(a) define what capital and investor types you need,
(b) prepare your company to present to the investors,
(c) understand the basics of investment cycles and lingo, and
(d) get you on the path to secure that needed funding in a way that protects you, your partners and your company.
This seminar provides an introductory view into the world of capital financing options and approaches to help you find and secure the right type of financing and investor for your business. This seminar covers a lot of ground that usually takes years to learn. During this seminar, we will cover the following items:
What types of capital and how much funding does my company need?
Non-Disclosure Agreements and how to protect my/our IP (Intellectual Property)
Is my OA (Operating Agreement) attractive or unattractive to investors? Why?
Is my Business Plan investor ready?
What is a Prospectus? And, what Investors look for in a Prospectus?
Why type of investors shall I/we chose?How to find potential investorsTailor your Pitch to each potential investor
Presenting to Investors
How not to kill the deal—dangers that can destroy all your hard work
Closing the deal
Presenter’s Bio: Alejandro Di Tolla
Alejandro is a serial entrepreneur: He spent 12 years in the High-Tech sector, the last four as Director of Business Development for the Americas and Southern Europe. He retired in 2003 and a few months later started GBDS (a Due Diligence & Feasibility, Early Stage Investment and Business Consulting) to provide services to companies in the first rounds of funding. In 2007, he started NW Return 2 Work LLC (NWRTW) a multidisciplinary medical services group of clinics, and in 2013, he co-founded Eco Ventures LLC—a Tier 3 Recreational Marijuana production and processing operation in WA State. All three are multi-million dollar businesses which continue to grow and thrive.
Alejandro and his partners have invested in multiples companies and businesses during the last decade. Alejandro is very familiar with the Venture Capitalist world and investment cycles, needs, methodologies, processes, and requirements to get funded successfully.
Furthermore, Alejandro has vast experience working closely with top government officials domestically and internationally, creating productive long-term relationships with VP and C-level executives of many of the top Global 2000 companies. He had lead several multi-million dollar projects and has spoken at several domestic and international events.
Andrew Yang is an international marketer with over 19 years of experience in successfully leading brand marketing strategy execution and sales in both the biotechnology and pharmaceutical industries. He has global commercial experience in North America, Europe, China and Asia in numerous industry fields including: vaccines, metabolic bone disease, orphan diseases, HIV and infectious disease, surgical reprocessing and bioproduction manufacturing. Andrew has proven ability to lead initiatives across cultural, language and commercial barriers to achieve focused results and creative solutions.
Andrew currently serves as managing director of Iridium Strategy Solutions LLC, a consulting firm advising technology and life sciences companies. Most recently, Mr. Yang led the global marketing initiatives for Thermo Fisher Scientific's BioProduction division, working with a globally diverse team on improving customer experience initiatives and developing key brand strategies. Andrew also has entrepreneurial experience during his leadership tenure as CEO of Potomac Labs, where he was responsible for defining corporate strategy and directing overall key growth initiatives.
Andrew began his career at Merck & Co. in Market Development and later joined Genzyme Corporation as the Asia-Pacific commercial liaison, responsible for global marketing, product launches, and country sales based in Tokyo, Singapore and Hong Kong. Prior to joining Potomac Labs, he led global vaccine launch initiatives for AstraZeneca's MedImmune subsidiary.
Mr. Yang received his M.B.A. from Georgetown University and an A.B. from Cornell University. Andrew is an active Georgetown alumnus and currently serves as an MBA recruiter, MBA guest lecturer and mentor for Georgetown's business school.
Vito Perillo was the CEO of Pacific Pipeline, Inc. The largest privately-held book distribution company in the western U.S., 185+ employees, $50+ million annual revenue, serving customers in the US and Canada from a clean, well-lighted 100,000 sf warehouse in Kent, WA.
Supplier of national best-sellers, children's books, computer books, cookbooks, locally published guidebooks and more than 85,000 other hardcover and paperback books and gift items to Amazon.com, Barnes & Noble, Costco and hundreds of independent bookstores across the US and western Canada. We provided financing and expertise to launch the "Over Washington" book publishing project as a fund-raiser for public television KCTS-9. We conceived, developed and executed the annual "Gift Ideas" holiday book catalog which circulated in the Seattle Times, Portland Oregonian, Spokane Spokesman-Review, and San Francisco Chronicle in support of independent booksellers.
Vito founded the company as a start-up sole proprietor, guided its growth, development and expansion into local market dominance. Subsequent to his "retirement" in 2001, Vito became involved in small business development and consulting and served as a SCORE counselor. Clients have included specialty retailers, small manufacturers, automotive repair shops, and (his favorite) a gourmet travel agency that resulted in a year-long assignment in Italy.
Ray Carveth. Over the past 4 decades Ray has worked with the business community in many roles, as a business owner, a governmental regulator, an adjunct college professor, a communications trainer, President of a national business association and a board member or advisor for several organizations.
He’s helped non-profits, privately held companies, government agencies and business associations throughout the United States.
It’s his belief that many businesses fail not because they aren’t good at what they do but because they aren’t structured or organized to succeed. His goal now is to help solve that problem wherever possible.