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| Investor Focused
Business Plans |
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Successful entrepreneurs and their
investors recognize that to raise capital and grow your business you need a
well-conceived and implemented business plan. This is the primary vehicle for
conveying an organized thought process to investors and partners, and a
strategic planning document for the company. CEO's often attributed growth to
the careful planning and considerations that are the underpinning of the
business plan. Tonight, our panel of investors is from venture capital firms,
angel groups and incubators. They are accomplished entrepreneurs, investors and
builders of successful businesses. They will discuss their experiences and
insight in preparing and delivering and funding a 'winning' business plan, and
provide advice, network with you, and answer your
questions.
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Click on the link to see presentations from this meeting. |
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| Speakers' Profiles: |
Geoffrey Oblak is a Principal,
Ascent Venture Partners. Ascent manages $250 million in three venture capital
funds. The most recent fund, at $116 million closed in June 2000. Ascent was
formed in March 1999, by the private equity investment team's spin-out from The
Pioneer Group. Ascent principally focuses on early stage investment
opportunities in Internet infrastructure related markets. The firm targets
initial investments of $3-5 million and prefers to work with New England based
companies. Representative Ascent portfolio companies include: E-Copy; Indus
River Networks; Integral Access; Kenetec; Network Engines; and
Synchronicity.
Geoff joined Ascent in early 1998. Previously, he was an
Investment Analyst of Norwest Venture Capital, focusing on investments in the
software and communications industries. Prior to Norwest, Geoff worked in the
Audit / Business Advisory division of Arthur Andersen. Geoff holds a B.A. in
Economics from Hamilton College and an MBA at Boston University. He serves on
the Board of Directors at Kenetec, an early stage telecom equipment company,
and Forefield, a financial markets application service provider. He also works
closely with Ascent's investments in Integral Access and InCert Software.
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Amos Lu is CEO of Capitalyst.
Capitalyst funds startup companies providing prospective entrepreneurs with a
quick and efficient process to achieve private equity funding for their
business opportunities. Capitalyst rapidly evaluates, selects, and syndicates
startup opportunities to its affiliated investment fund, StartUpFund One™,
and its network of high impact investors. Capitalyst enables qualified
investors to locate, assess and co-invest in pre-screened high potential
startup opportunities.
Amos brings 21 years of experience in managing
and driving the growth of companies involved information, communications,
sensor, and technology systems. He was President and CEO of Columbia Ventures
Group, a merchant banking organization and was VP and CTO at SAC, responsible
for corporate-wide technology strategy, acquisitions, and corporate information
systems. At BDM International he worked to expand annual revenues from $80
million in 1980 to nearly $1 billion in 1996, culminating in the buyout of BDM
by TRW. Amos received a BSEE from Penn State University, MSE from George
Washington University, and D. Sc. from GWU. |
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Jeff Fagnan is a Senior Associate at
I-Group HotBank NE. I-Group HotBank is an early stage Internet investment firm,
focused on turning great ideas into fast-growing businesses. As a partnership
between Internet business leader SOFTBANK Corporation and the Intercontinental
Group, I-Group HotBank draws upon decades of experience and connections, and
provides everything for their early stage companies from seed capital and
business strategy to professional services and office space.
Jeff
reviews new deal prospects, manages all research due diligence, and makes an
initial funding recommendation. Prior to joining i-group, Jeff spent two years
at Booz Allen & Hamilton developing e-commerce and operational solutions
for communication, media, technology and automotive/aerospace companies.
Previously Jeff worked for Nortel Networks in a variety of strategic
planning/financial roles. He holds a BS degree from University of Alaska and a
MBA from the William E. Simon Graduate School of Business at University of
Rochester. |
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| Moderator: |
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Lawrence C. Grumer, President, Technology Associates & Alliances (TAA),
commercializes technology for start-ups preparing these businesses for
accelerated growth, high valuations, and funding and strategic corporate
investment. TAA works to establish and implement companies' growth strategy
through emerging markets, corporate partnering and licensing to bring the
technology research and commercial product concepts to manufacturing and market
realities. Mr. Grumer has held profit & loss management positions a
Textron, Arthur D. Little, and Foster-Miller where he helped effect heir
business turn-around. He received a BS in Engineering and MBA from Northeastern
University. |
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For more information,
email or call: |
| Larry
Grumer at 617-325-9852 |
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