VF SIG: Get to the Next Funding Round
Setting achievable milestones, securing sales and making profits to keep the money flowing.
Peter Bardwick, (bio) Consultant/former CFO - CBS Marketwatch
Chuck Boggs - (bio) Angel Investors
Jonathan Buckley, (bio) VP of Bus. Dev. - NetBrowser Communications
Don Dixon, (bio) Partner - Trident Capital
Carl Nichols, (bio) Partner - iMinds Ventures
Get to the Next Funding Round
Do you know what the operational norms are now to get funded? Do you know what it takes to build a team that can get you to the next round? Do you know what the successful CEO is doing now to make sure that his/her company is showing progress acceptable to the investment community for followon funding?
If you can't completely answer all of these questions, the upcoming March 21st venture finance SIG is a must for you. Come listen to a panel of angel investors, venture capitalist and experienced CEOs talk about the new capital markets and what it takes operationally to succeed in them.
About the Panelists and Moderator
J. Peter Bardwick has a successful and extensive background leading, building, fixing and financing companies. Most recently, he served as Chief Operating Officer, Chief Financial Officer and member of the board of infoUSA.com. Prior to joining infoUSA.com Peter served as Chief Financial Officer of CBS MarketWatch.com where he led its highly successful IPO and managed strategic planning and corporate development. Peter consults to companies in rapid transition, helping refine business models, raise capital, and build lasting value. See www.jpbardwick.com.
Mr. Bardwick began his career in investment banking, working with Salomon Brothers and Citicorp Investment Bank in New York and serving as the Managing Director of Star Media Capital, a boutique investment bank serving the media and broadcasting industries. Peter’s experience also includes managing and building media companies, having been Chief Financial Officer and Executive Vice President of The Beasley Broadcast Group, the largest family owned radio group in the United States, and Vice President of Finance for Westwood One, a national radio syndication and programming company.
Peter holds and MBA in Finance and BA in Political Science, from the University of Michigan.
Charles R. Boggs
Charles R. Boggs, President San Francisco Chapter of International Angel Investors, and a consultant who works with clients to maximize shareholder wealth through creating and converting value from their Intellectual Capital. Mr. Boggs brings extensive experience in sales and marketing, funding strategy and corporate development to bear on behalf of his clients. Mr. Boggs has started and developed several early stage companies and been a corporate officer in publicly traded high technology companies. He works closely with development stage client companies to develop high powered management teams by utilizing Intellectual Capital Conversion methodologies.
Mr. Boggs is a co-founder of Centegy Corporation, an internet business solutions provider focused on the Supply Chain Management market. Previously, as Vice president of NovaLink USA, he sold designed and managed the development of more than 60 Website projects for clients; American Express Travel Services, Harvard’s Deaconess Medical Center, Digital Equipment Corporation, Liberty Mutual Insurance, Meissner & Wurst GMBH, Norton Corporation and Silicon Valley Bank. Prior to joining NovaLink Mr. Boggs was the Principal of Boggs & Associates Management Consultants and performed strategic marketing, organization and planning engagements for over 18 high-technology clients. Projects included market research and analysis, technology search and transfer, as well as sales consulting and training. Mr. Boggs’ Telecommunications and Management career spans more than 25 years during which he has authored several articles on Telecommunications Management and Technology.
Mr. Buckley has both extensive data center and network operations experience in addition to negotiating and closing large business transactions. He served in a business development and management role for Arthur Andersen, LLP, and as Director of Real Estate and Facilities for Pacific Telesis Group (SBC Communications).
Donald R. Dixon
Don Dixon has been a co-founder and Managing Director of Trident Capital since 1993. From 1988 to 1993, Don was Co-President of Partech International, a private equity fund manager associated with Banque Paribas. From 1983 to 1988, he was a Managing Director of Alex. Brown & Sons. Earlier in his career, Don was a Vice President of Morgan Stanley & Co., and a Senior Account Officer at Citibank, N.A.
Don serves as a Director of Aptia, Inc., Avesta Technologies, Inc., eOnline, Inc., Epicor Software Corporation (EPIC), Evolving Systems, Inc. (EVOL), infoUSA.com, Fairview Partners Holdings, PGI, Inc., Signio, Inc. and eMerchant Solutions, Inc. Earlier, he served as a Director of Affiliated Computer Services, Inc. (ACS), Anasazi Inc., AnyRiver Entertainment, Inc., BankAmerica Merchant Services, Inc. (BPI), CSG Systems International, Inc (CSGS)., InfoUSA, Inc. (IUSA), Nets, Inc., Pegasus Systems, Inc. (PEGS), Research Holdings, Ltd., and Unison Software, Inc. (UNSN).
Don earned his B.S.E. from Princeton University and his M.B.A. from Stanford Graduate School of Business.
Carl Nichols co-founded iMinds in 1995 and has more than 19 years of experience in the computer, telecommunications, media, logistics and consumer products industries. Nichols has held senior executive positions in the strategic planning, business development, operations management, market development and finance departments of several major companies.
Prior to iMinds, Nichols headed strategic and financial planning at Pacific Bell, an $8 billion telecommunications and Internet service provider, where he was responsible for identifying new growth opportunities and business lines, developing strategic partnerships and optimizing the company's investments. Before joining Pacific Bell, Nichols was Vice President of Strategic Business Management at Scrivner, Inc., a $6 billion packaged goods distributor. He led the company's business development efforts, including market expansions, new concept developments, domestic and international alliances and operating improvements.
Prior to Scrivner, Nichols spent six years as a management consultant at Booz, Allen & Hamilton, where he provided marketing, technology and operating guidance for his Fortune 500 clients, which included computer manufacturers, broadband service providers, retailers and financial institutions. Prior to Booz, Allen & Hamilton, Nichols served at AT&T's Information Systems International business where he developed marketing plans for the company's entry into Europe and led systems development at Spectrum Development.
Nichols has represented iMinds on the Board of portfolio companies such as Epicentric, MarketHome (acquired by ClickAction -NASD: CLAC), DeltaClick, DotBank (acquired by Yahoo - NASD: YHOO), and Kinecta.
Nichols received a Bachelor of Science degree in computer science magna cum laude from Brown University and an MBA from Harvard's Graduate School of Business. He enjoys skiing, scuba diving and sailing.
Mr. Cervantez specializes in securities, capital structure planning, private placements, mergers and acquisitions, venture financing and licensing transactions for emerging growth companies, venture funds, and software and hardware computer companies.
Mr. Cervantez received his Bachelor's in Business Administration, magna cum laude, from Loyola Marymount University in 1986. Mr. Cervantez earned a JD from Harvard Law School and a MBA from Harvard Business School in 1992.
Mr. Cervantez co-founded the high-technology boutique Britton Silberman & Cervantez, LLP as a partner from November 1997 until that firm was acquired by Thelen Reid & Priest LLP in June 2000. Prior to that Mr. Cervantez practiced law at Pillsbury Madison & Sutro and Cooley Godward.
Pre-registration is required -- seating is limited!
To use a coupon or register by phone, please call (408) 494-8378.
Microsoft Main Campus
1065 La Avenida, Bldg. 1
Mountain View, CA
7:00pm-8:30pm program (starts promptly at 7:00pm)
Note: Latecomers who arrive after 7:20pm will not be admitted to avoid disruption of the session.
$20 SDForum Members
$10 to full-time students (not alumni) with valid ID
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