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    Course Information

1960  Introduction to Venture Capital Financing Agreements


No cost or obligation  
Course Length    184 minutes
Course Price    $ 119.00

Volume discounts and subscriptions are available; for more information, contact Cognistar Sales.

    Accreditation Information


Click on jurisdiction below for more details.
>>  3.00  credits    CA  GA  NC  PA  WA
>>  3.50  credits    CO  NY  RI  WV

    About the Instructor(s)



 
John Montgomery

Montgomery & Hansen, LLP

John Montgomery has practiced corporate law in Silicon Valley since 1984. His experience includes extensive corporate counseling to public and private companies and venture capital firms. He has represented clients in connection with numerous venture capital financings, initial public offerings, public and private mergers and acquisitions, going-private transactions and a variety of other general corporate matters.

Mr. Montgomery is a frequent speaker and panelist on venture capital topics at such forums as the Churchill Club, SVASE and Intel’s CFO Forum.

Prior to co-founding M&H, Mr. Montgomery was the co-chairman of the venture capital practice at Brobeck, Phleger & Harrison, LLP, an early partner of GCA Law Partners, LLP, and an associate corporate attorney at Baker & McKenzie and Wilson Sonsini Goodrich & Rosati. He was also an in-house attorney at The Cooper Companies.



    Outline + Synopsis

Outline Synopsis
Introduction to Venture Capital Financing Agreements
    I. Introduction
        A. Acknowledgments
        B. Course Overview
        C. Transaction Checklist
        D. Term Sheets
    II. Series A-1 and A-2 Preferred Stock Purchase Agreement
        A. Overview
        B. Representations and Warranties: Company (1)
        C. Representations and Warranties: Company (2)
        D. Representations and Warranties: Company (3)
        E. Representations and Warranties: Company (4)
        F. Representations and Warranties: Company (5)
        G. Representations and Warranties: Company (6)
        H. Representations and Warranties: Investor (1)
        I. Representations and Warranties: Investor (2)
        J. Conditions and Obligations at Closing
        K. Miscellaneous
    III. Investors’ Rights Agreement
        A. Investors’ Rights Agreement (1)
        B. Investors’ Rights Agreement (2)
        C. Investors’ Rights Agreement (3)
        D. Investors’ Rights Agreement (4)
        E. Investors’ Rights Agreement (5)
    IV. Right of First Refusal and Co-Sale Agreement
        A. Right of First Refusal and Co-Sale Agreement
        B. Right of First Refusal Process
        C. Right of Co-Sale
    V. Voting Agreement
        A. Voting Agreement (1)
        B. Voting Agreement (2)
    VI. Amended and Restated Certificate of Incorporation
        A. Certificate of Incorporation (1)
        B. Certificate of Incorporation (2)
        C. Certificate of Incorporation (3)
        D. Certificate of Incorporation (4)
        E. Certificate of Incorporation (5)
    AfterWords®
    How to Obtain a Certificate


This course provides a dynamic introduction to the key agreements used in typical venture capital transactions for start-up companies.

John Montgomery provides an in-depth look at the five main documents: Series A preferred stock puchase agreement, investor rights agreement, right of first refusal and co-sale agreement, voting agreement, and amended and restated certificate of incorporation. He also gives a brief review of the ancillary documents used in these transactions.




    Content Provided By

 

Montgomery & Hansen, LLP began business in 2003 as Montgomery Law Group, LLP. Though the firm itself is fairly young, its attorneys collectively have decades of experience and have acted as lead counsel on transactions worth billions of dollars.

M&H was founded on the principle that a client’s interests are best served by attorneys who focus on a particular area of the law. As other firms have added practice areas indiscriminately, M&H has limited its practice to what the firm does best—build successful companies.

Being a company builder means many things. It means long, unpredictable hours, a willingness to be “always on” and a tolerance for risk that is unusual in our industry.

But, more than anything, it means a tireless commitment to surrounding clients with an ever-expanding group of people with complimentary talents and skills. M&H has been called a “Keiretsu,” a “Virtual Incubator” and an “Accelerator.”

Whatever term is appropriate, it is the ability to connect people that makes Montgomery & Hansen truly special.




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1960  Introduction to Venture Capital Financing Agreements

Course Price     $ 119.00


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Volume discounts and subscriptions are available; for more information, contact Cognistar Sales.

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