Structuring Equity Investment – Get it Right


The advice we most often hear experienced entrepreneurs give new founders is: get a good lawyer. Time spent properly setting up your company, understanding the downstream ramifications of taking equity in different formats, and effectively managing your cap table, will literally pay dividends over the life of your company.

This session is a deep dive with one of those good lawyers. Meredith Fox of White Summers has represented both entrepreneurs and investors in dozens of deals, and will share the most important lessons she’s learned from years in the trenches. You will learn:

  • Different types of investment structures, including note financings, SAFEs, and equity financing
  • What type of investment tends to work best at each stage of a company’s stage of growth
  • Different types of equity investors (angel, VC, strategic investor), and how to find the best fit for your company



Cost: Free for OEN members; $15 for non-members. *Sorry, no refunds.* 

Note: if nothing happens when you click the Member ticket option on the right, it probably means your membership has expired. Now is a great time to renew!

Not yet an OEN member? Join today 



Meredith Fox

Counsel, White Summers

Meredith’s practice focuses on providing strategic advice to companies to position them for, and help them through, critical junctures including organization and formation, obtaining initial funding, negotiating strategic transactions, determining company growth, scaling and exit opportunities, and raising capital. Meredith previously worked as in-house counsel to a performance-based marketing start-up in San Diego, CA, giving her an inside perspective of the legal needs of start-ups and emerging growth-stage companies.

Meredith advises both buyers and sellers in transactions involving mergers, acquisitions, asset sales, joint ventures, and various other M&A matters including cross-border transactions. Meredith has an LLM in Taxation and advises clients on corporate tax structure and international tax planning.


Presented by: Oregon Entrepreneurs Network

April 21, 2021 9:00 AM - April 21, 2021 10:00 AM
Online! Link will be sent to all registered attendees prior to the call
Amanda Oborne
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