CLOSING THE DEAL

Bypassing Roadblocks and Minimizing Fundraising Delays

Program

It takes many no’s to get to a yes. Catching the attention of a possible funding source feels like victory. But don’t pop that cork just yet! Once a funder takes interest, there is a long road ahead managing the due diligence process. Be it an investor, sponsor, government/private grantor, or even advisors, all conduct some level of due diligence on a startup that they are looking to fund and support. Knowing how to prepare in advance for technical vetting and corporate due diligence shortens the road to the finish line–and brings in funding faster. Delays in this process can have dire consequences as start-ups risk running out of cash before closing the next deal. Learn what to do–and what not to do–from experts in the field.

Join us to explore strategies for bypassing roadblocks and minimizing delays in the due diligence process.

Enjoy delicious empanadas from Makus and craft beer from Durty Bull as part of your admission.

Speakers

Randy Myer, MBA, Founder, Carolina Angel Network & Professor, Kenan-Flagler-UNC
Mr. Myer is the founder and Managing Director of the Carolina Angel Network until his retirement in Nov 2021. He is currently a professor at the Kenan-Flagler Business School on the University of North Carolina Chapel Hill campus. He joined the UNC faculty in 2000 and became a full-time faculty member in 2002 teaching Entrepreneurship courses. Besides his UNC activities, he is an investor in two venture capital funds, a private equity fund and two local angel groups. He is currently a Board member of the Carolina Research Venture Fund. He is a former Board member of NC School of Science & Math and NC IDEA. Mr. Meyer received his MBA from Harvard University.
Elaine Bolle, MBA, Lead Venture Partner--Portfolia Active Aging and Longevity Fund
Elaine has been a senior executive and board director leading domestic and global organizations from venture-backed start-ups to $750M+ enterprises. She is an active investor and advisor to early stage companies, building high-growth companies in financial services, consumer goods and e-commerce. She serves as a board member for high-growth profit and non-profit organizations. Currently Elaine is the Lead Venture Partner in Portfolia’s Active Aging and Longevity fund, Investment Chair for RTP Capital, Angel Capital Association Board Member where she chairs the Marketing and Membership Committee and board member at One Digital Trust, a provider of a digital estate planning platform.
Thomas H. Fagley, Partner, Hughes Pittman & Gupton, LLP
Tom is currently the leader of HPG’s life science practice and has 24 years of experience, 18 in public accounting and six in private practice. He started his career at PricewaterhouseCoopers as an audit associate. Tom was previously a controller and CFO with a sports travel company. Tom joined Hughes Pittman & Gupton, LLP in November 2006, and became a partner in January 2014.Tom works with both public and nonpublic companies. Tom’s primary focus is life science clients. Tom has experience with biotechnology, pharmaceutical, medical device, contract research organizations, software, professional services, distribution, and venture capital funds
Stephen Perry, Founder and CEO, Kymanox
Stephen M. Perry has over two decades of experience in biopharmaceutical manufacturing with an emphasis on design engineering, scale-up, start-up, and regulatory approval. Stephen has participated in the FDA commercial approval of more than two dozen unique drugs, devices, biologics, and combination products. His work with novel cancer drugs, including autologous cell and gene therapies, and next generation antibiotics are notable from a technology transfer perspective. Stephen has led numerous multi-million-dollar capital projects and has contributed to several major facility installations and qualifications, which began at the conceptual design phase.
Rupak Doshi, PhD, CoFounder and CEO, OmniSync Inc.
Rupak is the Founder and CEO of OmniSync, a San Diego-based software company whose mission is to help find and fund innovation. Their product suite includes innovative solutions like TurboSBIR – a first-of-its-kind software solution for startups to find and apply for all Federal innovation funding from one place. Through their new product TurboInnovate – a powerful innovation search engine for conducting technical due diligence and market research on innovations, OmniSync’s goal is to help startups as well as VC, PE firms and other innovation scouts to keep tabs on the latest trends across various industries. OmniSync is backed by a number of VCs, angels, as well as the US Air Force.