Advanced Private Equity Term Sheets and Series A Documents: State-Of-The-Art Analysis, Forms and Commentary to Guide You Through the Venture Finance Sector - ResearchAndMarkets.com

The "Advanced Private Equity Term Sheets and Series A Documents" book has been added to ResearchAndMarkets.com's offering.

"If you have a desire to understand from top to bottom the terms of a private equity transaction and why each term/clause/section is negotiated in or out of a deal, then you should purchase this book. In short, it is an excellent desk companion for any private equity professional."

- Paul J. Marino,Visionaries: The Young Venture Capital Society Newsletter

Succeeding in the venture capital industry requires knowledge of the terrain and a keen understanding of the terms essential to a well-structured transaction. This encyclopedic guide is packed with state-of-the-art analysis, forms and commentary, all designed to help you master the most crucial stages of the venture financing process.

TheAdvanced Private Equity Term Sheets and Series A Documents book examines all of the deal terms you may encounter - anti-dilution protection, warrant coverage, liquidation preferences, and others. It provides clause-by-clause discussion of the Stock Purchase Agreement, along with time saving tools, such as model documents, opinion letters and a due diligence checklist contributed by a Big 4 accounting firm.

You'll also get the most current data from an industry-wide survey of West Coast and East Coast deal terms and trends, so you'll know whether a given provision is "market" or "industry standard" - a must before your next negotiation. Whether you are dealing with claw back provisions or "next round financing", cram downs or the "overhang problem", this definitive book brings you the in-depth, nuanced answers you need to achieve your objectives.

Book #00673; loose leaf, one volume, 1,416 pages; published in 2003, updated as needed; no additional charge for updates during your subscription. Looseleaf print subscribers receive supplements. The online edition is updated automatically. ISBN: 978-1-58852-120-0

Key Topics Covered:

Chapter 1: Introduction to Series A Financing: Glossary of Terms

Chapter 2: Model Term Sheets

Chapter 3: Series A Round Definitive Documents

Chapter 3A: General Partner Issues and Documentation

Chapter 4: Fiduciary Duties of Controlling Shareholders in Down Rounds

Chapter 5: The Placement Memorandum

Chapter 6: Portfolio Companies: Anti-Dilution and Compensation Issues

Chapter 7: Survey of Value of Deal Terms to Venture Capitalists

Chapter 8: Anatomy of a Cram Down: Selected Documents from a Series AA Financing

Chapter 9: Revising Expectations: The Future of Venture Capital and Entrepreneurship

Chapter 10: Delaware Guidelines

Chapter 11: Board of Director Issues

Index

Forms on Disk

Authors

Joseph W. Bartlett

Joseph W. Bartlett is special counsel in theCorporate, Securities and Financial Institutions practice at McCarter & English LLP. A recognized pioneer of the national private equity and venture capital bar, Mr. Bartlett contributed to the original models for private equity and fund of fund partnerships. His experience extends to alternative investments, venture capital, emerging companies, corporate restructurings, private equity and buyouts. Mr. Bartlett's practice includes serving as counsel to asset managers, including those of major public and private equity funds, with a focus on technology companies, and he has also served as trustee of a series of public mutual funds and chair of a public REIT. His venture fund work began with the first Greylock fund, and he has drafted documents for several of the largest and most successful LBO funds.

Mr. Bartlett has served as President of the Boston Bar Association and as General Counsel and Undersecretary of the U.S. Department of Commerce. He has authored numerous treatises, including Leveraged Buyouts Compensation Structures for Venture Backed Companies Equity Finance Fundamentals of Venture Capital, and Venture Capital: Law, Business Strategies and Investment Planning. He is also founder and chairman of VC Experts, for which he is an active contributing editor. Mr. Bartlett is a frequent speaker on industry issues andlectures as a faculty member at Cornell's Johnson School of Business.

Mike Butler

Mike Butler is a graduate of NYU School of Law, is with TPG-Axon Capital, and was formerly an associate at Ropes and Gray LLP (New York) specializing in private equity transactions, venture capital fund formation and taxation issues related to corporate securities.

Ross Barrett

Ross Barrett is the Co-founder of VC Experts and a General Partner of Seven Funds (formerly BVM Capital), which is the management company for venture funds Louisiana Ventures, LP and Themelios Ventures, LP. As a Co-founder and President of VC Experts, Inc. he is active in the strategic direction of the company, in particular in the private market and predictive analytics analysis area.Previously, he worked on Capitol Hill as a legislative aide to senior U.S. Senator J. Bennett Johnston, where he specialized in risk assessment and regulatory reform. Ross has an LLM in Taxation from NYU, a JD from Louisiana State University and a BA from Southern Methodist University. He has been an adviser to or investor in over twenty early-stage privately held companies.

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