Lifescience Masterclass: Build a Fundable Commercial Plan to Optimize your Venture Value
Join our Masterclass: Build a Fundable Commercial Plan to Optimize your Venture Value September 18-19, to gain invaluable insights and strategies for success.
Who should attend?
The Masterclass is ideal for ventures seeking growth and profitability strategies to
maximize investment and company value,
sell to customers and/or
engage corporate partners, or to
recruit team members.
What will you learn?
Understand what investors and corporate partners need to see in a fundable commercial strategy (even for early-stage ventures)
Understand the elements of a solid commercial plan to enable partnerships, alliances, and investment while optimizing your venture’s value
Build your commercial tool kit including: Stakeholder Mapping • Market Research• Product Positioning• Segmentation and Targeting • Branding • Forecasting • Business Planning and More!
Understand the strategic and legal considerations when partnering
Learn how to identify, reach and interact with partners and investors and deliver the right information
Don't miss your opportunity to learn from founders, investors, marketing, and branding professionals in this fast-paced, two-day investment masterclass.
Logistics:
September 18 & 19, 2024, 8 am to 5 pm
Tickets to the masterclass include an in-person reception on September 18th from 5:00 PM-7:00 PM to network with speakers and fellow attendees.
The masterclass and reception will be held at West End Labs, 125 West End Ave, NYC, at 66th Street.
Virtual option available.
Pre-seed ventures contact info@FirstXFounder.com for special pricing
Agenda
Day 1: September 18
8:00-8:30 AM Breakfast & Networking
8:30-8:40 Welcome, Review agenda, Review rules
8:40-9:20 Why is it important to have a solid commercial story? Investor and Partner Perspectives with Michel Gilon-Yanai, Greg Fersko, and John Hosier
How do you build a solid commercial plan:
9:20-9:35 Identifying Key Stakeholders/ Partners /Mapping Influence with Lori Lonczak
9:35-10:00 Stakeholder Exercise with Lori Lonczak and Cassie Hallberg
10:00-10:15 Competitive Landscape/ SWOT Analysis with Cassie Hallberg
10:15-10:45 Competitive Landscape/ SWOT Exercises with Lori Lonczak and Cassie Hallberg
10:45-10:55 Break
10:55-11:30 Customer Discovery Panel Discussion with Travis Kahn and Peter Shapiro
11:30-12:15 pm Positioning Discussion with Vince Parry
12:15-12:30 Break and Pick Up Lunch
Lunch & Learn 12:30-1:30 Planning to Contract with the Right Partners
1:30–2:00 Positioning Exercise with Cassie Hallberg
2:00–2:15 Segmentation and Targeting with Cassie Hallberg
2:15-2:30 Developing Your Brand Strategy and Tactics with Lori Lonczak
2:30-2:45 Q&A on Segmentation and Targeting, Brand Strategy and Tactics with Lori Lonczak and Cassie Hallberg
2:50-3:45 Ventures explain how they used/leveraged their commercial plan in partnering or with investors or in selling with Adi Wallach, Mousa Ahmadi, and Ashish Agarwal
3:45-4:30 Smart Branding for Health-Centric Startups: The AI Advantage in Marketing with Heather Kramer, Vince Parry, and Parag Mahanti
4:30-4:45 Wrap up and Debrief
5:00-7:00 Networking Reception
Day 2: September 19, Session: Day II
8:00-8:30 AM Breakfast
8:30-9:30 am Identifying partners/investors and delivering the right information with Greg Fersko and Petra Meyer
9:30-10:15 Building & Managing the Sales Forecast, Across Channels (Top Down, Bottom Up) with Lori Lonczak
10:15-11:00 What You Need to Know About Sales Channels with Lori Lonczak, Kelli Tea, and Tom Jarvie
11:00-11:45 What are corporate partners looking for? What is their process? How do you reach them? and Q&A with Adi Wallach and Hamdi Cavusoglu
11:45-12 PM Break and Pick Up Lunch
Lunch & Learn 12:00-12:45 Q&A 12:45-1:00 Topic: Strategic and Legal Considerations
1:00 – 2:00 Building the Right Team with Cassie Hallberg, Kevin Palisi, and Cassie Tate
2:00-2:45 Scaling a Business: Lessons from the trenches And Q&A with Ke Cheng
2:45-3:15 Deal Diagram with Serge Loncar
3:15-4:15 Identify, Reach, and Interact with Investors and Corporate Partners and Q&A with Maya Ber Lerner, Serge Loncar, and Silvia Garcia Codony
4:15-4:30 Wrap Up