San Francisco, California
London, United Kingdom
Presented by John Montague, Senior Associate &
1. Structuring your Company for Growth
- C-Corp vs LLC
- Options or Restricted Stock
- Preparation for Due Diligence
- Tools to Use
2. Basics of Valuation
- Pre-Money vs Post Money
- Valuation and Options
3. Routes of Financing
- Basic Equity
- Convertible Debt
- Preferred Stock
- Term Sheets
4. When to Hire a Lawyer and Selecting a Lawyer
- Cost of an average raise; questions to ask your lawyer.
About the Presenters:
Stuart B. Borne is one of Colorado’s most experienced and distinguished real estate finance attorneys. His exposure to this field – as an attorney and as a participant – stretches 27 years. He has represented some of Colorado’s biggest real estate developers, serving both in-house and as outside counsel. Mr. Borne also was a founder and an original director of several successful banks, including Liberty National Bank, as well as the co-owner and inventor of a patented technology that is a manufacturing plug in to ERP systems.
Mr. Borne has infiltrated more than 150 transactions as an attorney and as a principal, including multiple IPO’s, secondary offerings for both equity and debt offerings, has represented Fortune 500 companies such as K Mart, Oshkosh Truck Corporation and a division of JMB Realty Co., and has successfully created and launched four start up enterprises, including two commercial banks.
As an Attorney, Mr. Borne transacted banking securities and the acquisition and financing of real estate and development projects. Mr. Borne has a Juris Doctorate from Loyola University Law School, and a B.A. from New England College, Henniker, New Hampshire. He is also a Member of the Colorado Bar.
John Montague is a corporate attorney with experience in licensing, contracts, securities and technology law. Prior to joining Archer Bay, John Montague was interim general counsel for Grooveshark and advised several startups on legal issues. Currently, John is a Mentor for Hackerhouse, a business incubator in Gainesville, Florida designed to coach entrepreneurs and help bring innovative business ideas to fruition. John works with several incubators and advises entrepreneurs on structuring a company for growth and investment.
John obtained a bachelor’s degree in Accounting from Stetson University, where he graduated Magna Cum Laude. John went on to receive a Juris Doctor from the University of Florida Levin College of Law.
For more information, click here. (www.archerbay.com)
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When & Where
USF CONNECT is the business and economic development initiative of the University of South Florida (USF) that provides support for technology start-ups and serves as the point of entry for companies looking to do business with USF.
- Drives economic development through several programs including Tampa Bay Technology Incubator (TBTI), Student Innovation Incubator (SII), and the Florida High Tech Corridor Council’s (The Corridor) Matching Grants Research Program
- Unites technology and talent with businesses throughout a 23 county region, providing access to top-tier research, faculty, students, inventors, local organizations, economic development councils, supporting industry and capital funding sources
- Facilitates the needs of Tampa Bay's technology and bio/life sciences entrepreneurs throughout the business life cycle by providing professional amenities and resources for successful business development and technology commercialization