S u m m i t S e r i e s
Funding early stage growth companies
Finding the cash to grow your early-stage venture can be a confusing and challenging process. Business owners are consumed with finding new customers, serving existing clients, managing operations and finding the right people to hire, leaving no time to work on their business and look for the capital they need to fuel their growth.
This educational video series teaches you what you need to know about how and where to find the capital you need to invest in the expansion of your business. These videos are a must-see before you start looking for money.
Some of the key points covered:
Financing and funding options available to early stage companies
Questions you need to ask (and answers) before you start your search
Common challenges and pitfalls uninformed business owners run into and how to avoid them
Key checklist items you need to have in place before you ink a deal
Expert Panel of Speakers
Brett Hickey, Founder & CEO, Star Mountain Capital, LLC
Mr. Hickey is the Founder & CEO of Star Mountain Capital, a specialized asset management firm focused exclusively on the lower middle-market. Star Mountain provides debt and equity capital directly to established, growing businesses and also participates in this market as a strategic fund investor. Star Mountain and its partner fund managers represent one of the largest non-bank small and medium-sized business investment platforms in the U.S. with a portfolio of over 200 companies. Prior to his 12 year career as a lower middle-market investor, he was an investment banking analyst with Salomon Smith Barney covering financial institutions. He is a regular investment industry expert speaker, member of select business organizations such as the Young Presidents' Organization and board member of multiple industry organizations, including the Small Business Investor Alliance.
William Lieberman, Founder & CEO, The CEO's Right Hand
Mr. Lieberman is the founder and CEO of The CEO’s Right Hand, a New York-based consulting services firm that provides a full breadth of strategic, financial and operational advice to founders, CEOs and Executive Teams. As an experienced entrepreneur himself, he has served in various C-suite leadership and advisory roles across a wide spectrum of industries. Mr. Lieberman has participated in, as well as assisted on, fundraises for many early-stage growth companies using a variety of security types.
Peter O'Brien, VP and CFO, Motivate International
Peter is an accomplished executive financial consultant CPA, with over 15 years of experience in finance, accounting, and strategic management. He is a proven leader, able to work fluently throughout all levels of business. He is currently the VP Finance and CFO at Motivate International Inc. and has worked with a wide range of early stage companies.
Tom Watts, CEO, Chief Investment Officer, Watts Capital Group
Tom is an ex-McKinsey consultant who afterwards founded a telecom advisory firm which he subsequently sold. He subsequently worked as a senior investment banker and analyst at Merrill Lynch and Bear Stearns, assisting high-growth companies in raising financing and completing strategic actions such as IPOs and sales. He has a passion for working with entrepreneurs and helping them turn their businesses into large financial successes. Tom guides entrepreneurs through important business and life transitions, including capital raising, sale of ownership stakes, and the comprehensive personal financial planning that assures these strategic actions achieve their desired personal results. Where appropriate, he assumes a long-term advisory role with his clients.
Carl Gould, President, 7 Stage Advisors
Carl Gould is an authority on business growth who advises organizations who want to grow to the next level. He is an entrepreneur and has built three multi-million dollar businesses by the age of 40. Carl has mentored the launch of over five thousand businesses. He has advised over 100 of the Inc. 500/5000 Fastest-Growing Companies, and currently works with the 9th fastest-growing company in NJ. Gould created the farthest-reaching business mentoring organization in the world, and his methodologies are in practice in 35 countries. He has trained, certified or accredited over 7,000 Business Coaches and Mentors since 2002.
Julia Pimsleur, CEO, Million Dollar Women
Julia has raised a combined $26 million in non-profit and for-profit dollars. Founder of Little Pim, the leading language teaching method for young children, Julia is also the author of “Million Dollar Women: The Essential Guide for Female Entrepreneurs Who Want to Go Big” to help women learn to raise capital and take their businesses further, faster. Million Dollar Women is addressing gender disparity in fundraising by educating women on the “how-to’s” of raising capital, as well as digging into the inner limiting beliefs that often hold women back. Partnering with corporations, non-profits, and government organizations, her mission is to help one million women reach one million dollars in annual revenues by 2020.
Bruce Eckfeldt, CEO and Founder, Eckfeldt & Associates (Program Host)
Bruce Eckfeldt is a consultant, coach, author, and speaker on organizational development and performance management. He advanced the field of Agile/Lean-Development as an early contributor to the Agile Conference and as the founder of Cyrus Innovation in 2003, one of the first agile/lean development consulting firms, which he then sold in 2013. Today, Bruce works with startups and high-growth companies to develop business and operational strategy, talent planning, and performance coaching. His expertise includes growing leadership teams, planning and developing middle management, accelerating high-performance individuals, and coaching teams to higher performance.
FREE for a Limited Time
Videos will be posted
Monday, September 12 at 11:00 AM ET
and will be available for FREE for just FIVE DAYS.