Angel Investment Summit
Dec 
31
, 
2024
 - 
7pm 
EST

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12 pm

Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message.

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Angel Investment Summit
December 
31
, 
2024
7:00pm 
EST
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What to Expect

Given the slow pace of VC funding, many founders are turning to angel investors. Whether you're a first-time founder or a serial entrepreneur, a strong network of angels can help with not just a check, but also with mentorship, strategic introductions, and future fundraising. SVB Startup Banking and Fidelity Private Shares are teaming up to help you meet some terrific angel investors and learn how to get the most out of your relationships with angels. Over 25 notable angels will be in attendance.  


Who: Founders and operators who are raising money, investors, and community partners who facilitate angel investment

How: We'll curate a group of discussion moderators to facilitate smaller group conversations


What: Discussions around how to find the right angel investors, how to build strong relationships, how to maximize their influence/help, how to use a crowdfunding platform to find new angels, and more. Key takeaways from each session will be shared with attendees aloud before going into the closing networking portion of the event

 

Please register for each individual who plans to attend since we'll be sending a QR code to your email address to get into the building elevator before the event.

 

Summit Agenda

4PM

Welcome Reception with networking, refreshments and hors d'oeuvres. 

430PM

Expert-led group sessions on various topics relevant to the fundraising process. 

515-630PM 

Closing Reception with further networking, refreshments, and hors d'oeuvres. 

Agenda

Day 1
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Day 2
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Day 3
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Day 4
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Day 5
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Day 1 - Dec 1

DAY 1

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 1

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 1

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 1

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 2 - Dec 2

DAY 2

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 2

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 3 - Dec 3

DAY 3

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 3

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Speakers

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About SVB

Silicon Valley Bank (SVB), a division of First Citizens Bank, has been the leading partner for the Startup & Innovation economy for over 40 years. Specifically focused in supporting founders in the Tech & Life Science industries, SVB has over 1500 Innovation Bankers who personally lean in to accelerate the growth and success of their clients. From inception through IPO and beyond, SVB is their partner, thinking generationally not quarterly, with the most robust banking products and patient debt vehicles in the industry. 

 

If you're a founder looking to commercialize or raise capital, or if you're an investor or ecosystem catalyst that wants to know more and partner to support founders, contact Ben Maitland-Lewis, Director of Startup Banking & Founder Success to learn more: bml@svb.com⁠

 

 

About Private Shares
Fidelity Private Shares is committed to supporting the startup & venture capital community. Fidelity helps founders prepare for their next round of funding with our cap table management platform, events that give you access to seed stage capital, equity scenario modeling, and premier support to generate, execute & store legal documents.  No matter where you are In your journey - from inception to IPO - Fidelity has the expertise to support you.

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Resources

Given the slow pace of VC funding, many founders are turning to angel investors. Whether you're a first-time founder or a serial entrepreneur, a strong network of angels can help with not just a check, but also with mentorship, strategic introductions, and future fundraising. SVB Startup Banking and Fidelity Private Shares are teaming up to help you meet some terrific angel investors and learn how to get the most out of your relationships with angels. Over 25 notable angels will be in attendance.  


Who: Founders and operators who are raising money, investors, and community partners who facilitate angel investment

How: We'll curate a group of discussion moderators to facilitate smaller group conversations


What: Discussions around how to find the right angel investors, how to build strong relationships, how to maximize their influence/help, how to use a crowdfunding platform to find new angels, and more. Key takeaways from each session will be shared with attendees aloud before going into the closing networking portion of the event

 

Please register for each individual who plans to attend since we'll be sending a QR code to your email address to get into the building elevator before the event.

 

Startup Banking

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Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of some of the world’s most innovative companies and investors. SVB provides commercial banking to companies in the technology, life science and healthcare, private equity and venture capital industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB’s parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA ), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com

Fidelity for Startups

Fidelity for Startups is committed to supporting the startup & venture capital community. Fidelity helps founders prepare for their next round of funding with our cap table management platform, events that give you access to seed stage capital, equity scenario modeling, and premier support to generate, execute & store legal documents.  No matter where you are In your journey - from inception to IPO - Fidelity has the expertise to support you.

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