Tacos and Tech Podcast
Neal Bloom
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San Diego Angel Conference – Investor Education & Networking Series
In this special episode recorded live at Mintz Law, we bring you a practical, high-context walkthrough of early-stage investing hosted by the San Diego Angel Conference (SDAC). With insights from Sebastian Lucier of the Mintz ECVC legal team and SDAC organizers, this session offers angel investors - both new and experienced - a clear breakdown of key financing instruments like SAFEs, convertible notes, and priced equity rounds. We cover the structure and implications of different entity types (C-Corps, LLCs, S-Corps), the nuance behind valuation caps and discounts, the benefits of pro rata rights, and the tax advantages of Qualified Small Business Stock (QSBS). Whether you’re gearing up for Fund 8 or thinking about writing your first check, this session equips you with the frameworks and real-world insights you need to invest smarter. Key Topics Covered * Why SDAC is building year-round investor education & networking events * Overview of startup legal structures: LLCs vs. C-Corps (and why Delaware still leads) * What investors should understand about SAFE agreements * How post-money valuation caps really work (and how they differ from discounts) * Why side letters can protect your upside: pro rata, info rights, MFNs, and more * How convertible notes differ from SAFEs and when they might be preferable * Real red flags on cap tables and what they tell you about a company’s past * What to know about Zombie SAFEs (and how to avoid them) * Tax advantages of Qualified Small Business Stock (QSBS) and recent updates to eligibility * The evolving dynamics of angel rounds, bridge financing, and recapitalizations Links & Resources * San Diego Angel Conference Website * Qualified Small Business Stock Overview – IRS This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
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