Crafting the Financial Roadmap of Your Startup (SOLD OUT)



  • Pre-registration is now unavailable.

    We apologize if you were unable to pre-register for this program; the event has sold out. We will not be able to accommodate walk-in registration.

    As an entrepreneur, you must steer your start-up on the financial path to success. To do so, you need to develop an effective financial roadmap and thoroughly understand how it will unfold over the next 5 years. This roadmap should provide you with a clear vision of your objectives and milestones to a) help you decide whether your project is financially feasible, b) set a common direction for your management team, and c) enable investors and lenders to assess the desirability of funding your venture

    This is a technical workshop designed for start-up entrepreneurs who are in the process of developing their business plan and seeking angel and/or VC funding. In this workshop, you will learn:

    • a systematic methodology for developing a robust financial plan
    • how to build a credible revenue model
    • rules for building a flexible expense model
    • techniques for preserving scalability and data integrity as you make subsequent updates to the plan
    • ways to validate your model using publicly available data
    • how to project the ownership of the founders, employees, and investors, and the return on investment over the life of the plan
    • various approaches to deriving valuation data from the financial plan
    • how to Debug your financial planning spreadsheet

    You will also receive a printout of the financial model.

    BONUS SEGMENT 1 Sunita Patel, Senior Vice President with Comerica Bank, will discuss debt financing alternatives for early stage companies including traditional banking, technology banking and non-banking products.

    BONUS SEGMENT 2 Paul Leboffe, Partner with the law firm of Davis Wright Tremaine LLP, will discuss best practices for building a VC friendly company.

    PLUS! A panel of investors will share their insights on how they view and evaluate the financial planning information they receive from entrepreneurs and answer questions from the audience.



    Paul Leboffe, (Bio), Partner Davis Wright Tremaine LLP

    Jim Marshall, (Bio), General Partner Selby Venture Partners 

    J. Roy Martinez, (Bio), Principal American River Ventures

    Anthony Nassar, (Bio), Founder & Principal of Venture Momentum, Inc

    Bob Obuch, (Bio), Partner Palomar Ventures

    Sunita Patel, (Bio), Senior Vice President Comerica Bank

    Bill Reichert, (Bio), Managing Director Garage Technology Ventures


    Event Chair

    Anthony Nassar

    Founder & Principal, Venture Momentum, Inc

    Editor & Publisher of Propel Your Venture


    Speaker Bios


    Paul Leboffe

    Representative Experience Strategic advisor and outside general counsel to emerging growth technology companies

    Corporate and finance law, including federal and state securities, intellectual property licensing, mergers and acquisitions and general business transactions for technology companies

    Strategic advice regarding business plan development and seeking venture capital and angel funding

    Intellectual property licensing and protection, primarily for companies in the following sectors: computer software and/or hardware, electronic design automation, and eCommerce/Internet

    Strategic advice regarding capital structure, stock issuance – including stock option plans – and private equity financings, including convertible securities and secured transactions

    Corporate mergers and acquisitions, including stock and asset transactions and recapitalizations

    Formation of various entities, including Limited Partnerships, Limited Liability Companies, S Corporations and C Corporations for technology companies and investors

    Other commercial agreements, such as non-disclosure agreements, independent contractor agreements, separation and release agreements, and commercial leases

    Prior Experience

    Partner, White & Lee LLP, a Silicon Valley boutique serving technology clients

    Executive Vice President & General Counsel, Sports Universe, Inc., an eCommerce company

    Associate, Sonnenschein Nath & Rosenthal

    Publications and Presentations

    Speaker at seminars on venture capital transactions, corporate governance, business acquisitions and intellectual property issues

    Memberships and Activities

    California State Bar Association

    MIT/Stanford Venture Lab Member

    Software Development Forum Member (former Executive Council Member)


    J.D., Syracuse University College of Law

    Visiting Scholar, Hastings College of the Law

    B.S., Cornell University


    Jim Marshall

    Jim brings over a decade of investment and technology experience in the Silicon Valley. Jim focuses on investments in enterprise software and Internet infrastructure.

    When mentoring and supporting management teams of Selby portfolio companies, Jim draws on expertise developed during his nine years in various positions at Silicon Valley Bank. While there, he worked closely with more than 75 early-stage, emerging growth technology companies. In his last position as Vice President of the Commercial Software Practice, he worked with a number of venture-backed software and Internet companies including Accrue Software, BEA Systems, Broadbase Software, E.piphany and Nuance Communications.

    Jim serves on the board of Live Capital and has led Selby's investments or has board observer seats in ConsumerReview (acquired by E-centives), Panopticon (acquired by Kana), SkyPilot Network, and Zenasis Technologies.

    He received a B.S. degree in Finance from Santa Clara University, and an MBA from Pepperdine University. Outside of the office, his time is devoted to his family, golf, tennis, and musical interests.


    J. Roy Martinez

    J. Roy Martinez has over 15 years of experience in venture capital and engineering and operations management.

    Before joining American River Ventures (ARV) in 2003, Roy was the founder of North Bay Venture Strategies (NBVS), a consulting practice that worked with early-stage technology companies, helping them with strategy development, tactical execution, and fundraising.

    Before forming NBVS, Roy was a Senior Strategic Investment Manager with Intel Capital (the venture arm of Intel Corporation).

    Roy holds the following degrees:

    • BS in Engineering with High Honors from the University of California, Berkeley
    • MBA from the Harvard Business School


    Anthony Nassar

    Anthony Nassar works with start-up entrepreneurs who wrestle with finance and accounting. He helps them 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 18 years of financial management experience. He has assisted start-ups and small businesses on various matters including angel and venture financings, acquisitions, business plans, due diligence, accounting systems automation, financial reporting, internal controls, stock options plans and employee benefits. Throughout his assignments, he has advised companies on transactions valued at well over $100 million. Prior to launching Venture Momentum 10 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.

    Anthony is the editor and publisher of Propel Your Venture, a monthly electronic newsletter for start-up entrepreneurs and their advisors. He holds an MBA in Finance from New York University, an MS in Electrical Engineering from Columbia University and a Diplôme d'Ingénieur from Ecole Centrale de Paris in France. He is a member of SDForum, SVASE, the VC Task Force and SofTECH.


    Bob Obuch

    Bob Obuch is a new partner at Palomar Ventures, a leading early-stage venture capital firm with offices in southern and northern California and over $500M under management. He brings over 35 years of executive management and venture capital experience to Palomar, and currently sits on the boards of Strix Systems and Stonefly Networks.

    Prior to joining Palomar, Bob was a founding partner of BA Ventures, the venture capital arm of Bank of America, with more than $750 million under management. While at BAVP, Bob took an active role in Cogency Software, INNOVION, Prolinx, SpeechWorks, Synthon, and VNUS Medical. Over the years Bob led numerous successful ventures including Aurum/BAAN, XLNT/Intel and NetDialog/KANA. Earlier in his career, Bob served as President and CEO of two software application companies, Computerized Lodging Systems, Inc., and Command Data Systems. Bob also served as Executive Vice President of Sales and Marketing for Multimate International and as Vice President and General Manager for Systems and Computer Technology, Inc. Previously, he enjoyed a ten year career with Automatic Data Processing.

    Bob earned his CPA while working with Arthur Young and Company after graduating from Seton Hall University.


    Sunita Patel

    Sunita Patel is SVP and Regional Managing Director of the Venture Capital Group at Comerica Bank. She is an experienced speaker and routinely participates on panels and events as an industry expert. She has extensive experience lending to venture backed early to late stage technology companies and leads a team that contributes to the financial intelligence of the venture community. Prior to Comerica, Sunita joined Imperial Bank in 1997 and was a Senior Vice President in their Emerging Growth Division. Sunita began her career in technology banking at Silicon Valley Bank in 1992. She holds a B.S. in Economics and Finance from Missouri State University. She sits on the advisory board for The Forum for Women Entrepreneurs and The Women’s Technology Cluster.


    Bill Reichert

    Bill Reichert has served at Garage Technology Ventures since March 1998. He also serves on Garage’s Board of Directors. Prior to joining Garage Technology Ventures, Bill was co-founder and Vice President of Academic Systems Corporation. Bill has been involved as a co-founder or senior executive in several venture-backed technology startups. He has also held positions at McKinsey & Company and Brown Brothers Harriman & Co. Bill holds a B.A. from Harvard College and a M.B.A. from Stanford University.


    Event Logistics


    111 West Saint John, Suite 200
    San Jose, CA 95113
    Phone: 408-494-8378


    8:30am-9:00am Registration/Networking/Continental breakfast

    9:00am-12:00pm Financial Planning Seminar

    12:00pm-12:15pm Banking Presentation

    12:15pm-1:00pm Lunch Break

    1:00pm-2:00pm Legal Presentation

    2:00pm-3:00pm Panel of VCs

    Snacks & drinks will be made available


    $35 SDForum Members

    $50 Non-members

    *at the door add $10 to member and non-member prices

    Pre-registration is now unavailable.