Resources for Creating an Investor Pitch

Monday, April 21 - AM Session

Entrepreneurs will gain an understanding of the best practices for investor presentations with a focus on how to articulate your company as an attractive investment opportunity. Included in this session will be the essentials for presentations to angels, venture capitalists and strategic investors. The morning session will end with a Risk Matrix for entrepreneurs to reference throughout the program.

FACILITATORS
David Rose, Chairman, New York Angels
Barbara Tallent, CEO, JammerMedia

Mitigating Risk

Monday, April 21 - AM Session

Entrepreneurs will learn to view the inherent risks within their business as seen by a potential investor or strategic partner. Risk elements include: founder, market, competitor, timing, financing, marketing, distribution, technology, products, hiring, and location.

FACILITATORS

Deb LaBudde, ENVOI Venture Partners
Jen Shelby, Managing Director, Astia

Developing a Blueprint for Succeeding in Today's Market

Monday, April 21 - PM Session

This session will help entrepreneurs gain a fundamental understanding of how investors evaluate investment opportunities; how they evaluate the structure of a company, the team, the market opportunity, IP, and the business model. This session will be led by a panel of seasoned investors.

PANELISTS
Stephanie Hanbury-Brown, Golden Seeds [moderator]
Niva Almaula, BIO-IB
Diane Bowers, Paladin Global Partners
Guadalupe Cipres, Trillium Medical Ventures
Nancy Harrison, Golden Seeds

Capital Strategy and Valuation

Monday, April 21 - PM Session

Valuation is the process of determining the current net worth of your company. There are many techniques that can be used to determine value, some that are more subjective and others that are more objective. This session will introduce the key tools that investors use to determine valuation and help the entrepreneur to apply these tools to their own calculations.

FACILITATOR
Erica Duignan, Golden Seeds

Own Your Financials

Tuesday, April 22 - AM Session

This session will prepare the entrepreneur for the first and subsequent meetings with their investors. Participants will learn the terms and skills needed to create a defensible financial picture of the company helping them to better articulate and defend the business model and strategy.

PANELISTS
Sara Weinheimer, Verde Venture Partners [moderator]
Lili Balfour, Atelier Partners
Scott Cragg, Trevi Health Ventures
Phyllis Haberman, Golden Seeds
Beth Jacobs, BIO-IB
Vanessa Wilson, Golden Seeds

Tools for Financial Success

Tuesday, April 22 - AM Session

This session focuses on the tools for financial success and will delve more deeply into what the CEO should do to be most capital efficient while exploiting the market opportunity. Entrepreneurs will receive a financial template to model their financials along with top then ten things to avoid and be prepared for

FACILITATORS
Jon Seeber, Updata Partners
Cheryl Traverse, Xceedium, Inc.

Due Diligence Process and Package

Tuesday, April 22 - PM Session

 

Entrepreneurs need to prepare for the standard questions and have specific company documents readily accessible for the due diligence process. This session will educate the entrepreneur about the process of due diligence as well as identify the critical components for a ready made due diligence package. Investor expectations have evolved; this session will ensure the Astia entrepreneurs are well prepared.

 

PANELISTS

Alison Newman, Cooley Godward Kronish LLP [moderator]
Jolyne Caruso, Golden Seeds
Dave Eichler, Psilos Group
Jeanne Sullivan, Starvest Partners
Peggy Wallace, Golden Seeds
Ron Urvater, Capital Partners

Due Diligence Check List

Tuesday, April 22 - PM Session

This will be a working session with a standard due diligence check list to identify the process and the necessary components.

FACILITATOR
Marc Recht, Cooley Godward Kronish LLP

Term Sheet Negotiations

Wednesday, April 23 - AM Session

Negotiating the terms of the investment deal is a critical component of securing funding as well as navigating the longer term relationship between investor, CEO and founders. This session will highlight the basic terms and educate the entrepreneur about the various items that investors view as non-negotiable.

PANELISTS

Lori Smith, Goodwin Procter [moderator]
Elaine Gilde, Angel Investor
Liz Hamburg, serial entrepreneur
Katherine O'Neill, Executive Director, Jumpstart NJ
Chris Saxman, CSO/CFO, CE Interactive
Ian Sigalow, Greycroft Partners

Leadership, Relationships and the Start-up Executive

Wednesday, April 23 - AM Session

This session will focus on the key components of effective executive leadership and the importance of building lasting business relationships that lead to success.

FACILITATORS
Jo Anne Miller, Milkstreet Ventures
Judith Stant, Board Member, Alveolus, Inc.
Sharon Vosmek, CEO, Astia