Investor Breakfast: Tips for Successfully Transitioning Along the Pathway from Angel to VC to PE
Join Cooley, Fidelity Private Shares, and New England Venture Capital Association for a morning investor gathering exploring how capital—and the role of the investor—evolves from angel to venture to private equity.
As companies scale, so do expectations around strategy, governance, and value creation. This conversation brings together investors across the capital stack to share firsthand perspectives on what changes at each stage and how to successfully navigate the transition along the way. We'll cover:
How sourcing and diligence evolve across stages
What makes a company “venture-backable” coming out of angel funding
What must be true for a company to progress from angel → VC → PE
How company fundamentals shift at each stage of growth
Exit pathways: PE vs. IPO vs. strategic acquisition
Key watchouts (including QSBS and other considerations)
Agenda
9:00 – 9:30 AM: Arrival & networking over breakfast
9:30 – 10:00 AM: Panel discussion
10:00 – 10:30 AM: Closing networking
Panelists (Coming Soon)
Moderator: Kristen Craft, VP, Business Partner Manager, Fidelity Private Shares
Event Co-Hosts
Cooley is known for being the go-to legal and business advisors for venture investors and companies who are disrupting and reshaping the global economy. We advised on the formation of the first VC fund in the US and have grown to be one of the most active players globally in both early and late-stage financings. Cooley is deeply connected in the venture ecosystem, working with startups, boards, leadership teams and investors – all of whom share Cooley’s vision that fusing capital and innovation can transform the world.
Fidelity Private Shares is committed to supporting the startup & venture capital community. Fidelity helps founders prepare for their next round of funding with our cap table management and data room platform, events that give you access to capital, and premier support to generate, execute & store legal documents. No matter where you are in your journey - from inception to IPO - Fidelity has the expertise to support you.
The New England Venture Capital Association (NEVCA) is the representative body of New England’s VC community. Our mandate is simple and urgent: strengthen, connect, and advocate for the region’s venture ecosystem so New England remains a leading place to build and scale high‑impact companies.