Scott Edward Walker

FEBRUARY 1, 2014

Mistake #2 : not buttoning-down IP ownership issues (at 10:20). Mistake #5 : not doing your due diligence on potential investors (at 38:36). By the way, my favorite part of the video is when an entrepreneur (and former lawyer) walks in late to the workshop and acknowledges that she made the first three mistakes (at 33:14).

Software Review 111

Software Review Delaware Accredited Investor Due Diligence 111

Scott Edward Walker

FEBRUARY 1, 2014

i) Rule 506 preempts State law, which means all you have to do is file a Form D and pay a filing fee; and (ii) no disclosure requirement/PPM Possible to sell to “friends and family” (e.g., issues to address include: How have they treated their other portfolio companies? (i)

Software Review 111

Software Review Delaware Accredited Investor Due Diligence 111

Scott Edward Walker

OCTOBER 27, 2015

Form a corporation — not an LLC (see post here ) or a partnership (see post here ). Button-down IP ownership and assignment issues (see post here ). Only raise funds from “accredited investors” (see post here ) and don’t pay anyone a commission for raising funds for you unless they are a registered broker-dealer (see post here ).

Intellectual Property 40

Intellectual Property Accredited Investor Vesting Delaware 40