SF: Executive Team - Who, When & How it Affects Funding



  • This will be an interactive session followed by a VC panel, with the investors offering their insights on how the executive team affects obtaining funding and building the team.

    Co-hosted by the Women's Technology Cluster


    J. Peter Bardwick (Bio), Consultant, previous investment banker & entrepreneur

    Joy Boatwright (Bio), VP Business Development, M Squared


    Panel of Venture Capitalists

    Derek Blazensky, General Partner, Cardinal Ventures

    Susan Cheng, General Partner, IDG Ventures

    Brian Goncher, Partner, Crystal Internet Ventures

    Everyone knows that “people are the most important ingredient” for any early stage company. But what does this mean in the real world? What are investor’s expectations? And what is an ideal executive team at each stage of a company’s history?

    Great teams build great companies and bad teams kill them. Building the right executive team at the right time is critical, especially in a difficult economy. But while essential to success, team building and managing is often the area where early stage companies are least prepared. Learn about the employee cycle, from recruiting, to retaining, motivating and promoting, to firing.

    The agenda is tailored to early stage companies and includes:

    • Hiring Progression. What is an ideal executive team at each stage of a company’s history, and how will these roles change over time?
    • Sales -- the essential skill for every team member.
    • How do you manage a gap in the team or when an employee isn’t working out? The Pros & Cons of hiring friends.
    • How do you take a team from a larger corporation and must one be full time to raise capital?
    • Do options still work as management incentives?
    • Pros and cons of outsourcing.

    As a company executive, J. Peter Bardwick has built teams in multiple start-ups and has rebuilt teams in troubled companies. He also has broad investment banking experience, having raised in excess of $10 billion for his clients. Joy Boatwright leads M Squared’s efforts in providing high-end temporary interim management and has worked with over 150 venture-backed companies.

    Speaker Bios


    J. Peter Bardwick, Consultant

    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. (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.


    Joy Boatwright, Vice President of Business Development, M Squared

    Joy Boatwright joined M Squared in February 1999. As Vice President of Business Development, she has led M Squared’s (http://www.m2net.com) efforts in providing seasoned project and interim management talent to the venture capital community as well as some of the larger Silicon Valley firms. In addition to working with over 150 venture-backed companies, Ms. Boatwright works with venture capital firms in helping identify immediate talent needs in their portfolio. Prior to M Squared, Ms. Boatwright was a venture capitalist for Korea Technology Investment Corporation (KTIC), the oldest and most prestigious venture capital firm in Korea, where she was responsible for all international investments and fund raising. Ms. Boatwright is a graduate of Cornell University.

    Event Logistics



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

    9:00am-11:30am Interactive Seminar

    11:30am-12:30pm Panel of Venture Capitalists, with Q&A


    Women's Technology Cluster

    The first high tech incubator focused on women entrepreneurs.

    1207 Indiana Street, Suite 4

    San Francisco, CA


    Seminar Track

    Business Planning, Idea/Startup Stage Businesses

    Cost (Continental Breakfast included)

    $30 SDForum & SVASE Members

    $60 Non-Members

    Sorry, pre-registration is no longer available. Please register at the door.