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Panel Discussion : Angel Funding (50 Participants Max.)

  • Apr 29, 2014 · 5:30 PM
  • This location is shown only to members

• Do you want to learn about the process of Angel Funding ?  Are you looking for Angel Funding now or planning to in the near future ?  Would you like to engage with experts in a smaller environment and be able to ask the questions you want to ask ?

Panel Discussion:  Angel Funding

>>> Agenda <<<

5:30 PM Networking 

6:00 PM Panel Discussion 

7:30 PM Networking (Beer/Wine and Hors d' Oeuvres)

>>> Panelists <<<

Jim Jensen, Partner, Perkins Coie LLP , Seasoned Tech Entrepreneur

Mike Loftus, Investment Partner, F50, Angels Forum

VJ Anma, Founder & CEO, Patient Army

Heather Richman, Managing Partner, GreenLight Strategies, LLC

Brian Mellea, EIR, Angels Forum

>>> Content <<<

Angel Funding 101 and Angel Networks/Investors in the Bay Area

Successful Founders Talk About The Process of Receiving Angel Funding

Company Development & Strategy, Alternative Forms of Investment

Legal Structure for Angel Round Investment

Angel Investment Term Sheet Negotiation

IP Valuation in Angel Round Investment

General Q&A


>>> Speaker Bio <<<

Jim Jensen is a partner in Perkins Coie's Emerging Companies Group and a leader of the Firm's China Emerging Company and the Investment Fund Formation practices in Palo Alto.  Jim represents emerging companies, accelerator/incubators and venture capital funds in diverse industries, including clean technology (e.g., biofuels, LEDs, smart meters and solar), digital media, Internet, medical devices, mobile, security and software. 

He is a technology entrepreneur and has formed and run multiple e-commerce and other Internet companies, which gives him a unique understanding of legal issues as viewed through the eyes of entrepreneurs.  He also represents traditional brick and mortar businesses that produce profits and cash flow, anathemas to Silicon Valley startup companies.  

Jim has been involved in more than 250 investment and exit transactions during his legal career and, as importantly, a handful of exit or restructuring transactions as a business executive.  His transactional experiences range from a few hundred thousand dollars to several billion dollars.  Prior to joining Perkins Coie, Jim managed hundreds of investment transactions as General Counsel, Emerging Markets, with VantagePoint Capital Partners, a large venture capital and private equity firm.  He benefits his clients through his broad network of contacts in the angel investment and venture capital community.

Mike Loftus is an investment partner at F50.  Prior to joining F50,  he served as an Entrepreneur-in-Residence (EIR) at The Angel's Forum. He brings over 20 years' experience working with startups and early stage companies. He has held senior leadership roles with several young companies including Zentera Systems, E-machines, Graphic Media, Spectron, Connectix, Netfish Technologies and inFreeDA.

Mike is also the Founder of The Glue USA, which advises early stage companies on building leadership teams, defining product roadmaps, building market entry strategy and sourcing investment capital. He mentors Australian companies through the ANZA Technology Network and Danish companies through Innovation Center Denmark. In 2012, Mike served as the first Entrepreneur-in-Residence at Cogswell College in Sunnyvale. He has also mentored high school and college students through SAGE Global and the Haas School of Business.

Mr. Loftus has degrees in business and computer engineering from Rochester Institute of Technology, and the Executive MBA program at Stanford University and completed the Franklin Covey Leadership Program.

Heather Richman is the Managing Partner of GreenLight Strategies, LLC where she works closely with early-stage startups. Her client, HEVT, won the 2012 Cleantech Open Grand Prize. In addition, she currently serves as a consultant to the U.S. Department of Defense Energy Excelerator in Hawaii, a consultant to SURGE Accelerator in Houston which is focused on the oil & gas space, and a mentor for the Greenstart Accelerator turned venture fund.

Heather is a  seasoned corporate development consultant and political strategist for the energy, biotech, and tech spaces. More specifically, she focuses on relationship development & management, traditional & non-traditional funding strategy, political strategy & military relationships.

Ms. Richman has a diverse background on Capitol Hill, in academia, and in the technology and energy and tech sectors. Heather previously handled State & Federal Government Relations for Stanford University, which included working closely with the Woods Institute for the Environment and the Precourt Institute for Energy Efficiency. Before entering the private sector, Heather spent five years on Capitol Hill overseeing appropriations, budget and tax issues for U.S. Senator Charles E. Schumer (NY). 

She has two young daughters who pride themselves on their ability to make electric motors out of pasta.

Brian Mellea is an Entrepreneur in Residence at Angels Forum.  

VJ Anma, Founder and CEO of Patient Army, is a serial entrepreneur who has built and sold Internet and mobile companies. He sold Visual Search Engine Company, in 2009 and in 2012.

Patient Army is a crowd-sourced marketplace that gets money back on your medical bills by resolving billing errors.”

Healthcare is broken. Medical billing errors cost patient $110B a year annually. Over 100 million health insurance claims are declined each year and a majority of them are wrongfully denied. Detecting and fixing these errors are challenging, as it requires analyzing and cross-referencing jargon-loaded bills, medical records and insurance coverage details. PatientArmy makes medical billing advocacy accessible to consumers by making it easy for patients to find answers to questions on their medical bill.

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  • Rick G.

    Susan: Nice job. It was very informative and some great questions asked.

    April 30, 2014

    • Susan

      Thanks Rick ! It was great to meet you and I hope to see you again soon.

      April 30, 2014

    • Rick G.

      Susan: Can you give me your email address? I wanted to ask you a question.

      May 3, 2014

  • Susan

    Thank you all for making this a great event !!! We are fortunate to have panelists that are so willing to give of themselves and a community of attendees like yourselves that are attentive and enthusiastic. The panelists appreciated your insightful questions and enjoyed the overall interaction with you and look forward to doing more of these types of events in the future. Finally, Caron and Jamie at Enerspace were so kind to provide us with a great space ! Please keep them in mind if you have a need for a co-working space and recommend them to others.

    May 1, 2014

    • MilesYM

      Could you provide the name or contact of the angel who replaced Heather at the mmetup please ? I would like to get in touch with him.

      Many Thanks and congrats for this great meetup.

      May 2, 2014

  • MilesYM

    Could you provide the name or contact of the angel who replaced Heather at the mmetup please ? I would like to get in touch with him.

    Many Thanks and congrats for this great meetup.

    May 1, 2014

  • Orin L.

    This was an excellent panel discussion with great insights for entrepreneurs provided by experienced investors.

    May 1, 2014

    • Susan

      It was great meeting you Orin and I'm so glad you enjoyed the event. Have a safe trip back to South Florida and I hope you will be making another trip out West soon.

      May 1, 2014

  • Oxana

    Excellent event

    April 30, 2014

    • Susan

      I'm so glad you enjoyed the event Oxana !

      May 1, 2014

  • Victor D.

    Excellent event, awesome group of people. Congrats!

    April 30, 2014

    • Susan

      Thanks Victor ! I'm glad you enjoyed it.

      May 1, 2014

  • Darcie L.

    Excellent program, amazing panel, very informative

    1 · April 29, 2014

    • Susan

      I'm so glad you enjoyed it Darcie. It was very nice meeting you and I look forward to seeing you again soon.

      April 30, 2014

  • Rahul

    It was a really helpful discussion. Looking forward to more of these.

    April 30, 2014

    • Susan

      I'm glad you enjoyed it Rahul. We will have more like this soon !

      1 · April 30, 2014

  • Alvaro R.

    Great to know how the angel thinks. Having VJ share his experience was valuable as well.

    2 · April 30, 2014

    • Susan

      I'm glad you enjoyed it Alvaro and it's always great to see you !

      April 30, 2014

  • gary

    I'd love to go if anyone is able and willing to give me a ride from Marin or at least SF. Please let me know at Gary at CoupleWise dot com. Can pay gas, be entertaining, bring food, etc offer free subscription to CoupleWise

    April 27, 2014

  • Susan

    Hi Rick, yes, you are able to bring your co-founder. When you RSVP through PayPal, you can bring and pay for up to 2 guests. We also just added another panelist, VJ Anma, Founder/CEO of Patient Army and will be adding another Angel Investor (or maybe even 2). This is definitely something not to be missed ! We will look forward to seeing you there.

    April 24, 2014

  • Rick G.

    Am I allowed to bring a co-owner to the event?

    April 24, 2014

  • Susan

    Great question Eddie. We have not done full publicity on the event since we are still confirming panelists. We just added Al-Hassan Hleileh, Founder of Nudge Technologies as a panelist and will confirm a few more in the next day or two.

    This event will be limited to 50 attendees and once the full panel is confirmed and announced, we are confident that the spots will fill quickly. Stay tuned !

    April 22, 2014

  • Eddie G.

    is this event advertised or posted somewhere else? Seems weird that only one person is attending. How many people do you expect to attend?

    April 19, 2014

52 went

Your organizer's refund policy for Panel Discussion : Angel Funding (50 Participants Max.)

Refunds are not offered for this Meetup.

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