Close-up of attendees at The Venture Debt Conference 2023

Venture Debt Conference 2023

The Venture Debt Conference offers a unique opportunity for networking and discussion of nondilutive loan strategies for VC-backed and emerging growth companies.

DealFlow Events is pleased to offer the complete set of audio/video recordings from this event along with the official Event Book & Resource Guide.

If you missed the conference, you can still benefit from all the education of attending the event. Purchase the archive event kit today or call us at (516) 876-8006 or email team@dealflowevents.com with questions.

March 31 2023

8:00 AM - 8:45 AM

Breakfast

8:50 AM - 9:00 AM

Opening Remarks

9:00 AM - 9:25 AM

Presentation

A Technical Breakdown of Venture Debt Underwriting Models

  • Underwriting models – Sponsor-driven vs. company fundamentals-driven vs. structured deals
  • Similarities and differences / Pros and cons
  • The benefits of properly structured venture debt to companies, management teams, investors, and lenders
  • Use cases of different venture debt models for win/win/win results

speaker-1

Dan Devorsetz

Chief Operating Officer and Chief Investment Officer
Horizon Technology Finance

Moderator

9:25 AM - 9:50 AM

Presentation

The State of the Venture Debt Market

  • Current trends including what recent bank failures mean for the venture debt market
  • Discussion of sector-by-sector loan performance
  • Understanding the headwinds in the industry for both lenders and borrowers
  • Sizing up current market sentiment, especially among equity investors
  • How are things different today than they were only one year ago?

speaker-1

John Markell

Managing Partner
Armentum Partners

Speaker

9:50 AM - 10:25 AM

Panel

Exploring Revenue-Based Funding From a Company’s Perspective

  • Overview of how Revenue-Based Funding works
  • How RBF compares to other venture debt approaches for funding your company
  • What to look for in a Revenue-Based Funding partner?
  • Insights from company founders who have used RBF to scale their businesses

speaker-1

John Borchers

Managing Director
Decathlon Capital

Moderator

speaker-2

Dr. Jacques Jospitre

Founding Partner
SohoMD

Panelist

speaker-3

Francis Gallic

Co-Founder and COO
Helix Wireless

Panelist

speaker-4

Brian Schiff

Founder and CEO
Flip

Panelist

speaker-5

Spencer Barrett

Co-Founder and Co-CEO
Ragnarok

Panelist

10:25 AM - 11:00 AM

Networking Break

11:00 AM - 11:30 AM

Fireside

Exploring the Latest Trends and Opportunities in Venture Debt Financing

  • Are we now in a lender friendly market?
  • Are FinTech’s a threat?
  • Post SVB landscape?
  • Early stage vs late stage?
  • Are big platforms like Black Stone, KKR, etc. serious about participating?
  • Impact on fund raising?
  • Is ESG is a factor?

speaker-1

David Spreng

Chairman, Founder, CEO, and CIO
Runway Growth Capital

Speaker

speaker-2

Troy Zander

Partner
Barnes & Thornburg

Speaker

11:30 AM - 12:00 PM

Fireside

Highlighting the Differences Between Venture Debt Use in Banks vs. Funds

  • Banks may have lower cost of capital
  • Funds may not be as constrained by banks in the amount they can invest
  • Who is typically more supportive – banks or funds?
  • Understanding financial covenants
  • Due diligence: just as important for investors as companies

speaker-1

Catherine Jhung

Senior Managing Director
Hercules Capital

Speaker

speaker-2

David Lapter

CFO
Dashlane

Speaker

12:00 PM - 12:35 PM

Panel

Fundraising For Venture Debt Funds

  • Explaining the value of your strategy to prospective investors
  • Working with pension fund managers
  • Promoting private credit venture debt funds as an attractive but separate asset class
  • Focusing the fund on a specific market sector to attract savvy investors
  • Partnering with VC firms: pros and cons
  • Biggest concerns that equity investors and companies have when raising venture debt

speaker-1

Brian Henley

Managing Partner
Recurring Capital Partners

Moderator

speaker-2

David Teten

Founder
Versatile Venture Capital

Panelist

speaker-3

Kai Tse

Managing Partner
Structural Capital

Panelist

speaker-4

Steve Brotman

Founder and Managing Partner
Alpha Partners

Panelist

12:35 PM - 1:35 PM

Lunch

1:35 PM - 2:10 PM

Panel

How the Collapse of Silicon Valley Bank will Impact Venture Debt Moving Forward

  • Strategies SVB used to dominate the VC ecosystem for venture loans
  • Sizing up the competitive landscape of non-bank lenders aiming to fill the void
  • How venture debt investments will change in the wake of SVB’s failure
  • Discussion of the logical buyers of SVB’s venture loan portfolio
  • Analysis of why the current banking crisis will likely drive down private valuations

speaker-1

Brent Bertino

Principal
Trilogy/ESW Capital

Moderator

speaker-2

Mark Solovy

Co-Head, Technology Finance Group
Monroe Capital

Speaker

speaker-3

Zack Ellison

Founder, Managing General Partner & Chief Investment Officer
Applied Real Intelligence

Panelist

speaker-4

Mike Ryan

Co-Founder and CEO
Bullet Point Network

Panelist

2:10 PM - 2:40 PM

Fireside

Venture Debt From the Borrower’s Perspective: Winning a Deal

  • Discuss borrower considerations for selecting a venture debt partner
  • Important elements in deal negotiation and execution

speaker-1

Dolph Hellman

Partner, Mergers & Acquisitions, Banking & Finance
Orrick

Speaker

speaker-2

Katya Baron

VP of Capital
Wisetack

Speaker

2:40 PM - 3:10 PM

Fireside

Alternative Financing for Venture Debt

  • Overview: Slowdown in VC capital opens path to alternative financing
  • Best practices and capital strategies for financing venture debt businesses
  • Operating and institutional capital perspectives on obstacles & opportunities
  • Why lending decisions should be data-driven to increase speed to funding
  • Managing rising risk in a rising rate environment

speaker-1

Melissa Widner

CEO
Lighter Capital

Speaker

speaker-2

Peter Frank

Managing Director
i80 Group

Speaker

3:10 PM - 3:45 PM

Networking Break

3:45 PM - 4:05 PM

Presentation

How to Avoid Big Venture Debt Financing Mistakes

  • Planning for a successful close in advance of a venture debt deal
  • What’s different about venture debt diligence vs. venture capital diligence
  • When and how to set up your data room

speaker-1

Alidad Vakili

Of Counsel
Foley & Lardner LLP

Speaker

4:05 PM - 4:30 PM

Presentation

Lender Landscape: The Current State of Small Business Lending by FinTechs

  • Why FinTechs are typically faster to fund
  • How your company builds credit when other scoring models are taken into account
  • Streamlined operating structure removes many pain points for SMBs
  • Blockchain systems and other tech enhancing security
  • How FinTechs offer greater flexibility and customization to the small business customer

speaker-1

Thomas Ritchie

Senior VP of Capital Markets Exec. of Investor Relations
Biz2Credit

Speaker

4:30 PM - 4:55 PM

Presentation

Understanding the Targeted Marketing of Business Credit Cards to VC-Backed Startups

  • How to define the addressable market for targeting business credit cards to startups
  • What’s the best channel strategy to reach the target
  • What are the key differentiators in the value proposition to attract this unique segment
  • How to develop brand advocates to support social media marketing
  • How to make credit decisions when your target market customers are pre-revenue

speaker-1

Dawn Zappetti

Chief Marketing Officer
Zap Advisory

Speaker

4:55 PM - 5:05 PM

Closing Remarks

5:05 PM - 6:05 PM

Cocktail Reception (Sponsored by Barnes & Thornburg)

Our Sponsors

Premier Sponsor

Barnes & Thornburg logo

Gold Sponsors

Armentum Partners
Barnes & Thornburg logo

Silver Sponsors

Horizon Technology Finance
RRBB logo
DLA Piper logo

Media Sponsor

Investor Brand Network logo

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