Tag Archives: Preccelerator

Preccelerator® U Workshop: Fundraising Essentials – Term Sheets 101

Join Preccelerator® U for our next workshop: Fundraising Essentials – Term Sheets 101. This free live webinar with SA&M attorneys Caroline Cherkassky and Kelly Laffey will cover:

  • Types of Financing: Convertible Notes vs. SAFEs vs. Priced Equity Rounds
  • Convertible Notes and SAFEs: Caps, Discounts, and Other Key Terms
  • Priced Equity Rounds: Economic Provisions, Voting Rights, and Other Key Terms


Tuesday, August 10, 2021
12:00-1:00 PM PDT

A Zoom link will be sent upon registration.

Investor 360: Monthly Investor Roundtable Interview with Wil Chockley of 75 & Sunny

Join us to listen to Wil Chockley, Partner of 75 & Sunny speak about the company’s investment thesis. The discussion will be focused on how Wil and his team analyze the most beneficial investment opportunities, in addition to how 75 & Sunny works with the companies it invests in to develop cutting-edge growth strategies and how to execute them effectively. Attendees will have the opportunity to take part in a question and answer session at the end of the webinar with Wil.

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Investor 360: Monthly Investor Roundtable Interview

Featuring Wil Chockley of 75 & Sunny

Wednesday, July 21st, 2021

12:00 – 1:15 pm

An email containing the Zoom link for this event will be sent to attendees following registration.

About the Organizer of Investor 360

Stubbs Alderton & Markiles, LLP is a business law firm with robust corporate, public securities, mergers and acquisitions, entertainment, intellectual property, brand protection and business litigation practice groups focusing on the representation of, among others, venture backed emerging growth companies, middle market public companies, large technology companies, entertainment and digital media companies, investors, venture capital funds, investment bankers and underwriters. The firm’s clients represent the full spectrum of Southern California business with a concentration in the technology, entertainment, videogame, apparel and medical device sectors. Our mission is to provide technically excellent legal services in a consistent, highly-responsive and service-oriented manner with an entrepreneurial and practical business perspective. These principles are the hallmarks of our Firm.

Register here for Investor 360: Monthly Investor Roundtable Interviews featuring Wil Chockley of 75 and Sunny.

Preccelerator U Presents: Pre-Seed Funding w/ Barbara Bickham

Please join us in this illuminating webinar where Barbara Bickham guides us through the essentials of pre-seed funding.


Tuesday, June 15th, 2021
12:00PM – 1:30PM


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Barbara Bickham

Barbara Bickham, Founder & Managing Director of Women’s Innovation Fund Accelerator, an opportunity zone venture fund, growing and scaling emerging tech companies by using a mix of acceleration and sustainability while requiring companies to have a gender-balanced C-suite. Founder & CTO at Trailyn Ventures, helping investors and companies understand emerging technology. Host of Female VC Lab Podcast, insightful conversations with Female VCs, Investors, GPs and LPs.

Preccelerator® U Presents: Content Optimization w/ Cliff & Tai of UpInc.

Why bother driving traffic to a page that doesn’t convert? In this session, Cliff and Tai will cover unique tactics that will not only help your customers understand your product(s), but more importantly, why they NEED your product(s). In addition, they will be covering SEO and blog content tactics that will help you grow your organic traffic.


Tuesday, May 25th, 2021
12:00PM – 1:30PM


 Preccelerator® U Presents: Content Optimization w/ Cliff & Tai of UpInc. image

Cliff Sarcona

Cliff Sarcona is the founder of Up Inc. and has been building websites for over 22 years, specializing in eCommerce SEO.

 Preccelerator® U Presents: Content Optimization w/ Cliff & Tai of UpInc. image

Tai Bonilla

Tai Bonilla is a Digital Marketing and Communications Specialist, and Director of Up Inc.


Preccelerator® U:Venture Storytelling w/ Jonathan Tavss

Join Jonathan Tavss for this highlights-only version of Kaleidoko’s 2½ day intensive Venture Storytelling Workshops exploring the positioning of any venture for multiple audiences. Whether an entrepreneur or an executive, a creative or numbers person, creating simple content or designing killer gadgets, this workshop guides disparate professionals in the keys to conveying compelling stories that engage the many different audience needs across diverse platforms.

Storytelling is more than skin deep and should be directed by an entity’s Brand. Unfortunately, too many companies lack a true understanding of what Brand really entails and how a well-considered and developed one can strengthen any venture’s storytelling and resonance – regardless of audience.

Join us to learn:

– Numerous ways to amplify opportunities, starting with the foundation of any pitch: the story.

– How the considered development of your brand provides super powers for effective engagement while consistently addressing evolution and change.

– Key considerations for adapting story (or Spin) to absolutely reach your intended audience – consumers, investors, strategic partners, workforce and more.


Tuesday, May 11th , 2021
12:00PM – 1:30PM


 Preccelerator® U Presents : Venture Storytelling w/ Jonathan Tavss image

Jonathan Tavss

Co-Founder and Director of Kaleidoko, Jonathan Tavss is an award-winning futurist, entrepreneur, marketer and strategist with a knack for breaking down the highly complex – or even the mundane – into simple terms that trigger new ideas and fresh, easy to activate theories and practices. Jonathan specializes in marrying business strategy, consumer insight and technology; all with humanity at the core.

Over the decades, Jonathan has been an executive for, or served client ventures including 21st Century Fox, Warner Bros., Disney, MGM, ABC, Cogsdill International, ABS-CBN, Real Medicine Foundation, Altar Furniture and Empact Change Foundation. In addition to being a frequent speaker at media, entertainment, museum and retail conferences, he has held an Adjunct Professor position within Boston University’s Graduate Media Ventures Program. Jonathan is also a Fellow of The RSA, Co-Founder of the Augmented Society Network and a Stubbs Alderton Preccelerator mentor.

Preccelerator® U: Metrics that Matter w/ Jeremy Wall of GoalMakers

As business owners and operators, we have usually got dozens (if not hundreds) of things on our plate—however, we often lose sight of the most important piece of your sustained success, having our financials in order. To build further on the Preccelerator’s Financial Awareness month mentor presentations, Jeremy Wall co-founder of GoalMakers will help highlight a few of the most important metrics you need to be aware of through some simple, yet financial calculations for your business. The goal will be to share 15 formulas that every business should be able to calculate, only needing your income statement and balance sheet. These standardized metrics will help you monitor and measure trends in your business over time as well as to your competitors across the industry.


Tuesday, April 27th, 2021
12:00PM – 1:30PM


Jeremy Wall

Jeremy Wall

CEO of GoalMakers


Jeremy Wall is both a Preccelerator alumni and mentor, his first company Lumenus was a IoT startup that recently had a Taiwanese partner come in and take forward. In his search for his next opportunity Wall had the pleasure to meet John Cioffi, esteemed business coach and published author, by attending Cioffi’s seminar “The 5-Day MBA” an intensive weeklong business training program—Wall was immediately enamored with the material. As someone who had real-life experience in the trenches of entrepreneurship but not a formal business degree, the curriculum focused in both business financial literacy and management training were skills that he needed. John Cioffi knew that his in-person teachings were limited in their access, so Cioffi partnered with Jeremy Wall on launching a digital version of this program now called the GoalMakers 90-Day MBA.

Preccelerator® U: Startup Guide to Financial Modeling w/ Mark Wald

Raising money? Investors want to maximize their return and minimize their risk, so you need to demonstrate to investors that you understand business and your business model, that you know how to make money, and that you can be trusted. Learn how to build and understand your financial model so you can demonstrate credibility by presenting it to investors and win their confidence in you.


Tuesday, April 13th, 2021
12:00PM – 1:30PM


 Preccelerator® U: Startup Guide to Financial Modeling w/ Mark Wald image

Mark Wald

Managing Director

Supporting Strategies – Santa Monica


Mark is an innovative problem solver who values simplicity, efficiency, and collaboration between people and organizations, with strong experience in financial modeling and data analytics to inform and support quick decisions on complex issues. Specific experience developing, deploying, and supporting new technologies to thousands of retail locations using 3rd party logistics and service providers. Professional specialties: Financial strategy & fundraising, sourcing business opportunities, conserving resources, enabling people, satisfying customers, analyzing complex data.

Supporting Strategies is your complete outsourced Accounting & Finance Department, with Enterprise-level people, processes, and controls to meet the evolving accounting and operational support needs of both early-stage companies and fast-growing organizations. We employ grownups, not amateurs—our most junior staff have 15 years of experience working in an industry for the very same type of businesses that our clients operate and on average 20+ years of experience. We assign a dedicated team of resources to each client business to provide Enterprise-level ownership and competency of all accounting and finance functions which enables our entrepreneurial client companies to quickly and efficiently scale while relying on sophisticated insights and business intelligence.

Preccelerator® U Presents: Fundraising Essentials: Pitching Angel Groups

Join us for this Preccelerator Program event with Mimi Carter of the Pasadena Angels as she shares insights on pitch deck preparation, metrics and approach that will assist in preparing you to pitch to Angel investor syndicate groups.

Tuesday, March 9th, 2021
12:00PM – 1:30PM


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Mimi Carter – Pasadena Angels

Mimi Carter is an entrepreneur and investor in early-stage companies. She is a partner at Carterus Strategies and director of the Pasadena Angels, named one of the top 10 angel investing groups in the US by Forbes Magazine. Mimi serves on the advisory board for Mayor Eric Garcetti’s WiSTEM program, an initiative to lead the nation in developing and sustaining a robust pipeline of women in STEM. She is a strategic advisor for Women Founder’s Foundation, an organization providing access to capital, visibility, and mentorship for female founders.

In the last 10 years, Mimi has been an active community volunteer and leader, a committee member for LA County Science Fair, a former Science Olympiad coach, and a supporter and funder of STEM education for kids in underserved communities. Mimi has also volunteered extensively with local families and children’s services organizations. Mimi serves on the board of Five Acres, a children’s welfare agency serving Los Angeles since 1888. She is also a member of the Nash Scholarship Committee and Five Acres’ 2020 Gala Co-

Preccelerator® U Presents: Developing a Sales Strategy That Builds Traction

How you approach the sales process predicts the end result of either a close or constant follow up. In this workshop, we’ll look at sales strategy and the top things you can do to set up the relationship for success. If you’re concerned about not closing deals, frustrated from constantly chasing or unsure where to spend your time and effort, this is the workshop for you.

Wednesday, February 24th, 2021
1:00PM – 2:30PM

Presented by:

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Carrie Lauby

Carrie Lauby is an LA-based sales expert with over 25 years growing B2B2C SaaS companies in digital marketing and streaming media. Carrie and her team deliver customized solutions looking at all levels of the sales funnel including outside teams, inside SDR’s, client retention and online lead conversion. She is a regular speaker on sales and customer service with engagements that include EO, The Channel Company, AA-ISP and ASTA Global Convention.

Please visit our Events page for other upcoming events and recorded webinars.


Preccelerator Program Demo Day

Clear your calendar – It’s going down!

The Preccelerator ® Program Virtual Demo Day kicks off on March 25th @ 3:30 pm, and you’re invited to take part in the festivities.

Preccelerator cohort companies are early stage, and we work hand in hand with them throughout their term to know their market and users, foster their leadership skills, build and test their product, avoid legal pitfalls, ensure the defensibility of their products, acquire users and partnerships and prepare them for the fundraising process. Now it’s time to showcase their efforts.


Company Line-Up



Bevz is a convenience store technology and services platform that helps local, independent retailers grow their business, connect with top brands, and deliver anything at their store to their customers in 45 minutes. Bevz covers Southern California but will soon cover all of California, with plans to go national this year.

With 35 years of alcohol industry and convenience store operations experience, coupled with innovative technology, we built and launched unique partnerships with the biggest brands in the world, and are solving the toughest industry problems. Bevz is the only company that built our technology and business model from the ground up to support local convenience stores across the nation.

Visit Bevz at bevz.com


BlockForms is a platform built for Employee Benefit Insurance Brokers to transform the process of managing multiple insurance provider applications for their clients. BlockForms delivers an intuitive, reliable product that improves client engagement and employee performance by streamlining data collection and forms management. The encrypted, cloud-based application allows service teams to invite clients to complete simplified forms, automatically map responses to multiple insurance provider forms, edit forms, obtain electronic signatures, and send fully executed forms to insurance providers in one secure application. Simply put, BlockForms makes it fast and easy to sign-up customers, collect client data, and apply for coverage across multiple insurance providers.

Visit https://blockforms.co/



Breakthru microbreaks are restorative and self-paced, yet fast, flexible, and on-demand. They help people context shift, focus, and create, replacing former office rituals like midday walks to combat sedentary behavior. It’s proven that small moments of movement throughout the day have measurable well-being impact. Breakthru is a solution that has been in development for three years, with 2.5 million of research dollars coming from strategic partners. Its roll out is designed as not just an individual betterment tool but focused on the well-being of the group. At its core is the belief that people adopt healthier habits and thrive with support and accountability to a community. To encourage remote collaboration, Breakthru is designed to be shared in a meeting or given as a gift by a friend, colleague, or trusted leader within an organization. People take better care of themselves when they take care of each other, and we’re proud that we have a product that is useful to enterprise and employees today, as they navigate a new work landscape.


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CHACHO VALADEZ of Backstage Capital



Chacho Valadez is a Principal at Backstage Capital and Chief of Staff to Founder and Managing Partner, Arlan Hamilton. Chacho went from helping retail customers in a Detroit Sprint store, to a Twitter connection and side projects with Arlan, to a full-time role at the firm working towards the mission of growing representation in tech. He has experience with running day-to-day operations at SMBs, business development, and sales. The son of a US immigrant, Chacho has a strong desire to highlight diversity, especially amongst the Latinx entrepreneur community. Chacho has been featured in Quartz, Inc, and Business Insider.