This month, we'll dig a little deeper into Oregon's 'Community Public Offering', looking briefly into how investors are protected and the types of deals that are possible, before digging a little deeper into what to look for when considering making an investment.
Because under these rules the onus of due diligence sits squarely with the investor, it's good to have a checklist when reading offering documents. We'll be going through how to check for:
1) Completeness: What exactly are entrepreneurs required (by law) to disclose in their offering documents? (And what do they submit to the state?)
2) Transparency: What are some extra things to look for that indicate a high level of transparency in the offering?
3) Liquidity: What are the exit options with each type of offering?
4) Risk/Red Flags: When should you stop and dig deeper before making a decision?
Despite the topic, it will be an informal and fun evening - see you there!