Innovation4Alpha Podcast Se1 Ep7 – PE, Convertible Notes, and SAFEs

We’re joined for this episode by attorney Roger Hauptman. Roger works with both startups and investors, so he has a keen understanding of how to structure deals that are fair to both sides of the equation. Our discussion this week delves into preferred equity, convertible notes, and SAFEs. Roger talks with Tobin and Jeff about the differences between them, and what you need to know.

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The Ethics of Investing as a Physician

The past decade has seen a stark increase in the number of private equity firms that are investing in healthcare. On the other side of that same coin are singular investors — or groups of investors — who are looking to diversify their portfolios by investing in healthcare. It only stands to reason that, by investing in what they know best, physicians stand a better chance to beat the odds. But the practice is not without its potential pitfalls, and it is important to know how to avoid them.

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Applying Unconventional Wisdom to Investing

One of the challenging and most intellectually interesting elements of building AngelMD is the goal of turning early stage investing into a legitimate asset. Today, early stage angel and venture investing are rife with vestiges of an analog world in which we “guess” — with varying degrees of rigor — what startup has the most promise. This process is evolving in the digital age.

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