Fintech Program October 2018
in partnership with Tribeca Angels
VentureOut is proud and excited to host VentureOut Fintech program to help immerse a promising delegation of technology companies into the NY Tech community.
Thank you for participating in our program. We look forward to showing you just how awesome New York City can be!
Schedule
Exact times and locations for the sessions of this program are available to confirmed participants and program partners only, upon entering an access code.
Orientation & Agenda Overview
Introduction
Session 1
Welcome to VentureOut! Our kick-off session, run by VentureOut's Program Manager, Eric Wollberg, includes a lot of caffeine, an overview of the the program and speakers, tips and tricks on how to take leverage the most out of the program. Each company has an opportunity for a quick introduction (the first of many) and to ask any questions.
Introduction to the NY Fintech Ecosystem
Expert Panel
Session 2
We have , how to establish your startup in the ecosystem and resources available to early stage tech companies.
Fundraising from Seed to Series B
Workshop
Session 3
ff Venture Capital is one of the most active VCs in NYC. Paul runs their finance practice, working with the venture fund’s portfolio companies on financing, future fundraising strategy and more. Learn the fundamentals of raising venture capital from a VC!
Fundamentals of Scaling & Raising Capital in NYC
Workshop
Session 4
Five years of experience helping companies enter the US market + several years experience as a VC: your resource expert for Expansion and Scaling. Brian, founder of VentureOut, is here to be your personal landing pad which is why this is going to be one of the most essential seminars you experience during this program.
Enterprise Sales & Channel Partnership
Workshop
Session 5
Our sales workshop is focused on the strategies employed by leading tech companies to scale sales through a replicable sales process. Learn best practices in SDR strategies, account-based selling, leading enterprise sales tools and how to build a sales organization that is ready to scale.
Digital Marketing, Growth Hacking, & Content Strategy
Workshop
Session 6
Our digital marketing session is focused on the strategies employed by leading tech companies to exponentially grow digital marketing impact through user acquisition, content, social and advertising strategies. Ladder.io is one of the leading digital marketing studios in NYC.
One-to-One Fintech Mentoring & Pitch Prep
Mentoring
Session 7
We finish the day with pitch practice with tech advisors and mentors that advise some of the top tech companies in the NYC. In your mentoring sessions, you will focus on your pitch and deck for our investor pitch night.
Networking Event: CryptoMondays
Networking
Session 8
CryptoMondays brings together people that are passionate about Crypto while sharing their views, networking, learning and having a blast. We'll drink, we'll laugh, we'll learn, we'll have fun, whilst making real connections and advancing the state of the industry.
Private Reception & Panel: AI's Impact on Financial Services
Event
Session 1
Gain a sense of how much AI will affect the financial services from the AI veteran panel that runs the most active venture technology practices in NYC. Our speakers will provide services to many of the top venture capital and technology companies in New York City and provide you with insight into new changes.
Expansion Strategy from Seed to Growth
Workshop
Session 2
Hear from a panel of lawyers and accountants that run some of the most active venture tech practices in NYC. Our speakers service many of the top venture funds and technology companies in NYC and will provide insights into the legal, IP, tax and immigration challenges tech companies face in scaling from seed stage to growth.
Investor Office Visit: Demetr Ventures/ Firestartrentures
Fireside Chat
Session 3
We are excited to hear from Chipper Boulas, a Founding Partner at Demetr Ventures, who can give us insights on the types of companies in their portfolio, trends they see in Fintech, and how startups can effectively engage with investors.
Investor Introduction : NYCA Partners
Fireside Chat
Session 4
We are excited to hear from Jeffrey Reitman, a Principal at Nyca Partners, who can give us insights on the types of companies in their portfolio, trends they see in Fintech, and how startups can effectively engage with investors.
Tribeca Angels Panel
Panel
Session 5
Tribeca Angels was formed in September 2014 as a FinTech-focused angel club. We have brought together a network of entrepreneurs an business leaders with deep domain expertise in institutional finance and technology. With over 30 proactive accredited investors, we have the collective experience and perspective that touches virtually every facet of the institutional finance landscape.
Pre-IPO Insights & Market Opening w. Nasdaq
Insight Session
Session 1
Join us at the breakfast with Nasdaq, the leading technology and information services provider to the capital markets. Its Global Trading and Market Service business has become a significant part of its client offerings.
Insights into Corporate Innovation in Financial Services
Insight Session
Session 2
We gather a panel of executives helping to drive innovation at some of the most active organizations in NYC in order to discuss their activities and tell you more about how they interact with startups.
Company Insight: Betterment
Fireside Chat
Session 3
Betterment is one of the leading companies in the Fintech space. We are excited to hear from Sam Swift, the Director of Machine Learning who can give us insights into how their business has innovated, trends they see in Fintech, and how they engage and work with startups.
Selling Innovation to Financial Institutions with OpenFin
Insight Session
Session 4
Learn how to sell innovation to financial institutions from OpenFin, the Financial Industry’s First Common Operating Layer.
Pitch Night Preparation
Session 5
Presenters TBD
Pitch Night
Event
Session 6
The big night! We will start with a round robin at 5:00pm and then will pitch our awesome audience with feedback from the investor panel at 6:30pm. Afterwards, there will be an opportunity to discuss ideas and network over drinks and appetizers!
Final Presentations
Wrap-Up
Session 1
This is the final workshop of the program. We ask every company to crystallize the takeaways from the program that they will be applying to their business going forward…what did you learn and what are you going to do with it? Then, everyone else in the program provides that founder constructive feedback on their performance throughout the week and how they can improve going forward. This is often rated as the most valuable session in our program.
Exit Interview
Wrap-Up
Session 2
We conclude the program with exit interviews, getting candid feedback from each company on their experience in the program and to discuss next steps and how VentureOut can continue to support the company beyond the program.