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:

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:

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.