
Republic
Tech Coast Angels
Tribeca Angels
Miami Angels
Equity Bee
GGV Capital
SOSV