Build Your Angel Investing Strategy

Define your purpose, identify the founders and industries that align with your values, and create a clear investment thesis that drives every decision.

Master the Art of Evaluating Deals

Gain the skills to confidently assess startups, perform smart due diligence, and recognize real opportunity before anyone else does.

Demystify Deal Structures 

Learn how valuations work, when to use SAFEs or convertible notes, and how to negotiate terms that protect your investment and maximize returns.

About the Course

Angel Investor Playbook™ helps accredited investors confidently step into startup investing. You’ll learn how to build a clear strategy, source quality deals, evaluate founders, and perform smart due diligence. The course demystifies valuations, deal structures, and term sheets so you can invest wisely, grow your wealth, and make a meaningful impact through innovation.

Meet Your Instructor Quentin Ortega

Quentin Ortega is a startup strategist and angel investing expert with deep experience guiding early-stage companies through growth and funding. As Director of Entrepreneur Development at Capital Innovators, one of the nation’s top accelerator programs, Quentin has coached hundreds of founders and helped investors connect with high-potential startups. In Angel Investor Playbook™, he shares his insider knowledge to help new angels build confidence, evaluate deals wisely, and invest in innovation that drives real impact.

Course Modules

17 Chapters · 25 Lessons

  1. 1

    1. Introduction to the Course (1:49)

    1. (Included in full purchase)

      Course Introduction

  2. 2

    2. Introduction to Angel Investing (4:25)

    1. (Included in full purchase)

      Introduction to Angel Investing

    2. (Included in full purchase)

      Pre-Investment Checklist

  3. 3

    3. Overview of the Early-Stage Investment Landscape (2:06)

    1. (Included in full purchase)

      Overview of the Early-Stage Investment Landscape

  4. 4

    4. Building Your Angel Investing Strategy and Thesis (5:12)

    1. (Included in full purchase)

      Building Your Angel Investing Strategy and Thesis

    2. (Included in full purchase)

      Investment Strategy and Thesis

  5. 5

    5. Building Your Network and Sourcing Deals (6:58)

    1. (Included in full purchase)

      Building Your Network and Sourcing Deals

  6. 6

    6. Tracking Your Deal Flow (1:21)

    1. (Included in full purchase)

      Tracking Your Deal Flow

    2. (Included in full purchase)

      Building Deal Flow

  7. 7

    7. Evaluating Investment Opportunities - Part 1: The Pitch (7:19)

    1. (Included in full purchase)

      Evaluating Investment Opportunities - Part 1: The Pitch

    2. (Included in full purchase)

      Pitch Evaluation Checklist

  8. 8

    8. Evaluating Investment Opportunities - Part 2: Post-Pitch Interaction (6:25)

    1. (Included in full purchase)

      Evaluating Investment Opportunities - Part 2: Post-Pitch Interaction

  9. 9

    9. Evaluating Investment Opportunities - Part 3: Due Diligence Fundamentals (7:40)

    1. (Included in full purchase)

      Evaluating Investment Opportunities - Part 3: Due Diligence Fundamentals

    2. (Included in full purchase)

      Due Diligence Checklist

  10. 10

    10. Valuations (2:27)

    1. (Included in full purchase)

      Valuations

  11. 11

    11. Deal Structuring Fundamentals - Part 1: Understanding Investment Vehicles and Key Economic Terms (5:48)

    1. (Included in full purchase)

      Understanding Investment Vehicles and Key Economic Terms

  12. 12

    12. Deal Structuring Fundamentals - Part 2: Understanding Equity, Ownership, and Key Investment Rights (7:08)

    1. (Included in full purchase)

      Understanding Equity, Ownership, and Key Investor Rights

    2. (Included in full purchase)

      Deal Structure Quick Reference

  13. 13

    13. The Term Sheet (5:06)

    1. (Included in full purchase)

      Term Sheets

  14. 14

    14. Closing Documents (2:19)

    1. (Included in full purchase)

      Closing Documents

  15. 15

    15. Post Investment: Engagement, Challenges, and Exits (5:23)

    1. (Included in full purchase)

      Post Investment: Engagement, Challenges, and Exits

    2. (Included in full purchase)

      Post Investment Engagement

  16. 16

    16. Conclusion (2:06)

    1. (Included in full purchase)

      Conclusion

    2. (Included in full purchase)

      Key Takeaways

  17. 17

    17. Course Resources

    1. (Included in full purchase)

      Course Workbook

What People Are Saying

Listen to what our participants have to say about their experience with our Angel Investor Playbook Program.

”
I didn't realize how much personal fulfillment could come from angel investing. Returns aside, this is a meaningful way to "give back" to the world.
JJ K.

St. Louis, MO

The concept of angel investing is brand new to me, and I discovered that it checks a lot of boxes for the things I want to accomplish in my overall portfolio and personal life. I can see myself becoming an angel.
Allie O.

St. Louis, MO

I had a misconception that angel investing was more like being a benefactor than an investor, and going through this material opened my eyes to what it really is, and how much fun it could be.
Rob T.

St. Louis, MO

”
I appreciate that this course gave me an understanding of the full picture on angel investing. There are risks and rewards, and basic concepts you must understand to be successful. It feels more tangible now, and something I want to explore further.
Marc A.

St. Louis

Ready to Dive into Angel Investing?

Take the first step toward becoming a confident, connected angel investor—join Angel Investor Playbook™ now

$649.00

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Brought to You by Capital Innovators

Proven Track Record

Capital Innovators has spent more than a decade evaluating startups and helping investors understand what creates real success.

Trusted Resource

As an accelerator rather than a fund, Capital Innovators teaches investing fundamentals with clarity and without any hidden agenda.

Gateway to the Ecosystem

Capital Innovators connects new investors to founders, mentors, and high-quality deal flow that most people never get to see.