Course Instructor: Dr. Brian Smith

Tuesday, November 21st, 2017

Course Time: 1:30 p.m. - 4:45 p.m. with a mid-afternoon break

Registration and Lunch: 12:30 p.m. - 1:30 p.m.

Cost: $95 includes light lunch, course materials and expert panel discussions


Effective due diligence (DD) is one of the most important parts of angel investing. This module introduces participants to the key investigations that will uncover major risk factors and potential deal-breakers. The module emphasizes how to identify the most critical information, the risks of not knowing it, and the methods and costs of getting it. Participants will learn what it takes to mitigate the risk of investment by validating a market opportunity, a management team, and a plan. They will be introduced to a disciplined investigation approach that systematically examines sources of risk, and establishes the basis for a productive and trusting relationship with the entrepreneur.

Learning objectives

By the end of this module the participate will be able to:

  • Identify the major sources of risk in an investment deal
  • Explain the tradeoffs inherent in the time and costs of due diligence
  • Identify the essential risks in a particular deal and avoid wasting time on minor matters
  • Apply a range of checklists, templates, and frameworks to ensure appropriate depth and breadth in their investigations
  • Proactively manage the process of due diligence investigation.

Who Should Attend

  • Accredited Investors wanting to learn more about the Due Diligence process 
  • People interested in Angel Investing that want to learn more about the Due Diligence process
  • Entrepreneurs interested in learning about the Due Diligence process from the entrepreneurs perspective                 



GTAN Sponsors 


GTAN|Learn November 2017

  • November 21, 2017
  • Bingemans - Berkley Room
    425 Bingemans Centre Drive
    Kitchener, Ontario
    N2B 3X7