Investor Guidance on Business Presentations

April 3, 2012
Presentations: 
Joe Caruso
Jean Hammond

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 (angels & venture capitalists). 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:

Joe Caruso, angel investor and coach for CEOs (www.BantamGroup.com)

Joe is a member of Common Angels and eCoast Angels and formerly was a member of Walnut Ventures and Managing Partner of Brookwood Partners – all angel investments groups for early stage companies. He has served as mentor, coach, and personal advisor for CEO’s and entrepreneurs for over 20 years. He was CEO at Cyberg Corporation and has served as interim CEO for companies in need of strategic change. He has an MBA degree from Harvard University.

Jean Hammond, angel investor and start-up coach

Jean is an active angel investor focusing on early stage high tech start-ups. She was a founder of the Boston branch of Golden Seeds (focused on investing in women-managed businesses) and is a member of Launchpad Venture Group and Hub Angels. She also is a serial entrepreneur with over 20 years of experience in the high-tech industry, having co-founded and managed Quarry Technologies and AXON Networks. She is currently on the board of TheCapitalNetwork.organd a part-time Entrepreneur-in-Residence at the MIT Entrepreneurship Center, and coaches start-ups in many locations. She has an MS degree from the MIT Sloan School of Management.

Sean Marsh, Co-Founder, Point Judith Capital (www.PointJudithCapital.com)

Sean is a Co-Founder & General Partner at Point Judith Capital, an early stage VC firm which invests mainly in Internet, healthcare, and clean technology companies. Sean focuses on Internet investments and has been actively involved as a venture investor in 18 companies that have achieved over $1 billion of value through multiple M&A and IPO events. Prior to joining Point Judith, he was a Partner at Village Ventures and TSG Equity Partners before that. He graduated from Bowdoin College with a BA in Economics.

Moderator:

Alan Silver, Part-Time CFO (www.PartimeCFO.com)

Alan has been the part-time Chief Financial Officer for over 50 technology start-ups during the last 16 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.

eMinutes from April 2012

Anil Kommareddi (Founder)

(978) 804-2366
1. Introduction

‘Giide is an community for Mentors and Mentees to connect and establish mentoring sessions’

2. Problem

"Learning would be exceedingly laborious, not to mention hazardous, if people had to rely solely on the effects of their own actions to inform them what to do. Fortunately, most human behavior is learned observationally through modeling: from observing others one forms an idea of how new behaviors are performed, and on later occasions this coded information serves as a guide for action."

  • Albert Bandura, Social Learning Theory, 1977

Mentoring as a powerful tool for professional development is proven and documented across various disciplines.

  • Finding a Mentor and establishing a relationship is not readily accessible or available for many in the industry without the right connections and access to the right events.

  • Mentorship programs exist in many medium–large corporations, but administered in an ad-hoc fashion where

    • the relationship matching is at the discretion of an administrator,

    • goals and results metrics are not reported or tracked effectively,

    • communication is primarily through email and not tracked or archived in a contextual manner

  • There are some mentoring platforms available for the educational community, but not in the professional development community.

  • Online social communities such as LinkedIn provide some aspects of mentoring connections, but do not provide mentoring specific tools to manage and maintain a mentoring relationship and sessions

3. Solution

A successful Mentoring session needs:

  • Communication and Collaboration tools

  • Matching and Assessment tools

  • Training

Giide is an online community where these problem areas are addressed and access to the tools provided.

Once the mentor-mentee relationship is setup and the goals agreed upon the participants use the collaboration and metrics tools to complete their mentoring session.

The mentoring session management engine keeps track of the progress and provides timely reminders, reports and encouragement to ensure a successful mentoring session.

Price: 
Our regular, first-Tuesday-of-the-month events are free to members and $20. to non-members. Venues and pricing for special events, such as the July Boston Harbor Cruise, are posted separately
Time and Location(s): 

5:15 PM Pre-meeting Self-pay Dinner
 Bertucci's Restaurant
 475 Winter St., (exit 27B off Route 128), Waltham, MA ("pay-as-you-go")



7:00 - 10:00PM Meeting Presentation 
Note: Meeting at the Foley Hoag Emerging Enterprise Center, 1000 Winter Street, Suite 4000 (north entrance), Waltham, MA Directions to the EEC at Foley Hoag

Reservations: 
No reservations are needed for the dinner. To expedite sign-in for the meeting, we ask that everyone -- members as well as non-members -- pre-register for the meeting online. Pre-registration is available until midnight the day before the meeting. If you cannot pre-register, you are welcome to register at the door.

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