Investor Training Course
Venture Into Investing
Learn from and invest alongside leading investors in this first-of-its-kind training course brought to you by the trade body for angel and early-stage investing.
New Module
Bring investors together, lead due diligence, negotiate terms and take a deal through to completion.
5th October 2026 in-person
£995 +VAT (discount available for UKBAA members)
Online training and eLearning access
Become part of an alumni network
Partners
You'll learn and invest alongside industry experts
Course leaders
Investing experts will lead you through the one-day course and webinars
Cornel Chiriac
Partner, 2050 Capital
Cornel is a deep tech VC with extensive angel investment experience and an entrepreneurship background. He is the founding partner of 2050 Capital, a London-based deep tech and science VC backing early-stage ventures since 2015. Cornel invests $500k checks at seed and up to $3m in Series A, and backs 2-4 deals per year. A number of his earlier investments advanced to the pre-IPO stage and exited. Cornel is a hands-on high-conviction investor who actively contributes to the success of his portfolio companies, serving on multiple boards and advisory committees. Cornel also heads the Chicago Booth Angels London chapter, where he has been instrumental in expanding the reach of this investment group globally. He is also actively involved in various University of Chicago venture initiatives.
Roderick Beer
Managing Director, UK Business Angels Association
Roderick’s career spans over 17 years of managing, founding and growing angel groups and investment platforms, collectively deploying over £100m of equity investment in more than 500 startup and scaleup businesses. He started at Beer & Partners, the first and largest angel group in the UK which later sold to Risk Capital Partners, he later helped form and grow a successful corporate finance firm, as their COO.
He is now the Managing Director of the UK Business Angels Association, the trade body for angel and early-stage investing, representing 220 organisations including over 100 Angel Groups that collectively deploy over £2bn p.a. in innovative, high-growth businesses.
The course
London in-person day - 5th October 2026
Find out more about each of the course modules and the special guest experts who will be on-hand to guide you.
Why Angel Invest?
Discover the driving forces behind angel investing and the unique opportunities it presents. Uncover the realities that seasoned investors face and gain insights into the data-backed strategies that lead to success.
Cash and Time Allocation
Explore the crucial aspects of allocating your financial resources and time effectively. Learn the strategies that successful angel investors employ to maximize their impact and their outcomes.
Craft a personalized investment thesis by delving into your passions, leveraging your expertise, and identifying exciting sectors. By aligning your interests with market opportunities, you can create a clear, winning strategy.
Understand the transformative power of diversity in improving investment outcomes. Confront the key challenges faced by underrepresented founders and adapt your approach to champion diversity in your portfolio.
Special guest
Dama Sathianathan
Partner | Senior Manager, Communities and Networks, Bethnal Green Ventures
BGV has invested in 166 tech for good ventures in the past 10 years
Leads on deal flow, community and networks
Driving efforts to act with integrity on diversity, equity and inclusion previously worked for international NGOs advocating for better human rights practices in global
Development and humanitarian response
Navigate the landscape of deal sourcing with insights into the best channels for deal flow. Develop effective networking strategies and identify key players in the industry to stay ahead of the curve.
Decode the statistics surrounding investment outcomes and understand the essential components of a good deal. Scrutinize the team, product/technology, market fit, and other critical factors to make informed investment decisions.
Angel investing is a team sport — but every successful round needs someone willing to lead it. Our newest module takes you inside the role of the deal lead: the investor who pulls a syndicate together, runs the due diligence, negotiates the terms and carries a deal over the line.
You’ll learn the full arc of leading a round — from sourcing and initial evaluation, through mobilising co-investors and building consensus, to your role post-investment on the board and beyond. Just as importantly, you’ll learn where the pitfalls and regulatory lines sit, so you can lead with confidence and stay on the right side of them.
Led by experienced deal leads, this module turns one of angel investing’s most valuable skills into something practical you can go and do.
Define your role post-investment, considering board seats, progress monitoring, and growth support. Anticipate challenges, plan for further funding rounds, and strategize for a successful exit.
Navigate the legal landscape of angel investing by uncovering key documents, finalizing deals, and understanding your legal position post-investment. Explore the intricacies of legal issues surrounding exits.
Special guest
Harry Trick
Partner, Michelmores
Harry is Partner in the Michelmores team that won the UKBAA Best Legal Team for Early-Stage Deals in 2022 and 2023. He advises scale-up companies on all stages of their equity fundraising journey through to exit, regularly acts for those who invest in them – including angel investors, VCs and private equity. Harry is co-lead of MAINStream, Michelmores' UKBAA registered angel network that was established in 2019 to connect angel investors with scale-up companies.
Demystify the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS). Learn how to qualify for these tax reliefs, claim them, and explore the considerations associated with investing in Knowledge Intensive Businesses (KIBs).
Special guest
Alison Caulfield
Senior Manager, Philip Hare & Associates LLP
Alison is a Chartered Tax Adviser and a Fellow of the Association of Chartered Certified Accountants. Alison trained with Deloitte from 1993 moving to PwC in 1997, initially in accounts and audit, then specialising in tax. She qualified as a Chartered Tax Adviser in 1999. During her time at PwC, Alison was a member of the Private Client Team advising High Net Worth individuals in all areas of tax, predominantly capital gains tax and IHT for UK resident and domiciled individuals. Alison has advised on EIS matters since 2000. For three years Alison worked for a single-family office managing all aspects of tax, accounting, and investments, before moving back into practice initially on a self-employed basis in March 2016. Alison focusses on working with Entrepreneurs to guide them through the SEIS, EIS and VCT legislation to ensure they are investor ready and provide ongoing advice to those companies. Outside of work Alison has made some tax efficient investments and is a keen horse rider and long-distance runner.
Free eLearning course access
Access to our 6-hour ‘The Effective Angel Investor’ eLearning
course is included in the cost of this course.
The course
Investing with the experts
Fred Soneya
Co-Founder, Haatch
Responsible for a number of high-profile, large-scale innovation projects across Kiddicare.com and, post-acquisition, Morrisons, Fred has led the completion of over 150 investments into 70+ companies over the last 10 years onboarded over 600 investors into Haatch funds
Join a call with a pre-vetted founder alongside one of our leading co-investors
Work together to complete the due diligence process, including gathering all the questions you would like answered
Follow-up call with the founder to clarify any questions that have arisen during the due diligence process
Work with the co-investor on a formal investment memo for the investment committee
You’ll be invited to attend and watch the investment committee with the opportunity to submit questions in advance. This will include approx. 45 minute call with the founder and then the IC will continue discussions before a blind vote takes place. You will take a separate blind vote and that will be compared to the blind vote of the IC to see how it aligns.
You’ll help create and then send a term sheet to the founder.
Working with the co-investors, you'll negotiate the company valuation price and determine the amount of equity you want to take.
Once the legal documentation has been received, you’ll work with your own legal council along with the co-investor in making sure the deal terms are suitable.
Invest! Your investment will be SEIS or EIS eligible, on the same terms as the lead co-investor and be wrapped up in an SPV, provided by Odin.
An expert will talk you through the SEIS/EIS process so that you can claim your tax relief.
Become part of our alumni network
After completing the course, you’ll become part of our alumni network, where you can share expertise and collaborate with your peers on your investment journey.
Testimonials from our first cohort
See what others are saying
Ready to start your angel investment journey?
Kick start your angel investment journey and sign-up for our course now!