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(Live Lecture & Webinar) Structuring Venture Capital Investments
Scott D. Peterman, Partner, K&L Gates
Date: 30 July 2025 (Wednesday)
Time: 2:30pm - 5:45pm
Level: I (Intermediate)
For delegates who have prior knowledge of the subject area
Language: English
Fee: HK$ 1,850
Accreditation: (3 CPD Points being applied for - The Law Society of HK)
Ref: L25PV01
Venue: Webinar Course
Presenter's Biography:

Scott focuses on representing private fund sponsors and investors in the formation of alternative investment vehicles, including pan-Asian private equity funds, venture capital funds, infrastructure and real estate funds, private REITs, hedge funds, hybrid funds, emerging manager platform funds, Hong Kong authorized funds, and emerging market ETFs. In addition, he has advised on more than 150 account arrangements, representing sovereign wealth funds, universities, seeding and first-loss capital programs, family offices and individual investors.

Scott has extensive experience representing both Chinese state-owned enterprises and private companies in a broad range of M&A transactions, leveraged buyouts, venture capital financings, as well as relevant regulatory and compliance matters. He also counsels FinTech start-ups, develops compensation and profit-sharing schemes, and assists entrepreneurs in managing their wealth.

Scott has been consistently recognized by various prestigious legal publications such as Chambers Asia, Asia-Pacific Legal 500, IFLR1000 and Who's Who Legal. He gains high praise from clients for his "commercial acumen" and "awareness of what the client wants." He is known as "a very experienced practitioner" with "unparalleled" expertise in "complex economic structures".
 
Objective:

Please join former Apple China Country Manager Scott Peterman for a short course in Structuring Venture Capital Investments. Prior to his 20+ years as a private markets attorney, Scott worked in software, hardware, and telecoms companies, earlier in general management roles, and later in corporate venture capital. This class is open to entrepreneurs, start-ups, anyone preparing a business plan and investment term sheet, investors, lawyers, and family offices.
 
Outline:

  • Overview of the VC industry; The Power Law at work

  • How VC firms work (for entrepreneurs -- know your customers!); Fund Structure
  • Structuring a VC Investment -- Staging Financing to create alignment between entrepreneur and investors
    • Startup Fundraising: "Want my money, tell me a story"
    • Investor's mindset

  • Term Sheet Control and Modeling
    • Intro + Pre-Money Valuation
    • Employee Stock Option Pool (ESOP)
    • Example: ESOP Shuffle (VC-friendly)
    • Example: ESOP Shuffle (Founder-friendly)
    • Founder Vesting
    • Dividends
    • Liquidation Preference and Case Studies
    • Example: Liquidation Preference
    • Optional/Automatic Conversion
    • Anti-Dilution
    • Example: Anti-Dilution

 
Category: Private Equity / Venture Capital
Course Booking Terms & Conditions

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