Fintech Program September 2019
in partnership with Tribeca Early Stage Partners
VentureOut is proud to have partnered with Tribeca Early Stage Partners to host the 2019 VentureOut Fintech program, a one-week program designed to help immerse a promising delegation of technology companies into the NY Tech community.
Fintech founders, we were happy to show 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 Director, Fay Louise, includes a lot of caffeine, an overview of 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 assembled a panel of leading influencers and organizers in the NY tech ecosystem who will discuss the NY tech landscape, how to establish your startup in the ecosystem and resources available to early-stage tech companies.
Fundamentals of Scaling & Raising Capital in NYC
Workshop
Session 3
Seven 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 4
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.
Performance Marketing
Workshop
Session 5
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. Lauren Nadan and Steve Geick have worked for some of the leading digital marketing studios in NYC.
One-to-One Fintech Mentoring & Pitch Prep
MENTORING
Session 6
We finish the day with pitch practice with tech advisors and mentors that advise some of the top tech companies in NYC. In your mentoring sessions, you will focus on your pitch and deck for our investor pitch night.
Company Insight: Tribeca Early Stage Partners
Fireside Chat
Session 1
We are excited to hear from Brian Hirsch who is Co-Founder and Managing Partner at Tribeca Early Stage Partners.
Tribeca Early Stage Partners is a multi-stage venture capital firm that partners with world-class entrepreneurs in the New York City area leveraging emerging technologies and business models to create and disrupt huge markets. Brian is a veteran investor, this is your opportunity to benefit from his knowledge and experience.
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.
Company Insight: How things got bumpy after raising $9m
Fireside Chat
Session 3
We are excited to hear of the experiences in post capital raising from two successful Fintech entrepreneurs! Stephen Piron, CEO & Founder of Dessa and Chuck Doerr the President and COO of OpenFin.
Investor Insight: Partnership Fund For New York City
Fireside Chat
Session 4
We are excited to hear from Sunny Parikh, a Vice President at the Partnership Fund for New York City, where he leads the FinTech, Insurtech and Digital Health verticals. Sunny also leads the FinTech Innovation Lab, which was founded in 2010 by the Partnership Fund for New York City and Accenture with the goal of driving growth in the fintech and insurtech sectors in New York. The Lab brings together senior executives from over 40 leading financial and insurance institutions to work collaboratively with emerging technology companies.
Angel Panel: Tribeca Early Stage Partners
Panel
Session 5
Tribeca Early Stage Partners was formed in September 2014 as a Fintech-focused angel club. They have brought together a network of entrepreneurs and business leaders with deep domain expertise in institutional finance and technology. With over 30 proactive accredited investors, they have the collective experience and perspective that touches virtually every facet of the institutional finance landscape.
Future of Data in Finance, the rise of alternative data
Private Reception & Panel
Session 6
Our panel on Fintech veterans will discuss the promises and challenges they see in using alternative data in the Finance industry. The audience for this private event will consist primarily of the active venture and angel investors focused on the Fintech space.
Company Insight: NYSE
Site visit
Session 1
Join us at breakfast with NYSE for the Opening Bell and introductions to some of the different teams.
Presenters TBD
Industry Insight: Network Effects and User Engagement
Fireside Chat
Session 2
We are excited to hear from Amar Kuchinad, who is a Senior Managing Director at Pretium Partners and was until recently Chief Strategy Officer at Trumid Financial. Pretium is an alternative asset manager focused on the real estate, mortgage, and corporate credit markets. Trumid is a financial technology company that operates an electronic marketplace for institutional investors and dealers in corporate bonds. At both companies, Amar has focused on applying technology, data, and analytics to increase user engagement and drive network effects.
Investor Insight: Firestartr
Fireside chat
Session 3
We are excited to meet with Chipper Boulas, Co-Founder and Partner at Firestartr. Firestartr helps the mist promising digital entrepreneurs to take their companies from the seed stage to Series A and beyond. Chipper is a veteran investor and business builder, this is your opportunity to benefit from his knowledge and experience.
Pitch Night Preparation
Free Time
Session 4
This is the big night: you'll be pitching in front of investors and an audience of NYC tech professionals. We give you some time to finalize the preparation of your pitch and get ready for the night.
Pitch Night
Event
Session 5
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.