Search CFI Website

Orion Technical Associates

WBT Showcase


Become A Sponsor

Seed and Early Stage Investing Handbook

In progress: CFI is developing a curriculum of the knowledge and practice, largely unpublished, of leading investment professionals from multiple specialties. With their assistance, CFI is compiling basic information on the full range of tools used in seed and early stage investing. When complete, the curriculum, plus supporting examples of working documents, will be made widely available as instructional curriculum to a broad audience including policy makers, economic development leaders, community groups expanding seed capital resources for local entrepreneurs, and technology transfer mangers needing tools to evaluate commercial potential of technologies.

Handbook contents will include:

  • Background: U.S. seed and early stage investment industry
  • Public issues and standards
  • Basic Processes:
    > Venture capital funds
    > Angel investing
    > Technology investing
    > Corporate investing
    > University investing
  • Toolkit of terms and definitions
  • Models, practices and investment strategies for:
    > Intellectual property
    > Enterprise formation
    > Angels and angel groups
    > Seed and early stage venture capital funds
    > Syndications
    > Tech led development
  • Seed-Stage Venture Capital Fund Management

Capital Formation Institute, Inc.
a 501(c)(3) non-profit organization
Office of Science, Technology Transfer and Economic Outreach
University at Buffalo, 1576 Sweet Home Rd., Amherst, NY 14228

Contact us at

©2010 CFI
All information herein provided as a public service.
Privacy Policy
CFI does not collect any personal information about visitors to  However, CFI may ask for a limited amount of personal information that helps us respond to your specific requests.  These include regular mailings of announcements about articles, audio programs and new publications, participation in CFI's online and teleconference events, or  purchasing items from the CFI Bookstore.  CFI never shares personal information with third parties.  At any time, you can "opt-out" of receiving CFI's direct mail and marketing material by either contacting or by following "unsubscribe" instructions in any communication.