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The Venture Financing Roundtable
A 3-Hour Venture Financing Conversation and Networking Program
For Entrepreneur Executives, Professionals, Venture Investors & Lenders.
Click for Video.
Last Week's Results:
The last program featured Tab Wilkins, Washington Technology Center
• We had our largest turnout to date, with 8 entrepreneur
teams simultaneously working exercises and presenting their
business models.
One executive team's comments:
• Peter Gelpi, President & CEO; Greg Lewis, M.D.; MedOrder Inc.
"This program really did help structure that side
of the equation. It adds a lot of value. I'd like
to do it everyday."
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Moderator:
Roger Girard
Principal, C2 - Capital Consortium
Managing Senior Partner, LEC & Company, LLC
Chairman,
Investment Forum
Location:
The Big Picture
(Under El Gaucho Restaurant)
2505 1st Avenue
Seattle, WA
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Panelists
Include:
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Jared
Kopf
Director of Investments
Clarium Capital Management, LLC
William
H. Watson, III
Director of Venture Finance
Brookstreet Securities Corporation
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Gary
R. Ritner
Ritner & Company
Puget Sound Venture Club
Dave
Long
CEO and Founder
ScreenLife,
LLC
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E-Ticket
Registration Link
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Join us! Tuesday November 18, 2003
Register Now
Valuation + Term Sheet Math - Real Time Modeling!
Mark Mitchell,
Clothier
& Head
Steve Kelley, Summitt
Law Group
While many programs discuss the basic terms of a venture deal,
few go into the real math, especially when it comes to linking
both valuation and term sheet calculations. The math can be
daunting to the first timer, where the total future outcome
for the shareholders rides on how the valuation and terms
both come together. It takes savvy financial engineering to
play successfully in today's markets.
We will first hear from Mark Mitchell, a valuation expert
with Clothier & Head on the valuation process for a venture
deal. You will learn the steps to uncovering your company's
value. Using the output from that conversation, VenLogic will
drive a live valuation model to demonstrate the range of values
that are generated for a given case. Next, we couple this
to the legal expertise provide by corporate securities attorney
Steve Kelley, with Summitt Law Group.
Watch as Steve presents the deal paths of this company scenario based on terms being done in today's environment, using the valuation numbers from above.
Watch how Steve demonstrates the optimum retirement path for a founding team.
Versus another scenario, which describes how adjusting a few term sheet factors literally removes any upside potential for the founders.
Learn as Mark and Steve collaborate to help the company justify both an optimum valuation method AND deal terms.
See for yourself how challenging it is to get the numbers financially engineered to your best advantage.
Entrepreneurs need to come to grips with the importance of realistic valuation modeling, shareholder accounting, and forward looking deal modeling
based on future investors' needs. Your net worth depends on it.
We limit seating to 30, so you can have a personal conversation
with a very successful investor and executive peer network.
Fee: $45 in advance until Friday, 11.14.03 - $60 thereafter
Contact me if you have any questions. This will be another sell out. - Rob
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Holiday Special! |
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Tuesday December 2, 2003
2 Great Programs!
Register Now
Afternoon - Soul of Money Workshop
"True abundance flows from enough; never from more."
Do you dream of making a difference on this planet?
Do you know that changing your relationship with money is part of making that difference?
In the Soul of Money Workshop, participants engage in a conversation and exercises to bring their relationship with
money and the money culture into conscious view, examine our culture's dominant mindset and myths of scarcity, and
explore the alternative "domain of sufficiency" that
enables them to merge the arenas of money and soulful commitment to create a single, rich expression of life.
Join Lynne for a private, interactive conversation with a group of peers.
Through Lynne's guidance and experiential exercises you can:
Turn your money into blessings and vision
Shift the definition of wealth and prosperity
Overcome "scarcity thinking" about money and life
Use money in any amount to express and fulfill
your highest beliefs and values
Time: 1:00 pm to 4:00 pm Fee:
$125
Read about Lynne and Order the Book Here: SoulofMoney.org
Recommended Reading: Lynne strongly recommends that
to get the most of this program, to read the book in advance.
This will lead to a most insightful conversation.
Register Now
Evening Holiday Party
Lynne Twist, global activist and author,
has lived her life committed to making a difference on this
planet. She knows that changing our relationship with money
is part of making that difference. In this evening presentation,
Lynne will share her personal journey as a story of inspiration
for us all.
She will autograph her new book, The Soul of Money: Transforming
Your Relationship with Money and Life.
Time: 7pm to 9 pm (doors open at 6:00 pm)
Tickets: $45 prior/ $60 at the door (Profits donated
to The Hunger Project).
Program Co-Hosts: Members of Investment Forum will
be joining us with Libation Contributions to the Holiday Party!
You know these guys through the best venture parties in town.
Don't miss it! |
VENTURE FINANCING ROUNDTABLE PARTICIPANTS ON VIDEO:
• Rob Enderle, Enderle Group "
How to choose the winners" Opinion: Venlogic Value Proposition
Venture Investors
• Elizabeth Morgan, Associate, Voyager Capital.
Video Commentary
Voyager Helping Out
• Roger Girard, Private Investor - "Two years from now
this will be the way it'll be done."
Value Proposition:
"An Invaluable Asset" for the investment community
• Gary Ritner, Co-Founder, Puget Sound Venture Club -
"The best deal in town"
Entrepreneurs
• Team 1 Experience - "We
worked together." "It was tough."
"The value is absolutely there."
• Team 2 Experience - "This environment is great."
"Honest reactions." "Experts
really helped us."
• Christian Weber, All Res/Liquisite Development - "I'm very very impressed."
• Sudesh Kothari, Ph. D., CEO,Creative Gene Therapeutics Corp.
Value Proposition
• Britt McKee, Chief Information Officer, Esiod Systems
Value Proposition
Solution Partners
• Deborah Werner, Merrill Lynch Wealth Management VP - "Fabulous Exercise."
• Gary Fowler, Chief Financial Officer, Intra Technologies, Inc.
Value Proposition
Program Host
• Robert Kruse, VenLogic Assessment Tools.
Sponsored by:
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