Angel investing offers high-reward potential, but only with the right knowledge and approach. Angel Investing, an Agent.so workbook, gives you a practical, hands-on framework to make informed decisions, minimize risk, and provide meaningful support to early-stage startups.

With guided exercises and real-world scenarios, this resource is built to help you move from interest to action with confidence.

Whether you're exploring your first deal or refining your approach as an active investor, this workbook supports every step of the investment journey.

Develop key skills to evaluate and manage early-stage investments

Through fill-in-the-blank exercises, multiple-choice evaluations, and guided case studies, you’ll build the foundational skills needed to assess startups effectively.

This workbook helps you identify red flags, ask the right questions, and weigh potential returns, so you can invest with clarity, not guesswork.

You’ll also explore strategies for structuring deals, negotiating terms, and protecting your interests while building positive relationships with founders.

Go beyond capital, invest with impact and long-term vision

Angel investing doesn’t stop at the check. This Agent.so workbook includes frameworks for post-investment support, showing you how to offer mentorship, strategic guidance, and value-added contributions that help startups grow.

You’ll learn how to set expectations, track progress, and participate as a trusted advisor, maximizing both the startup’s success and your return.

Use this workbook to confidently navigate the world of angel investing, and become not just a funder, but a strategic partner in innovation.