Pitch Workshop: How to Pitch Successfully to Investors

PLEASE READ THE ENTIRE EVENT DESCRIPTION

There is a cover charge to attend this event.


A "Yes" RSVP on our meetup site does not confirm your registration.


In order to attend, please register and pay via the Eventbrite link.

http://pitchworkshopideatoipojune27.eventbrite.com/

 

Please bring a hard copy of your ticket to the event.

 

$20 plus Eventbrite fees - advance registration online

 

Or, pay $40 (cash) at the door

 

Breakfast, lunch, and refreshments will be provided.

 

Space is limited.

 

Learn how to pitch successfully to investors.  There will be four facilitators for this workshop:

 

1) Steve Austin, Entrepreneur, Seasoned Corporate Executive, and Pitch Coach

2) Oksana Bovt,  Visual Design Expert, Founder of Theoria Creative

3) Roger Rappoport, Partner, Procopio Law Firm

4) Ajit Deshpande, Senior Associate, Opus Capital

 

The following will be covered in this workshop:

 

A) Pitch Content

B) Effective Visual Presentation

C) Legal Issues, Corporate Structures, and the Funding Ecosystem

D) An investor's Perspective

 

Participants will have an opportunity to practice and rehearse pitches, then actually pitch before an investor and receive feedback.

 

If you would like to pitch, please send an email to:

 

[masked]

 

Agenda

 

10:00 am  to 10:30 am  Refreshments, Networking

 

10:30 am  to 12:00 pm  Steve Austin / Oksana Bovt / Rehearse, Practice Pitches

 

12:00 pm  to   1:00 pm  Roger Rappoport / Working Lunch

 

1:00 pm   to   2:00 pm   Pitch to Investor Ajit Deshpande / Feedback

 

 

About Our Facilitators:

 

Steve Austin is serial entrepreneur who has successfully raised angel and corporate investment for various ventures. 

Steve is a co-founder of PowerGo Inc., making a small portable power system with optional remote control via mobile app or Internet. PowerGo gives you true remote power and control.

Steve previously founded Stratequest Inc., online temp agency billing software and GM/VP Convac AP, a computer chip company that was eventually sold to Fairchild Semiconductor.

In his long and varied career, Steve has lead companies to sell, engineer, build and service over a dozen products ranging from mobile apps for remote machine control, online billing software, smart card, bio metrics online software, bio fuel equipment, and numerous semiconductor production machines valued in the tens of millions.

 

Steve's expertise runs the gamut from sales and  service to the engineering lab. Steve has held the corporate titles of  CEO, VP of business development, VP of strategic partnerships, and has  managed national and international companies. He has extensive experience in new product development, hardware and software engineering and developing go-to-market strategies and  strategic partnerships.  Steve has managed major global accounts  such as IBM, HP, Intel, SONY, Samsung, TSMC, Texas Instruments, and Seagate.

 

 


Oksana Bovt is a creative director and founder of Theoria Creative. Oksana has been successfully helping tech start-ups and established companies communicate their ideas in a simple and engaging way to clients and potential investors.  Her broad academic background in science and years of experience in marketing and design enables her to create compelling presentations for her clients.


Oksana's clients range from early stage startups to well-funded companies to Fortune 500 giants like Google and Integra Telecom. Her straight to the point communication style and knowledgeable insights have helped her clients deliver their marketing messages with clarity and efficiency.

 

Partner

 

Roger C. Rappoport is the leader of Procopio Law Firm's  Emerging Growth and Technology Practice Group.  Roger has extensive experience counseling startup and emerging growth companies in the information technology, telecommunications, life sciences, and clean tech industries.

Roger also represents high net worth individuals, angel, and venture capital investors who focus on investing in companies in these industries. His practice includes corporate formation and entity selection, corporate governance, assisting clients develop a funding strategy and the alternatives available to entrepreneurs, venture capital and other private equity financial transactions, convertible note and other debt financing arrangements; mergers and acquisitions, corporate reorganizations, and restructurings, the implementation of equity incentive plans, licensing, OEM, VAR and distribution arrangements, and primary and secondary public offerings.

Roger is a frequent speaker and panelist on topics and issues related to the development and implementation of a company’s funding strategy, positioning a company to maximize its pre-money valuation, the art and benefits of selecting and partnering with the right investors, and effectively negotiating the terms of a debt or financing transaction and term sheets related thereto.

Roger currently splits his time between the San Diego and Silicon Valley offices. As a leader in the emerging growth arena, the dual office locations enhance his presence throughout the state, and aid in his ability to work with start-up companies in both the Southern and Northern California regions.

Before attending law school, Roger was the founder and general manager for nine years of a technology company in Houston, Texas, growing the company to $10 million in revenue. He was responsible for all sales, administrative and financial aspects of the business, including the negotiation of a license agreement with a major retail merchandise company for the development of products to be marketed under the retailer’s name.

Prior to joining Procopio, Roger was an attorney in the business department of Heller Ehrman White & McAuliffe LLP in Silicon Valley.

 

Education

  • LL.M., Harvard University
  • JD, The University of Cape Town
  • BA (Political Science), The University of Cape Town

Community Involvement

  • American Bar Association
  • BIOCOM – Capital Formation Committee
  • CommNexus San Diego - Capital Formation Committee
  • CONNECT – Steering Committee
  • San Diego Software Industry Council
  • San Diego Venture Group
  • The State Bar of California

 

 

 

 

Ajit Deshpande

 

 

Ajit Deshpande is a senior associate for Opus Capital, where he sources and evaluates investment opportunities and contributes business and technical assistance to portfolio companies.

 

 

Ajit is an MBA graduate from the Haas School of Business at UC Berkeley and is a Kauffman Fellow, Class 17.  Prior to business school, Ajit worked for eight years in engineering/operations roles in semiconductors and cleantech and recently had stints in internal corporate venturing, angel investing and technology investment banking.

Immediately prior to joining Opus Capital, Ajit consulted with a startup in the cellular cloud access and network services space to help develop its go-to-market strategy in preparation for venture fundraising.

Ajit has a broad-based interest in the technology sector and is especially excited about new investment avenues being created by rapid strides in device connectivity, data computation, and storage.

In addition to his MBA, Ajit holds a bachelor’s degree and a master’s degree in mechanical engineering from IIT Bombay and Stanford University, respectively.

Ajit is an avid long-distance runner, having completed three marathons and four 199-mile-12-person relay runs. He has been involved in fundraising for literacy initiatives in rural India. He also enjoys playing badminton, dabbling with the piano, and believing in a bright future for the Golden State Warriors

 

Join or login to comment.

  • Debra N.

    I just blogged about it to my classmates in ITEC! Gonna develop a team. Thanks so much for all of the great information! And the binders. It was really interesting to watch the pitches. And Steve's pitch to start it up was great role modeling. And Roger inspires trust in his offerings. And such a talented bunch of people. Really appreciated the event. Will do more! Thanks again!

    June 27, 2013

    • Debra N.

      Oh Yes. Thanks, Rob for organizing and for lunch!

      June 27, 2013

  • Sabrina

    Had a great time. Lots of helpful advice and a yummy lunch. Thanks Rob

    June 27, 2013

  • Debra N.

    MA ITEC Project Saas Licensing to Market by 2014

    June 26, 2013

  • Rob

    Just a friendly reminder: there is a cover charge to attend this event.

    ($20 plus Eventbrite fees)

    In order to attend, please register and pay via the Eventbrite link in the event description. Otherwise, you can pay $40 (cash) at the door.

    June 26, 2013

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