Investor Guidance on Business Plan Presentations

Meeting Overview

The business plan presentation is your primary vehicle for conveying an organized thought process to investors about your business, team, and pathway to success. Entrepreneurs need well-conceived business plan presentations and executive summaries to raise capital and grow their businesses. Our panel consists of three successful investors (venture capitalists & angels). They will provide advice on how to put a business plan presentation together, tell you what works and doesn’t work in today’s investment climate, network with you, and answer your questions.

Panel:

Jerry Bird is the Senior VP of MTDC (www.MTDC.com), an early-stage VC firm for Massachusetts technology start-ups. Since 1980 the Massachusetts Technology Development Corporation (MTDC) has invested over $85 million in over 130 companies. Jerry Bird has over 25 years of investing and financial experience. Prior to joining MTDC he was President of Claflin Capital Management and a partner at Brook Venture Partners and Nova MedVentures. At MTDC he has led the firm’s investments in Ze-gen (waste to energy gasification), LifeImage and Forerun (healthcare IT), and Illume (mobile apps). He received an MBA degree from the Tuck School at Dartmouth.

Hambleton (Ham) Lord is the Managing Director of LaunchPad Venture Group (www.LaunchPadVentureGroup.com), an angel group that makes early stage investments in the range of $100K-$500K. LaunchPad has over 60 members from the Boston technology community. Ham has 27 years of experience in the software industry, where he co-founded three software companies. He is currently also an investor and advisor to early stage companies. He graduated magna cum laude with a BS degree in computer science from Brown University.

Roger Walton is a Partner of Castile Partners (www.castileventures.com), a VC firm that invests in early stage companies in the communications, Internet & mass media, mass market technology, mobility, and software/security/services sectors. Roger currently participates on the boards of, Vgo Communications and Whaleback Systems - and has previously served on the boards of Neah Power (OTC BB:NPWS), Quantiva (acquired by NetScout), Sandbridge Technologies (acquired), and Stargus (acquired by C-COR). He holds an MA degree in Mathematics from Oxford University.

Moderator:

Alan Silver has been the part-time Chief Financial Officer (www.PartimeCFO.com) for over 50 technology start-ups over the last 15 years. At Andover.net he was the part-time CFO from when the company had fewer than 10 employees until just 5 months before the company went public. He has an MSM degree from the MIT Sloan School of Management, is Treasurer of Boston Entrepreneurs’ Network, and has been a panelist at MIT Enterprise Forum Start-Up Clinics.