Aug 
30
 – 
Sep 
2
SVB West Coast Fundraising January Workshop

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Beer & Cheese Chat

1:00 PM - 5:00 pm

Join us in the Falcon Bar before and after your activity to taste the region's craft brews and local cheeses. This will be a casual lounge for you to come and go as you please.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Silicon Valley Bank
Silicon Valley Bank
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Speakers
Zoom Info
Contact
SVB West Coast Fundraising January Workshop
Wednesday
, 
April 
22
, 
2020
12:00pm
 - 
12:45pm 
PDT

View Recording Below

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Details

 

What are investors actually looking at when they review a deck?

This month we welcome the CEO of DocSend, Russ Heddleston. DocSend is a secure documents sharing platform that lets you share business-critical documents with ease and get real-time actionable analytics. Russ will share what investors are actually looking for when they view a seed stage deck, which sections are most important, and other behavioral data his team has gathered.

During the event you'll have a chance to live chat and trade tips with your peers going through the fundraising process as well.


After attending the event you’ll receive a link to the DocSend Report.

 
REGISTER TODAY to secure your spot.


Questions? 

Please email Adriane Powell at apowell@svb.com. 


By invite only. Invitations are non-transferable.

Registration is required to participate and receive link to the virtual event via Zoom.

The Final Countdown!
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This event is invite only. Invitations are non-transferable. 

Empathy Banks Here: SVB is here to help. For additional information on resources available to you and your community during the COVID-19 pandemic, please visit https://www.svb.com/covid-relief


Review our event entertainment code of conduct.
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Wednesday
, 
April 
22
, 
2020
11:00am
 – 
12:00pm
 PST

Speakers

Kamir Kothari

Director, Startup Banking

Silicon Valley Bank

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Phil Tassi

Vice President, Startup Banking

Silicon Valley Bank

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Speakers

Russ Heddleston

Co-Founder & CEO, DocSend

About Russ
Russ Heddleston is the CEO and co-founder of DocSend, which he started in 2013 with Tony Cassanego and Dave Koslow. Previously, Russ was a co-founder of Pursuit, a social referral company that helped source referral candidates and a product manager at Facebook. Russ received his B.S. and M.S. in computer science from Stanford University and his Masters of Business Administration from Harvard Business School.

 

DocSend

DocSend is a secure documents sharing platform that lets you share business-critical documents with ease and get real-time actionable analytics. With DocSend's unique blend of security and control, everyone — from startup founders to investors to sales and business development professionals — can build business partnerships that have a lasting impact. Over 16,000 customers of all sizes trust DocSend with their critical documents.

Phil Tassi

Vice President, Startup Banking

Silicon Valley Bank

Phil is an Evangelist in SVB's Startup Banking Group where he helps clients connect with investors, prospective investors, and potential partners. Prior to SVB, Phil worked for Techstars and a pair of early stage VC firms where he spent his time scouting for high potential companies, conducting market research and performing due diligence

Kamir Kothari

Director, Startup Banking

Silicon Valley Bank

As a Director at Silicon Valley Bank, Kamir Kothari connects SVB and VC/startup communities and is a senior member of the Early Stage Practice. He has spent past years as a venture investor and an operator. Having been on both the side of the table, Kamir brings a holistic experience allowing our founders to benefit in navigating product development, scaling and financing while working with other venture investors in the community towards identifying breakthrough companies.


Kamir started his career at Parthenon Consulting. As part of the Emerging Market group in Singapore, Kamir worked with some of the leading tech startups in Mobility, E commerce and Fintech space, helping them expand into India, China, Africa and LatAm.


With a keen interest in the evolving marketplaces businesses, Kamir moved to San Francisco to join Lendinghome, an online mortgage lender, as a Product Manager. During his time, he helped scale Lendinghome to over 23 states while growing the origination volume to over $1 billion.


With a curiosity to enable access to cheap financing in emerging markets, Kamir joined Asaak as a founding team member, to help build a platform to provide financing to small business in East Africa. Kamir headed the capital markets for Asaak, helping the team secure venture financing from leading global investors while creating one of the first marketplaces in the world for debt investors to access African business loans as an asset class.


Kamir earned his investment stripes as an investor with Social Capital, where he led investments in companies like Jobox, Clara among others.

Agenda

August 30
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August 31
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September 1
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September 2
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September 3
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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

8:30 AM

Presentations

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Great Room

9:30 AM

Q&A / Networking 

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

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Rockwell Courtyard

10:00 AM

Event End

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

  • List Item 1

Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speaker

Jeff Richards

Managing Partner, GGV Capital

Jeff joined GGV Capital in 2008 as a Managing Partner after spending 13 years as an entrepreneur and operating executive in the U.S. and Asia.

 

Jeff focuses on enterprise/cloud and marketplace investments, and led GGV’s investments in Appirio (acq by Wipro), Belong Home, BigCommerce (NASDAQ: BIGC), BlueKai (acq by Oracle), Boxed, Brightwheel, Buddy Media (acq by Salesforce), Coinbase, Electric.ai, Evolv OnDemand (acq by Cornerstone), Flipboard, Gladly, Handshake, HotelTonight (acq by Airbnb), Lambda School, Namely, People.ai, PlushCare, Slice, Tala, Tile, Vic.ai, Workboard, and Zylo. Jeff has also been actively involved in GGV’s investments in Domo, Opendoor, Square, and Wish.

 

As a former founder and CEO, Jeff is passionate about leadership, culture, and team building, and together with Jen Holmstrom created GGV’s Founders + Leaders program.

 

Prior to joining GGV, Jeff founded two software companies: R4, a supply chain SaaS business acquired by VeriSign (NASDAQ: VRSN), and QuantumShift, a telecom software business backed by Texas Pacific Group (TPG). Earlier in his career, Jeff worked in Asia and Latin America with PriceWaterhouseCoopers.

 

Jeff graduated from Dartmouth College, where his is a member of the Board of Advisors for the Magnuson Center for Entrepreneurship and was a four-year letterman on the men’s basketball team. Jeff lives in the Bay Area with his wife and four kids.

 

 

Zoom Info

Registration is required to participate and receive link to virtual event via Zoom.

Upon registration, you will receive a confirmation email with the Zoom virtual event link

If you have any questions, please email apowell@svb.com. 

 

 

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Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

1:00 – 5:00 pm

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

1:00 pm, meet at the Golf Club

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

2:00 pm, meet at the Tennis Courts

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Zoom Recording

Thank you to all who participated!

For your reference, we have added the Zoom recording replay video of the webinar here.

Frequently Asked Questions

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

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The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

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Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

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The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

©2020 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron devicearetrademarks of SVB Financial Group, used under license.

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