Creating an Investable Startup: Executive Team & Advisory Boards 3/4

4-part series designed to take you through the fundamentals of creating a startup.

In today’s business climate, investors are focused on funding startups that will be able to gain traction quickly and provide a solid ROI. What are the key elements investors are looking for now and how can you implement them in your business?
Join SBDC Business Consultants for this 4-part series designed to take you through the fundamentals of creating a startup that meets investor’s criteria. We will cover the key elements of a pitch deck that will help you tell your story and attract funding, focusing on 3 major areas: business essentials, the market and financial projections.

June 8 - Business Essentials
How to better articulate your value proposition, define valid customer segments, and evaluate your business model.

June 15 - The Market
How to understand market opportunity and competition in terms that investors use, such as: differentiation and defensibility, TAM/SAM/SOM, and go-to-market strategy.

June 22 - Executive Team and Advisory Boards
What do investors look for in a team? What should you focus on when putting together an advisory board to reassure investors and help the company? And what are your best strategies around compensation and equity?

June 29 - Financial Projections
We will cover valuation, accounting basics, drivers for financial projections, and create a template slide you can use for investor pitches.

Event Speaker


Laura Beken

Business Consultant, SBDC @ UCI Beall Applied Innovation

Laura Beken specializes in working with startups in the tech and healthcare space (life science and medical device/apps). Equity funding, strategy, and SBIR/STTR government funding are her specialties. She has degrees in Psychology, Visual Arts/Media, and a Healthcare MBA.

monica alfisi

Monica Alfisi

Certified Business Performance Advisor, Insperity

I am a business professional and strategist with over 20 years of experience and expertise in small business management, business-to-business marketing and outside sales. In my current role as a Business Performance Advisor with Insperity, I work with local business owners in my community who are looking to reduce liability and increasing profitability. I provide small business owners with impactful solutions that mitigate risks such as providing employer cost containment, extending affordable medical benefits, alleviating administrative functions, improving employee productivity, access to critical performance training tools, facilitating top talent recruitment and much more.


Paige Smith

Associate Attorney, Stradling Law

Paige represents companies of all stages, underwriters, and investors in a range of matters. Paige’s practice with Stradling is focused on public offerings, venture-backed finance, public company reporting, general corporate, mergers and acquisitions, and licensing transactions. Paige’s clients come from various industries including technology, life sciences, e-commerce, banking, alcoholic beverages, and social media.

Event Partner


The SBDC @ UCI Beall Applied Innovation is a resource for any high-technology, high-growth, scalable venture from both the Orange County and UCI ecosystem that needs assistance with business planning, business development and funding-readiness. The center hosts several VC and Angel investors on site, as well as various ecosystem partners and industry professionals who work closely with the entrepreneurs.

Meet with the Small Business Development Center (SBDC).

Whether you’re looking for guidance with starting your new tech venture, obtaining angel or venture capital, or looking for SBIR/STTR assistance, we're here for you!

Event Details

Community Event

Tuesday, June 22, 2021

09:00 AM - 10:00 AM

Every Tuesday in June starting June 8 | 9 AM

Register Now

Upcoming Event

May 22, 2024
09:00 AM - 10:00 AM

SBIR/STTR Series 2/4: Budgeting & Building Your Team

Register Now

Apply for residency today

Do you have a great company in the bioscience or medtech industry? Do you need wet-lab and/or fabrication space to develop and test your product?


Other Events

May 22, 2024
09:00 AM - 10:00 AM

SBIR/STTR Series 2/4: Budgeting & Building Your Team

Register Now
May 23, 2024
05:00 PM - 08:00 PM

OC LIFe: Early-Stage Innovator Venture Funding

Register Now
May 23, 2024
12:00 PM - 01:00 PM

HR for Life Science Startups Series 4/4: Strategics & Beyond

Register Now