Tue
, 
Jul
 
11
 at 
6:15pm
 
STRTUPBOOST: WHAT IT TAKES TO GET FUNDING
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Caption

12pm - 1pm

How to Build Schedule Blocks

C. Doe

12pm - 1pm

How to Build Schedule Blocks

C. Doe

R. Harrison

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

President / CEO

R. Harrison

CompanyName

R. Harrison

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

David Doe

Designer - Redshoe

R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

The Event
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July
 
11th
 at 
6:15pm
 

StrtupBoost: What it Takes to get Funding + Insights on Patents, Trademarks, and Copyrights

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In his presentation, Jason Wachter will provide an overview of patents, trademarks, copyrights, and trade secrets and give practical tips about protecting intellectual property for Seed to Series B companies specifically.  Delving into the when in the lifecycle it is imperative vs just good to have; what parts of the business processes should be covered; whether domestic vs international protections are useful.  Jason will also go through the different ways startups with limited funds are able to use and prioritize Intellectual Property.


The Presentation will be followed by a panel that will cover what it takes to get funding from Seed to Series B from Perspectives of Business Traction, Legal Framework, Financial Needs, Employee Attraction/ Retention and more.  Audience will the have opportunity to pose current/real world problems to the experts.

Agenda

6:15 - 6:30 PM

Mingling, Introductions, Light Snack & Refreshments

6:30 - 7:15 PM

 

GRR Presentation Patents, Trademarks, and Copyrights / their importance for funding, PowerPoint (10 min Presentation / 5 min Q/A)

7:15 - 7:45 PM

 

Structure your Company, Key Initial Team Members, Tax Issues, Terms for Funding, Equity Tables, Terms & Conditions / Privacy Policy, NDAs, Employment Contracts, Benefits required to hire key people

7:45 - 8 PM

 

Audience Q/A

8 - 8:30 PM

Business Development Networking


Agenda

6:30pm - 6:45pm

Enjoy Light Snacks & Refreshments

6:45pm - 7:15pm

Startup Feedback - 3 Startup Pitches with Feedback from our Panel of Experts and Audience (Must sign up ahead of time)

7:15pm - 8pm

Panel 

8pm - 8:15pm

Q & A with Audience


8:15pm - 8:30pm

Business Development Networking: Mix and Mingle with the Audience and Panelists

"To achieve great things, two things are needed; a plan and not quite enough time."

jane Doeso | Ceo Splash

Presenter 

Jason Wachter

ADD BIO

Speaker Block #3

R. Harrison

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

R. Harrison

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Clear your calendar - It's going down! Splash Blocks kicks off on April 21st, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

Moderators

Wazi (Moderator)

Born in a corrugated iron hut in Bangladesh with no running water, Wazi came to America to study Electrical Engineering (Univ of Pennsylvania), Finance (Wharton), and an MBA (Stanford University). Working as an Investment Banker, Venture Capitalist and Management Consultant (The Boston Consulting Group) gave Wazi the tools to become an Entrepreneur – starting companies he has sold, run or folded.  

Jason Wachter

Jason Wachter is a partner with Gottlieb, Rackman & Reisman. He focuses his practice on patent prosecution and the preparation of opinions relating to patentability, infringement and freedom to operate. Mr. Wachter has experience in a broad range of technologies including, but not limited to, medical devices, automotive components, wireless devices, telecommunications, mobile applications and consumer and luxury goods.  Mr. Wachter has counseled a broad range of clients from Fortune 500 companies to startups and sole inventors.  


ACCOUNTANT

Designer - Redshoe

Founder

Designer - Redshoe

Panel

Jason Wachter (Presenter & Panelist)

Partner, Gottlieb, Rackman & Reisman

Jason Wachter is a partner with Gottlieb, Rackman & Reisman. He focuses his practice on patent prosecution and the preparation of opinions relating to patentability, infringement and freedom to operate. Mr. Wachter has experience in a broad range of technologies including, but not limited to, medical devices, automotive components, wireless devices, telecommunications, mobile applications and consumer and luxury goods. Mr. Wachter has counseled a broad range of clients from Fortune 500 companies to startups and sole inventors.

Wazi

(Moderator)

Born in a corrugated iron hut in Bangladesh with no running water, Wazi came to America to study Electrical Engineering (Univ of Pennsylvania), Finance (Wharton), and an MBA (Stanford University). Working as an Investment Banker, Venture Capitalist and Management Consultant (The Boston Consulting Group) gave Wazi the tools to become an Entrepreneur – starting companies he has sold, run or folded.

Cassandra Anderon

Sales Consultant, TriNet

As a member of the Technology Team at TriNet, I work with growing companies who need an HR bundled solution.

As a Client Services and Account Executive professional I leverage high volume productivity, market strategy application and partner relations in helping organizations achieve optimal scalability.

With over 10,000 clients, many of whom are venture capitalist and private equity firms, TriNet is a trusted HR provider to small and medium-size businesses all across the country.

Peter Nicholas

Director of Investment Strategy, Facilitated Growth

Before joining Facilitated Growth in 2013, as a series 7 and 63 registered representative, Pete was involved in investments spanning both the public and private markets. At National Securities, he maintained client relationships, managed client accounts, and oversaw a team of people. As Director of Investment Strategy at FG, he is currently using his assets to assist entrepreneurs in navigating through the early stages of the business process, with a focus on investor sentiment. His ability to read and assess situations is considered by the partners when making a proprietary investment.

Vince Scafaria

Founder & CEO, DotAlign

Vince Scafaria is founder and CEO of DotAlign, Inc. (www.dotalign.com). DotAlign provides relationship intelligence and inbox productivity software that helps professionals “connect the dots” on opportunities, introductions, and next steps. The software privately analyzes data such as email, calendar, and CRM using a unique approach that avoids triggering the usual anxieties for compliance, IT, and end-users. DotAlign is Vince’s second professional software startup, having built DealMaven, which was sold to FactSet (NYSE: FDS). Prior to DealMaven, Vince worked in private equity at DLJ Merchant Banking. He is a CFA charterholder who received his BS Summa Cum Laude from the Wharton School at the University of Pennsylvania.

 

Richard Duda

Consulting CFO, Early Growth Financial Services

Rich currently serves as an Interim CFO for multiple Venture Backed Startups and Micro Venture Capital Firms. Before his time at Early Growth, he served as both Director and Controller of Fund Accounting for ff Venture Capital, a prominent seed- and early stage venture capital firm investing in such industries as cybersecurity, artificial intelligence, drones, enterprise cloud software, and crowdfunding. Prior to that, he served as an Analyst at Vicis Capital, LLC, a multi-strategy hedge fund who had $6 Billion in Assets Under Management at its height. Rich holds an MBA from Fordham University and a BS in Finance from St. John’s University.

Panelists

David Sorin, Partner, Co-Chair - Venture Capital & Emerging Growth Company Practice, McCarter & English

Dave Sorin is an office managing partner of McCarter & English and Co-Chair of the Venture Capital & Emerging Growth Companies practice. He focuses primarily on privately- and publicly-owned startup, early stage, emerging growth, and middle market technology, tech-enabled and life science enterprises, as well as the investors, executives, and boards of directors who support and lead them. Dave has a long track record of successful representation of growth companies, having been repeatedly recognized by well-known periodicals for a unique combination of legal acumen and sound business judgment. He also brings to bear his broad range of knowledge and experience in counseling enterprises and investors in diverse emerging growth markets, technology industries (including software, information technology, e-commerce, cybersecurity and communications), and life sciences. Many of the companies he represents are well-known names throughout the Mid-Atlantic region.

Thejas Nalval, Director, WallachBeth Capital

Thejas is a Director with WallachBeth Capital and leads the firm's Strategist Consulting (SCOUT) group, providing institutional investors regular guidance on portfolio construction and trading optimization techniques.

Prior to joining WallachBeth, Thejas spent several years at Goldman Sachs, where he was a Vice President on the Macro Trading desk within the Securities division. He was responsible for trade execution and risk management surrounding large index rebalance strategies and sensitive liquidity events.

Thejas holds an MBA in Quantitative Finance from the NYU Stern School of Business and a BA in Economics from Rutgers University. When he's not working, Thejas can be found running in Brooklyn or memorizing hip hop lyrics.

Nikhil Lakhanpal, Co-Founder Narmi

Narmi provides superior financial technology to the 12,000 financial institutions in the United States. Narmi's core product is a white-labeled mobile and online banking platform that helps financial institutions better attract, retain and engage their end-users.

Nikhil previously served as CEO of a $18mm credit union. He discovered first-hand how painful and antiquated technology is at financial institutions and co-founded Narmi to do something about it. Prior to Narmi, he spent three years in Citigroup's Investment Banking Division focusing on M&A and equity / debt capital raises.

Nikhil graduated from Georgetown University.

Panelists
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R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

Sponsors

Sponsors

Venue Sponsor - Situated in SoHo, designed with a rustic Americana sensibility in mind and populated by the brightest minds in the NYC startup scene, The Farm is NYC's premier co-working space.

ProductSavvy is a product acceleration company which supports early stage companies with all aspects of product strategy, product marketing and product development management. The ProductSavvy team is a group of business and technology innovators with experience of building successful technology companies and successful products in a number of industry verticals. The ProductSavvy™ team is headquartered in the United States with team members working in the US, Israel and Georgia.

Harbinger specializes in helping startups quickly accelerate growth. We put in place replicable sales and business development processes and a solid growth infrastructure. We then sell and build partnerships on a client’s behalf, representing them in the marketplace, either independently or alongside an in-house team. We become deeply embedded in your business’ processes, workflow, and culture. Through a shared services model, Harbinger provides an entire team of seasoned experts that hit the ground running on day one.

FOWNDERS is a venture incubator and coworking space dedicated to accelerating humans and their startups. Located in the urban city of Newark, NJ there is a come up story in all things Fownders. The community, education, and mentorship provided through Fownders make us unlike any other ecosystem on earth. Whether you become part of our network through our 'Seed to Scale' accelerator program, our networking events, or through our philanthropic endeavors, you quickly know that Fownders strives to shift the next generation's self-belief system and trajectory in life. 

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