Featured Partner

Funding Startup and Early Stage Companies

Tuesday, Jan 14 2014 1:00PM to 6:00PM

Various Speakers and Panelists
UNC Charlotte Center City Campus 320 E. 9th Street Charlotte, NC 28202

“Funding Startup and Early Stage Companies”

Date: Tuesday, January 14, 2014

Location: UNC Charlotte Center City Campus (First Ward)- 2nd Floor Large Auditorium

320 E. 9th Street, Charlotte, NC 28202


Parking details will be sent with registration confirmation email.

Time: 1:00 pm – 6:00 pm


This is an excellent opportunity to hear from an exceptional group of investors and entrepreneurs!



1:00 pm – 1:45 pm    Registration

1:45 pm – 2:00 pm    Opening Remarks- Dr. Steven Ott, Dean of the Belk College and John Crosland Sr. Distinguished Professor of Real Estate

        Emcee: Steve Amedio, President & COO, Technekes

2:00 pm – 3:00 pm   Pros and Cons of Bootstrapping           

·         Moderator:  Chris Williams, President & COO, Connexio Labs

·         Keith Luedeman, CEO, goodmortgage.com

·         Rahul Mohan, CEO, ApplicationToGo

·         Phong Luong, CEO, NexTable

·         Matt McFee, CEO, BriteVerify

3:00 pm – 3:30 pm     Practical Considerations for Deal Structures

·         Moderator: Dain Dulaney, Partner, Bishop, Dulaney & Joyner  

·        Greg Brown, CEO, Cardinal Finance

·        Don Minges, Numbers Guy CFO,  Advisor for JOBS Act

·        Dave Gilroy, Scale Finance  

3:30 pm – 4:00 pm    Lessons Learned Raising Capital from our Prior Year Presenters

·         Moderator: Chris Halligan, Operating Partner, IDEA Fund Partners

·        Matt and Kiki Aaron, Blue I

·       Jack Dietrich, Tag Seats

·       Shafi Mustafa, Savveo 

·       Rob Cummings, Deal Cloud

4:00 pm – 4:45 pm    Successful Crowdfunding Raises 

·         Moderator:  Chris Meade, CEO, Genetipetz

·         Ron Elmore, Partner, Milestone Advisors, Outlaw Fasteners

·         Scott Jermyn, CEO, ShomoLive

·         Mac Bishop, Wool & Prince (NYC)

4:45pm – 6:00 pm    Making the Investor Pitch (Simulation)

Showcase of a Fundable Pitch:

·      Khristian Gutierrez, Co-founder, Passport Parking, recently secured $6M with Grotech Ventures & Relevance Capital

·     Commentary provided by Don Rainey, Grotech Ventures

 5 min Pitches:

·      Jon-Michial Carter, CEO, Chartspan (from IronYard)

·      Robert Morrison, CEO, Cool Down Now

·       Mike Murphy and Velvet Nelson, Co-founders ProctorFree

·       Adrian Wilson,  Airwavz 

Investor Panel:

·        Paul Grim, General Partner, SunBridge Partners

·        Steve Amedio, President & COO, Technekes

·        Sam McNeill, Partner, River Capital Partners

 ·        Don Rainey, Partner, GroTech Ventures            

6:00pm – 7:30pm    Networking at Queen City Q (next to UNC Charlotte Campus)


Program Cost:    Free/ Donations greatly appreciated at the event 

Registration:      RSVP to terry@bigcouncil.com or register below

Dress Attire:      Business casual


Thank you to our Sponsors:

Host Sponsor: Belk College of Business at UNC Charlotte

Program Sponsor: Bishop Dulaney & Joyner

Contributing Sponsors: Hire Networks, Sunbridge Partners, Lavoie CPAs, Capitala, Scale Finance, 7 Mile Advisors

Organizational Partners: Ventureprise, SBTDC, Packard Place, QCF, SBA