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eFund Angel Investment Team Meeting

Join our Angel Investment Team meeting and mixer. Connect with other eFund investors, learn how we operate and participate in deal screening, due diligence and post investment management.

Meet with our investment team members and see which companies we are looking at for a potential investment.

This is a private meeting of eFund investors and their invited guests. If you want to learn more about how you can invest and join our team please email at info@e-fund.ca and take a look at our website to see our portfolio and how we invest.

 

AGENDA

4.00 PM Growing the eFund Portfolio (shareholders only)

The investment team reviews the deal funnel; due diligence in progress, new deals to look at, upcoming investor meetings to screen deals, post investment management updates.

4.30 PM eFund Overview and Insights (shareholders and their guests)

eFund Overview:  An overview of how we run eFund, from deal screening to due diligence, post investment management, and how you can get actively involved.

Insights: How does team DD work?  Each meeting we will feature ~15 minute educational sessions and Q&A from fellow eFund’rs on topics related to investing excellence.  If we all strive to be better investors, we will achieve better ROI on our investments!

Winning companies know how to sell their products or services.  How do we know if the company is doing its sales and marketing right?  This month fellow eFund’rs Ean Jackson and Richard Miller will talk about Evaluating Marketing and Sales in the DD Process:

  • The fallacy of “build it and they (the customers) will come”
  • What does effective marketing and sales look like?
  • What should we look for in the company’s marketing and sales operations during due diligence?

Continue Conversations over “Drinks & Bytes” 

Normally, we continue our conversations over drinks and a bite across the road; but these are not “normal” times due to the ongoing pandemic.  Instead, we will try to re-create this experience online so we can have our conversations to learn more about each other.  All welcome.

 

Venue [Remote]: Details shared via email.

Dates: We have pre-scheduled investor team meetings for Dec 17, Jan 28, Feb 25, Mar 25, Apr 22, May 27  and Jun 24.

 

Please RSVP

RSVP eFund Investor Team Meeting

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