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Creating an Investable Startup: Financial Projections - Part 4 of 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.

David Friedman

David Friedman

President, Tech Coast Angels-OC | Managing Director, C-Level Partners

David Friedman is a tech-savvy marketing and business executive and angel investor with more than 30years’ expertise in bringing to market new technology. His passion is innovation and commercializingtechnology to meet the needs of customers. He is currently President, TechCoastAngels OC.During his career he has commercialized more than $1.5 billion in new products. He has helped companiesbuild top line revenue growth and EBITDA while mentoring the next generation of business leaders. Davidhas been CMO for Narus, a cyber company, executive vice president and Chief Marketing Officer for ATXGroup (now Sirius Connected Car), and VP of Marketing and Direct Sales for Connexion by BoeingFriedman holds an MBA (economics) from George Washington University, an MSEE degree from ColumbiaUniversity, and a bachelor's degree in electrical engineering (summa cum laude) from City College of NewYork.

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

Tuesday, June 29, 2021

09:00 AM - 10:00 AM

Every Tuesday in June starting June 8 | 9 AM

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