Frameworks Workshop Capital Track: Post-Investment, Boardroom, & Early Exits

......... May 3rd 2017
Presented by Catherine Mott, Angel Resource Institute

Program Overview

This workshop will present a strategy for post-investment activities, building an effective board and how to capture the best return with early exits. 

What You Will Learn

  • What protective provisions require of you
  • Importance of board minutes
  • How to keep investors happy so they will invest in the next round
  • Building a well-rounded board
  • How to "stragetize to optimize" and capture the best return

Who Should Attend

Entrepreneurs who understand how investors operate and what they expect will have a huge advantage in solidifying a successful deal. They will also be better prepared for attracting and pitching to investors.
Startup Support Professionals can increase the value of their services to clients and constituencies when they can more effectively advise them on to execute the angel investment process. The more knowledge you can transfer the better positioned for success your clients will be.

About the Presenter

Catherine Mott is the founder and CEO of BlueTree Capital Group and BlueTree Allied Angels located in Wexford, PA (suburb of Pittsburgh, PA) with a satellite office in Erie, PA.  BlueTree Allied Angels is one of 400+ professionally managed private (angel) investor networks in US and Canada.  As of December 2014, BlueTree Allied Angels has invested ~ $30+ million in 46 start-up companies.  Ms. Mott is the past Chairman of the Angel Capital Education Foundation (aka, Angel Resource Institute), an organization that researches angel capital, tracks angel capital, and provides education to bring professionalism and ethics to the industry.   From 2010 – 2012 she served as Chairman of the Board of the Angel Capital Association, the professional trade association for Angel Networks and Angel Funds in the U.S.  In September 2011, Ms Mott was one of 21 individuals selected for the SEC Advisory Committee on Small and Emerging Companies.

Catherine recently joined forces with David Motley, Roger Byford, and Jon Pastor to create the BlueTree Venture Fund I, focused on investing in Series B rounds of angel funded companies in the Mid-Atlantic and Mid-Western regions of the United States.  BlueTree Allied Angels was listed in INC magazine in 2009 as one of the Top 50 angel investors networks in the US; and in 2014, CB Insights culled out BlueTree Allied Angels as one of the top 20 angel groups in the US.   Previously, Catherine had founded Synergetics Sales Performance Group, (formerly Strategic Sales Solutions), and Indigo Capital Development, LLC.  In 2002, she was recognized as one of Pennsylvania’s 50 Best Women in Business.


Do you have a breakthrough energy technology? Check out the San Diego Regional Energy Innovation Cluster for the opportunity to attend workshops for free!