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Due Diligence Masterclass

Name: Due Diligence Masterclass
Start: 2024-06-12T08:00:00.000-04:00
End: 2024-06-13T17:00:00.000-04:00
Location: BioLabs

Hosted by FirstXFounder

BioLabs

New Haven, Connecticut

Past Event

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About Event

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)