This event brings together J.P. Morgan’s expertise and insights to help founders navigate the financial and strategic decisions that shape early-stage growth.
During the 2-part series, participants will learn about J.P. Morgan’s long-standing commitment to the innovation economy, addressing common misconceptions and showcasing the firm’s unique combination of global reach and local support.
Part 2 will provide startup founders with a comprehensive guide to managing equity, preparing for growth, and planning for long-term wealth. Participants will gain a foundational understanding of cap tables, including their role in shaping ownership, influencing fundraising, and navigating different types of equity rounds—from angel and incubator investments to Series A, B, C, and beyond. A live cap table demonstration will illustrate practical management strategies and key considerations at each stage of financing.
The session will also cover valuation strategies and growth planning, helping founders position their startups for successful Series A funding and beyond. In addition, expert guidance on asset and wealth management will explore exit planning, Qualified Small Business Stock (QSBS) benefits, and personalized services for long-term financial security. Finally, the webinar will address protecting what you’ve built, including trust and estate planning, retirement strategies, and tax and insurance considerations.
What you’ll learn:
Attendees will leave equipped with actionable insights to make informed decisions about equity, funding, and long-term financial planning, ensuring both their startup and personal wealth are well-positioned for success.
Attend Part 1 on September 23rd at 10 AM.
As an Executive Director and Banker at J.P. Morgan Private Bank, I work closely with small business owners across Orange County who have accumulated substantial wealth and seek a trusted advisor to transform their hard work into meaningful legacies. I bring a deeply experienced approach to managing their complex financial scenarios so they can focus on their professional priorities.I have always been interested in the human element of relationships, and invest time in learning what my clients are passionate about—their drivers, motivations, the people and causes they hold dear. I draw from my significant background in business banking to play an important role in ensuring the financial health of each family. I educate clients about the wealth management process, and curate a team of specialists to customize strategies that holistically consider investing, banking, lending and planning. I serve as a partner along the financial journey, connecting with like-minded people as they invest in their businesses, raise their families and enjoy the lives they have envisioned.
Alan Gould is a Vice President at J.P. Morgan. He is responsible for Business Development & Growth for the Cap Table team in the US. Before joining J.P. Morgan, Alan was with Global Shares (acquired by J.P. Morgan August 2022). He has 8+ years of experience in private markets across venture investing, private wealth management and technology events.
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?
