SDForum's "Crafting a Fundable Roadmap" - For Startup Entrepreneurs Only



  • Our Next Crafting a Fundable Roadmap Event will be held on May 4th at DLA Piper in San Francisco.  Please check back soon for more details.


    ** Online Registration is now closed - please register at the door. Bring your business plan and pitch/presentation with you to work on throughout the day**

    This all day workshop 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. Please bring your business plan, pitch deck and presentation to work on throughout the day. The winning pitches will have the opportunity to pitch to the last panel of the day.



    Registration and Continental Breakfast


    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.


    Morning Break


    Developing a Compelling Pitch: 13 Slides that will Hook Investors
    Nathan Gold, Founder of The Demo Coach will lead this interactive session on the “infamous”13 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 3:45pm.

    12:15pm -12:45pm

    Lunch Break

    12:45pm – 1:45pm

    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.

    1:45pm -2:45pm

    Crafting a Due Diligence-Ready Legal Framework
    Eric A. 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.


    Afternoon Break


    Building a VC Ready Financial Organization
    Liana Felix of Nixon Mohler will help entrepreneurs understand how they need to prepare if they're looking for VC money and how to build a financial organization so it meets the VC's expectations after they receive VC money.


    Investors Panel : The Voice of Experience
    A panel of successful 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. Panelists include:
    Neal Hansch, Rustic Canyon Partners
    Ephraim ‘Eph’ Lindenbaum, Advance Ventures
    Steve Reale, Levensohn Venture Partners
    Yolanda Ruiz, Pacific Community Management
    Moderated by: Ed Lambert, Bridge Bank