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Washington Technology Center Funding & Services Microfabrication Lab Industries Initiative News Forum

Valuation and Portfolio Strategies Workshop
 
Valuation of pre-revenue companies is one of the most critical issues in the angel investment process, and for angels, valuation and portfolio strategy are linked.  This workshop addresses many questions:
 
What things should be considered when valuing a venture?
What can an angel investor do to help make angel-entrepreneur negotiations less contentious?
How can the typical disconnect that occurs between how an angel and an entrepreneur be addressed?
What rules of thumb do angels use when crafting or measuring their portfolios?
What insight into effective portfolio strategy can investors gain by exploring data from actual angel portfolios?
 
What is the Format?
This 4-hour workshop is highly interactive. It features a PowerPoint presentation delivered by experienced angel Bob Okabe, extensive video segments presented by two experienced angel investors Bill Payne of Vegas Valley Angels and Luis Villalobos of Tech Coast Angels, hands-on exercises for applying the concepts presented in the videos, a video panel discussion, and local group discussion.
 
 
Who Should Attend?
Members of angel groups who have completed the Angel Investing Overview seminar or have made several angel investments.
Entrepreneurial support professionals, service providers, and entrepreneurs.
Audiences who are interested in learning more about establishing a pre-money valuation for seed/startup companies, the importance of the company scalability to angel investors and the critical parameters for a successful angel portfolio strategy.
 
 
Who Leads the Workshop1?
Robert Okabe, Managing Director, RPX Group LLC and Angel Investor
  
Over the last decade Bob Okabe has been actively involved with early stage enterprises on multiple levels.  As an angel investor he has made eleven investments with three positive returns of capital and co-founded the Prairie Angels in Chicago.  He is a principal of RPX Group LLC (www.rpxgroup.com), a consultancy focused on assisting universities, research institutions, and corporations with spinning out some of their innovative technologies as startup companies.
 
Among other notable consulting assignments Bob completed a capital markets feasibility study for the World Bank, presenting his findings to cabinet ministers and central bank officials in the Middle East.  More recently, he was selected by the Organization for Economic Cooperation and Development to speak at a symposium on new venture creation in Russia.  Bob has also been a consultant to and expert witness for the Federal government in securities fraud litigation.
  
The core of Bob’s experience with growth companies was developed in the corporate world.  He was an investment banker for twelve years as a Managing Director and group head at BancAmerica Robertson Stephens, a Senior Vice President at Lehman Brothers and a Vice President at Kidder, Peabody where he participated in numerous debt, equity, M&A, and advisory assignments.  He began his business career spending nearly six years in financial management at General Electric.  After leaving GE, Bob was a senior bond rating analyst for Moody’s Investors Service for two years.
  
His civic involvement also involves early stage enterprises.  Bob has guest lectured at the University of Chicago Graduate School of Business and the Kellogg School of Management on new venture formation and is a member of the Executive Committee of the Mayor’s Council of Technology Advisors in Chicago.
  
Bob Okabe was awarded his Bachelor of Science in Finance and Organizational Behavior, cum laude, from Boston University’s School of Management.
 
1Note: The workshop was originally to be led by Bill Payne. 
 
“While I apologize that my upcoming surgery precludes my delivering the Valuation and Portfolio Strategy workshop in Bellevue on April 14th, I am very pleased that Bob Okabe from Chicago has agreed to substitute.  I have worked with Bob in delivering several workshops over the past few years and he is a really qualified trainer.  He knows his stuff as a seed/startup angel investor and is quick on his feet in responding to inquiries from participants.  In particular, Bob seems to have a good story to highlight key points in the workshop and/or in answering questions.  I think you will enjoy meeting and learning from Bob.”  ~ Bill Payne, Vegas Valley Angels
 
Event Details
Registration is closed
Sorry, no walk-in registrations for this workshop.
 
Event Date
Monday, April 14, 2008
12:30 to 5:30 p.m.
  
Location
Meydenbauer Center
11100 NE 6th Street
Bellevue, WA 98004
Room: 407-409
  
More Information
Elaine Kong
WTC Angel Network Program Manager
206.616.1078
 
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