How to Build a Financial Plan Investors Will Love (Members Only)

Does your financial plan tell a story that inspires investor confidence and helps you to raise funding? Do you even have one?

 

On June 26, join Early Growth Financial Services CFO Tony Pollace for a comprehensive workshop on the ins and outs of financial planning — what to include, what investors will look for, what to do if your budget changes and more. Tony will show you how you can plan for scaling your business and position your startup for raising funds.

 

And much more!

 

 

11:45 - 12:00 pm | Lunch served

12:00 - 12:05 pm | Introductions

12:05 - 12:50 pm | Presentation / Discussion

12:50 - 01:50 pm | Q+A and Wrap-up

01:15 - 03:15 pm | Office Hours

 

 

Please note that this event is open to RocketSpace campus and corporate innovation members only.

 

 

 

A specialist in venture capital financing, mergers/acquisitions and non-profits, Tony directed and advised corporate funding and operations strategies as the Co-founder and/or CFO in a variety of companies including Navitus Sustainable Industries, the provider of renewable energy power plants and recycle centers; Motion Sciences, LLC, research technologies in advanced physics and propulsion; As CFO/Treasurer at Litton Electron Devices (fortune 50) Tony directed finance and administration for six operating divisions in the U.S. and Pacific Rim with group revenues in excess of $150 million. As CFO/Treasurer at Heraeus Surgical, to produce and market surgical lasers and accessory devices, Tony assisted in a $28 million secondary public offering to finance a corporate acquisition and established worldwide foreign exchange banking to hedge over $10 million annually and established financial and cash management controls to Parent (Heraeus GMBH) Hanau, Germany.

 

Directed as CFO all finance at Computer Motion which lead to a successful IPO to fund development of minimally-invasive endoscopic and laparoscopic surgical devices using robotics. Directed at Many One Networks as CFO and Co-CEO, a charitable nonprofit, and led the formation of the Digital Universe Foundation, a 501c3, and led the combined funding of $25 Million among high net worth investors and the Humane Society of the United States, the Hemingway Foundation and the National Council for Science and the Environment.

 

Through investment bankers, venture capitalists and private investors as CFO and Co-CEO Tony generated more than $30 million through private placements and bridge loans domestically and in Taiwan, Singapore and Tokyo for Apex Inc., a Silicon Valley developer of a CMP fabrication device to polish silicon wafers. Currently, as seed money angel investor and co-founder Tony serves as Chairman and CEO of Armored Mobility Inc. to lead the design, production and sale of ballistic armor products for law enforcement, U.S. Military and State and Federal Agencies.

 

Tony began his career in finance at Wood Nye & Company CPAs assisting clients with tax preparation, compliance, audit, and SEC reporting. He served as Treasurer and Finance Committee Chairman including three terms (9 years) on the Board of Trustees at Golden Gate University in San Francisco. He has a B.S. in Finance with a minor in Law and Economics from Golden Gate University and completed graduate studies toward an MBA at Santa Clara University.

 

Tony is presently a participating speaker at the Santa Clara University CIE Speaker Forum (Center for Innovation and Entrepreneurship) and Mentor and Judge in the University MOBI Project. He is the founder and CEO of The Foundation for Safer Schools Now, a 501c3 to provide funding to schools to protect students and staff from threats of violence.