Services for Startups
Financial Consultation and Revenue Development Services
For Early Stage Technology Firms
"A start-up is a temporary organization
designed to discover a profitable, scalable business model"
At FSV, we provide 2 key services for promising technology firms:
1.) Financially prepare and market qualified companies to the venture capital, family office & angel investor community
2.) Develop and implement go-to-market and selling strategies to build revenue pipeline
Proud Members of the ARC Angel Fund
Members Listing - http://arcangelfund.com/#members
Financial Summit Ventures in partnership with
The Mentor Capital Foundation and Reitler Kailas & Rosenblatt LLC Presents
2010 - http://mentorcapitalfoundation-eorg.eventbrite.com/
What It Really Takes "2":
Raising Venture Capital For Early Stage Technology Firms
A series of advanced seminars structured for technology companies seeking the knowledge and leadership needed to secure venture capital.
Reitler Kailas & Rosenblatt
885 Third Avenue, 20th Floor
New York, NY
Sat, October 16th, 2010 9:00am to 5:00pm
Sat, October 23rd, 2010 9:00am to 5:00pm
Thu, October 28th, 2010 6:00pm to 9:30pm (Venture Capital Pitch)
- This intense course is designed for early stage companies with revenue or with a product ready for official launch.
- Seminars are presented by a group of seasoned executives and consultants with a track record for securing venture capital on behalf of start-ups and early stage firms.
- The seminar team has been involved with a variety of VC and early stage transactions between $1-7 million.
- With a combination of talented B-School professors, technologists and entrepreneurs, this interactive process will provide your team with the real nuts and bolts of obtaining venture capital.
- Pitch the VC Event will include venture capital and angel investors.
Who is Teaching:
Kathleen T. McGahran, Managing Director
Dr. Kathleen T. McGahran is the managing director of Pelham Associates, an Executive Education provider. She is the Faculty Director for Columbia University's Executive Education Program, Finance and Accounting for the Non-Financial Manager. Professor McGahran teaches at both the Columbia Business School and the Stern School of Business as an Adjunct Associate Professor. She has taught at the Graduate Schools of Business at the University of Michigan, Stanford University and INSEAD (France.)
Dr. McGahran holds a Ph.D. in Accounting and Finance, a C.P.A. from the state of Michigan and a J.D. from Fordham University's School of Law. She is licensed to practice law in New York and New Jersey.
She has written and published several articles and cases on the use of accounting information. She has also co-authored a textbook: Accounting: A Management Approach with Gordon Shillinglaw (Irwin, 1992.)
For the past 12 years with Pelham Associates, Dr. McGahran has designed and implemented financial analyst training programs for Dean Witter, Lazard Freres & Company, First Boston Corporation, Bear Sterns, Bankers Trust, J.P. Morgan, and Robinson Humphrey. She has also developed executive training programs for Columbia University, Travelers, Aetna, MBIA, Avon Products, The Coca-Cola Company, Eastman Kodak, the Financial Women's Association and the American Advertising Women's Association.
For the past 8 years, Dr. McGahran has worked with the Institute for Management Studies teaching accounting and finance to non-financial managers.
Steven M. Adler - CFO Service to Venture Capital Firms
CFO of the Year 2008, Edison Venture Fund
CEO Financial Summit Ventures
Early Stage Business Specialist with deep experience in Venture Capital activities and technology firm financial transactions.
TheInfoPro.com: New York City, NY, an IT research company producing detailed studies present to distribute to vendors, investors and large companies utilizing technology.obtained funding of $7.25 million in December 2008 + credit to increase working capital. Obtaining line for $1.25 million
ServicePlatform.com: New York, NY, a SaaS software company that provides business present automation system specifically designed and built for service companies. To develop the financial model and support materials to assist with capital raising and company sale efforts and provide associated financial due diligence material. Result: Company sold to public company for $1.8 million. August 2009
EdgeTrade, Inc., New York City, NY, a software company that develops proprietary trading algorithms - To develop the financial model and support materials to assist the investment bankers with the sale of the company, give financial presentations and provide associated due diligence material. Result: Company was sold to Knight Capital in January 2008 for $61 million.
BS, Economics - major in Accounting, Wharton School of Business, University Of Pennsylvania
BA, Economics, College of Arts and Sciences, University Of Pennsylvania
Licensed Certified Public Accountant, New York State.
Member of AICPA.
Member of ISAAC Association.
Associate Member of American Bar Association.
Edward G. Reitler - Partner Reitler Kailas & Rosenblatt
After a clerkship with the Hon. J. Edward Lumbard (United States Court of Appeals for the Second Circuit), he joined Cravath, Swaine & Moore 1991. He joined the firm in 1998 as a member.
Ed handles a wide variety of corporate matters including private equity, venture capital, mergers & acquisitions, capital markets and joint ventures transactions. While at the firm, Ed has represented dozens of merchant banks and buy out and venture funds and their portfolio companies in these matters including UBS, PaineWebber, American Securities, Wexford Capital, Lightyear Capital, Edison Ventures, Spark Capital, Milestone Ventures, Greenhill SAVP, New Spring Capital, New Atlantic Ventures, Osage Venture Partners, SJF Ventures, Innovation Ventures, Cammeby's Capital, SAS Investors, Hudson Ventures, Walden Capital, Libertyview Capital, Ovation Capital, Carrot Capital, GlobalNet Management, Zon Capital and Himalaya Capital.
Ed is a member of the Board of Directors of Business Financial Services, a credit card accounts receivable factor, gCommerce, Inc., an inventory management and custom order software developer; and Blink Twice, a developer and distributor of assistive technology products for the disabled. Ed also serves on the technology committee of the New York City Investment Fund, a venture fund that co-invests in early stage businesses in New York City.
He is on the Board of Advisors of SAS Investors, an early stage venture capital fund investing in paradigm shifting companies and of Acuity Ventures III, LLC, a venture fund investing in early stage software development and bio-technology companies. Ed is a member of the Board of Advisors of X + 1, an online marketing technology solution provider. Ed has also served on the Board of Trustees of the Harvard Law School Alumni Association of New York. He is a frequent speaker and panelist on issues affecting the private equity and venture capital markets and is a regular guest lecturer on venture capital finance at Columbia Business School.