Workshop (*With Breakout Rooms)

Alternative Term Sheets

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In this session, we will be looking at alternative term sheets that more likely embrace triple bottom line approaches, fairness for entrepreneurs / investors, inclusion so that investors at a range of incomes can participate, and wealth building for more people.


The workshop will be highly participatory, with attendees welcome to bring their own experience, documents and cases as investors and entrepreneurs. We will have break-out sessions with smaller groups with experts on hand to explore different types of term sheets for investment and return.

The workshop leaders have raised and investments 1oos of millions and completed dozens of deals with conventional and alternative approaches.

Confirmed Panelists

Drew Tulchin, UpSpring Associates, New Mexico

Drew has been involved in dozens of alternative investments for more than $200 million for start-ups. Recent transactions include Meow Wolf, Electric Playhouse, and 3 other B Corps.

Hall Martin, Ten Capital, Texas,

Hall has worked with start-ups for decades and leads a number of angel groups and angel initiatives to provide different forms of terms sheets.

Genevieve Chavez-Mitchell, Impact Investor, New Mexico

Genevieve has moved her entire retirement account to alternative investments and provides a different path to capital with those in which she invests.

Unconfirmed Panelists

John Chavez, Executive Director, New Mexico Angels Association, (invited)

Durreen Shahnaz, IIX Foundation, Southeast Asia, (invited)



Supporting Materials

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