Resources
The Compassionalist Academy is rich in Resources to assist you in your journey. Valuable resources are weaved through out the courses to enhance the learning experience and skill mastery. Included resources with your purchase of a course or bundle are digital books, easy to use tools, valuable guides, glossary, and curated insights from industry experts to help you master the skill of investing in entrepreneurs.
Follow Jane’s Journey: Inside Secrets to Crowdfund Investing
When you pick up Inside Secrets to Crowdfund Investing — or dive deeper with courses in The Compassionalist Academy — you’re not just reading another “how-to” book. You’re stepping into Jane’s shoes, discovering how an everyday investor learns to confidently build wealth through startup and small business investing.
Here’s what you’ll gain:
- Learn by Story, Not Theory – Follow Jane, a beginner investor, as she navigates real-world choices, mistakes, and wins on her way to becoming a confident crowdfund investor.
- Step-by-Step Guidance – Break down the what, where, who, and why of crowdfund investing into simple, repeatable steps anyone can follow.
- The "Inside Secrets" Framework – Unlock practical tips sprinkled throughout the book that highlight investor shortcuts, pitfalls to avoid, and proven strategies to grow wealth.
- Confidence in Private Investing – Discover how to evaluate opportunities, understand risk, and invest smart — without feeling intimidated or overwhelmed.
- Impact with Returns – See how investing in entrepreneurs can not only grow your portfolio, but also make a difference in your community and industries you care about.
- Pathway to Bigger Wealth – Use crowdfunding as your entry point into angel investing and beyond — the same strategies wealthy investors have used for decades.
- Expand with Courses (Academy Bonus) – Go beyond the book with in-depth lessons, case studies, and interactive tools inside The Compassionalist Academy. Each course builds on Jane’s journey, helping you apply the secrets to your own investments.
- Book + Academy Bundle – Enrolling in The Compassionalist Academy includes your copy of Inside Secrets to Crowdfund Investing so you can learn at your own pace — reading, listening, and practicing as you go.
- Tools for Smarter Decisions – From checklists to evaluation frameworks, you’ll walk away with ideas for how to avoid “shiny object” traps and focus on solid opportunities, even if you don’t upgrade to include the Compassionalist Academy and the Resources provided.
Inside Secrets to Angel Investing
When you dive into Inside Secrets to Angel Investing — or take the next step with courses in The Compassionalist Academy — you’re not just learning about a new asset class. You’re discovering how everyday investors can use the same strategies as venture capitalists and the wealthy “millionaire next door” to build lasting wealth.
Here’s what you’ll gain:
- Step Into the World of Angels – Learn how the rich get richer by investing early in entrepreneurs and private companies — before Wall Street even notices them.
- 44 Inside Secrets Revealed – Practical, time-tested strategies based on Karen’s 15+ years of experience and insights from hundreds of investors.
- Step-by-Step Roadmap – From finding and evaluating deals to closing an investment, the process is broken down into clear, repeatable steps.
- Wealth with Impact – See how investing in entrepreneurs can generate passive income, create generational wealth, and fuel innovation and job growth.
- Confidence in Decision-Making – Gain tools and checklists that demystify due diligence and help you avoid common mistakes.
- Resource Portal - Sample agreements, checklists, worksheets, and more are included with your purchase of the book and are part of the content include with any course purchase on The Compassionalist Academy.
- Investor’s Advantage – Understand the regulations, trends, and market drivers that give angel investors an edge.
- Learn the Lingo – Use the included glossary to quickly get fluent in the language of investors and startups.
- Accessible for All Levels – Whether you’re new to private equity or looking to refine your approach, you’ll find insights you can apply right away.
- Expand with Courses (Academy Bonus) – Go beyond the book with deep-dive lessons, case studies, and interactive tools in The Compassionalist Academy. Each course builds on the book’s foundation, helping you put the Inside Secrets into practice.
- Book + Academy Bundle – Enrolling in The Compassionalist Academy includes your copy of Inside Secrets to Angel Investing so you can learn at your own pace — reading, practicing, and applying as you go.
Resources for Introduction & First Date Phase
Company Review Assessment Scoring Worksheet
Use this tool to score the company plan and pitch in conjunction with your investor model baseline
Personal Investment Model Worksheet
Use this tool to establish your baseline for evaluating opportunities and risk tolerance
Entrepreneur Questionnaire
Use this tool to develop the questions you want to ask an entrepreneur in discovery after the introduction, typically on your ‘first date’
Venture Evaluation Form
Tool Developed by Dr. Charles Hofer for Evaluating Entrepreneur Projects
Resources for Closing the Deal
Sample Investor Questionnaire
Sample Document Used to Assert Accredited Investor Status
Sample Investor Questionnaire & Omnibus Signature Page
Sample Document often Used as Part of the Closing process
Sample $5K Min Investment Convertible Note
Sample LLC Subscription Agreement
Sample Private Placement Memorandum
Sample Letter of Intent
Resources for Courtship Phase
New Product Sales Forecasting Model
Use worksheet to play out hypothetical sales models
Due Diligence Check List
Tool for gathering and reviewing materials during due diligence
Business Ownership Share Calculation Worksheet
Tool for calculating valuation and ownership share
Discount Net Present Value Worksheet
Milestone Table – Example
Capitalization Table White Paper
Worksheet Example for Calculation of Anti-Dilution Ratchets
Other Useful Resources
Summary of Next Steps from Inside Secrets
Investor Glossary
List of Inside Secrets from the Book
Private Offering Types Comparison Chart
Business Entity Comparison Chart
White Paper: Flashback to the Securities Market of the 1950s
The Deal that Made Bill Gates – Article on MicroSoft IPO
Legal Notice & Disclaimer
All rights reserved. No part of the documents listed here may be reproduced, distributed, or transmitted in any form or by any means, or stored in a database or retrieval system intended for reproduction and/or distribution, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher and author. With the purchase of Inside Secrets to Angel Investing you are granted access to these documents for your personal use and are intended to be for the sole benefit of the authorized user per the access registration. This Resource Portal of documents, lists, glossary, spreadsheets, articles, white papers, and sample documents are provided as part of the business consulting and advisory services offered by Kugarand Capital Holdings offerings through the Compassionate Capitalist Movement™ for investors and business owners.
While all attempts have been made to verify information provided in this resource list, the publisher and author assumes no responsibility for errors, omissions, or contrary interpretation of the subject matter herein. It is provides with the understanding that the author, publisher, and Kugarand Capital Holdings, LLC are not engaged in rendering legal, accounting, or investment planning advice. This book, and/or the documents, lists, and tools provided as additional resources, are not intended for use as a professional source of legal, business, accounting, or financial field. The reader should seek the service of a qualified professional for such advice. The author, publisher, and Kugarand Capital Holdings, LLC cannot be held responsible for any loss incurred as a result of specific investments or planning decisions made by the reader due in full or part because of inspiration and insights gained through the reading of the book, Inside Secrets to Angel Investing, or the use of this resource portal.