Wealth and Money Management Awards 2019

www.wealthandfinance-news.com 10 Wealth & Finance International - Wealth and Money Management Awards 2019 APR2w2 Created by an experience Entrepreneur, Sorin Angel Capital is an entrepreneurial venture that is designed to enable entrepreneurs. As part of our showcase of some of this year’s Wealth & Money Management Awards winners, we profile the firm and its funds to find out more. Best Early-Stage VC Investment Company - Virginia Established in 2013 by Managing General Partner James G. Koehr, Sorin Angel Capital began life in order to formalize his Angel Investing philosophy and leverage this philosophy on behalf of his friends, his former Notre Dame and Darden classmates, and his many other business associates. To be done well, Angel Investing requires the ability of an investor to capitalize on their networks to get into the path of high-quality deal flow and then to share in the wisdom of those networks to evaluate risks and make investment decisions. Sorin Angel Capital was designed to give interested investors access to this asset class without requiring those prerequisites. The original idea was the result of an independent study project on private equity investment done while Jim was a student at the Darden Graduate School of Business at the University of Virginia with project partner Danica Elliott under the guidance of Finance Professor and former Darden Dean Dr. Robert Harris. Both Danica and Bob are currently investors. Each Sorin Angel Capital Fund is managed like a limited partnership with Sorin Angel Capital, LLC (whose sole member is Jim Koehr) as the Managing General Partner in whom rests sole decision-making authority over investments and exits. Members of the LLC function as limited partners who contribute capital up to their commitment over time but who have very limited discretion over the actions of the General Partner. Sorin Angel Capital Fund I, LLC was formed in February 2013, and over the course of several months, Jim recruited 10 members to pool capital in order to make nine investments over the next year. Sorin Angel Capital Fund II, LLC was formed in December 2013 followed by Fund III and Fund IV between February 2014 and the present. To date, Sorin Capital Funds has deployed over $2.25 million in capital to make 73 investments in 36 different companies since February 2013. Fund IV was Jim’s first attempt to provide more focus to Sorin’s investment targets. Fund IV invested solely in “scalable seed stage technology Sorin Capital Funds Jun19468 companies that are applying technology in transformational ways to disrupt established markets”. This philosophy was largely based on Sorin Angel Capital’s experience with Sorin’s previous Funds, as well as Jim’s other entrepreneurial ventures since 2001, and is a reflection of the types of businesses that: • are well represented in the deal flow to which the Fund is exposed, • have the possibility of 10X returns in the prescribed timeframe, and • are within Sorin Angel Capital’s ability to thoroughly understand and evaluate. An essential part of the risk mitigation strategy for Sorin Angel Capital is the affiliation with networks of other Angel investors who can share their deal flow, their due diligence efforts and their collective wisdom. Mr. Koehr has become very active in two such groups, the IrishAngels, a large group of Notre Dame alumni based in Chicago, and the New Dominion Angels in Virginia. Jim is a firm believer that Angel investing is a team sport, so the vast majority of his deals are done in conjunction with one or both of these groups. “Entrepreneurs enabling Entrepreneurs” was Jim’s mission from the beginning for Sorin Angel Capital. As Jim told us, “Angel investing starts with respect for the entrepreneur. We are not merely investing in companies, we are investing in entrepreneurs. If we can help the entrepreneur become successful, our investors will be successful. That’s why they call us ‘Angels’.” Contact: Jim Koehr Website: https://sorincapitalfunds.com/ “Angel investing starts with respect for the entrepreneur. We are not merely investing in companies, we are investing in entrepreneurs. If we can help the entrepreneur become successful, our investors will be successful. That’s why they call us ‘Angels’.”

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