Angel Investing Workshop

Angel Workshop: Valuation of Early Stage Companies

The four-hour workshop educates and empowers angel investors, entrepreneurs, and others interested in access to capital on a variety of ways to value pre-revenue companies. Through an interactive workshop format, attendees will learn the following valuation methods:

•    Venture Capital Method
•    Scorecard Method
•    Risk Factor Summation Method

In addition, attendees explore the importance of approaches and the roles of returns and portfolio strategies to angel groups and to your next deal. Attendees also put these methods to work in the kind of interactive case studies that have become so popular with ARI programs.

Program Details:

SESSION IS FULL*

Date: Wednesday, February 1st
Time: 2-6 PM EST
Location: Dogwood Room, North Carolina Biotechnology Center,
15 TW Alexander Drive, Research Triangle Park, NC 27709

Instructor: Robert Okabe, co-founder and managing director, RPX Group

Cost:

$50 for members of CED, TAP, RTP Capital, IMAF, WIN or PAN, and NC Biotech Center Portfolio Companies.

$75 for all others registrants.

*NOTE: If you are interested in the program and wish to be added to the wait list, please email Anne Katharine Wales.

Who Should Attend?

•    Qualified investors
•    Those interested in learning more about angel investing
•    Entrepreneurs in early stage companies

Speaker Bio

Robert M. Okabe
Co-founder and Managing Director

Robert Okabe has been involved with early stage enterprises on multiple levels for well over a decade. As a co-founder of RPX Group in 2002, he helped develop the firms strategy and has led many of our largest and most successful engagements.

Bob's first direct involvement with formation and development of new ventures was as an angel investor. He has made eleven investments since 1995, with one major liquidity event and two other positive returns of capital. He is also a co-founder of an angel group and helped organize an affiliated angel capital fund.

Prior to joining RPX Group Bob gained operating experience at a growing small business as CFO for a privately-held leasing company. At the end of his tenure 23 of the 50 employees were under his management.

He completed numerous debt, equity, M&A, and advisory assignments for entrepreneurial and venture backed companies during his twelve year career as an investment banker at BancAmerica Robertson Stephens (Managing Director), Lehman Brothers (Senior Vice President), and Kidder, Peabody (Vice President).

Bob began his business career spending nearly six years in financial management at General Electric and GE Capital. After leaving GE, Bob was a senior bond rating analyst for Moodys Investors Service for two years.

Bob Okabe was awarded his Bachelor of Science in Finance and Organizational Behavior, cum laude, from the Boston University School of Management. He has been a guest speaker at the University of Chicago Graduate School of Business, Kellogg School of Management at Northwestern University, and internationally for the Organisation for Economic Cooperation and Development.