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FEBRUARY 23 SESSION

Inner Circle

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Alejandro Cremades

  • Serial entrepreneur
  • Guest lecturer professor at Wharton, NYU, Columbia University
  • Ranked #1 in the Top 30 under 30 list by Vanity Fair, Entrepreneur Magazine, and GQ Magazine
  • Forbes contributor
  • Author of The Art of Startup Fundraising

CoFounder at Panthera Advisors

COACH

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“Focus on what you can control.”

-------AC

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Listen To Your Customers

Surveys

Calls

Data

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Accredited Investors

  • Networth of over $1M without primary residence
  • Income of over $200K+ individually
  • Income of $300K+ with spouse

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  • Verification
  • Staying safe and avoiding SEC issues
  • Limitations
  • Process
  • More disclosures

Legally

  • Background operational expertise
  • Streamlining
  • Connections
  • Larger amounts

Strategically

Why It Matters

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Types Of Accredited Investors

Angels & Angel Groups

VCs & PEs

Family Offices

Corporations

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  • Credibility
  • Attracting talent

Pros

  • Down rounds
  • Growth metrics
  • Higher expectations

Cons

High Valuations

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Advisory Board & Shares

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Product

People

Market

Financials

Due Diligence

#1

#2

#3

#4

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Alejandro Cremades

Alejandro@PantheraAdvisors.com

Panthera Advisors

Mike Seversen

Mike@PantheraAdvisors.com