Angel Elevator Pitch
July 16, 2015 | Palo Alto

Seed-Stage Investor Elevator Pitch
July 23, 2015 | San Francisco


13th annual Silicon Valley Innovation Summit
July 8-9, 2015 | Mountain View

Crowdfunding Forum
Ether Dollars: A Tale of Four Sites
November 13, 2013 | 5:30-8:00 | 305 Lytton Avenue, Palo Alto
Event Sponsor: Dorsey & Whitney LLP

Well before the SEC has issued its final rulings on the JOBS Act and the questions surrounding "general solicitation," crowd securities funding sites have been popping up. Each new one focuses on yet another sector, slicing the investment pie thinner as we go. Many sites have also demonstrated quick thinking and adaptive learning, featuring different ways either to skirt the shifting legal ground or to erect firmer footing via an SEC "no action" letter.

This thought-provoking evening will showcase four websites that have adopted different means of reaching investors and making the Ether Dollar economy real for entrepreneurs. The featured companies will discuss how they make their platforms useful to experienced investors and safe for those new to the world of crowd securities funding. The event will also focus on helping entrepreneurs learn how they can be successful as they look to crowdfunding to source their equity funding.

Who should attend: entrepreneurs, investors, service providers, and all those interested in the evolution of this dynamic and intriguing space.

CircleUp is a leading equity-based crowdfunding platform where accredited investors find free access to select private investments, easy tools to identify and diligence companies, and online transaction capability to make investments.  For retail and consumer product entrepreneurs, CircleUp offers an efficient way to access a network of sophisticated investors as well as value added partners.

To date, CircleUp has helped 20 companies raise approximately $20M in aggregate and is currently working with Rick’s Picks, Smari Organics, Rock Your Hair and other consumer product and retail companies.  You can learn more by visiting the website.

Realty Mogul is crowdfunding for real estate, a market place for investors to pool money online and invest in pre-vetted real estate investments. Investors can either buy shares of commercial property such as office buildings, apartment buildings and retail centers, or buy loans secured in first position by real estate. 

Realty Mogul partners with real estate companies to source quality deal flow and underwrites all the investments in-house. For these real estate companies, Realty Mogul provides access to a new source of investment funds, for which Realty Mogul streamlines individual investor reporting, investor communications and distributions. Realty Mogul seeks to provide income and capital appreciation to investors through partnerships with best–in-class real estate companies who specialize in the acquisition, operation and ultimate sale of real estate throughout the United States.

VentureHealth is an online venture fund platform for accredited investors who want access to breakthrough opportunities in the $2.5 trillion U.S. healthcare sector. Based in Silicon Valley, the firm was founded by professional investors with strong track records, who are passionate about improving healthcare. The VentureHealth team vets investments based on its deep experience in company building, with a mission to dramatically transform clinical outcomes by capitalizing breakthrough innovations.

Crowdfunder is the crowdfunding platform for connecting investors with entrepreneurs to fund startups and social enterprises. The company provides select companies tools and resources for raising capital with its active accredited investor network.  Crowdfunder’s fast-growing network of investors and entrepreneurs is fueled by CROWDFUNDx, a proprietary framework which empowers local or niche communities to conduct entrepreneurial contests and educational events. These both support the vetting and identification of quality companies as well as accelerate crowdfund investing via Crowdfunder in the U.S. and globally.

Catherine Chiu, Managing Partner,
Opero Partners LLC 
Opero Partners provides advisory services to growth-stage companies in setting corporate strategy, performance metrics and building team alignment, so that companies can scale to the next level, or pivot quickly. Opero’s partners provide hands-on execution assistance in productive sales and marketing, smart productization, and effective fund raising & M&A.

As a finance specialist with investment banking, venture capital, and angel investment experience, Cathy advises clients on corporate strategy, finance and M&A in the technology, SaaS, B2B and B2C, channel distribution and real estate sectors, having closed deals ranging from $ ½  million to $120 million of financing, and $5 million to over $1 billion in M&A.

Cathy is an active angel investor. She co-founded the Berkeley Angel Network, and chairs that organization’s Selection Committee. Cathy received her BS, Electrical Engineering, from Johns Hopkins University and her MBA from UC Berkeley Haas Business School.

Katie Fitzgerald, Business Development, CircleUp
Katie joined CircleUp after gaining substantial experience from positions in investment banking and private equity. She began her career at Deutsche Bank advising technology companies in mergers & acquisitions. Later, Katie was with H.I.G. Capital, a global private equity firm, where she focused on identifying and evaluating investment opportunities, executing transactions, and working closely with portfolio companies across various industries and sectors, including consumer products. Katie has also gained substantial experience in both evaluating and working with high-growth consumer product and retail companies.

Jilliene Helman, Founder and CEO, Realty Mogul
As CEO, Jilliene is responsible for overseeing the strategic direction and operation of Realty Mogul, a marketplace for accredited investors to pool money online to buy shares of pre-vetted real estate investments.  Prior to founding Realty Mogul, Jilliene was a Vice President at Union Bank, where the majority of her time was spent in Private Wealth Management working with the broker-dealer, registered investment advisor, real estate lenders and wealth planners. Jilliene is a Certified Wealth Strategist, holds a Series 63 license and earned a degree in Business Administration from Georgetown University.  She has been featured in countless publications including Forbes, Entrepreneur, NYT and Bloomberg, and is a frequent speaker on the subjects of crowdfunding, real estate finance and entrepreneurship.

Andrew Farquharson, Managing Director, VentureHealth, LP
Andrew is an investor and entrepreneur with two decades of success building companies in the life sciences. Andrew is the co-founder of VentureHealth and InCube Ventures in Silicon Valley, as well as an advisor to InCube Labs, which develops breakthrough medical technologies.  Prior to joining InCube, Andrew served as a partner at the Halo Funds, where he completed a Kauffman Fellowship and led investments in a portfolio of life science firms.  Earlier in his career, Andrew served as Executive Vice President of sales, marketing and research for Operon Technologies, where he built a global sales force, grew revenues of synthetic DNA products to $40M in two years, and helped to negotiate a sale of the business to QIAGEN for $150M.  Prior to Operon, Andrew held several roles, including a variety of research operations positions at Genentech, Inc., where he managed $200M of protein therapeutic production and optimized cell lines for expression.

Andrew is an active Angel investor who received his M.B.A. from Harvard University and Bachelor’s degree, with high honors, from the University of California at Berkeley.

Chance Barnett, Co-Founder and CEO, Crowdfunder
Chance Barnett is an internet entrepreneur, investor and advisor who has bootstrapped several companies from inception to over 50 million in revenue during the last 13 years.  Prior to founding Crowdfunder in 2011, Chance left an operational leadership role to become a hands-on investor and advisor for early stage growth companies, a Forbes contributor on startups and crowdfunding and a best-selling author in the areas of personal development and entrepreneurship.   In founding Crowdfunder, Chance played an early and significant role in JOBS Act legislation & regulation, engaging directly with top leadership across Congress, the White House and the SEC.   Chance received his B.A. in economics from the University of California, Santa Cruz. He lives in Venice, California, where he is an advisor or board member to a select group of socially conscious businesses and early stage startups and surfs when the waves are good.

Adrian Rich, Partner in the Corporate & Securities and Emerging Companies practice groups, Dorsey & Whitney LLP
Adrian has over a decade of experience advising early stage companies and investors alike and has been a trusted advisor through every stage of a company’s development including formation, financing, (buy-side and sell-side) acquisitions and public offerings. He has extensive experience assisting companies with private and public securities offerings, university and competitive licensing, strategic arrangements, and joint ventures and also has represented pre-eminent incubators and funds. His work includes specialized expertise representing life sciences and technology companies.

Adrian received a B.A. in Economics and a B.S. in Biomedical Engineering from Johns Hopkins University. He received a J.D. from the University of Virginia School of Law.

5:30 pm – 6:00 Registration and “Ask an Attorney” Session
6:00 pm – 7:00 Panel Discussion
7:00 pm – 7:20 Q&A
7:20 pm – 8:00 Networking/ Mixer

$55 VC Taskforce Members
$65 Affiliate Organization Members
$95 General

(If space is available, registering at the door is an additional $10.)


Crowdfunding Board Chair: Catherine Chiu, Managing Partner, Opero Partners LLC
Crowdfunding Program Manager: Anna Katz, Associate, Cole-Frieman & Mallon LLP
Crowdfunding Committee Members:
Rick Brounstein, Executive Board Member, VC Task Force
Elyssa McCoy, Marketing Assistant, Dorsey & Whitney LLP
June Riley, CEO, VC Task Force
Adrian Rich, Partner, Dorsey & Whitney LLP

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