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:
Tuesday, August 10, 2021
12:00-1:00 PM PDT
A Zoom link will be sent upon registration.
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.
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.
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
Featuring:
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.
Join us to listen to Vaughn Blake of Blue Bear Capital speak about the Blue Bear’s investment thesis, current investment climate, startup advice and more. Company founders will have the opportunity to ask the investor questions at the end of the webinar.
Investor 360: Monthly Investor Roundtable Interview
Featuring Vaughn Blake of Blue Bear Capital
Wednesday, April 21st, 2021
12:00 – 1:15 pm
Vaughn Blake is a partner at Blue Bear Capital, a venture and growth equity firm focused on data-driven solutions across energy, infrastructure and climate. Prior to joining Blue Bear, he led manager selection across venture and hedge fund strategies for a Southern California family office and was the founder and managing director of Autochrome Ventures, a frontier-technology focused venture fund. He holds board positions at Emerge, Transect, Mira and First Resonance. He is a graduate of Colorado College.
Blue Bear is backed by private equity investors, entrepreneurs and technical operators who have spent their careers in the energy and technology industries. We are committed to helping entrepreneurs execute on this historic opportunity.
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 Vaughn Blake of Blue Bear Capital
Join us to listen to Joshua Posamentier of Congruent Ventures speak about the Congruent’s investment thesis, current investment climate, startup advice and more. Company founders will have the opportunity to ask the investor questions at the end of the webinar.
Investor 360: Monthly Investor Roundtable Interview
Featuring Joshua Posamentier of Congruent Ventures
Wednesday, March 17th, 2021
12:00 – 1:15 pm
Joshua Posamentier is Co-Founder and Managing Partner of Congruent Ventures. Joshua oversees Congruent’s investments in PolySpectra, Sense Photonics, Energetic Insurance, TeleSense, Bellwether Coffee, Xtelligent, ArcByt, Fox Robotics, and Emergy Labs. He has rich experience in venture (Prelude Ventures, Intel Capital) and operating roles (Intel, National Semi, TI), and entrepreneurship (CEO of Blipstream). He was an integral member of Intel’s first wireless chip team, started and ran National Semiconductor’s EV, Energy Storage and Smart Grid business units and initiated investment in several new business lines. Joshua has over 50 patents issued or pending, holds a BA in physics from the University California at Berkeley, and holds MBAs from the Columbia Business School and the Haas School of Business. Josh is an avid cyclist, skier, sailor, surfer, and photographer and lives with his family in the SF Bay Area.
Congruent Ventures partners with entrepreneurs to build companies addressing sustainability challenges, investing early across hardware, software, enterprise, consumer, deep technology, fin-tech, and business model innovation.
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 Joshua Posamentier of Congruent Ventures
Executive Conversations for Change
Advancing Diversity, Equity & Inclusion Goals Within Business Organizations
When it comes to diversity, equity and inclusion, successful businesses want to do the right thing—the question is how. We have assembled a panel of experts to share how DEI programs have made a difference in their corporate cultures. Please join us for a lively discussion, along with other executives working to implement effective and sustainable programs, to learn how to put DEI into action within your company today—to create the bright, inclusive future we’d all like to see.
About this Event Series:
This is the first event in a series of occasional online discussions featuring speakers with expertise across a broad spectrum of the economy, all with the common theme of identifying ways in which business leaders can advance goals of diversity, equity and inclusion within their organizations.
Wednesday, February 10th, 2021
4:00PM – 5:30PM
LOS ANGELES, October 27, 2020 (Newswire.com) – Preccelerator® Program, a Santa Monica, California-based early-stage startup accelerator, announced today it has invested in Bevz. Bevz is a convenience store delivered to your door concept, offering everything you can find at a liquor store, delivered in 45 minutes or less. Bevz offers easy-to-use software designed for non-technical store owners, plus the simplest user experience for consumers, that bring stores, brands, and distributors into the eCommerce world together.
“Bevz was built by retailers, for retailers,” said Victor Grayr, Founder & CEO of Bevz. “We focus relentlessly on retailers, giving them the technology, support, and marketing to better connect with their customers and deliver thousands of different products from their store. With Bevz, local liquor stores can stay relevant and compete against big box chains, while offering consumers the next level of convenience.”
Bevz covers everywhere from Santa Barbara down to San Clemente, and Pasadena to Palm Springs, and will soon expand to San Diego and the Bay area, eventually going national. With more than 30 years of experience in alcohol sales and convenience store operations, coupled with innovative technology, Bevz has already seen strong traction and created unique partnerships with retailers, suppliers (ranging from small companies like El Silencio to large companies like Anheuser-Busch), and wholesalers (like Southern Glazer’s Wine & Spirits and Young’s market).
“Bevz is truly a disruptive technology for independently owned convenience and liquor stores; we are very excited that Bevz will help an outdated industry come into the 21st Century of e-commerce,” said Len Lanzi, Managing Director of the Preccelerator® Program.
About the Preccelerator® Program.
Founded in 2012, the Preccelerator® is a novel platform offered to select start-up companies out of the Stubbs Alderton & Markiles, LLP Santa Monica office that provides initial capital, interim office space, sophisticated legal services, education, networking, mentorship and $500,000 in usable perks from Google Cloud for Startups, Amazon Web Services, and HubSpot among others, with the objective of helping grow a founder’s idea from business concept to funded startup. The program also retains more than 100 active strategic mentors providing free office hours and discounted services, and provides over 75-plus educational workshops and networking events each year. The Program expanded in 2017 to accept a greater number of companies in more formalized classes, depending upon where the companies are in their evolutionary growth, and expanded benefits, including cash investment, to accepted companies.
About Stubbs Alderton & Markiles, LLP
Stubbs Alderton & Markiles, LLP is a Southern California-based business law firm with robust corporate, public securities, mergers and acquisitions, entertainment, intellectual property 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 mission is to provide technically excellent legal services in a consistent, highly-responsive and service-oriented manner with an entrepreneurial and practical business perspective.
Contact:
Heidi Hubbeling
Chief Marketing Officer,
Stubbs Alderton & Markiles, LLP
hhubbeling@stubbsalderton.com
310-746-9803
Mark Wald, owner of Supporting Strategies Santa Monica, will deliver this casual talk and combine it with a Q&A.
To attract professional investor capital, you need to be in control of your financials and projections.
Every entrepreneur looking to expand their business should join us for this workshop by one of the leading financial accounting firms in town, Supporting Strategies Santa Monica. Over a 90-minute workshop you can expect to get a glimpse into the following.
Financial Modeling & Fundraising for Startups
Raising money? To understand the value of what they are getting, investors want to maximize their return and minimize their risk. 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 to deliver results. 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.
KPIs and How to Use Them
A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively an organization is achieving key business objectives. Learn how to identify and track the most important KPIs for your business, and why it is important.
Tuesday, November 10th, 2020
12:00PM – 1:30PM
Presented by:
Mark is an innovative problem solver who values simplicity, efficiency, and collaboration between people and organizations. Raised in the heart of Silicon Valley by a family of engineers, Mark has an intuitive curiosity and innate ability to understand and enhance disruptive business models. Since earning a BA in Economics from UCLA he has developed an extensive background in accounting, reporting, complex financial modeling, data analytics, and computer programming across a myriad of businesses and industries.
Mark actively volunteers his time as a mentor and advisor to entrepreneurs, is a USC and UCLA guest lecturer on the subject of financial modeling for start-ups, owns and operates a business providing finance and accounting resources and leadership to startups and small businesses, and is cofounder of a SaaS company offering cloud-based financial modeling tools for early stage entrepreneurs.
Register here for Preccelerator® U: Financial Modeling & Fundraising with Mark Wald
On October 27, 2020 from 12:00-1:30 pm, Preccelerator® U Presents: “Networking for Capital” with Len Lanzi, Managing Director of the Preccelerator® Program
“Networking for Capital”
This session will focus on techniques and ways to network in the VC and Angel Community. We will interact and share best practices on business development and promoting your start-up.
We will explore the different natural networks we have individually and build a personal action plan for you to use to build your network.
About Len Lanzi
LEN LANZI, Managing Director, Preccelerator® Program
Leonard M. Lanzi has over 30 years of organization management and fund development experience. He has been serving as the Executive Director of the Los Angeles Venture Association since 2007. In his capacity at LAVA, Len works with the LAVA board of directors to direct the strategic plan and organize educational and informational programs within the venture funded startup ecosystem in the greater Los Angeles region.
Len brings a well-rounded knowledge from such diverse human service organizations as the Community Kitchen of Santa Barbara, Court Appointed Special Advocates, Junior Achievement of Southern California and the Boy Scouts of America.
Leonard graduated from the University of Rochester with a bachelor’s degree in psychology. He has professional certification from Pepperdine University on Private Capital Markets. He is an active member of the Rotary Club of Santa Monica where he served on its Board of Directors as VP Programs. Leonard also serves as Board Chair for Meals on Wheels West, as a director for Rotarians for Family Health and AIDS Prevention, Board Treasurer for the Santa Monica Chamber of Commerce and the Board of Governors for StartOut, a nationwide entrepreneurial organization for the LGBT community.
Register here for Preccelerator® U: Networking for Capital with Len Lanzi on October 27, 2020!
Join us to listen to Michael Rotgin speak about Shelter’s program, investment thesis, current investment climate, startup advice and more. Company founders will have the opportunity to ask the investor questions at the end of the webinar.
Investor 360: Monthly Investor Roundtable Interviews
Featuring Michael Rotgin of Shelter Capital
Wednesday, October 21st, 2020
12:00 – 1:15 pm
Michael Rotgin is a Partner at Shelter Capital focusing on venture capital investments.
Prior to joining Shelter Capital, Mr. Rotgin was a principal at Rolling Oaks Capital. Before joining Rolling Oaks, Mr. Rotgin practiced corporate law in New York and Washington, D.C. Michael has worked for several members of Congress, was a staff member to the United States Senate Committee on Banking, Housing and Urban Affairs and served as a team member of the economics cluster for a United States Presidential transition team.
He has served on the boards of directors of, and in advisory roles to, numerous companies, investment firms, and non-profit organizations. In his various capacities, Mr. Rotgin has assisted many developing and established companies in formulating and executing all types of business strategies in the areas of corporate operations, financial planning, executive recruitment, market development, corporate valuations, securing funds, mergers and acquisitions, and public and private offerings.
Mr. Rotgin has been an invited speaker and participant in venture capital industry symposia and has been a judge for university business plan competitions. Mr. Rotgin received a Bachelor of Science in economics with a concentration in finance from the Wharton School of the University of Pennsylvania, a Bachelor of Arts in history from the College of Arts and Sciences of the University of Pennsylvania, and a Juris Doctor from Georgetown University Law Center.
Shelter Capital Partners is a Southern California based private investment fund, focused on investments in technology and technology-enabled companies at all stages of development, principally in the education, workforce, healthcare and media industries. We also invest in other areas where market or technological changes are creating opportunities for new industry leaders.
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 Michael Rotgin of Shelter Capital