ScaleUp Speaker Series: New York Fall 2024 - Operating – Equity Incentives & Later Stage Complexities

You’re invited to Morrison Foerster’s ScaleUp Speaker Series New York, a complimentary 5-part series that will provide a deep dive into the legal side of founding a startup, now presenting in New York City.

These weekly seminars will arm you with the knowledge needed to manage the legal aspects of launching, funding, and growing a startup, with insights on how to avoid common mistakes that can have serious consequences down the road.

Lunch will be provided.

Topics covered in this one-hour session include:

• Capitalization tables and financing models

• Founder restricted stock and stock options

• Vesting and repurchase rights (including 83(b) elections and early exercise)

• Stock incentive plans

• Incentive stock options (ISOs) and nonqualified stock options (NSOs)

• Administration of stock option plans and valuation

• “Down rounds”, antidilution adjustments and Recapitalizing prior investments

• Pay-to-play financings

For an overview of the topic, kindly view our brief videos: Startup Equity Incentives & Later Stage Complexities . 

Lunch will be provided.

We invite you to register for any and all of the sessions that interest you by clicking on the registration buttons at the top or bottom of this campaign. Space is limited; registrations will be accepted until capacity is reached.

1. Operating – Equity Incentives & Later Stage Complexities - November 6, 2024: Learn the basics of customary equity incentives and how they are used to attract and retain top talent in a competitive market. We will discuss founder vesting, restricted stock, and stock options (including ISOs and NSOs). As well as how startups and investors manage down rounds, recapitalizations, pay-to-play financings, and other complexities that arise only in the second and subsequent rounds of financing.

2. Fundraising – Angel Capital, Venture Capital and Beyond - November 13, 2024: Learn the most common angel investment structures and practices in seed stage investing (including debt, equity and hybrid approaches) and an introduction to the preferred stock terms that form the basis of venture capital investments. As well as the basic concepts, structures, and math behind venture capital investments, including capital structures, term sheets, and capitalization and liquidation models. 

3. Exit – M&A, IPOs, Winddowns and Beyond - November 20, 2024: Learn the differences among acquisition structures, fundamental merger and acquisition (M&A) terms, and an overview of definitive M&A agreements and processes. As well as about the steps necessary when considering an IPO, including the process and timing, and life as a U.S. public company.

4. Pratfalls and Pitfalls – Most Common Legal Mistakes and Open Forum - December 4, 2024: Learn more than a dozen common mistakes, their impact on startups, and how to avoid them in the first place. In addition, join our interactive open forum where you can ask startup expert attorneys questions on topics raised during earlier sessions or startup legal questions generally.

For more information on our ScaleUp and Pitch Day programming offered in Austin, Boston, New York, and Palo Alto, please visit us at MoFo ScaleUp.