Early Stage Funding: How Convertible Notes Work (Online Series, 1 of 3)



A FREE series brought to you by OTBCOENTiE and Ater Wynne

What type of funding instrument will you use for your next funding round?

  • A convertible note?
  • The original SAFE (Simple Agreement For Equity) or the modified 2018 version (which is very different)?
  • Or an equity round based on standardized terms such as the Series Seed?

There are many things to understand and many trade-offs to consider in selecting your approach to funding. In this series of online programs we will describe each of these funding approaches, explain the key terms, and help you be prepared to make an informed decision about which fund-raising approach is a fit for your company.

We’ll publish, one at a time, a detailed video explaining each funding approach. You’ll probably have questions! So shortly after posting each video, we’ll answer your questions in a live-stream video session. The presenters will be Steve Morris  (OTBC) and Ernie Bootsma (Ater Wynne).

When: We’ll have live Q&A sessions on:

  • Tuesday, July 9, 12:00 – 1:00 pm: How Convertible Notes Work
  • Tuesday, Aug. 6, 12:00 – 1:00 pm: How the SAFE (Simple Agreement For Equity) Works (versions 1 and 2)
  • Tuesday, Sept. 10, 12:00 – 1:00 pm: How the Series Seed (equity investment) Works

Where: Online – you can participate from anywhere that you have an internet connection


Add to Calendar
07/09/2019 12:00 PM
07/09/2019 01:00 PM

How Convertible Notes Work




Session 1 of 3: Tuesday, July 9, 12:00 – 1:00 pm: How Convertible Notes Work

These events are FREE but you must register here to receive the link to the videos and the online session! Register early so you can review the appropriate video before each online session!


Hosts for online Q & A sessions:


Ernie Bootsma

Partner at Ater Wynne

An attorney at Ater Wynne, Ernie Bootsma has been actively representing start-up and emerging growth businesses, family businesses, and mature companies since 1990. His legal practice encompasses company formation, finance, governance, M&A, as well as intellectual property relating to trademarks, copyrights, trade secrets and licensing.


Steve Morris


Steve Morris is the Executive Director of OTBC and manager of the Westside Startup Fund. With hands-on startup CEO/founder experience, he has a broad understanding of startup issues, and an excellent ability to explain even complex startup topics in clear, easy-to-understand way. At OTBC, he has helped hundreds of entrepreneurs start and grow companies, and has developed a large inventory of startup workshops and practical startup tools.




This free online series is presented by:

OTBC logo 


July 9, 2019 12:00 PM
July 9, 2019 1:00 PM
Calendar Type:
Laura Kubisiak
Back to Top
Simple Share Buttons
Simple Share Buttons