CXO Leadership Forum: Negotiating the Term Sheet and Valuation

Already registered? Please Login

Wed, 01/06/2010 -11:02 am - info@svase.org

Start: 03/10/2010 - 11:30 am
End: 03/10/2010- 11:30 am

Contact Info: Ram Sriram Email: sriram.ram@comcast.net

Location: Montgomery & Hansen, LLP,

525 Middlefield Road, Suite 250

Menlo Park, CA 94025

A crucial question in the investor's evaluation and decision making process is the Pre-Money Valuation, or the value of the company at the time a new investment is made.

All too often, the CEO and CFO stumble at this point with vague and uninformed responses demonstrating a lack of knowledge of an investor's perspective, quantification of risk as well as market conditions/valuations for companies in a similar sector and stage of development.

This session will address the valuation methodology, Pre-Money and Post Money Capitalization (Cap) tables, investor preferences such as liquidation preferences; trade offs in negotiating the Pre-Money valuation and scenarios for managing investor expectations.

Guest Speakers:

Bill Shetti, Storm Ventures

Bill is a Senior Associate at Storm Ventures. He focuses on investments in cloud computing, energy efficiency, and the network and data center infrastructure sectors. Prior to Storm, Bill worked in business development and product management at Cisco, where he was responsible for managing Cisco’s high end routing platforms, including launching Cisco CRS-1, Cisco’s flagship router, and market insertion strategies into Asian service providers. Prior to Cisco, Bill worked as a product manager at N.E.T. Bill began his career at Telecordia, where he was responsible for leading the development of distributed systems in managing networks, and advising service providers on networking operations.

Bill received a B.S. in Electrical Engineering from Rutgers University, and a M.S. in Information Networking from Carnegie Mellon.

Jonathan Noble, Partner, Montgomery & Hansen LLP

Jon's practice focuses on the representation of private, emerging growth companies, encompassing entity formations, financing transactions, corporate governance, securities law compliance and mergers and acquisitions. Jon also represents venture capital firms and other investment vehicles in connection with their formations, maintenance and investments, including investments in both primary and secondary transactions. Prior to joining M&H, Jon founded the Noble Law Group in Palo Alto, California, and prior to that he served as an associate in the corporate and securities group of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP in Menlo Park, California.

Jon holds an A.B. from UC Berkeley, an M.B.A. from the Haas School of Business, and a J.D. from Boalt Hall School of Law.

This event is a collegial luncheon designed to foster discussion in a confidential format among founders, officers and managers (CEO, CFO, CTO, CMO) of startup technology companies. We request that participants be involved in the management of a technology company.

Advance registration only, limited to 25 registrants, no walk-ins admitted.

Pre-registration closes 11 AM the day of the event.

When: Wednesday, March 10, 2010

11:30–12:00 pm: Networking and Lunch

12:00-01:30 pm: Panel discussion and Q/A

Location: Montgomery & Hansen, LLP, 525 Middlefield Road, Suite 250, Menlo Park, CA 94025

PRE-REGISTERED RATES (All Rates Include Lunch):
$20 SVASE members
$29 Affiliates who promote this event
$49 Non-members

This event is co-sponsored by Montgomery and Hansen LLP, http://www.mh-llp.com.

Bookmark/Search this post with: