Crafting a Fundable Roadmap in 2009
This event is now closed. Please register at the door.
This all day event is for start-up entrepreneurs in the process of developing their business plan and/or wanting to grow their company so that they can maximize their chances of attracting an outside investor for the first time.
There will be a networking breakfast during registration from 8:15am- 9:00am. For those who want to try their hand at a pitch, they can send in their presentations and pitch to a coach before the seminar- they will receive a personal coaching session and be able to pitch to the group during the day. The winning pitches will have the opportunity to pitch to the last panel of the day.
Eric Deeds, Associate, DLA Piper. Eric Deeds is an associate in DLA Piper's Corporate and Securities group, based in San Francisco. He concentrates on representing startup and emerging growth technology companies and venture capital investors.
His practice encompasses venture capital financings, public offerings, mergers and acquisitions, commercial and strategic transactions, equity compensation matters, intellectual property strategy and transactions, SEC reporting and disclosure, corporate governance and general corporate and business counseling.
Mr. Deeds has represented both private venture-backed companies and public companies in the Internet, software, media/entertainment, clean technology, semiconductor, networking hardware, life sciences and consumer products sectors and also represents venture capital firms in financing transactions and underwriters in public offerings.
Shai Goldman co-manages SVB Capital's Venture Exchange program, which serves as a platform to provide quality referrals to venture firms and assist emerging companies in raising capital through strategic introductions to the right investors for their business. His responsibilities include identifying investment opportunities for SVB Capital Partners Fund and other venture capital firms. Goldman joined SVB Financial Group in December 2001. Prior to joining the Venture Exchange program in 2006, he worked with SVB Private Client Services, providing personal financing solutions to entrepreneurs, investors and senior executives in the technology, life science, private equity and premium wine industries.
J. Roy Martinez, Chief Financial Officer, IP Access, Inc. J. Roy Martinez is the Chief Financial Officer at IP Access, Inc., a VSat Network Operator in San Juan Capistrano, CA. Roy lives and works in Petaluma, CA. Prior to IP Access, Roy was a principal at American River Ventures, a technology venture capital firm with a primary geographic focus of Northern California outside of Silicon Valley. Roy has over 19 years of engineering, operations, start-up, and venture finance experience. He founded North Bay Venture Strategies, a startup advisory firm, and is a member of the North Bay Angels. Roy has worked at Intel Capital, National Semiconductor, Systems Control, Vivigen, Scientific Atlanta, and Chevron. Roy has an MBA from the Harvard Business School and an Engineering BS with High Honors from U.C. Berkeley.
Anthony Nassar is the Founder and Principal of Venture Momentum. As a consulting CFO, he helps startup entrepreneurs put together the pieces of their financial puzzle by providing a solid foundation from which to successfully raise capital, manage growth and achieve liquidity. Anthony brings to Venture Momentum's clients 20 years of financial management experience. He has assisted start-ups and small businesses on various matters including angel and venture financings, acquisitions, due diligence, accounting systems automation, financial reporting and internal controls. Throughout his assignments, he has advised companies on transactions valued at well over $100 million. Prior to launching Venture Momentum 12 years ago, Anthony held senior management positions in finance and corporate planning with Nexcom Technology, Inc., Fair Isaac Corporation and a consulting group in France.
Karen Northup, Founder and Chief Executive Officer, Corefino. Karen founded Corefino after serving as chief financial officer (CFO) at successful, venture-backed technology companies. These include Scout Media, where she served as CFO through the company's successful acquisition by Fox Interactive; Rivals.com, where she recruited and trained a 35-member accounting staff and successfully directed the company through its initial public offering; and Telocity (now DirecTV), where she was instrumental in raising a US$134 million mezzanine round of financing. Karen also held management positions with GlobalCenter, including a key role in its acquisition by Global Crossing, and PriceWaterhouseCoopers.
Prashant Shah, Managing Director, Hummer Winblad Venture Partners. Prashant Shah, Managing Director, joined Hummer Winblad in December 2000. He has been instrumental in many investments including Baynote, Bridgestream, Cenzic, InMage, Jareva Technologies, Krillion, Scalent, SyncVoice, Tizor and Voltage Security. He also observes a number of these boards. In addition, Prashant is an active Charter Member of TiE Silicon Valley (www.tiesv.org), where he is Chair of the Software SIG; and a member of the Board of Trustees for Astia (www.astia.org).
Prior to Hummer Winblad, Prashant spent many years defining and launching high tech products. His background spans all seven layers of the OSI stack with product management roles at enCommerce (acquired by Entrust), Cypress Semiconductor and AT&T. Prashant received a BS in Electrical Engineering from the University of Illinois at Urbana-Champaign, and an MBA from the University of Chicago.
Steve Tennant, Managing Director, Tennant Consulting has worked for the past 20 years directly with over 40 companies to create software solutions to solve their customers' most pressing business problems. His client experience encompasses the full spectrum: from a "Fortune 2" company with hundreds of thousands of employees, to several one-person founders of software startups, and every point in between. At PeopleSoft from 1994 to 2000, as VP of Business Development, he grew the alliance portfolio to 300 companies and $4B in revenues, and launched products that grew from $7M to over $100M in revenues in 3 years.
Location: DLA Piper, 555 Mission Street, San Francisco
Price: $85 (members), $110 (non-members)
9:00am-10:30am Crafting a Fundable Financial Roadmap
As an entrepreneur, steering your startup on the financial path to success needs an effective financial roadmap and a thorough understanding of how it will unfold over the next five years. In this presentation, Anthony Nassar, Founder and Principal, Venture Momentum, will share a systematic methodology for developing a robust financial model.
10:45pm-11:45pm Developing a Compelling Pitch: 12 Slides that will Hook Investors
Shai Goldman of SVB Capital’s Entrepreneur Services Group will lead this interactive session on the “infamous” 12 slide presentation.
11:45am -12:15pm Pitching to the Group
15 one-minute elevator pitches presented, with the top 3 chosen to pitch to the final panel at 3:30pm. To pitch, companies need to send their presentations in a week before the session.
12:15pm -1:00pm Lunch Break 1:00pm – 2:00pm Assessing and Sizing Your Market Opportunity
One of the top reasons for a new product failure is inadequate market analysis, yet most entrepreneurs bypass this step. Steve Tennant, Managing Director, Tennant Consulting, will convey key steps you can take to analyze and size a new market opportunity.
2:00pm -3:15pm Crafting a Due Diligence-Ready Legal Framework
Eric Deeds of DLA Piper will help entrepreneurs avoid common mistakes they make when managing the legal aspects of their startup. In this workshop you will learn techniques and best practices in building and maintaining a due diligence-ready legal framework.
3:30pm-5:00pm Entrepreneurs and Investors Panel : The Voice of Experience
A panel of successful startup entrepreneurs and early stage investors will share their experiences, challenges and insights into building and securing funding. They will also listen to pitches and engage in an interactive Q&A session.
Tom Furlong, Granite Ventures
Karen Northup, Corefino
J. Roy Martinez, IP Access International
Prashant Shah, Hummer Winblad Venture Partners