SDFORUM EVENT: Crafting the Financial Roadmap of Your Startup

Silicon Vikings members receive the SDForum member discount for this event.

Date of Event: Tuesday, November 14 2006, 9:00 AM - 5:00 PM
Registration Time: 8:30 AM
Location: SDForum Offices - San Jose
Registration Requirements:
Technology startup entrepreneurs and those considering launching a technology startup

Receive the SDForum member price use discount code Roadmap2006

As an entrepreneur, you must steer your start-up on the financial path to success. To do so, you need to develop an effective financial roadmap and thoroughly understand how it will unfold over the next 5 years. This roadmap should provide you with a clear vision of your objectives and milestones to a) help you decide whether your project is financially feasible, b) set a common direction for your management team, and c) enable investors and lenders to assess the desirability of funding your venture. Presented by Anthony Nassar of Venture Momentum, Inc., this technical workshop is designed for startup entrepreneurs who are in the process of developing their business plan and seeking angel and/or VC funding. In this workshop, you will learn:
a systematic methodology for developing a robust financial plan
how to build a credible revenue model
rules for building a flexible expense model
techniques for preserving scalability and data integrity as you make subsequent updates to the plan
ways to validate your model using publicly available data
how to project the ownership of the founders, employees, and investors, and the return on investment over the life of the plan
various approaches to deriving valuation data from the financial plan
how to Debug your financial planning spreadsheet
You will also receive a printout of the financial model.

BONUS SEGMENT 1 Jerry Iwata, Vice President with Comerica Bank, will discuss debt financing alternatives for early stage companies including traditional banking, technology banking and non-banking products.

BONUS SEGMENT 2 Nathan Beckord, MBA/CFA, Partner with VentureArchetypes, LLC, will lead the workshop “A Field Guide to Communicating with Investors”, during which he will present how to deliver the perfect elevator pitch and presentation to investors.


PLUS! A panel of investors will share their insights on successful funding strategies and answer questions from the audience.
Speakers
Nathan Beckord, Partner VentureArchetypes, LLC
Jeff Clavier, Founder & Managing Partner SoftTech VC
Rob Hayes, Partner First Round Capital
David Hornik, General Partner August Capital
Jerry Iwata, Vice President Comerica Bank
Anthony Nassar, Managing Principal of Venture Momentum, Inc
Event Chair
Anthony Nassar
Founder & Principal, Venture Momentum, Inc
Editor & Publisher of Propel Your Venture

Event Logistics
Agenda
8:30am-9:00am Registration/Networking/Continental breakfast
9:00am-12:00pm Financial Planning Seminar
12:00pm-1:00pm Lunch Break
1:00pm-1:30pm Banking Presentation
1:30pm-3:00pm Pitching Workshop
3:15pm-5:00pm Investor Panel
Snacks & drinks will be made available

Location
SDForum
111 West Saint John, Suite 200
San Jose, CA 95113
Phone: 408-494-8378
Directions

Price*
$50 SDForum Members
$65 Non-members
*at the door add $10 to member and non-member prices