​Get Your Startup Fundable and Funded: An immersive series of sessions, open discussion & apero 💰🍷🥨

​🗽💵Join us for an exciting half-day investing salon at the beautiful EisnerAmper offices, starting at 11:00 AM, September 4th. 🚀

​Featuring an incredible lineup of influential leaders in the venture & NYC startup communities for the New York Venture Summit:

• ​Kelly Lyons with LyonsShare, helping funds & founders with strategic business building, storytelling, design & finance: inboxhealth ($20.5M Series B), Mubadala Capital ($710MM Fund II), Kolena ($15MM Series A)

• ​Zehra Naqvi, consumer angel investor & Founder of the z list - the next-gen newsletter community covering consumer news, VC investments, and the NYC tech ecosystem (IRL + URL)

• ​Rafi Syed, General Partner at Bow Capital, builder/investor of "Civilization 3.0", seasoned leader in startup growth, product, and ops

• ​Ihar Mahaniok, Managing Partner at Geek Ventures, a venture capital firm focused on supporting immigrant founders building US tech companies

• ​Rajiv Kapoor, Founding Partner at Chai Ventures, a pre-Series A fund that invests in women-led businesses across industries

• ​Naomi Goez, Principal at Forum Ventures, a team of B2B SaaS experts, operators, and founders with a passion for helping founders succeed on their journeys

• ​Colleen Costello, CEO & Co-Founder at Vyv, a health tech company founded in 2013, and successful Seed and Series A raiser of funds

• ​Maurice Russo, Investor at Lerer Hippeau, angel investor, and former professional poker player

• ​Sean Park, CFO/finance leaderership at Lightspeed and Khosla Ventures, currently Managing Partner of Citizens Private Bank Venture Platform and Emerging VC

• ​Paul Ellis, Managing Partner of Ellis Law Group, legal advisor to startups and VCs, Founding Board Member of New York Technology Council

• ​Ryan Keating, Fractional CFO for Startups and Partner at EisnerAmper, having led the finance and board functions for dozens of successful startups in Silicon Valley and beyond

• ​Breen Sullivan, Founder of The Fourth Effect, a matchmaking platform connecting startup founders with diverse executives to form your advisory and governing boards

​We'll explore topics like: Managing your investment process, fundraising & financial modeling through storytelling, building and managing an effective board, and more.

​The salon will be open from 11:00am-4:00pm, apero 4:00-5:00pm. Please join us for a catered lunch, refreshments, and apero to close the evening.

​Expect actionable insights and practical advice.

​This event is the best fit for active seed and series A investors and founders.

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​Program & Agenda

​(subject to tweaks and optimizations)

​11:00 AM: Arrival and Networking

​Kick off the day with light networking as you connect with peers and industry leaders.
(30 min)

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​11:30 AM: Kick-Off, Welcoming Remarks and Intros

​(15 min)

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​11:45 PM: Fireside Chat: Trailblazing Communities

​A fireside chat with emerging investors at legacy institutions and startup community leaders exploring how next-generation venture leaders are leading the charge - discussing innovation, sustainability, branding, and navigating the startup world with authenticity and digital influence.
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Panelists: Zerha Naqvi, Maurice Russo
Moderator: Sophy Li
(30 min)

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​12:15 PM – Panel 1
Visionary business planning & attracting investors; solid fundamentals and projections

​Seasoned startup finance pros discuss the importance of robust financial modeling for fundraising and running a startup, guiding you on crafting financial projections and KPIs, attracting investors, and demonstrating your startup’s vision for profitability.
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Panelists: Ryan Keating, Kelly Lyons
Moderator: Trae Nickelson
(45 min)

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​1:00 PM – Lunch Served

​Grab something quick from a selection of light fare and sandwiches while continuing your conversations. Then grab a seat as we jump right back in!
(30 min)

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​1:30 PM – Panel 2
Managing the Investment Process

​VCs and seasoned founders reveal insider strategies for mastering the startup fundraising journey - crafting irresistible pitches, navigating investor relationships, identifying the right VCs, delivering killer investor updates, and managing crucial meetings.
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Panelists: Naomi Goez, Ihar Mahaniok, Rajiv Napoor
Moderator: Kelly Lyons
(30 min)

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​2:00 PM – Panel 3
Anatomy of A Term Sheet: Let's break it down together

​From the perspectives of investor, founder, and startup attorney, panelists discuss the levers to a term sheet, areas you should care about and to ignore, and advice on how to better understand any venture deal.
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Panelists: Rafi Syed, Paul Ellis, Colleen Costello
Moderator: Sean Park
(45 min)

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​2:45 PM – Panel 4
Building and Managing an Effective Board of Directors

​Discover how to assemble a strong board of directors, optimize board meetings, and maintain a healthy relationship between founders and board members.
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Panelists: Breen Sullivan, Rajiv Kapoor, Paul Ellis
Moderator: Ryan Keating
(45 min)

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​3:30 PM: Wrap-Up Room Discussion

​Engage in an open salon-style group discussion to consolidate the day’s insights and ask final questions.
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Facilitator: Alan Wink
(30 min)

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​4:00 PM: Apero - Rooftop Happy Hour & Networking

​Unwind and network on the rooftop terrace with drinks and light snacks.
(60 min)

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​5:00 PM: Event Close

​You don't have to go home, but you can't stay here! :)

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​Snacks, light lunch, and beverages will be available throughout the event.