2007 Tech Week event on Entrepreneurial Finance

1. Entrepreneurial Finance
for Start-Ups
© 2007 Joe Platnick / Pasadena Angels Inc.

2. Get a Good Numbers Person
Start-up
Establish economic model for business
Heavily support initial fundraising
Initial funding
Establish budgets, accounting system and internal controls
Serve as primary conduit to board
Institutional funding
Benefit and stock option plans
Scaling operations
Optimize capital structure
Administrative functions such as IT, human resources
M&A
Liquidity event
© 2007 Joe Platnick / Pasadena Angels Inc.

3. The Critical Areas
Budgeting, Reporting and Forecasting
Financing a New Venture
Valuing a Business
Recruiting
The Art of the Exit
© 2007 Joe Platnick / Pasadena Angels Inc.

4. Panelists
Professor James Stancill
Professor Finance, USC Marshall School of Business
Frank Knuettel
CFO, InfoSearch Media
Brian Rabinovitz, CPA
Officer and Business Advisor, Stonefield Josephson
Jim Schaefer, CPA
Partner, Mark Schaefer Associates
Joe Platnick (Moderator)
Director, Pasadena Angels
© 2007 Joe Platnick / Pasadena Angels Inc.

5. …And because we live in the U.S.
© 2007 Joe Platnick / Pasadena Angels Inc.

6. Financial Budgeting, Reporting
and
Forecasting
© 2007 Joe Platnick / Pasadena Angels Inc.

7. Financing a New Venture
© 2007 Joe Platnick / Pasadena Angels Inc.

8. Valuing a Business
© 2007 Joe Platnick / Pasadena Angels Inc.

9. Recruiting
© 2007 Joe Platnick / Pasadena Angels Inc.

10. The Art of the Exit
© 2007 Joe Platnick / Pasadena Angels Inc.

11. Entrepreneur Resources
Pasadena Angels
Website – www.pasadenaangels.com
Mentor Program
Professor Stancill’s Entrepreneurial Finance
website - http://stancill.swlearning.com
PriceWaterhouseCoopers (PwC)
Business Technology Center (BTC)
Networking – Entretec, We2, MIT Enterprise
Forum
© 2007 Joe Platnick / Pasadena Angels Inc.

12. Questions???
© 2007 Joe Platnick / Pasadena Angels Inc.