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Robert Kruse, Managing Partner VenLogic LLC
VenLogic Equity Marketing Institute provides a best-practices learning experience and investment readiness programs. VenLogic provides unique consultative tools and content by an expert faculty for executives seeking venture capital in today's rigorous capital markets environment.
VenLogic has been a trusted advisor to private equity investors and CEOs
in Silicon Valley, Seattle, San Francisco, Vancouver BC, and Melbourne,
Australia since 1996. Since that time, VenLogic clients have directly
raised millions in capital due in part to its services. Venture fund
clients have invested over $90M in capital in telecommunications
projects in Europe and Canada.
Equity
Marketing Raises Capital Faster
Today
the CEO is facing a complex equity marketing problem. Not only must the
company figure out how to develop a solid, venture-ready deal (equity
product) and communicate its uniqueness (position), the CEO must also
find smart money investors (placement), and sell the deal at the right
price without losing it. Using
the wrong marketing and sales strategy to get to the right customer can
be a fatal mistake. Yet, the basic marketing tools used to sell any
product apply to selling equity.
Robert will introduce a equity roadmap tool which quickly
identifies the most critical issues from the unique vantagepoint of the
venture investor. Can be
used to gauge the time to money for companies that are early in the
development process.
Bill Rus, President Venture Analytics Inc.
Bill is President of Venture Analytics, Inc. Venture Analytics provides market research to help companies bring ideas quickly to market and profitability. We help maximize product potential and sales, accelerate time to market, and minimize risk. Whether you are a seed-stage startup or a Global 100 firm, Venture Analytics provides solid research and guidance to maximize your performance and minimize your risk.
Before founding Venture Analytics, Bill was Vice President and Chief Analyst at Gartner, where he researched emerging markets, and covered venture capital and mergers and acquisitions. Prior to Gartner, Bill was Senior Analyst, Strategic Marketing, at Autodesk, where he performed market research for more than 100 new products, business initiatives and acquisitions.
Positioning
for success. How to
articulate your unique space.
Bill
provides valuable insight into the most enigmatic question posed by
venture investors „ how to articulate your unique value proposition.
For first time entrepreneurs, this is an incredibly difficult
mysterious process that is so subtle, a shift in a word or phrase can
instantly take you out of the game.
Gain an unfair advantage in overcoming the investorˆs secret
weapon for screening your deal out fast.
Position of for success the first time, or be positioned out of
the game by the investor in seconds.
David
OˆRourke, Vice President Zurich Scudder
Private Investments (being acquired by Deutche Bank)
David
is responsible for building new client
relationships with wealthy individuals, families and their related
business and philanthropic entities in Northern California. He comes to
Zurich Scudder with over 20 years of experience in the financial
services industry. Prior
to joining Scudder Private Investment Counsel, David was the Regional
Vice President, Private Asset Management, for Neuberger Berman, focusing
on the Silicon Valley area.
The
Personal Wealth Journey
David
will speak on the entrepreneurˆs Personal Wealth Journey.
This is the only presentation focused, not on the early-stage
firm, but the individual. According
to Ernst & Young, 75% of executives surveyed do not have a personal
wealth management plan. Executives
are introduced to the world of private wealth management and the
benefits of planning early to mitigate tax liabilities from major
liquidity events. Smart
wealth management requires a professional to navigate the complex,
jargon rich environment that includes trusts, personal foundations,
philanthropy, off shore strategies, and much more.
He leaves the audience with a strategy for developing their
mission statement for their money and how to gain the best long-term
return for their family and other beneficiaries.
David
Wright, Senior Vice President NASDAQ
Insurance Agency
David
runs the West Coast Sales and Service office for NASDAQ Insurance Agency
LLC. Nasdaq
created the Nasdaq Issuer Insurance Agency to provide next generation
Nasdaq companies with the consulting and brokerage expertise to lead
your company to greater success and the public markets.
Companies gain direct access to high-value, highly customized
insurance, loss prevention services, and employee benefits programs, as
well as real-time information on risk and insights on managing it.
Dave has fifteen years of industry experience having held both
underwriting and insurance/risk management consulting positions.
Remove
risk by preparing for the IPO process today.
David
will bring a forward looking view of the requirements for a successful
IPO on NASDAQ. A critical
component to mitigating risk for public shareholders is the need for
companies to install best-practices as early as possible in their
company formation. David brings simple, cost effective solutions
for companies who need to mitigate risk in the two most critical areas
of an emerging company „ Directors & Officers, and Human Resources
(Employee) Liabilities. His insight offers detailed perspective on what VCs look for
in a top management team.
Hal
Nissley, Chairman and CEO International
Angel Investors.org
Hal
runs International
Angel Investors (IAI), a
private equity membership organization with over 10,000 members across
10 chapters in 6 countries. Last
month IAI hosted its 3rd annual investor conference, a 3 day
event which featured luminary speakers from around the world.
Hal is a national speaker on private equity investing and is
fluent in international securities laws of several countries.
Angel
Investing in a Nut Shell
Hal will speak on Board of Directors Compensation, founders vesting of
stock, BOD Committees and provide us with some of his best war stories.
Harriet
Diamond, CEO Diamond
Funding Network (Via
Teleconference)
Harriet
brings a rich and extensive sales and marketing background and
entrepreneurial spirit to companies. Harriet was
past president of IAI and VP Investor Relations for Venturesurf working with
entrepreneurs and investors to develop clear and focused strategies for
paths to success. Recently Harriet co founded the Silicon Valley
Chapter of The National Association of Corporate Directors. She is a
member of the board of directors of NACD and serves as Program Chair.
Diamond
Funding Network provides value-added services to buyers and sellers in
early-stage private equity markets.
Diamond provides senior level advisory and sales consulting to
early-stage companies. Diamond also provides equity marketing services
for entrepreneurs who need assistance in designing an intelligent path
to accredited, sophisticated private investors. Through trusted
relationships Diamond maintains current records of individual and
corporate investment strategy, activity and needs.
This information is used to assist entrepreneur clients in
designing a targeted equity marketing and sales campaign.
What
are the investors saying?
Harriet
will lead the teleconferencing session at Morgan Stanley's offices in
Menlo Park. Harriet will lead a panel of active investors and
interview them on their preferences when evaluating early stage
investments. Through this discussion,
it will
become more clear how subtle and sensitive the private investor is and
why it pays to design a equity marketing strategy before beginning the
process.
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