eFund Angel Investment Team Meeting

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 and their guests)

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 due diligence by teams 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!

Veteran angel investor Mike Volker keeps getting questions about the merits of using RRSPs or TFSAs for their VCC/EBC shares.  Mike did some digging into this and was surprised by what he found out!  Mike will be sharing his findings with his fellow eFund’rs including:

• What happens if you invest using your RRSP v. TFSA?
• Should you invest using an RRSP or TFSA?

5:00 PM Continue Conversations over “Drinks & Bites” 

We will continue our conversations after the formal end of our monthly meeting.  ONLINE in our networking breakouts.  All are welcome.

Venue: ONLINE via Zoom

We look forward to seeing you Online.

Please RSVP