Education Day One

"How To Give A Winning Presentation For Raising Capital" by Valerie Gaydos

Sponsored by: Ben Franklin Technology Partners of Southeastern PA
Tuesday, January 19, 2010
8:30 - 11:30 am

Presented by: Valerie Gaydos, Executive Director, Private Investors Forum

TO DOWNLOAD THE POWERPOINT PRESENTATION FROM THIS EVENT PLEASE CLICK HERE!

Entrepreneurs: Start the process now of getting before active investors! Attend this very instructive program to help you better position yourself for possible selection in the Angel Venture Fair (AVF), the annual consortium of private angel investors across the Mid-Atlantic region, that will be held on April 6th at the Union League in Philadelphia. www.angelventurefair.com

Valerie Gaydos, Private Investors Forum, presented "Winning Presentations for Raising Capital." This program will help your company prepare to participate and compete for the few selected spots at AVF. In addition to Gaydos's presentation, we will have a panel of angel investors to give additional advice on presenting to potential investors.

Valerie S. Gaydos, Executive Director of the Private Investors Forum

View Valerie's Biography (+)

Selection Day

Sponsored and hosted by: Morgan Lewis, 1701 Market St. Philadelphia, PA
March 4, 2010
7:45am - 5:30pm
(Mandatory for Selected Companies)

A group of forty companies will be invited to present a powerpoint before a panel of judges. The judges will select thirty finalists who will present at the Angel Venture Fair on April 6. Some companies will be selected for full presentations on April 6 and others will be selected to participate in our "speed dating" segment that evening which comprise of shorter pitches before investors on a one-to-one basis.

Education Day Two

From "Start-up" to "Angel Backed" in 2010

Sponsored and Hosted by Blank Rome LLP
Marvin Comisky Conference Center
One Logan Square 130 North 18th Street
Philadelphia, PA 19103-6998

Tuesday, March 16, 2010
3:30 - 7:30 pm

Open to all Angel Venture Fair Applicants

Join us for an exciting event that will include leading entrepreneurs and professionals who will address capital raising, other start-up issues, and term sheet negotiations.

Angel Venture Fair - Angel Education

"Who Are Angels? What Do They Do? And, How Do I Become One?"

ACCREDITED INVESTORS ONLY

Union League of Philadelphia
April 5, 2010
1:30 - 2:30 pm

Presented by: Peter Linder, Chairman of the Mid-Atlantic Angel Group Fund and Immediate Past Chairman of the Board of the Angel Capital Education Foundation.

Angel investors are high-net-worth individuals who provide funding, mentoring, expertise and contacts for start-up firms with growth potential. Many of them started, built and sold their own companies and are now in a position to invest not only their own money but their time in new businesses. The best angels provide more than capital to small businesses. They give back to the entrepreneurial economy by making high risk investments directly in early-stage companies in their communities and using their entrepreneurial experience to mentor the companies as they grow. This session is designed for the individual who qualifies as an accredited investor* and would like to know more about how to get involved in this community. The session will talk about the history of angel investing. It will review typical investment types, dollar amounts and deal structure as well as will provide a primer on the investment process including deal sourcing, screening, structuring and the value of participating in angel groups.

* The federal securities laws define the term accredited investor as a natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase; or with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.

Peter Linder, Chairman of the Mid-Atlantic Angel Group Fund

View Peter's Biography (+)

Angel Venture Fair - Angel & Entrepreneur Education

ACEF Workshop: "Trends in Raising Capital" By Bob Okabe, Founder of Prairie Angels in Chicago and co-founder of RPX Group and the Angel Capital Education Foundation (ACEF)

ACCREDITED INVESTORS AND ENTREPRENEURS

(angel investors & entrepreneurs)
Union League of Philadelphia
April 5, 2010
3:00 - 5:30 pm

Understanding the current thinking in raising capital and the current financial environment is essential for both investors and entrepreneurs. This workshop will explore how market trends affect the needs and behaviors of both investors and entrepreneurs and what angel investors believe are the best - and worst - practices by companies who are seeking funding for their company. The presenter will discuss new developments in pre-money valuation and deal terms amongst other topics of interest including:

• Current Capital Raising Environment uses data from PricewaterhouseCoopers MoneyTree, Dow Jones VentureSource, Center for Venture Research, and ACA to give the audience a sense of current market activity.
• Meeting Investor Expectations uses data from a recent ACA member survey and the study "Returns of Angels in Groups" (published by the Kauffman Foundation and led by Robert Wiltbank) to set up discussions of the best practices for company documents - executive summary, business plan, slide deck, financial model - as well as due diligence, governance, and deal referrals.
• Company Valuation is a condensed review of current valuation data as well as the primary methods taught in the longer "Valuation and Portfolio Strategies" workshop from the Power of Angel Investing Series.

Bob Okabe, founder of Prairie Angels in Chicago

View Bob's Biography (+)

Angel Venture Fair - Angel Education

"Growing Together After the Investment: Effective Post-Investment Communications Between Investor and Investment"

ACCREDITED INVESTORS AND INVITED COMPANIES ONLY

Union League of Philadelphia
April 6, 2010
8:45 am - 10:15 am

Communication between the investor and the entrepreneur after the investment is made is one of the most important factors leading to the success and failure of any company. As angels are more than simply a source of capital, what are the roles and responsibilities of angels and entrepreneurs respectively? How do both angels and investors work best to establish an information flow that gets the most out of the relationship? This presentation will include a discussion on quarterly reporting standards and recommendations for efficient and effective communications which lead to success.

Panelists (TO BE DETERMINED)

Angel Venture Fair - Speed Dating

ACCREDITED INVESTORS AND INVITED COMPANIES ONLY

Sponsored by Ben Franklin Technology Partners of Northeastern PA
April 6, 2010
4:30pm - 6:30 pm

(Angel Investors and Entrepreneurs Registered for AVF Only)

The Angel Venture Fair is adding a new feature called Speed Dating that will introduce entrepreneurs and investors in a fast-paced, yet meaningful way. Companies will have the opportunity to deliver their elevator pitch or two-minute summary to the investors, participate in a brief Q&A and exchange contact information. Since each session is only seven minutes long, entrepreneurs should get exposure to eight or more investors. Investors will get a quick look at eight or more companies. The term "speed dating" comes from the events that match single adults in short introductory sessions. The concept was adapted for investors and companies by the Ben Franklin Technology Partners of Northeastern PA whose staff will be coordinating the event.

Companies selected for this event will be required to attend a training session. The date of the training session is to be determined. The elevator pitch is one of the most frequent communications that an entrepreneur makes, and it is also one of the more difficult ones. Research has validated the importance of making a positive first impression. At the Angel Venture Fair you will be pitching to as many as a dozen investors. This training will help you develop and deliver a succinct message to investors, customers, potential employees and networking contacts.

Angel and Early Stage Venture Groups Represented

• Brook Venture Partners
• LORE Associates
• MAG FUND
• Meakem Becker Venture Capital
• Mentor Tech Ventures
• Next Stage Capital
• Osage Partners
• PA Angel Network