Register for the complete Capital Track Series at a discounted price!

PROGRAM OVERVIEW

This workshop is designed to present several key methodologies that experienced angel investors have found as successful approaches to properly valuing early stage companies. This seminar will also teach you the key fundamentals that you need to get and maintain the attention of early stage investors with an effective pitch.

Valuation of Early Stage Companies and Pitching to Investors includes an energetic presentation, case studies and group exercises.

WHAT YOU WILL LEARN

• Risk factor summation method
• Venture capital method
• Scorecard method
• Odds of getting capital
• General principles for presentations
• Common mistakes in pitching
• How to give an effective pitch

WHO SHOULD ATTEND

Entrepreneurs who understand how investors operate and what they expect will have a huge advantage in solidifying a successful deal. They will also be better prepared for attracting and pitching to investors.

Startup Support Professionals can increase the value of their services to clients and constituencies when they can more effectively advise them on to execute the angel investment process. The more knowledge you can transfer the better positioned for success your clients will be.

Angel Groups and Investors that understand how to execute and manage the process of early-stage equity investing are in a better position to lower risk and increase returns. Angel groups that apply the skills taught in this seminar can improve their investment process, create improved deal flow and raise the odds of realizing successful exits.

ABOUT THE PRESENTER

Robert Okabe made his first startup investment in 1995 and has invested in fifteen startup companies.  He helped lead the first large angel network in Chicago, was a co-manager of an angel investor fund, and has helped form two other investor networks. Bob supports startup investing and entrepreneurship globally and has spoken on the topic across the United States and in Saudi Arabia, Mexico, Turkey, Canada, and Morocco.

Professionally Mr. Okabe has been a Managing Director of RPX Group LLC since 2002 where he leads the firm’s efforts to commercialize innovative technologies.  RPX Group’s clients include universities, national laboratories, three S&P 500 companies and a Fortune 100 Global firm. He was an investment banker for twelve years at Robertson Stephens, Lehman Brothers and Kidder, Peabody & Co.  Mr. Okabe began his business career spending nearly six years in financial management at General Electric.  After leaving GE, he was a senior bond analyst for Moody’s Investors Service for two years. Bob is currently an Executive-in-Residence at the Polsky Center for Innovation at the University of Chicago.  He was previously adjunct faculty at the University of Illinois at Urbana-Champaign and has lectured at the University of Chicago Booth School and the Kellogg School at Northwestern University.

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