Entrepreneur & Small Business Forum
                                                                                         Educational Lecture Events
 
                                          Angel Presentation Roadmap
 
                                                                   Larry Chaityn, Angel Investor
                                                         John Margaritis, CEO, Ledgemoor Group
                                         Ellen Sandles, President, Tri-State Private Investors Network

It is not easy to obtain angel funding, and most entrepreneurs go through a long process of relationship building with investors before they are successful. Importantly, startup owners & managers need to have a compelling funding application that meets the expectations of angels. In particular, this requires a certain structure and content sequence that fits the analytical process angels undertake with each firm. Regrettably, far too many entrepreneurs have a weak understanding of this structure, and as a result are passed over on the grounds of having an inadequate presentation.

The meeting will focus on the following topics:

    - What is the standard format of an angel presentation in terms of structure and length?
    - Is there specific content that belongs on each page, and how much detail is expected?
    - Do funding applications have a rigid framework, or is there considerable flexibility?
    - Are there phrases, expressions, or other information that angels will dismiss as generic?
    - What is an example of a funding application that angels will be impressed with?

Larry Chaityn is an angel investor who has funded over 10 startups, primarily in the clean technology, enterprise software, healthcare, life sciences, mobile, social commerce, and social media sectors. He is former President of Tri-State Chapters of The Keiretsu Forum, the largest private equity investment network of accredited angel investors. Currently, he is also Senior Managing Director and Global Head of Healthcare Investment Banking at Whitemarsh Capital Advisors.

John Margaritis is President & CEO of The Ledgemoor Group, which focuses on developing entrepreneurial companies and enhancing the skill sets of startup owners & managers. He is a serial entrepreneur, having founded a number of firms including Cellective Case Inc. in 2002. His book "Unlock Your Inner Entrepreneur - Five Steps to Conceiving, Incubating, and Manifesting the Company that's Right for You," was published in 2012. Previously, John was COO at Tommy Hilfinger.

Ellen Sandles is President of Tri-State Private Investors Network, an angel investor group that serves early to mid-stage entrepreneurs. In addition to linking entrepreneurs with qualified investors, Ellen also provides guidance on business plans and key issues such as competitive environment, marketing strategy, and company valuation. She has lectured on angel financing at venues such as the Harvard Club and the NYU Entrepreneurship Conference.