Due Diligence Masterclass
Fundraising? Join the Due Diligence Master Class to prep for your fundraising outreach, investor meetings, negotiation and closing tips and prepare for your follow on round. Two days of education and networking including an in person reception.
Two tracks: Pre-Seed and Seed/Series A
Gain insights from active investors into
cap table do’s and dont’s
valuation discussion
maximizing data room software tools to move forward
tips on productive relationship builiding with investors
Date: June 12 & 13, 2024
Time: 8 am to 5 pm both dates
Location: BioLabs New Haven (CT) and Virtual
An in-person networking reception will take place on June 12, 2024, 5 pm to 7 pm
NOTE: Your masterclass registration includes a ticket to the reception.
Discount Code: Use our discount code 8KQ0KU for 20% off! The code expires June 1st.
Recent participants are eligible for an additional discount on the tickets. For our 2024 Participants, please use the CURRENTPARTICIPANT discount code on the “All Program Alums” ticket. For our 2023 Participants, please use the 2223PARTICIPANT discount code on the “All Program Alums” ticket.
Parking: Temple Street Garage (1 Temple Street) or 300 George Street or Temple Medical Garage (230 George Street)-only until 7 pm
Schedule
Note there are two tracks: Pre-Seed and Seed/Series A
June 12, 2024
8:00 Breakfast reception
8:30-12:00 Panels and Q&A
Panel: State of the Investment Market with Matt McCooe
Pre-Seed Panel: Investor's Expectations for the First Meeting with John Williams, Renee Wasko, and Chris Gelnaw (Future Fund)
Pre-Seed Panel: Financial Mechanics with Brendan Rae (Innovene Therapeutics), Soon Hyouk Lee, and Ryan McMillian
Seed/Series A Panel: Investor's Expectations for the First Meeting with Brendan Rae (Innovene Therapeutics) and Marie Claire Peakman (Pfizer)
Seed/Series A Panel: Financial Models with Ethan Brysgel
Keynote: Regulatory Due Diligence with Tim Peterson, Chris Gelnaw (Future Fund), Rob Guzman, and Peikwen Cheng
1:30-4:30 Panels and Q&A
Panel: New Structures, New Models with Tim Peterson, Chris Gelnaw (Future Fund), Rob Guzman, and Peikwen Cheng
Pre-Seed Panel: Financial Models behind the business strategy: Budgets, revenue assumptions, establishing need with Joe O'Connor
Seed/Series A Panel: Risk Reward: Making the case, Scientific, Market, Competitive, Operations and Financial Risk with Brendan Rae (Innovene Therapeutics) and Daniel Wagner (CT Innovations)
Pre-Seed Panel: Valuing Terms in Term sheets: Anti dilution, Liquidation preference, Full ratchet, Warrants with Marty Isaac, David Danar (Catalytic Impact Fund), and Amy Bennet (Tidal River)
Seed/Series A Panel: Engaging Professionals to help Fundraise with Rich Allan, Kevin Palisi, Erika Smith, and Jack Sousa
Panel: Corporate and advocacy partnering and investing with Ece Auffarth, Brendan Rae (Innovene Therapeutics), Brian Dowd (CT Innovations), and Jun Xu
5:00-7:00 Reception
June 13, 2024
8:00 Breakfast Reception
8:30-12 Panels
Panel: Global Opportunities: Europe, Asia, Australia with Adi Wallach (CalmIGo), Alan Walker (CVP), and Farzaneh Ahmadi (Laronix)
Panel: Founders Fundraising
Biotech Panel with Natasha Straizent, Peikwen Cheng, John Deacon, and Bruce Conway (Robertson Fund, Rockefeller University)
Medical Device Panel with Doug Unis
Digital Health Panel with Maya Ber Lerner, Victor Varnado, and Etizaz Shah
Panel: Leads Syndicates Transitioning to Professional Investors with Malik Okoro, Nat Brinn, Arthur Klausner (Concarlo Therapeutics), and Silvia Garcia Codony
Keynote: Intellectual Property Due Diligence with Craig Kenesky (WSGR)
1:30-4:00 Panels
Pre-Seed Panel: Relationships and negotiating skills to close deals with Dong Wang and Adam Silverman (Wiggin)
Seed/Series A Panel: Preparing for Series B, C… and exit with Marie Claire Peakman (Pfizer), Eric Linsley, Chris Garabedian (Xontogeny)
Full list of speakers:
Farzaneh Ahmadi, Laronix
Chris Garabedian, Xontogeny
Chris Gelnaw, Future Fund
Craig Kenesky, WSGR
Arthur Klausner, Concarlo Therapeutics
Marie Claire Peakman, Pfizer
Brendan Rae, Innovene Therapeutics
Alan Walker, CVP
Adi Wallach, CalmIGo
Bruce Conway, Robertson Fund, Rockefeller University
Amy Bennet, Tidal River
Daniel Wagner, CT Innovations
David Danar, Catalytic Impact Fund
Brian Dowd, CT Innovations
Adam Silverman, Wiggin
Here is a list of nearby hotels, all within walking distance of 101 College (from closet to farthest):
Hotel Marcel (not in walking distance, but still nearby)