Crafting the Financial Roadmap of Your Start-up



  • In this workshop, you will see a live demonstration of how to craft a financial roadmap for your start-up. Don't miss this chance to see some comprehensive financial models and a stellar panel of VCs.

    Register now for this event



    Anthony Nassar, (bio), Founder, Principal, Integrated Power Solutions, Inc. (IPSI)

    Panel of VCs

    Joe Becker, Principal, Dolphin Ventures

    George Petracek, Managing Director, Atrium Capital

    Joerg Sperling, Managing Director, Ridgewood Capital

    Robert Winter, General Partner, Rocket Ventures

    As an entrepreneur, you will endeavor to take your start-up on the financial path to success. Prior to executing your plan, you will need to develop a thorough understanding of how your financial roadmap will unfold over the next 5 years. This roadmap will provide you with a clear vision of your objectives and milestones to share with your management team, lenders and investors.

    In this workshop, you will see a live demonstration of how to craft a financial roadmap for your start-up. Anthony Nassar will demonstrate the process of building an integrated financial model in a spreadsheet that projects the income statement (revenues, expenses, earnings), balance sheet, statement of cash flows, staffing, office space and equipment needs for a software start-up over a period of 5 years. He will discuss how the financial model can be integrated into the business plan, and how the financial projections may be used in conjunction with valuation assumptions to project the start-up's capitalization structure at various funding events.

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

    • A methodology to develop a financial plan, and techniques for preserving scalability and data integrity as you make subsequent updates to the plan
    • How to project the ownership of the founders, employees, and investors, and the return on investment over the life of the plan
    • Which snapshots are of interest to investors, and which ones are relevant to the various members of the management team.

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

    Speaker Bio


    Anthony Nassar, Founder, Principal, Integrated Power Solutions, Inc. (IPSI)

    Anthony Nassar launched IPSI because he has a passion for helping entrepreneurs start an innovative venture, and grow it into a successful business. He has advised a number of start-ups and small businesses as a management consultant and contract CFO 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 career, he advised companies on transactions valued at well over $100 million, including private equity financings, acquisitions, real estate, portfolio and treasury management. More...

    Event Logistics


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

    9:00am-11:30am Seminar

    11:30am-12:30pm Panel of VCs



    SDForum Center

    111 W. Saint John, Suite 200

    San Jose, CA 95113


    Seminar Track

    Business Planning/Finance, Idea and Startup Stage Businesses


    Cost (Continental Breakfast included)

    $30 SDForum & SVASE Members

    $60 Non-Members

    To register by phone or use a coupon, please call (408) 494-8378.

    To register on-line, please visit the link below.