Big Idea Connectpreneur Summer Forum

Description
On this paper talk big idea connectpreneur summer forum.

Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
June 4, 2015
Tysons Corner Marriott
SUMMER FORUM
Join the conversation on ¯witter @connectpreneur and #connectpreneur
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
AGENDA
!"#!! % !&#'( )* RECl5TRATlON ] NETWORKlNC
!&#'( % !&#+! )*
WELCOME
5. TlEN WONC, CLO of ¯ech 2000 and appnetic
!&#+( % !,#'( )*
FlRE5lDE CHAT
TlMOTHY CHl, CLO, veddingvire and Co·Founder, Blackboard
,#'( % '!#'( )*
COMPANY 5HOWCA5E
COMPANY PRE5ENTER TlTLE
CirrusWorks David Ciannini Lxecutive Chairman
DA5HUB David Sandler Principal & Strategic Advisor
Agora Jason Canz CLO
DeIight Me Marie·Louise Murville CLO
Rosetta HeaIth Buh Colchagoh CLO
HeIix ¯om Devitt President & CLO
VaIaurum Adam ¯rexler President
5witchPitch Michael Coldstein Founder
'!#'( % ''#!! )*
ALL 5TAR lNVE5TOR PANEL: WHAT'5 REALLY HAPPENlNC lN EARLY
5TACE FlNANClNC
lntroductions: ELANA FlNE, Managing Director, ¯he Dingman Center for
Lntrepreneurship, Pobert H. Smith School of Business, University of Maryland
Moderator: JOE BURKHART, Managing Director, Saratoga lnvestment Corp.
Panelists:
LE5LlE JUMP, Founder and CLO, Startup Angels
JOHN MAY, Founder, New Vantage Croup, Co·author, Lvery Business Needs an Angel
HANK TORBERT, Principal, PLMcCall Capital
-./.0 12134, Partner, Ldison Ventures
''#!! )* NETWORKlNC
Next CONNECTpreneur Fora: 5eptember 17 and December 10, 2015
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
SPEAKERS
TlMOTHY CHl, CEO, WEDDlNCWlRE AND CO-FOUNDER, BLACKBOARD
¯imothy founded veddingvire after planning his wedding. As a groom, he experienced hrst
hand how dih cult it was to execute on the wedding plans. As a technologist, he couldn't hnd an
online resource that would help him plan more eh ciently. ¯ogether with his cofounders, Jeh,
Lee, and Sonny, they threw 4 desks into his empty living room in Chevy Chase, Maryland and
veddingvire was born. ¯hey set out to utilize their collective experience in technology to build
a technology company that would revolutionize the wedding and event industry.
Previously, ¯imothy co·founded Blackboard lnc in 1ºº8. vhile at Blackboard, ¯imothy pioneered
many of Blackboard's product and strategic initiatives, helping the company grow to over 500
employees and a valuation of over S7S0 Million.
¯imothy holds a B.S. degree in Operations Pesearch/lndustrial Lngineering from Cornell
University and a Master's of Science degree in Lngineering Management from ¯ufts University.
¯im is a member of the Young Professionals Organization in vashington, D.C.
5. TlEN WONC, CEO, TECH 2000 AND APPNETlC, AND CHAlRMAN,
LORE 5Y5TEM5
¯ien is CLO of ¯ech 2000, lnc. a Northern Virginia based leading provider of technology training,
mobile e·learning, and mobile content management platforms. He is also Chairman of Lore
Systems, a provider of l¯ support, network engineering and cloud computing services.
ln 1ºº1, ¯ien co·founded and served as CLO of CyberPep, lnc. until its acquisition in 2003 by
Ah liated Computer Services. CyberPep was one of the largest privately held CPM outsourcing
companies in the world with over 2,300 employees and S80 million in revenue. ¯oday, the
CyberPep/ACS business unit is one of the world's largest call center operations, with over S2
billion in revenue as a division of Xerox Corp. CyberPep was ranked in lNC. magazine's "lnc. S00"
as are of the fastest growing private companies in the USA. CyberPep was prohtable for 11
consecutive years and was backed by Allied Capital Corporation, a SS billion investment company.
¯ien is a recognized international expert in CPM, direct marketing, and BPO, having presented
at dozens of industry events around the world, and written numerous articles on the CPM and
BPO spaces. He has provided industry commentary on the ABC, Fox, NBC, CNBC, Maryland
Public ¯elevision, and China's CC¯V networks, as well as ¯ime Magazine, ¯he vashington
Post, lnc. Magazine, and Success Magazine. He serves on several boards including the Cl¯ CAP
Fund's lnvestment Advisory Board, the Digital DC ¯ech Fund lnvestment Advisory Board, the
Potomac Oh cer's Club and FounderCorps. He was appointed by Covernor Martin O'Mally to the
º·member Maryland Venture Fund Authority which allocates and manages S84 million of capital
which is invested into top tier venture funds. He is an Lntrepreneur in Pesidence at Ceorgetown
University's McDonough School of Business, and a graduate of Dartmouth College.
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
SPEAKERS
JOE BURKHART, MANAClNC DlRECTOR, 5ARATOCA lNVE5TMENT
CORP
Joe Burkhart is a Managing Director at Saratoga lnvestment Corp, a New York City·based private
equity hrm and specialty hnance company. He leads new business origination ehorts and
manages the hrm's investment operations. 
Prior to joining Saratoga, Mr. Burkhart was the Managing Director of ¯atum's private equity
practice.  Previously, he was the Director of Business Development for American Capital's Private
Lquity Croup where he led the group's deal origination, screening and stah ng. Prior to joining
American Capital, Mr. Burkhart was Managing Director at LJF Capital where he worked with the
hrm's principals in the development and investment management of structured hnance and
private equity focused strategies.  Mr. Burkhart began his career at Allied Capital Corporation
where he was a Vice President in the Private Finance group.
Mr. Burkhart has a bachelor's degree in business administration from the University of Notre
Dame and an MBA from the Darden Craduate School of Business Administration at the University
of Virginia.

LE5LlE JUMP, FOUNDER AND CEO, 5TARTUP ANCEL5
Leslie has over twenty·hve years experience building, advising and investing in new companies,
products and brands, in the US and across the globe. She is the Founder and CLO of Startup
Angels, a platform to inspire and enable new angel investors around the world. Prior to that, she
was a Partner in Sawari Ventures, LLC, a Cairo·based early stage venture capital hrm investing
in entrepreneurs across the Middle Last/North Africa. She continues as an advisor to Flat5Labs,
Sawari Ventures' dedicated startup accelerator for seed stage investments. She serves on the
Board of UP Clobal, a network of entrepreneurs and startup community leaders. She is an
alumna of St. Johns College (Annapolis, MD/Santa Fe, NM), and serves on its Board of Visitors
and Covernors. (http://www.linkedin.com/in/lesliejump)
JOHN MAY, FOUNDER, NEW VANTACE CROUP, CO-AUTHOR, EVERY
BU5lNE55 NEED5 AN ANCEL
John May is the managing partner of New Vantage Croup, a McLean, VA hrm that innovatively
mobilizes private equity into early·stage companies and provides advisory services to both funds
and private investors. Mr. May has been at the forefront of the angel investor movement and
his experience over the last 20 years ranges from venture capital fund management to overseas
consulting.
ln 1ºº1, he co·founded the lnvestors' Circle, a national non·proht group of 1S0 family and
institutional investors working to grow the social venture capital industry. ln 1ºº5, he co·founded
and became executive director of the Private lnvestors Network, an angel network sponsored by
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
SPEAKERS
the Mid·Atlantic Venture Association. ln 1ººº he co·founded ¯he Dinner Club, an investment
group of 50 regional angels who collectively invested in early·stage ventures, followed by
the eMedia Club and in 2000, the vashington Dinner Club. ln 2003, he created Active Angel
lnvestors, a fund with 50 active angels that was merged into New Dominion Angels in 2012. He
was managing general partner of Calvert Social Venture Partners LP, the Mid·Atlantic Fund of
Funds LP, and director and general partner in Seraphim Capital, a 30 million £ venture fund based
in London.
He is chair·emeritus of the Angel Capital Association and is co·chair of the vorld Business Angels
Association. He is the co·author of two books, Lvery Business Needs an Angel and State of the
Art: An Lxecutive Briehng on Cutting·Ldge Practices in American Angel lnvesting. ln the fall of
2002, the Batten lnstitute at the University of Virginia's Darden Craduate School of Business
appointed Mr. May a "Batten Fellow". He received a BA from Larlham College and a MPA from
Syracuse University's Maxwell School.
HANK TORBERT, PRlNClPAL, RLMCCALL CAPlTAL
Mr. ¯orbert is a Principal and Co·Founder at PLMcCall Capital Partners, a private equity hrm focused
on industrial, media, technology and special situations transactions. Mr. ¯orbert has spent the last
20 years in the venture capital, private equity, operational management, business development
and corporate hnance world.   
As a founding investor and board member, Mr. ¯orbert played an integral role in the launch,
development and S100MM lPO of Mood Media (¯SX: "MM"), an internet·based music services
company. He also played a vital role in the formation and growth of Midas Medici (O¯B: "MMLD"),
and orchestrated the acquisition of Direct Air and Swift Air, serving as Chairman of Swift Air, a
passenger and cargo charter airline that was spun out of Swift ¯ransportation. 
Mr. ¯orbert was COO of Broadcast Capital, focused on media and broadcasting investments.
Previously, Mr. ¯orbert was VP of the Financial Sponsor Croup at JPMorgan Chase, where he
covered top tier middle market private equity clients and completed over S100 billion in
transactions in media and telecom. He was previously at AlC, where raised capital for the hrm's
S1 billion Clobal Lmerging Markets Fund.
Mr. ¯orbert is an Lntrepreneur·in·Pesidence at Ceorgetown's McDonough School of Business
and the New Orleans'·based ldeaVillage's lDLAx and CAPl¯ALx programs.  He is a recipient of the
Network Journal's ¯op 40 Under 40 Award, and serves on the boards of Cultural DC and the New
Orleans' Contemporary Arts Center. Mr. ¯orbert holds a B.A., a master degree in lnternational
Finance and an MBA, all from Columbia University.  Mr. ¯orbert is also an alumnus and ¯rustee
of the ¯aft School. He enjoys collecting mid·century and contemporary art, hunting and hshing.
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
5EVER TOTlA, PARTNER, EDl5ON VENTURE5
!"#"$ &' $"'()*'&+," -)$ ,"./&*0 1/&')* &*#"'23"*2' &* 4)3(.*&"' ($&3.$&,5 ,)4.2"/ &* 26" 3&/7
82,.*2&4 .$".9 !"#"$ 4)7,"./' &*#"'23"*2 '2$.2"05 &* 1*2"$($&'" :9; '"03"*2' &*4,</&*0 3)+&,&25=
'5'2"3' 3.*.0"3"*2= &*-)$3.2&)* '"$#&4"' .*/ )*7/"3.*/ .((,&4.2&)*'9 >" .,') -)4<'"' )*
1/<4.2&)* 2"46*),)05 .*/ '"$#&4"' &*#"'23"*2' &* ?7@:= 6&06"$ "/<4.2&)*= .*/ 4)$()$.2" '"42)$'9
!"#"$ &' .42&#" &* 26" A&/782,.*2&4 #"*2<$" 4)33<*&25 .' B6.&$3.* )- CDEBF' B.(&2., G)$3.2&)*
B)33&22""9 >" .,') '"$#"' .' . ,"./"$ )* 4)33&22""' -)$ A&/782,.*2&4 D"*2<$" 8'')4&.2&)*
HA8D8I= J",)&22" K E)<46" E"46*),)05 D"*2<$" B"*2"$ HEDBI= A.$5,.*/ L*4<+.2)$ .*/ C.2&)*.,
!4&"*4"' G)<*/.2&)* E"46 M$)0$.39

SPEAKERS
CirrusWorks – Executive Summary



Introduction


CirrusWorks, Inc. is a technology product company delivering next generation solutions for automated bandwidth
management. The Company’s primary product is The Governor, a network appliance that provides real-time,
dynamic traffic shaping, congestion control and Internet bandwidth optimization.

CirrusWorks solves a chronic, growing problem across multiple industries: network congestion. The
bandwidth demands of cloud-based applications, content streaming, and constant connectivity create pressure on
networks and result in low-quality user experiences. The traditional solution for network congestion is adding more
bandwidth – which is not only expensive, but also insufficient as data congestion is a function of data demand,
which tends to be highly concentrated in certain time windows, and growing exponentially.

CirrusWorks delivers a game changing technology to solve this problem. The Governor is a network
appliance that easily fits into any network configuration, often with zero configuration. It uses dynamic algorithms
instead of static and complicated rule sets to optimize bandwidth utilization. Since the Governor automates the
bandwidth optimization process, there is no need for training or dedicated IT staff to manage it.

Other technical approaches to this problem have been sub-optimal. Traditional traffic-shaping solutions
utilize static policies to select packets, prioritize applications, or limit protocols. The Governor technology utilizes
mathematical formulae to determine the most efficient allocation of bandwidth resources in real time among users.

Cirrus works is led by a team of industry veterans who have founded and successfully exited multiple technology
startups. The Company was established in 2012 and is headquartered in Falls Church, VA.

CirrusWorks has perfected their core technical offering and has demonstrated a clear product-market fit across
multiple verticals. The Company is now seeking to raise its Series A round to fuel growth.


Technology and Market Opportunity



Investment Highlights:




Radically different approach to bandwidth congestion. Rather than
try and discern deep secrets from the user payload data with deep
packet inspection, CirrusWorks arbitrates Internet congestion as it
occurs by making the best decisions possible based purely upon the
available bandwidth and the activities and instantaneous data
demands of the users. CirrusWorks dynamically reprioritizes traffic
without the technical difficulties associated with establishing,
maintaining, and tuning programmatic rule sets.

Vast market opportunity. The Governor is a simple, effective solution
to congested Internet traffic in businesses, schools, hospitals, public
venues and potentially households. The market size for bandwidth and
network optimization solutions is currently estimated at $5 billion plus.
The Company has focused its R & D, pilots and early sales on the
Education, Hospitality, Travel Centers and Public Sector verticals, with
strong customer testimonials and market validation.


Innovative solution to core
problem: Dynamic bandwidth
management solves growing
network congestion issue for
mission-critical applications.
Game Changing Technology:
Operates at link layer. No DPI.
Works for any payload including
encrypted sessions.
Proven Team: Founded and
exited multiple successful
companies together
Market Validation: Product-market
fit is clear from customers across
multiple verticals.



The profit model is based on gross margin
produced through unit sales (after COGS)
and licensing fees through reseller
distribution channels. Revenue per unit,
net of reseller discounts, consists of an
average sales price of $3,240 related to
hardware and $1,000 for software
licensing fees. Cost per unit consist of
12% costs of goods, 5% warranty
expense and 20% internal commission
costs, resulting in a gross and net margin
of 83% and 63%, respectively.


Unit Economics: $ % of Revenue
Average Sales Price 4,240 $ 100%
COGS 525 12%
Warranty 212 5%
Gross Margin 3,503 83%
Commission 848 20%
Net Margin 2,655 63%
!"#$%&' ))* +,+*%-./+ #%00"12

We are car enthusiasts that thought it was ridiculous that we didn't have access to
dealer auctions. So we started Dashub, a technology platform that scours the
world's auctions to deliver clean and salvage vehicles to consumers with a
concierge service.
-$+ /.#.34
The salvage auto industry is a $75-Billion growing, fragmented and inefficient
industry that creates a poor consumer experience. The industry is currently
pioneering lower cost salvaged autos from a new breed of technology and a data
driven ecosystem, which Dashub has been able to tap into, creating a more efficient
and transparent marketplace.

With a one year track record, Dashub is turning the traditional salvage car business
into a modern web and mobile global marketplace. We've currently accessed the
domestic market, Africa and Central America, where we plan to capture a larger
percent of the available market share over the next 24 months.
-$+ 35531-%4.-2
Currently, $75 Billion in global sales were generated in 2014. This is consistent with
the previous 10 years. An average of 13 million vehicles are entered into auction
each year where an average of 8 million vehicles are sold.
513!%*-
Phase 1 of Dashub.com allows consumers to search and bid on over 150,000
salvage and used vehicles, with free registration. The site includes detailed photos
and vehicle specifications for customers. Dashub collects automated deposits from
customers of $500 or 10% of the potential bid price and charges $500 broker fee for
all won vehicles.
6 034-$ 1+#%)-#
• $750,000 in Sales
• 100 Cars Sold
• Sold in 10 Countries
• 10.3K Registered Users
#-1"-+7.* 73")#
• Strategy: Be the market leader by aggregating large volumes of sales in the used/salvaged car industry.
• Tactics: Offer a better user experience to deliver the right vehicles to the right customers through
personalization.
• Strategy: Create a marketplace for Dashub to be the brand of choice, directly with consumers and dealers.
• Tactics: Deploy a multi-level global marketing campaign that spurs growth and sales.
• Strategy: Asynchronous communication across consumer platforms and touch points.
• Tactics: A/B test email designs and communications; Create/expand our social presence; Optimize our
mobile experience; Expanding our PPC advertising globally.
0"4"7+0+4-
Dashub was founded by Max Kane, Matthew Weitzman and Michael Lederman. Mr. Kane and Mr. Lederman were
founding members of various financials ventures with over 20 years experience in the banking industry. Mr.
Weitzman is a digital entrepreneur who helped launch over six dozen small business websites and architected web
infrastructures for Fortune 500 companies. Board members consist of Mateen Aini, Matt Daniszewski and David
Sandler. Mr. Aini, CEO of Plyfe, was named on Forbes list of promising CEO's top 30 under 30. Mr. Sandler is a
marketing and business strategist with 10+ years experience currently leading Strategic Brand Marketing at Google.
Mr. Daniszewski is Dashub's lead developer, who has been a senior developer and architect at Apple for the past 6
years.
*305+-.-./+ "!/"4-"7+
• Market leader in the selection of inventory with over 150,000 daily vehicles for consumers.
• A one-stop shop that personalizes the consumers user experience.
• The platform is both domestic and international and will be the only true marketplace, which enables
consumers to buy and sell vehicles online, shipped anywhere in the world.
• Leveraging consumer touch points to build a global community to educate and engage its customers.
• Word class management and advisor team.


Profile:
URL: http://dashub.com
Industry: Auto / Tech
Employees: 9
Founded: Feb. 2014

Contact:
Matt Weitzman
E: [email protected]
O: (516) 882-7173

Address:
171C Milbar Blvd
Farmingdale, NY 11735

Financial Information:
Company Stage: Start-Up
Capital Seeking: $3M

Managment:
Max Kane
Matthew Weitzman
Michael Lederman

Advisors:
David Sandler, Google
Mateen Aini, Plyfe
Matt Daniszewski, Apple

Summary
Company Profile
Url: http://AgoraVR.com
Industry: Virtual Reality Communications
Employees: 4
Founded: August 2014
Contact: Jason Ganz
[email protected]
Location: 1602 A St. NW
Washington, DC 20002
Company Stage
Alpha product completed
Management
Jason Ganz, CEO
Matthias McCoy-Thompson, Co-Founder
Collin Korandovich, Co-Founder,
Josh Mahan, Co-Founder
Advisors
AU Incubator: Tommy White, Bill Bellows
Advisory Board: Jerom Glenn, Executive
Direction of the
Millennium Project
One Line Pitch
Agora is a highly disruptive evolution of the webinar allowing users to host dynamic and
visually stunning presentations and meetings in virtual reality.
Customer Problem
In B2B marketing, connecting with customers directly and sharing information is a criti-
cal component for making a sale. There is nothing more impactful in B2B marketing than
in-person events and presentations, but they aren’t scalable to reach a massive global
audience. In today’s world, if it doesn’t scale, it doesn’t matter. Webinars, the current digital
solution, provide a scalable alternative but they lack the vivid realism, dynamic interaction,
and networking opportunities of in-person events.
Business Summary
The Agora platform allows users to host and attend “SIMinars,” unique and engaging
presentations that take place entirely within a simulated virtual reality environment. These
SIMinars take advantage of the immersive nature of virtual reality to create a captivating
experience and deliver unparalleled social interaction. SIMinars allow users from around the
world to experience a presentation together in virtual reality as if they were truly there.
Management
Our team is obsessed with virtual reality and has been pivotal in the growth of the DC
virtual reality scene. We co-founded the DC virtual reality meetup group and grew it to
over 300 developers and enthusiasts by hosting presentations from hot VR companies.
Jason Ganz, CEO
• Marketing analytics expert at high growth
SaaS startup.
• Grew online futurology community to 2+
million users.
Product/Services
The SIMinar is a virtual reality presentation that replicates the feeling of in-person seminars
and events. Afer downloading the Agora client, users put on a virtual reality head mounted
display (HMD) and find themselves in the Agora Amphitheater surrounded by digital repre-
sentations of fellow attendees. A presenter on stage (also connected to Agora using an HMD)
then speaks to the audience in real time aided by visual cues and efects ranging from a slide
deck to 3D animations. SIMinars combine the best features of webinars with the stunning
realism of virtual reality to captivate and engage users.
Target Market
The last decade has proven that content marketing dominates B2B sales with over 68% of
all companies using webinars for lead generation. But with so many companies creating
content, it’s next to impossible to get your content to stand out. We’re targeting the inno-
vators among marketers at large B2B content marketing companies and digital agencies
that want to be on the cutting edge of new marketing trends. Marketers are always on the
lookout for the next big marketing channel. By targeting the companies that create viral
content for large brands, we can gain a foothold in many companies at once, and then grow
our business through organic adoption of the medium.
Business Model
Early revenue will come from large brands paying between $100,000 - $300,000 to use the
Agora SIMinar client to create one-of-a-kind B2B marketing experiences. As virtual reality
becomes mass market we will transition to SaaS pricing of $100 - $500 per presenter/per
month for access to our platform so companies and users can create their own SIMinars.
Collin Korandovich, Co-Founder
• Created the Agora siminar application
• Five years IT manager at KOREnergy



DLLIGn1 ML, INC. CCNIIDLN1IAL IUNL 201S
!"#$%&' )"* +,-. )/0$"1234$5" )406$##"* 789
:;<= 8>?4,>5 @' AB 7"##C D=D1D;<1EFE=
B/5&$,%'3,* !7 D===F ?406$##"G>"#$%&'?".-3?
HHH.>"#$%&'?".-3?

Management:
789* )/0$"1234$5" )406$##"
7I9* )$J" @4##$6/,
)/0J"'$,% 73,54#'/,'* 2$K @/0/
A"'H30J L>?$,* L#"M I4#-&$,5JN
Industry: 7#34> 73?O4'$,%
Number of FTE’s: ;
8ank: B"##5 P/0%3
Law I|rm: B$#53, @3,5$,$
Iunds Sought: Q;==R
Þr|or InvestmentC Q<.D)
Current InvestorsC
I"/?* /,%"#5* I3? S/00N* L#
S"0J"#"N* 7&/0#$" P$,J
Current Customers:
23-/# O03T. 56-5 T$0?5
Use of Iunds:
@/#"5* )/0J"'$,%* U03> !"6

8us|ness Descr|pt|onC !"#$%&' )"V 53#6"5 '&" ?4#'$1W$##$3, >3##/0 O03W#"? 3T
J,3H#">%" H30J"0 W40,34'* '40,36"0 /,> -#$",' /''0$'$3, '&034%& $'5 -#34>1
W/5"> %3/# ?/,/%"?",' /,> -3/-&$,% O#/'T30?. 9TT"0"> '3 O03T"55$3,/# 5"06$-"5
T$0?5 3, / 54W5-0$O'$3, W/5$5* '&" O#/'T30? />>0"55"5 W3'& W45$,"55 !"# O"053,/#
%3/#5 '&034%& 3," ",%/%$,% 45"0 $,'"0T/-". I&$5 ?/J"5 $' "/5N T30 J,3H#">%"
H30J"05 '3 T3-45 3, W"&/6$305 /,> ?"'0$-5 '&/' ?/''"0 ?35' H&$#" O036$>$,%
?/,/%"05 H$'& '&" 6$5$W$#$'N /,> >/'/ '&"N ,""> '3 ?/J" W"''"0 >"-$5$3,5. B$'&
0"/#1'$?" >/'/ 3, O"0T30?/,-" ?"'0$-5 /6/$#/W#" 3, >"?/,>* ?/,/%"05 -/, W"
O03/-'$6" H$'& '&"$0 '"/? 6"0545 0"/-'$6". 8?O#3N""5 $,-30O30/'" '&"$0 3H,
O"053,/# ?",'305 /,> -3/-&"5 '3 O036$>" T"">W/-J /,> ?3'$6/'$3, '3 T40'&"0
>0$6" >"5$0"> W"&/6$305 /,> /-&$"6"?",' 0/'"5.

Company 8ackground: !"#$%&' )" &/5 -3?O#"'"> W"'/ '"5'$,% 3T X"05$3, <.=
H$'& 53?" $,$'$/# O/N$,% -#$",'5. 7400",' T3-45 $5 5$%,$,% J"N 0"5"##"0 O/0',"05
/,> /,-&30 -45'3?"05. !"#$%&' )" $5 '/0%"'$,% 5?/## '3 ?">$4? 5$K"
O03T"55$3,/# 5"06$-"5 T$0?5 '&/' $,-#4>" ?/,/%"?",' -3,54#'$,%* #/H*
/--34,'$,%* $,540/,-"* /,> T$,/,-$/# 5"06$-"5* -3,'",' O036$>"05* UY* /,> 0"/#
"5'/'" -3?O/,$"5. I&" 73?O/,N H$## /-Z4$0" 45"05 '&034%& H"W ?/0J"'$,% /,>
0"5"##"05 '&/' 5"06" '&" 5/?" 6"0'$-/# $,>45'0$"5 H$'& -3?O#"?",'/0N 53#4'$3,5.

Management: Mar|e-Lou|se Murv|||e, CLC & Iounder – @"0$/# ",'0"O0","40*
3O"0/'$,% "M"-4'$6"* $,6"5'30* /,> ?/,/%"?",' -3,54#'/,' 5O"-$/#$K$,% $, '40,$,% $>"/5 $,'3 O03>4-'5 /,> W45$,"55"5C
!"#$%&' )" /,> A3M$#$K"0 T34,>"0* XU )/0J"'$,% /,> S45$,"55 !"6"#3O?",' /' I"#"K33* 7&/0#"5 Y$6"0 X",'40"5* L0'&40 !.
2$''#"* )"-&/,$-/# 8,%$,""0$,% )+I* 23,>3, S45$,"55 @-&33#. M|ke Su|||van, C1C – D;[ N"/05 >"5$%,$,%* W4$#>$,%* /,>
3O"0/'$,% $,'"0,"' /OO#$-/'$3,5 /,> '"#"-3??4,$-/'$3,5 ,"'H30J5 T30 ,/'$3,/# /,> $,'"0,/'$3,/# -45'3?"05. X"0$@$%,*
LI\I* U/MT$0". A30'&H"5'"0,* ]B^. L|z Sara, Market|ng Consu|tant- D; N"/05 3T SDS W45$,"55 #"/>"05&$O $, "/0#N 5'/%"
'"-& -3?O/,$"5* !$,%?/, 7",'"0 S3/0> \ 8,'0"O0","401$,1Y"5$>",-"_ 2"M$5`A"M$5* ^U+* L92* T34,>"01@O/-"B30J5. ).L.1
^)!. A|ex 1u|ch|nsky, Network Infrastructure and Secur|ty – D;[ N"/05 ,"'H30J ",%$,""0$,%* +I`",'"0O0$5" 5"06$-"5*
$,'"%0/'$3, 5"06$-"5* /,> O03a"-' ?/,/%"?",'. A"45'/0* @4,Y3-J"'* L92. I"?O#" ^,$6.

Compet|t|on: 8,'"0O0$5" O03a"-' ?/,/%"?",' /,> %3/# ?/,/%"?",' /OO#$-/'$3,5 #$J" 7&03,45 /,> @4--"55 P/-'305
0"Z4$0" "M'",5$6" -45'3?$K/'$3,* '0/$,$,%* /,> 36"0&"/>. I&" #/W30 $,'",5$6" /5O"-'5 3T '&"5" #/0%" /OO#$-/'$3,5 O036$>"
an opportunity for Delight Me’s light and easy motivation solution. @3-$/# ,"'H30J5 #$J" 2$,J">+, #/-J '&" O40O35" 3T
O"053,/#* O03T"55$3,/#* /,> -#$",' %3/#5. U"053,/# O03>4-'$6$'N /OO5 /0" 5$#3"> /,> #/-J '&" /W$#$'N '3 '0/-J /,> ?3'$6/'"
?4#'$O#" %#3W/# '"/?5. SN 5"-40"#N /,> O0$6/'"#N /##3H$,% 45"05 '3 ?/,/%" O"053,/# /,> O03T"55$3,/# %3/#5* !"#$%&' )"
0">4-"5 W40,34' /,> '40,36"0. B$'& ?30" -3,'$,4$'N $, O03a"-' '"/?5* -#$",'5 /-&$"6" W"''"0 34'-3?"5.

1echno|og|es]Spec|a| know now: Delight Me’s p/'",'1O",>$,% ]3/# )/,/%"?",' @N5'"? /,> U#/'T30? $5 W4$#' H$'& '&"
Y4WN 3, Y/$#5 T0/?"H30J /,> $5 >"O#3N"> 6$/ b"03J4 /,> L?/K3, B"W @"06$-"5. ^5$,% '&" L%$#" ?"'&3>3#3%N* !"#$%&' )"
"?O#3N5 c$0/* ]$'1&4W* bI)2;* 7@@* /,> U35'%0"5. !"#$%&' )"V $5 / 0"%$5'"0"> '0/>"?/0J.

I|nanc|a| Þro[ect|ons (Þro Iorma): !"#$%&' )" O#/,5 '3 0"/-& O03T$'/W$#$'N $, D=<E /,> %","0/'" 0"6",4"5 3T 36"0 Qd=
?$##$3, $, T$6" N"/05. I&" -3?O/,N $5 -400",'#N 0/$5$,% Q;==R '3 0/?O 5/#"5 /,> ?/0J"'$,% /-'$6$'$"5. !"#$%&' )" &/5 'H3
0"-400$,% 0"6",4" 5'0"/?5C <e /,,4/# 54W5-0$O'$3,_ De ",'"0O0$5"* O0$6/'" #/W"# 30 3,1O0"?$5"5 #$-",5". @O3,5305&$O /,>
/>6"0'$5$,% ?/N 5"06" /5 T4'40"* />>13, 0"6",4" 5340-". L6"0/%" /--34,' 5$K"C Q<;*===`N"/0. @4W5-0$O'$3,5 5'/0' /'
Q;`?3,'&`45"0.

Market Ieedback: According to a Partner at Venable, one of the world’s most prestigious law firms, “!"#$%&' )" $5 '&"
O"0T"-' H/N '3 O036$>" / 5$?O#" 5'04-'40" T30 /553-$/'"5 '3 30%/,$K"* O0$30$'$K"* /,> '0/-J '&"$0 -/0""0 ?$#"5'3,"5 H$'& '&"
%4$>/,-" /,> 54OO30' 3T ?",'305 /,> O/0',"05. 7400",'#N* /553-$/'"5 /0" 36"0H&"#?"> H$'& 40%",' >/N1'31>/N -#$",' /,>
O/0',"0 >"?/,>5. I&"N don’t allocate ",34%& '$?" '3 >"6"#3O$,% />6/,-"> #"%/# /,> W45$,"55 >"6"#3O?",' 5J$##5
"55",'$/# '3 W"$,% O03?3'"> '3 O/0',"0. B$'& a45' / T"H -#$-J5* $, / T"H ?$,4'"5 "/-& H""J* !"#$%&' )" ?/J"5 $' "/5N T30
associates to be more engaged and firms to be more profitable.”
Nitor Group, Ltd. 202.350.4343- | www.nitorgroup.com | [email protected]



“The backbone of health information”

Rosetta Health is a first of its kind: a SaaS platform that makes secure exchange of medical records
simple and universal

Buff Colchagoff – CEO
[email protected], 202-345-0298
Founder of Nitor Group in 2007. Buff has consulted in health information
systems for 15 years. Buff has led important efforts in health information
exchange including building the VA’s Personal Health Record, and leading
HHS’ health information exchange programs.
Doug Hill - COO
[email protected], 301-520-2116
Entrepreneurial, growth-minded executive proven in building successful business
functions and catalyzing rapid revenue turnarounds within demanding corporate
settings. Strategic brand advocate skilled in expanding reach and uncovering new
revenue opportunities. Proven mentor and director of high-performance teams.

We've been working together for the past 15 years in Health Information Technology – over this time we’ve been
responsible for developing over $70 million in health IT revenues.

Description
The Rosetta Health SaaS Platform makes exchange of health information
across vendor platforms and products simple and cost effective. The platform
allows for easy configuration of complex information exchanges. Based on
standards already in place, Rosetta Health can exchange clinical information
with almost all US Electronic Health Record (EHR) vendors.
Problem
Health information systems historically have not interoperated. EHRs took a
mostly proprietary approach, with data and APIs. Currently the vast majority
of clinical information is exchanged via fax.
At the same time, the economics are shifting where clinical data exchange
becomes a priority. Insurers want clinical data for analysis and cost
management. Tele-health and innovative health applications need this
information to provide new services.
Because there are over 1000 different EHR systems out there alone, coding to
each health information system’s interface is not an option.
Competitive Advantage
Nitor Group’s Rosetta Health leverages a SaaS platform to provide secure
information transport and translation services – reducing the development
time, cost and maintenance of in-house infrastructure. Rosetta Health
provides a veritable “swiss army knife” of health information exchange
capabilities that require almost no time to implement. A recent client was
able to implement the functionality required for HHS’s new EHR
certifications in ! a day. This ability to create, operate and scale health
information exchange with little effort is a game changer to our customers.
Market Opportunity
The total Health Information Systems infrastructure market is $1.7B industry in
2013 growing at CAGR of 9.6% and continues to grow at a fast pace due to the
demand for more usable clinical information.
Nitor Group already has over 30 organizations implementing our technology,
including EHRs, portal and mobile vendors, hospitals, long term and rehab
facilities, government agencies and statewide health information exchanges. This
initial phase will be followed but a much wider adoption as health information
exchange becomes more and more ubiquitous.
Our target segments for phase 2 focuses on those clients that need clinical
information but haven’t had wide scale access yet, like long term care facilities,
patient portals, and mobile health applications. We will launch a marketing and
sales campaign to capture 25% of this emerging set of markets.
Business Model
" Recurring monthly fees for access to production SaaS platform.
" Pricing is based on either bandwidth, number of providers, or size of
organization.
" B2B sales channel, embedding RosettaHealth in vendors
products/offerings
" Easily configured custom solutions for specific enterprise needs.
" Free access to “sandbox” area for integration and testing.
# Over 70% close rate of sandbox users.
The free access to “sandbox” allows potential customers to touch and feel the API
and discover how easy implementation can be. It convinces users in the service
quality and viability of the platform.

Why Invest now?
Building on the current provider to provider exchange of medical records,
phase 2 will enable broad market access to medical records, enabling huge
growth in health information infrastructure. This starts now! We’re an
experienced company with proven track record in building these types of
solutions. We currently have a strong base of organizations using the product.
We are looking to fund a marketing and sales campaign that allows us to
capture market share in the next phase of this market.
Other Investors
Employee owned
Revenue/EBITDA

FY15 FY16 FY17 FY18
Revenue $1,093,891 $4,860,949 $11,341,910 $29,227,302
EBITDA -$240,577 $996,497 $5,545,232 $15,019,270

Investment Scope
We are seeking $2M in funding for sales, marketing and additional product
development over the next 2 years. The additional funding will be used
penetrate and establish a strong brand in health information market.

SNVC Presents Helix
About Helix
Built on SharePoint
Low cost, collaboraon manage-
ment tool; ideal for proposals, re-
cruing, onboarding, and more
Includes task management tools
O?ered in the cloud or on premise
Lile to no training required
Reduces amount of IT administra-
on
Proven performance—in use today
About SNVC
Established business with 17 year
track record
Debt"free since incepon
Top Secret Facility Security Clear-
ance
CAGE Code: 1F4Z6
DUNS #: 041320164
Winner Best Places to Work 2011,
2012 (top small business)
Microso Silver Partner—Portals &
Collaboraon
Financing Sought:$2M"$5M
Accounng Firm: Mahews, Carter
and Boyce, P.C.
Purpose of Funds: Sales & Markeng
Intellectual Property
Law Firm: Reed Smith
Code: Copyrighted
Logo: Trademarked
Learn More
www.SNVC.com
On Facebook: SNVC
On Twier: @SNVC1
On LinkedIn: SNVC; Our Product Page
is Helix
Businesses are quickly transformed by SNVC’s Helix soluon – an a?ordable, easy to use,
collaborave soluon that leverages Microso’s SharePoint’s stronghold on the market.
Helix is SharePoint’s “5"minute makeover” and gives business professionals more funconal
control without compromising network or business security.

The Business Challenge We Faced
SharePoint’s market penetraon is signi?cant: 80% of Fortune 500 companies own it, but
they represent only a poron of the 125+ million licenses sold. However, user frustraon is
also signi?cant. SharePoint is hard to learn, hard to use and expensive. Too much is invested
in it for companies to get rid of it. Thus, the need for Helix " a beer way to use SharePoint.
Helix is a low cost, collaboraon management tool that re"captures the power of Share-
Point. SNVC focused on the top barriers to SharePoint adopon and created an easy to
use applicaon that eliminates the expensive training, provides transparency throughout
the organizaon. Helix allows each employee to be engaged in organizaonal acvies and
enables them to create and manage their own SharePoint workspace, to include assigning
team members and seng document permissions.

An Overview of What We Have Built: Helix is ready to go to market today. It can be deliv-
ered via the cloud using a SaaS model, or on premise integrang it into an exisng network.
Each has its own pricing model and set of advantages. Both deliver the same funconality
and have proven to increase producvity, save valuable me, and foster employee engage-
ment.
Competition
The list of collaboration tools grows daily. Our assessment of the competition is that they fall
into three key areas. (1) Many are focused on projects, not the enterprise – good for small
teams, and typically low cost. (2) Others are speci?c to a niche, like proposal development or
recruing. (3) The rest are enterprise based applicaons – good for the organizaon, but sll
costly, with high involvement from IT administrators.

Helix provides an enterprise"wide application at a low cost, with little to no investment in
training and minimal IT involvement. It’s an exceptional value, starting as low as $5,000
for a one time perpetual license.

Addressable Market and Return On Investment
In the Naonal Capital Region (NCR), there are over 5,000 small and medium size businesses.
With the right mix of market visibility, online branding, free trials, etc. Helix could quickly
reach this market and rapidly expand to a global one, leveraging the exisng SharePoint
footprint where Helix can unlock the potenal of collaboraon.

Use of Funds
Funding will be used for sales and markeng. We are seeking help to accelerate our go"to"
market strategy, develop the brand and posion the product, develop client support tools,
hire a sales team and create our pipeline. Our projecons over 5 years are:
Year Revenue Expenses EBITDA EBITDA%
1 $342,500 $330,850 $11,650 3%
2 $1,142,500 $621,800 $520,700 46%
3 $2,067,500 $875,400 $1,192,100 58%
4 $3,175,255 $1,137,326 $2,037,930 64%
5 $4,472,194 $1,267,019 $3,205,174 72%
TOTAL $11,199,949 $4,232,395 $6,967,554 62%


EXECUTIVE SUMMARY

Valaurum, Inc. (www.valaurum.com) aims to disrupt the markets for precious metal and
commemoration by offering the smallest denomination of gold bullion on the world market.
Valaurum’s primary product is the Aurum®, a sandwich of 24k gold between layers of printed
polyester. At a market price of $1300 per troy ounce, each Aurum contains $4.18 or $2.09 of
gold. Valaurum, Inc. has the exclusive, world-wide license to manufacture, market and distribute
this product. The Aurum and Valaurum are registered trademarks, and the Aurum is protected by
worldwide patents pending and numerous trade secrets, all of which inure to Valaurum through
its license agreement.

Gold in the Aurum is easier to verify and harder to counterfeit than conventional gold coins and
bars. The Aurum is durable and convenient to carry, since the gold is protected by a strong and
transparent polyester film. The gold can also be assayed and recovered through standard industry
methods. Also, the polyester film means the Aurum can be printed with unique messages in four-
color, high-resolution print. The Aurum is a uniquely affordable way to own gold, making
collecting and investing available to everyone.

Valaurum is positioned to address a crisis in the precious metals industry. The gold market
(private investments and official holdings) is estimated to be worth $2.4 trillion USD. The bullion
market has focused on high net worth individuals and low margin transactions. With a 300% rise
in the cost of gold, traditional gold bars and coins are now out of reach for most of the world’s
population. The Aurum’s small, convenient increment commands a higher margin than
conventional gold. For our dealers, the Aurum represents a genuinely new product, an expanded
customer base, and industry-leading profit margins.

The Aurum has been sold to artists, banks, schools, non-profits, corporations and families to
commemorate their most meaningful events. This promotional market is ripe for expansion.
Central banks could also issue commemorative gold currency using Valaurum’s technology. A
network of dealers is eager to distribute the world’s first currency in this form. Valaurum has sold
two issues of commemorative Aurum to a national government, and promising discussions with
several countries are underway.

Valaurum’s sales grew 600% in 2014. Last year, the Aurum figured prominently in a national
television campaign and tens of thousands of Aurum were sold in the United States. Canadian
sales are rapidly expanding through one of the largest online bullion dealers and a network of
local retailers. The Aurum has been successfully sold in the United States, Canada, Europe, and
South America. The Company intends to continue to expand its bullion, commemorative, and
governmental sales.

Through 2014, Valaurum upgraded every step of its production process. The Company also made
significant investments in research and development, process management, quality control, and
fulfillment. In January 2015, Valaurum acquired exclusive production rights from its licensor,
clearing the way for further expansion. As a result of these efforts, Valaurum more than doubled
production capacity while halving its costs. Management sees opportunities for further,
significant production savings.


!
"
#
$
%
&
'
#
$
%
&

)
*
+
,
#
-
.
/

0
1

+
1
2
#
1
.
3
0
*
4
.
$
)
2
0
%
.

$
&
0
$

0
2
2
+
"
/

5
#
6
%
+
3
)
0
1
#
.
/

$
+

)
+
/
$

)
*
+
7
.
%
$
/

$
&
0
$
0
-
-
*
.
/
/

$
&
.
#
*

1
.
.
-
/

0
1
-
%
&
0
2
2
.
1
6
.
/

0
1
-

5
.

3
0
$
%
&
.
-

"
#
$
&
#
1
1
+
,
0
8
,
.

/
$
0
*
$
9
)

/
+
2
9
8
+
1
/

:
&
.

!
"
#
$
%
&
'
#
$
%
&

)
2
0
;
+
*
3

&
.
2
)
s
m
0
1
0
6
.

#
1
$
.
*
1
0
2

#
1
1
+
,
0
8
+
1
#
1
#
8
0
8
,
.
/
,

s
u
c
h

a
s

h
a
c
k
a
L
h
o
n
s
,
<
*
+
3

+
1
.

.
0
/
=

#
1
$
.
*
<
0
%
.

!
"
#
$
%
&
'
#
$
%
&

0
2
/
+

&
+
/
$
/

.
,
.
1
$
/
$
&
0
$

0
2
2
+
"

5
#
6

%
+
3
)
0
1
#
.
/

$
+

)
#
$
%
&
$
&
.
#
*

)
*
+
7
.
%
$
/

$
+

$
&
.

/
$
0
*
$
9
)
%
+
3
3
9
1
#
$
=
!
"
#
$
%
&
'
#
$
%
&

#
/

0

5
9
/
#
1
.
/
/

-
.
,
.
2
+
)
3
.
1
$

3
0
*
4
.
$
)
2
0
%
.

%
+
1
1
.
%
8
1
6

5
#
6

%
+
3
)
0
1
#
.
/

"
#
$
&

/
$
0
*
$
9
)

#
1
1
+
,
0
8
+
1

Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
SPONSORS
TECH 2000, lNC
¯ech 2000 is an award·winning Ld¯ech and mobile content management software
company. ve are seriously committed to pushing the limits of technology and innovation
to improve the learning experience for learners and support those that are involved
in education. ¯ech 2000 has developed and patented mobile virtual technologies and
learning analytics technologies which have resulted in the creation of the Appnetic and
Lumious platforms.
CEORCE CHURCHWELL, CO-FOUNDER AND PRE5lDENT
Ceorge is the President of ¯ech 2000, lnc., a leading education solutions and mobile
content management software company. Ceorge is responsible for driving ¯ech 2000's
product development, long·term strategy and vision. He is also the company's Chief
Pevenue Officer.
¯ech 2000 is based in Herndon, Virginia. Our core strengths include content development,
mobility, dynamic education tools, and training delivery for l¯. Our proprietary adult
learning methodology techniques are proven to provide the knowledge and cutting·
edge technical capabilities required in today's telecom industry. ln addition to winning
awards such as the Silver Brandon Hall Lxcellence in lnnovation Award, ¯ech 2000 also
won the Sakigake lnnovation Award at Cisco in 200º, 2010, 2011, 2012, and 2013, as well
as the Cisco lnnovation Learning Partner of the Year in 2014.
vith almost 30 years experience in the networking industry, Ceorge has interacted with
a wide variety of network communications technologies with real·world experience
in systems integration, security, and web presence. His focus has been on improving
training for the broadband service provider workforce, particularly through the use of
dynamic e·learning and mobile techniques. Ceorge's specialties include, MLF· Carrier
Lthernet Certified Profession (MLF·CLCP), Cisco Certified Systems lnstructor (CCSl) for
Cisco's APKºK, CPS3, and XPFund, products and technologies.
LORE 5Y5TEM5, lNC
Lore Systems helps our clients with cutting·edge l¯ network engineering and managed
services solutions. Lore architects, designs and delivers managed hosting and cloud
computing systems, and outsourced l¯ network infrastructure, support and help desk
solutions that easily accommodate our clients' unique requirements. At Lore, we strive to
provide the very best customer experience in the industry by making l¯ "Lasier, Friendlier,
and More Peliable."
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
ANDREW ZALE5Kl, VlCE PRE5lDENT AND DlRECTOR OF
lNFORMATlON TECHNOLOCY
Andrew (Drew) Zaleski is Vice President and Director of lnformation ¯echnology at Lore
Systems, lnc. an l¯ professional services company which provides enterprise network
engineering, virtualClO, managed hosting, and cloud services. At Lore, Drew has
oversight of the Company's engineering operations and sales engineering functions, and
built the Company's vClO (virtual Chief lnformation Officer) practice.
Drew has over 1S- years of experience in design, installation, configuration, administration
and troubleshooting of LAN/vAN infrastructure and security, leveraging a multitude
of technologies to produce solutions. He holds l¯lL, Microsoft and other professional
certifications.
Prior to joining Lore, he held a variety of operational, management and leadership
positions including Solutions Architect Manager for Dlspersive Solutions, lnc. and
previously, Program Manager and Senior Network Lngineer for Dataprise, lnc. He also
worked as Director of lnformation ¯echnology for Petroleum Marketing Croup, Senior
Consultant for Database and LAN Solutions, and Director of Operations and lnformation
¯echnology for Christian Pelief Services Charities.
APPNETlC
appnetic is the world's hrst SaaS platform which allows non·programmers to 1) create native
mobile apps in under 1S minutes, 2) load any kind of content, and 3) publish and distribute the
content to an unlimited number of users.
appnetic's primary use is for sales enablement for organizations and enterprises which have
large and frequently changing product portfolios and/or large held sales forces who need "just
in time" sales and marketing information at their hngertips.
Bottom line: appnetic helps our customers "sell more." @appneticmobile
BlLL 5MlTH, VlCE PRE5lDENT PRODUCT & CROWTH
Bill is the Vice President, Product & Crowth for appnetic, a SaaS mobile app for sales
enablement, where he is responsible for product development, product engineering, quality
assurance, training, account management, sales and marketing.
Prior to Appnetic, Bill was a partner in Lxhilarator, a DC·based technology seed fund that
invests in mobile and lnternet startups. Bill is a practiced entrepreneur and operations
executive with experience building companies from inception to over S30m in revenue.
Before holding founding, operational and management roles in multiple startups, Bill worked
in business development and hnance with global brands like ¯he valt Disney Company and
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
J.P. Morgan Chase. Bill received a Bachelor of Arts in History from the University of Virginia
and a Masters of Business Administration from UCLA Anderson School of Management.
WlL5ON 5ON5lNl COODRlCH & RO5ATl
vilson Sonsini Coodrich & Posati is the premier legal advisor to technology, life sciences,
and other growth enterprises worldwide. ve represent companies at every stage of
development, from entrepreneurial start·ups to multibillion·dollar global corporations,
as well as the venture firms, private equity firms, and investment banks that finance
and advise them. ¯he firm's broad range of services and practice areas are focused on
addressing the principal challenges faced by the management, boards of directors,
shareholders, and in·house counsel of our clients.
MlCHAEL LABRlOLA, PARTNER
Michael Labriola is an partner in the vashington, D.C., office of vilson Sonsini Coodrich &
Posati, where he works with public and private technology companies through all stages
of their growth. Michael also frequently represents investment banks, venture capital
funds, and private equity firms in a broad range of investment transactions.
Michael's practice focuses on corporate and securities law, including general corporate
representation, public offerings, venture capital financings, and mergers and acquisitions.
He has assisted clients with matters ranging from formation and early·stage venture
financing to listings of publicly traded securities on U.S. and foreign exchanges. He also
has considerable experience in counseling publicly held companies on disclosure matters,
SLC compliance, NASDAQ and NYSL listing matters, and other securities laws issues.
Prior to law school, Michael was a senior auditor with Arthur Andersen LLP's Chesapeake·
region growth, services, and products assurance practice and later with Lrnst & Young
LLP's assurance and business advisory division. vhile at Arthur Andersen and Lrnst &
Young, Michael audited public, private, and not·for·profit entities in several sectors,
including telecommunications and technology. Michael is a CPA in Virginia.
BDO
For more than 100 years, BDO USA has been recognized as a premier accounting, tax, hnancial
advisory and consulting organization. Providing services to a wide range of publicly traded and
privately held companies, BDO ohers a sophisticated array of services and global capabilities,
combined with the personal attention of experienced and committed professionals. Founded
on timeless values, motivated by entrepreneurial thinking, anchored by individual accountability
and professionalism, and distinguished by quality and independent service, our distinct culture is
the reason people who know, choose BDO.
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
MARK ANDER5EN, PARTNER
Mark has over 1S years of experience in public accounting. Mark is Mark Andersen is a partner in
BDO USA, LLP's (BDO) Assurance department with 1º years of public and corporate accounting
experience. Mark focuses on working with venture·backed information technology companies,
venture capital funds and government contractors.
Mark's clients range from early stage startups to well·established middle·market enterprises with
domestic and international operations. His background in both public accounting and in private
industry allows him to provide practical insight into his clients' accounting issues.
MCCLADREY LLP
McCladrey is a leading provider of assurance, tax and consulting services focused on the middle
market. ve guide our clients through complex business challenges by understanding their
needs and bringing together the right team to address them. vith nearly 8,000 professionals
and associates in 80 cities nationwide and access to more than 32,000 people in 110 countries
through our membership in PSM lnternational, we can meet your needs wherever in the world
you do business.
CHARLE5 C. CARR, CPA, AUDlT PARTNER
Chuck is the Assurance leader of the vashington Metro Oh ces, ¯echnology and Life Sciences
practice. ¯his practice covers companies representing the technology services, software, SAAS,
telecommunications, media, biotech, pharmaceutical, and medical device sectors. Many of
these companies are backed by private equity and venture capital. Chuck has over 2º years of
public accounting experience. Prior to joining McCladrey, he previously served as the Creater
vashington Lmerging Crowth Company practice leader for Deloitte.
Chuck has a strong working knowledge of the many issues public and private companies face,
including accounting, reporting, and corporate governance. As a result of his experience, Chuck
is familiar with technological changes, venture capital equity/debt accounting issues, accounting
for acquisitions, SLC preparation and reporting, lPO readiness, global expansion issues, as well
as working with complex stock·based compensation and revenue recognition issues. Chuck has
worked with multiple companies as they moved through their lPO process and has worked with
many other companies through their successful sale to either hnancial or strategic buyers. Chuck
is passionate about working with high growth companies while guiding them through their ever
changing life cycle.
RYAN & WETMORE, P.C.
Pyan & vetmore ve are a full·service accounting and management·consulting hrm, servicing the
Northeast/Mid·Atlantic region since 1º88. vhat makes us diherent from other accounting hrms
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
is our proactive approach. ve work hard to earn our clients' conhdence by encouraging open
communication year round. ¯his approach has enabled us to help clients become more eh cient,
more competitive, and therefore, more prohtable. ¯hrough our numerous management
engagements, we have become trusted, unbiased advisors. ve do this by riding the hne line
between keeping an objective perspective and being our clients' advocate.
PETER T. RYAN, CPA, CO-FOUNDER & PARTNER
Pete co·founded Pyan & vetmore in 1º88, a 3 oh ce, 3S person hrm serving the Mid·Atlantic
region. He currently works with clients to address tax, audit and accounting issues. He also has
signihcant experience in international tax matters and business consulting services. His expertise
extends to the following industries: Healthcare organizations, Construction and Peal Lstate,
Covernment contractors, ¯echnology groups, Manufacturing, and High Net vorth lndividuals.
Pete has served on the Board of Directors for a number of successful for·proht and nonproht
organizations. He is an active member of the Healthcare Advisors Association, the Peal Lstate
and Construction Association, the CPA Manufacturing Services Association, the Virginia
¯ransportation Construction Alliance, and the Construction Financial Management Association.
Pete obtained a Master of Business Administration in Finance from the University of Baltimore
and a Bachelor of Arts in Accounting from the Catholic University of America. He is a member
of the American lnstitute of Certihed Public Accountants, Maryland Association of Certihed
Public Accountants, Virginia Society of Certihed Public Accountants, and the Creater vashington
Society of Certihed Public Accountants.
THE MELTZER CROUP
¯he Meltzer Croup is a diversihed hnancial services company based in Bethesda, Maryland.
Meltzer has become industry leaders in the insurance held as sited by the vashington Business
Journal, providing comprehensive business, personal and corporate insurance and hnancial
strategies. Founded in 1º82, ¯he Meltzer Croup prides itself in providing clients exceptional
service and innovative problem solving ideas. ¯hey believe that the clients' needs and desires are
the most important factors in the insurance process.
RlCHARD "RlCH" DlPlPPO, PARTNER
Pich is a native of Longmeadow, MA, and graduated from ¯he Ceorge vashington University.
He started in the insurance industry in 1º8S with New York Life. He joined Mass Mutual and ¯he
Meltzer Croup in 2008 as a partner. Pich primarily works with Business owners and executives on
Succession and Lstate Planning. Most of Pich's clients come from referrals by advisors (CPA, AH,
CLlLN¯S, etc.). Pich is married to Molly and has one daughter, Carmen (13).
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
MONTCOMERY COUNTY DEPARTMENT OF ECONOMlC DEVELOPMENT
¯he Montgomery County Department of Lconomic Development creates and administers
programs that support and grow our diverse business community, expand the county's economic
base and provide employment opportunities for residents. ¯hrough our Montgomery County
Business lnnovation Network, Agriculture Peserve, Small Business Mentorship and Small Business
Lmpowerment programs, vorkforce Services and Strategic Financing programs, we stand ready
to assist businesses at all stages of growth. ¯o learn more, contact the department at 240·777·
2000, e·mail us at [email protected] or visit www.ChooseMontgomeryMD.
com.
5ALLY 5TERNBACH, ECONOMlC DEVELOPMENT DlRECTOR
Sally currently serves as Acting Lxecutive Director for the Montgomery County Department of
Lconomic Development. She joined the department in 2012 as Deputy Director. Since that time,
she has been instrumental in developing programs to support the local business community
including the MOVL, the Life Sciences lmpact Crant, the Business lnnovation Network, and
Cybersecurity programs.
Previously, Sally served as the Lxecutive Director for Pockville Lconomic Development, lnc. During
her tenure there, she launched the Pockville vomen's Business Center, gained approval for a
hotel for Pockville ¯own Center, participated in successful bids for Choice Hotels and MesoScale
Diagnostics headquarters, initiated the Pockville lnnovation Center which today houses 3S start·
ups, and created a women's business plan competition with S20,000 in annual cash prizes and an
annual Postdoc Conference and Career Fair for S00 S.¯.L.M. postdocs.
ln her prior life, she spent 18 years with A¯&¯, taught accounting and hnance, and ran a social
services non·proht in NYC and a tourism development organization in vest Virginia. Her proudest
accomplishments, aside from her family, include national and international gold medals in rowing
with the Potomac Boat Club and with Avalon.
FAlRFAX COUNTY ECONOMlC DEVELOPMENT AUTHORlTY
¯he award·winning Fairfax County Lconomic Development Authority promotes Fairfax County
as a business and technology center. ¯he FCLDA ohers site location and business development
assistance, and connections with county and state government agencies, to help companies
locate and expand in Fairfax County. ln addition to its headquarters in ¯ysons Corner, Fairfax
County's largest business district, the FCLDA maintains marketing oh ces in seven important
global business centers: Bangalore, Boston, Munich, London, Los Angeles, Seoul and ¯el Aviv.
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
DR. CERALD CORDON, PRE5lDENT & CEO
Dr. Cerald L. Cordon, Ph.D., is the president and CLO of the Lconomic Development Authority
in Fairfax County, Virginia, one of the largest oh ce markets in the nation. He has been with the
FCLDA since late 1º83, during which time oh ce space in the county grew from 32 million square
feet to more than 11S million, and jobs in the county grew from 243,000 to about 500,000.
Dr. Cordon has also worked for Arlington County, Virginia, and the U.S. Department of Labor. He
was instrumental in creating the Lmerging Business Forum and bringing the 1ºº8 vorld Congress
on lnformation ¯echnology to Fairfax County. ln 200S, the FCLDA was named by Site Selection
magazine as one of the ¯op ¯en Lconomic Development organizations in North America.
Dr. Cordon holds a bachelor's degree from ¯he Citadel, a master's degree from ¯he Ceorge
vashington University, and a doctorate in international economics from ¯he Catholic University
of America. He is the author of 13 books on strategic planning and economic development. His
most recent books include "¯he Lconomic Viability of Micropolitan America" (CPC Press, 2013),
"Peinventing Local and Pegional Lconomies" (CPC Press, 2011) and "¯he Formula for Lconomic
Crowth on Main Street America" (CPC Press, 200º).
HAFEZlCAPlTAL lNTERNATlONAL CON5ULTlNC
HafeziCapital lnternational Consulting is an international hnancial and business consulting hrm
ohering the following services: Crowth Consulting (sales, margins, income, cashñow, valuation,
leverageratios), Organization Consulting (structure, process, delivery, supply chain, restructuring),
Capitalization Consulting · advising on matters of raising capital, lnternational Consulting ·
entering new global markets (feasibility studies, country risk analysis, market entry strategy, joint
venture development, acquisition analysis, supply chain audits, outsourced international market
entry).
BABAK HAFEZl, MA, MBA, CEO
Babak Hafezi is a seasoned entrepreneurial business expert in the areas of strategy, turnarounds,
growth, capitalization and international market entry consulting. He has a demonstrated expertise
in strategy development, reorganization and reengineering. His advice is actively sought by
leading global CLO's, government oh cials and news agencies such as lnvestors Business Daily,
¯homson Peuters, and Forbes. Morgan Stanley Private vealth Management sought his advice on
the Croupon lnitial Public Ohering.
lnternational clients include Luxury Jeweler Cartier, LVMH (sub·contractors) and other Small and
Medium Corporations, Angel lnvestors, Private Lquity and Venture Capital hrms.
Babak Hafezi obtained a Bachelor's degree in lnternational Pelations with a focus on Middle
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
Lastern Studies and a M.A. in lnternational Peace & Conñict Pesolution from the School of
lnternational Service at ¯he American University in vashington D.C.. He subsequently obtained
a Master's in Business Administration (MBA) from the Kogod School of Business at ¯he American
University. Babak Hafezi has volunteered at Network for ¯eaching Lntrepreneurship (NF¯L),
and serves on numerous Board of Directors positions, and advisory boards among them his
alma mater the School of lnternational Studies's Young Alumni and Friends Committee at the
American University.
WHARTON CLUB OF DC
¯he vharton Club of vashington, DC (whartondc.com) supports the Creater vashington, DC
business community and alumni success in our region through our rich calendar of events - a
total of 1S0 to 200 or more each year · as well as liaison with the vharton School, and other
professional and alumni groups.
Join us in DC for two days April 25·27, 2015, for our 3rd Annual lnnovation Summit: Meet fellow
entrepreneurs, funders, mentors, leading vharton, Penn, and other top professors - ready
to engage you and raise your odds of hitting your target, or hnally testing that new business
idea. ln workshops, startup veterans will guide you thru market·tested planning and execution
steps, boosting your "success quotient" as you push your idea ahead. ¯hen, as now, we'll connect
innovators in many industries to new colleagues, plus many US and global resources. Learn more
at http://www.whartondc.com/
ALl QURE5Hl, VlCE PRE5lDENT
Ali Qureshi serves as Vice President of Consulting Services at Xcelerate Solutions. Ali brings
nearly two decades of experience assisting Federal Covernment and commercial clients in
meeting their technology services needs through innovative solutions. He is currently the
Vice President for Programs and the Program Chair for the 201S vharton DC lnnovation
Summit.
Prior to joining Xcelerate, Ali had leadership experience in a number of healthcare technology
start·up companies. He was Chief ¯echnology Oh cer for PF ¯elematics, which delivers the
MedLogiq data management platform for the healthcare market. Previously, Ali served as
the Chief Operating Oh cer for MedPed LLC which develops medical records and clinical
decision support systems.
Ali holds a Bachelor's Degree in Lnvironmental Lngineering from vilkes University and an
Lxecutive Master's Degree from the vharton School and School of Lngineering and Applied
Science at the University of Pennsylvania.
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
SPONSORS
TODD A. 5HERBACOW, CEO, EMl55ARY REALTY, LLC
Mr. Sherbacow founded Lmissary Pealty, LLC to provide service lines not currently available
in commercial and residential markets. As your emissary, we are your trusted agents and
cover all aspects of your real estate needs. ve roll up our sleeves with our clients and interact
with architects, contractors, and budgets. ve help with furniture, data cabling and wiring
and even telephones and l¯.
Lmissary Pealty also handles retail and residential transactions ohering all brokerages under
one roof. Lmissary Pealty represents tenants. Mr. Sherbacow and the team have worked
for publicly traded companies such as ¯rammell Crow Company and CBPL. ¯hey learned
how to lease space for owners but the conñicts were obvious. ¯his background is critical for
knowing how landlords calculate the value of deals and what's most negotiable.
Mr. Sherbacow obtained a B.A., lnternational Ahairs from Ceorge vashington University.
For nine years he has volunteered as a mentor for the Hoop Dreams Academic Scholarship
Fund and is active in the lives of four students who were the hrst in their family to attend
college. Mr. Sherbacow also serves on the Board and of the Jewish Historical Society of
Creater vashington. He is married to Diana Sherbacow and have a wonderful son, Jack. Mr.
Sherbacow is an avid golfer, skier, tennis player and cyclist.
THE DlNCMAN CENTER FOR ENTREPRENEUR5HlP, AT THE ROBERT H.
5MlTH 5CHOOL OF BU5lNE55, UNlVER5lTY OF MARYLAND
¯he Dingman Center for Lntrepreneurship is a top·tier entrepreneurial institute recognized
around the world as a leader in enterprise creation. ¯he Dingman Center is continuously
pushing the boundaries of teaching and learning with its focus on practical entrepreneurship,
global innovation and international classroom experiences. ¯he Center promotes
opportunities that provide maximum resources to start·up businesses in terms of ideation,
execution and hnancing, and that support its mission to take entrepreneurs "from the back
of a napkin to the hrst S1 million in hnancing."
ELANA FlNE, MANAClNC DlRECTOR
Llana Fine is Managing Director of the Dingman Center. Llana's primary focus is leading the
Dingman Center in support of its mission and strategic plan. Key responsibilities include
oversight of our student venture incubator, Dingman Center Angels investor network,
business competitions, and technology commercialization ehorts. Llana also develops and
maintains relationships with donors, board members, LlPs, the Smith School community
and other campus and regional partners. She is also co·chair of the Dean's ¯ask Force on
Lntrepreneurship and lnnovation.
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
SPONSORS
Prior to joining the Dingman team, Llana was an Associate and a Vice·President of Pevolution
Partners, an investment bank where she advised on a variety of technology transactions
ranging between SS million and S100 million, including venture investments for both early
and late stage private companies, sell side and buy side acquisitions and fairness opinions.
Llana also served as Pevolution's CFO from 2003·2005. From 1ºº7·2000, she was a consultant
with Accenture, where she implemented technology solutions for clients in the hnancial
services, government and natural resources industries.
Llana earned an MBA in Finance and Accounting from the University of Chicago's Booth
School of Business in 2002, and earned a BS in Finance, magna cum laude, from the Smith
School of Business at the University of Maryland, College Park, in 1ºº7. Llana resides in
Potomac, Maryland, with her husband and two children.
HOCAN LOVELL5
Hogan Lovells is a global legal practice that helps corporations, hnancial institutions, and
governmental entities across the spectrum of their critical business and legal issues globally
and locally. ve have over 2,S00 lawyers operating out of more than 40 oh ces in the United
States, Lurope, Latin America, the Middle Last, and Asia. For more information, please visit:
www.hoganlovells.com.
RlCH BECKER, PARTNER
Pich is a Partner in our corporate practice and the Administrative Partner of our Northern
Virginia oh ce. He focuses on private equity, mergers and acquisitions, and commercial
transactions both in the United States and internationally. Pich represents corporations
and private equity investors in a variety of commercial matters including public and private
merger transactions, minority investments, joint ventures, tender ohers, recapitalizations
and debt hnancings.
Pich has been recognized by multiple publications. He has been a hnalist for vashington
Business Journal's ¯op vashington Lawyer for Corporate Mergers and Acquisitions. He is
featured in Chambers USA in Band One in Virginia for Corporate/Mergers and Acquisitions
and vashington, D.C. Super Lawyers has named him one of the ¯op 100 lawyers in the
vashington, D.C. Metro area. Pich is also an Adjunct Professor of Corporate Acquisitions at
Ceorge Mason University School of Law.
CEORCETOWN ENTREPRENEUR5HlP lNlTlATlVE
¯he Ceorgetown Lntrepreneurship lnitiative enables students to see the world as
entrepreneurs do, while providing the knowledge and skills they need to act on their insights
and add value to society.
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
Our mission is to create a culture of entrepreneurship throughout the Ceorgetown University
community insuring that all members have the opportunity to explore and experience what
is means to behave like an entrepreneur.
ve lNSPlPL students by encouraging entrepreneurial thinking, ¯LACH students about
entrepreneurship through the experiences of accomplished entrepreneurs, CONNLC¯
students to a community of entrepreneurs and innovators on and oh campus, and encourage
students to LAUNCH new ventures.
JEFF RElD, FOUNDlNC DlRECTOR OF THE CEORCETOWN
ENTREPRENEUR5HlP lNlTlATlVE OF THE MCDONOUCH 5CHOOL
Jeh Peid is the Founding Director of the Ceorgetown Lntrepreneurship lnitiative. He has
previously held leadership roles at the Network for ¯eaching Lntrepreneurship, DigitalBridge
Communications, DLA Piper, and the University of North Carolina at Chapel Hill.
ln 200º, Peid launched the Ceorgetown Lntrepreneurship lnitiative to catalyze entrepreneurial
thinking and activities across Ceorgetown University and make a broader impact in the
vashington, DC entrepreneurial community. ln 2012, Ceorgetown was recognized by the
Clobal Consortium of Lntrepreneurship Centers as a global leader in entrepreneurship
education. Peid was also the founding director of the McDonough School of Business Peal
Lstate Finance lnitiative, where he helped raise over S5 million in seed funding.
At UNC·Chapel Hill, Peid was the founding executive director of the Center for
Lntrepreneurship, which he grew to a No. 1 national ranking by Forbes and Princeton
Peview and was chosen by his peers and Lntrepreneur magazine as one of the top hve
entrepreneurship center directors in the United States. Peid earned a B.S. in business
administration from Appalachian State University and an MBA from the University of North
Carolina at Chapel Hill.
5MARTCEO
SmartCLO is the largest platform for regional events and content, serving an exclusive
community of growth·minded CLOs and business leaders. Our mission is to educate and
inspire visionary leaders at our high·energy entrepreneurial events and with access to
valuable online, video and print resources. Currently operating in the Mid·Atlantic region
with oh ces in Philadelphia, New York, Baltimore and vashington, DC.
HEATHER LOUl5E FlNCH, MARKET DlRECTOR
Heather Louise Finch is the Market Director for SmartCLO in the Creater vashington,
DC region, where she works with C·level executives to help them grow their companies
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
through involvement with the SmartCLO community. She is responsible for SmartCLO's
overall business development and marketing activities in the DC market. She oversees
the development of new clients and existing clients and manages those relationships by
expanding, executing and leading multiple sales, marketing and special events across all
industry verticals in the DC region.
Prior to joining SmartCLO, Heather Louise worked in Paleigh, NC at ¯.A. Cook, an international
management consulting company for asset and operations management. Prior to ¯.A. Cook,
she worked in the North Carolina Covernor's Oh ce of Bev Perdue.
Heather Louise is a graduate of Peace College, where she received her B.A. in Communication
with a minor in Spanish. She studied in exchange programs across the globe, including the
University of Qatar at Doha and University of Cranada, Spain, and participated in a cultural
exchange with Morocco and Japan. She is a recipient of the Public Leadership Lducation
Network (PLLN) Scholarship. She is involved with a variety of nonprohts in the DC Community,
such as the Junior League of vashington, Bright Beginnings, lnc., the March of Dimes, and
UNA·NCA.
lE5 & BD
¯he lnstitute for Lxcellence in Sales (lLS) helps sales professionals worldwide and in the
DMV crush their quotas. lLS is your trusted conduit to the best sales services, products,
and content in the world. ve have monthly programs in ¯yson's Corner, VA for sales pros
featuring presentations and workshops by some of the greatest sales thought leaders and
authors on the planet, such as Neil Packham, Challenger Sale author Matt Dixon, and ¯he
Peferral Coach Bill Cates. ¯he workshops are held at the USA ¯oday Building.
¯he lLS also holds the Mid·Atlantic region's only award program that recognizes corporate
and organization sales excellence. ¯his year's event will be on June 11, 201S, recognizeing
companies that have exhibited greatness in sales or BD such as CoStar, vedding vire, Cvent,
Carahsoft, Brocade, Lllucian, Deltek, and Ped Hat. ¯his year's Lifetime Achievement Award
winner is NetApp Sales leader Mark veber. Our website is i4esbd.org
FRED DlAMOND
Fred Diamond gets engaged by tech and professional services CLOs around the world
because they need to increase sales, generate more revenue, bring new products to market,
or grow into new markets. ¯hey realize that a more ehective way to go·to·market will help
accelerate sales.
vith expertise garnered by working with world·class hrms such as Apple, Compaq, Microsoft,
and Oracle, Fred is the outsourced marketer of choice for technology and professional
service CLOs looking to get their vision into the marketplace and sales leaders who know
SPONSORS
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
that their companies can go·to·market better. His approach to marketing has especially
been well received by international companies looking to enter US markets.
As the CLO of DlAMOND Strategic Marketing and the lnstitute for Lxcellence in Sales, he
helps companies grow business in the right vertical markets, such as public sector markets, by
designing, developing, implementing, and managing sound, smart, and strategic marketing
ehorts that accelerate business development.
SPONSORS
!"#$%#&!
llrsL name LasL name 1lLle Company
1lm Chl CLC and Co-lounder WeddlngWlre and 8lackboard
1len Wong CLC 1ech 2000 and appneLlc
!oe 8urkharL Managlng ulrecLor SaraLoga lnvesLmenL Corp.
Leslle !ump lounder and CLC SLarLup Angels
!ohn May lounder and lormer ÞresldenL new vanLage Croup and Angel CaplLal AssoclaLlon
Pank 1orberL Þrlnclpal 8LMcCall CaplLal ÞarLners
Sever 1oLla Managlng ulrecLor Ldlson venLures
llrsL name LasL name 1lLle Company
!ason Canz CLC Agorav8
MaLLhlas McCoy-1hompson CCC Agora v8
Collln korandovlch Lead ueveloper Agora v8
uavld Clannlnl LxecuLlve Chalrman ClrrusWorks
8eLh Crawford ClC ClrrusWorks
uavld Sandler Þrlnclpal & SLraLeglc Advlsor uASPu8
MaLLhew WelLzman Co-lounder, C1C uASPu8
Mlchael Lederman Co-lounder, CCC uASPu8
Marle-Loulse Murvllle CLC uellghL Me, lnc.
Mlke Sulllvan C1C uellghL Me, lnc.
8uff Colchagoff lounder & CLC nlLor Croup, LLd.
uoug Plll ÞresldenL & CCC nlLor Croup, LLd.
kevln Þuscas C1C nlLor Croup, LLd.
!'() +),-./01
1om ueWlLL ÞresldenL & CLC SnvC LC_hellx
8eLh Mlller-PerholLz Chlef SLraLegy Cfflcer SnvC LC_hellx
Chuck vollmer ÞresldenL !obenomlcs LLC (SnvC 8oard of ulrecLors)
Mlchael ColdsLeln lounder SwlLchÞlLch
Alyssa SchwarLz lnLern SwlLchÞlLch
Adam 1rexler ÞresldenL valAurum
1om 1rexler ÞresldenL uv ueslgn, lnc.
Marlsa !oelson llnanclal Advlsor Merrlll Lynch
Llmor Schafman vlce ÞresldenL 8elaLlvlLy Sclences
llrsL name LasL name 1lLle Company
Mark Andersen ÞarLner 8uC uSA, LLÞ
1ony uellumerl ulrecLor 8uC uSA, LLÞ
Andy MacLean ulrecLor 8uC uSA, LLÞ
uan Adragna ClS ulrecLor 8uC uSA, LLÞ
Mark Lllenbogen Managlng ÞarLner 8uC uSA, LLÞ
Llana llne Managlng ulrecLor, ulngman CenLer for unlverslLy of Maryland
1odd Sherbacow CLC Lmlssary 8ealLy
8ernadeLLe Walker ulrecLor Lmlssary 8ealLy
Anne 8osenblum CaplLal ALLracLlon Manager, l1 & Llfe Sclences lalrfax CounLy Lconomlc uevelopmenL AuLhorlLy
uebra Clalre 8uslness uevelopmenL Manager lalrfax CounLy Lconomlc uevelopmenL AuLhorlLy
kevln 8arrow CeorgeLown unlverslLy
2304531 )6789: #;686<0; =.>./6?<.89 $79-6409:
@.64A.96B8 C80>.4D09: #894.?4.8.74D-0? E8090390>.
#<0DD34: &.3/9:
F0A EG.3 )H''#)I?4.8.74 !7<<.4 2647< JKLM
"&#!#'I#&!
=$!NCF
=./0A-9 O.
)0447DB64PD
$A643(&
"$&I'#&!
'0964 @467?Q +9GR
>3/$C47<
!B09;-"09;-
=08A<38 ).89.4 564 #894.?4.8.74D-0?
F=H C!$Q ++"
llrsL name LasL name 1lLle Company
8abak Pafezl CLC PafezlCaplLal lnLernaLlonal ConsulLlng
8lchard 8ecker ÞarLner Pogan Lovells uS LLÞ
lred ulamond lounder lLS&8u
PecLor velez Managlng ulrecLor lLS&8u
Chuck Carr ÞarLner McCladrey LLÞ
Mlke lleLcher ÞarLner McCladrey LLÞ
8lch ulÞlppo ÞarLner MelLzer Croup
8uLh Semple ulrecLor, llnance SecLor
MonLgomery CounLy ueparLmenL of Lconomlc
uevelopmenL
llzle Paleem
Managlng ulrecLor, 1echnology 1ransfer &
CommerclallzaLlon
MonLgomery CounLy ueparLmenL of Lconomlc
uevelopmenL
ÞeLe 8yan ÞarLner 8yan and WeLmore
1essa Lucero-8enneLL AssoclaLe 8yan and WeLmore
kelly SLandlford MarkeLlng CoordlnaLor 8yan and WeLmore
uanlelle Callo Manager 8yan and WeLmore
PeaLher Loulse llnch MarkeL ulrecLor SmarLCLC
8ebecca 8osLowsky AccounL LxecuLlve SmarLCLC
Meghan 8arry AccounL LxecuLlve SmarLCLC
kevln Learned ÞarLner McMahon, Welch and Learned
Alan Schlalfer Chalrman WharLon Club of WashlngLon, uC
All Cureshl Co-Chalr, PealLhcare & 8loLech WharLon Club of WashlngLon, uC
Mlke Labrlola ÞarLner Wllson Sonslnl Coodrlch & 8osaLl
Mark Polloway AssoclaLe Wllson Sonslnl Coodrlch & 8osaLl
Chelsea !enreLLe AssoclaLe Wllson Sonslnl Coodrlch & 8osaLl
llrsL name LasL name 1lLle Company
SLeve AbramowlLz Chlef LxecuLlve CLC 8oardroom
lmran AfLab lounder & CLC 10Þearls
Ldward Alexander C2C SmarLCompllance
8rlan Alexander Chlef Legal Cfflcer C2C SmarLCompllance
Cora Allsuag ÞresldenL & CLC CC8AneL SoluLlons, lnc.
uave Anderson ÞresldenL PlLch
uavld Anderson CLC & lounder uegree Cf 1rusL
WalL Anderson ulrecLor LsprlL uaLa
WalL Anderson ulrecLor Comvergence LLd.
ScoLL Ankeny CLC ColngCreen1oday
Ceorge Aposporos Co-lounder & Chalrman Þlaymark
SLephanle 8alley CMC nervve
uavld 8aln ÞresldenL 1M 1echnologles, lnc.
Zvl 8and CLC ConLacLually
Penry 8arraLL, !r. Managlng ulrecLor 8lue WaLer CaplLal
kevln 8arrow lounder MA8k App
1lzlana 8arrow ConsulLanL CLLoplay, lnc
1lm 8aLchelor Chalrman WhlLe Þeak CaplLal
Þ! 8ellomo Co-lounder CxC.zone
8oberL 8eLLmann Co-lounder 8un CuL 1he Cven
karLhlk 8haL Co-lounder & CLC Secureu8
ÞeLer 8lack llnance Manager eÞlus
8andy 8lake Þrlnclpal uuncasLer lnvesLmenLs
Chrls 8olsLer Managlng ÞarLner Þubllc8elay
Lesley 8oucher vÞ, ConsulLlng and CusLomer Lxperlence C8l
klrsLen 8rechL 8aker CLC Clobal Þrofesslonal Search
!"#$%&' )*+, &- !#."/'0%&'1 2)
34#' #'5 !6%7&$6
87#$%)9:
;&'%0&76$4 )&+'%4 26<#$%76'% &- 9=&'&7/= 26>6*&<76'%
?&0#' @&>6**.
;6*%A6$ B$&+<
;=B*#5$64 @@C
D'.%/%+%6 -&$ 9E=6**6'=6 /' 8#*6. F G+./'6.. 26>6*&<76'%
!/*.&' 8&'./'/ B&&5$/=" F 3&.#%/
HII9J2998
CH3IJ938
?#-6A/)#</%#* D'%6$'#%/&'#* )&'.+*%/'0
llrsL name LasL name 1lLle Company
Mlchael 8urLon ÞresldenL 8urLon LqulLy, LLC
Sue 8uLler CLC CxC 8esources, lnc.
!oseph Callanan ÞresldenL Csprey Advlsors
Alex Capogna Chlef of SLaff lnLern 1ech 2000
uamarn Carroll CLC & lounder CvL8 Medla
khalllah Carroll CCC CvL8 Medla
AnLonla Chen llnanclal AnalysL 1ech 2000
Ceorge Churchwell Co-lounder & ÞresldenL 1ech 2000
!ackle Churchwell Chlef of SLaff 1ech 2000
!eanne Churchwell Co-lounder & vÞ of CperaLlons 1ech 2000
Sharon Clchy Þsych Medla
uerek Coburn CLC & Co-lounder CAu8L
uan Cofflng ÞresldenL & CCC SynLegrlLy: lnLelllgenL SecurlLy
uan Cohen ÞresldenL uC 8evCen
8uff Colchagoff lounder & CLC nlLor Croup, LLd.
8lll Colllns Chalrman & CLC 1he Colllns Companles
Mlke Colllns lalrfax CuLreach ulrecLor Cfflce of Congressman Cerry Connolly
S. Lynn Cooper Chlef Soclal Cfflcer Soclally Ahead
!udy CosLello AcLlng LxecuLlve ulrecLor 8loMaryland
SLeve Cram lounder CLLoplay, lnc
kevln Cunnlngham Þrlnclpal Leeds novamark CaplLal
1homas uann Managlng ulrecLor Maryland venLure lund
ChrlsLlna uaves ÞresldenL CasLMedlc ueslgns
Cordon uavldson Chalrman LlghLsense 1echnology, lnc.
8ob uavls Þrlnclpal 8oberL uavls & AssoclaLes
!ake ueclcco Co-lounder Sunnlva Caffe
!ordan ueclcco Co-lounder Sunnlva Caffe
1aylor uevlne lounder and Managlng ÞarLner 1he Cul Croup
uan uoran Þrlnclpal CuanLlve 8uslness valuaLlons
Chrls uuffus Co-lounder Leaf Savlngs
Mark uumas CLC ÞlaneL8lsk
Colln Lagen CLC L Croup
!eff LlllngLon CLC ConcenLrlc PealLh, lnc.
Asher LpsLeln CCC Access PealLh Croup
Mark LsposlLo ulrecLor LrnsL and ?oung
Lmlllo lernandez Managlng ulrecLor Þulse CaplLal
uwlghL llscher Þrlnclpal MeLroneL
!osh llsher Managlng ulrecLor, llnance and AccounLlng PlresLraLegy
Chuck llanz Manager Cohn8eznlck LLÞ
8lc llelsher Co-lounder, LvÞ Corp uev urgenL.ly
!ed lochLman ÞresldenL CaplLal Advlsors CorporaLlon
ScoLL lrederlck lormer CLC AuLomaLed lnslghLs
Marc lreedman Chlef CosL LvaluaLor Lxpense 1o ÞroflL
8oberL Cahagan CLC CCSl
Shervln Ceraml CLC 1eleWorld SoluLlons
Clenn Clles CLC Þrlvla
Þaul Clordano ÞresldenL Þlnellas CorporaLlon
1homas Codln CCC Corove/Slade AssoclaLes
Andrew ColdsmlLh vÞ of MarkeLlng 8aplscan
uon Coodwln CLC 2b Aglle
!ames Cordon CLC CuL1lvA SoluLlons
!eff Cordon ÞresldenL ÞrlnL1 ÞrlnLlng
ken Cordon Co-lounder & CLC ÞoLomac PealLh SoluLlons, lnc.
uavld CorodeLskl ÞresldenL Sage CommunlcaLlons, LLC
!ennlfer Craham vÞ of MarkeLlng kasLle SysLems
Chrls CranL LxecuLlve vlce ÞresldenL LSl Medla
ldrls CranL Co-lounder & Chalrman LSl Medla
Sablne CranL CLC & ÞresldenL LSl Medla
Carl CranL, lll LvÞ, 8uslness uevelopmenL Cooley LLÞ
Carl CranL, lv M8C Croup Þalm 8each ALlanLlc unlverslLy
SLeve CraubarL ClC 1776
Mlchael Creco CLC venLure CaplLal SoluLlons
8lchard Creene ÞresldenL 8CA 8lz Advlsors/venLure lundlng
lngar Crev Managlng ulrecLor 1he Crev Croup, LLC
Susan CroLer Senlor 8uslness Þerformance Advlsor lnsperlLy
Cleg Cudym SysLems Lnglneer Lore SysLems
!usLln Cullder Managlng ulrecLor ÞennAve Cne
!eff Cuzy CLC Crace McLaln CaplLal LLC
uavld Padsell vÞ PÞ
8oberL PagerLy AssoclaLe larraguL CaplLal ÞarLners
Shameen Pameed CLC ZP PealLhcare
1on[a Pardyman lounder 8A8kZ?
!""#$%##&
llrsL name LasL name 1lLle Company
nell Pare CLC CvC
uavld Parrls Cfflce Manager neLSLar SysLems lnLernaLlonal
kaLe Parrls Chlef 1echnlcal 8ecrulLer neLSLar SysLems lnLernaLlonal
ueepak PaLhlramanl CLC vlsLronlx
Chrls Payes Chalrman 8evere 8ank
PunLer Payes CLC ZeroCycle
!ennlfer PechL vÞ of 8uslness uevelopmenL 8enComm
uan Penderson lnvesLmenL ulrecLor Cl1 CAÞ lunds
!ohn PlgglnboLham Chalrman & CLC 8lue 8ldge neLworks
uoug Plll ÞresldenL & CCC nlLor Croup, LLd.
kaLhryn Plll lounder 1he uevere' Croup
!ohn Poloday Angel lnvesLor
CrysLal lcenhour, Þhu CLC Aperlomlcs
Connle lnukal CLC 1lp 'n SpllL LLC
Clorla !acobovlLz 1echnology Manager !ohns Popklns Applled Þhyslcs LaboraLorles
nelson !acobsen CLC AlLavoz LnLerLalnmenL
Mlke !acoby CLC 8road SLreeL LLC
vlnod !aln ÞresldenL & CLC lndla-uS World Affalrs lnsLlLuLe, lnc.
Andrew !ohnson ulrecLor of CperaLlons ClCA18uS1
Cene !ohnson CLC CMS
8raun !ones Managlng Member SLonehaven CaplLal
!lemln !ordan ÞarLner ueclslve lnvesLmenL Croup
!ohn kealey CLC ueclslon Lens
!oe kessler Managlng ÞarLner nexL-SLage uevelopmenL Croup LLC
!ames klrchhoff Co-lounder MA8k App
8yan klavan lnLern Cl1 CAÞ lunds
8ebecca klemm lounder and CLC numbersAllve!
8lch kochman Þrlnclpal AdapLlve ConsulLlng, LLC
1om kohn LxecuLlve ln 8esldence Amerlcan unlverslLy/kogod
MaLLhew koll ÞresldenL 410 Labs
Alex koplckl CLC klngleL
8achel koreLsky lounder upace
nlck kovaclc ÞarLner 1he nlcholas Companles LLC
8rlan kuclk Chlef of SLaff lnLern 1ech 2000
Sean Lam vÞ lnLernaLlonal Þrogram l.M. SysLems Croup (lMSC)
Mary Lange vÞ of MarkeLlng CarahsofL
Aleks Laska SLraLeglsL lmprobable
1ony Lau Managlng ulrecLor 1oLus SLraLeglc ÞarLners
!eanneLLe Lee ÞrlvaLe lnvesLor
Mlke Leurdl[k vlce Core CaplLal
Marlssa Levln CLC Successful CulLure
MarLln Levlne lounder & CLC WhyLLle
Cllver Lewls Pead of uefence & Þubllc Þollcy lmprobable & uk lorelgn Cfflce
!usLln LlchLensLaedLer lounder ?apper
nlck Llnsmayer Cfflce Manager 8efracLlon
8ob London ÞresldenL London, lnk LLC
!ames Long Managlng ulrecLor vCÞ
Alan Luba CLC Puman 8esources ConsulLanLs LLC
uennls Lucey vlce ÞresldenL 1kC Clobal
8lchard Lum Managlng ulrecLor fs2e
!ackle Luo CLC L-lSC AsseL lnLelllgence
8randon Luong lounder CrlndPub
Mary MacÞherson ÞresldenL M2Works
!effrey Ma[ka CLC Poneycomb ConsulLlng Corp.
lred Malek Managlng ÞarLner ulsLrlcL PosplLallLy ÞarLners
Manlsh MalhoLra ÞresldenL & CLC unlssanL, lnc.
8eLh Maloney ÞresldenL Þalladlan ÞarLners
!anlce Mandel Advlsor 8ouLeam
Chazenfer Mansoor loundlng ÞarLner 1echnology 8lvers LLC
Laura Marquez Chlef of SLaff lnLern AppneLlc
Warren MarLln ÞarLner Cherry 8ekaerL
Mlke MaLalone ÞresldenL Lxcelslor
Wesley McCee Chalrman kSl uaLa Sclences, LLC
Sally McPugh AccounL CoordlnaLor Speaker8ox CommunlcaLlons
1om McMlllen Chalrman & CLC WashlngLon CaplLal Advlsors, LLC
Þaul McCulllan ConsulLanL ÞlaneL8lsk
ArL Medlcl ÞarLner newporL 8oard Croup
Amlr Mehrbakshs Chlef of SLaff lnLern appneLlc
SLefan Mldford ÞresldenL & CLC naLural lnslghL
8randon Mlller CCC ÞlnxLer
8oberL Mlller Managlng ulrecLor llash lorward venLures
SLeve Mooney ÞarLner Chesslecap
klmberly Moore lounder 1he Mom valeL
!""#$%##&
llrsL name LasL name 1lLle Company
1erry Moraska CLC Warrlor CommunlcaLlons
Lugene Mosby C1C CvL8 Medla
!ohn Mourad Chlef of SLaff lnLern 1ech 2000
kenLaro Murase Co-lounder 8CAML8
krlshna narlne loundlng ÞarLner MeredlLh & narlne
Zach nelkln Chlef SLraLegy Cfflcer Pungry ParvesL
8ob nelson ÞresldenL nelson & Company
Lowell nerenberg Leadershlp & ManagemenL Coach Coach Lowell
kaLle nesblLL Senlor AccounL Supervlsor Speaker8ox CommunlcaLlons
Anh nguyen Co-lounder WAnuL8uS
klm nguyen Managlng ÞarLner 8rllllanL keypolnL lnvesLmenLs
!ohn nolan CLC Cuadel ConsulLlng
Mark norrls lounder & CLC Co-ÞaLh, lnc.
!ennlfer C'uanlel ulrecLor Cl1 CAÞ lunds
Angle C'Crady ÞarLner & CCC SLellaÞop ConsulLlng
Cregory Clson AssoclaLe vlce ÞresldenL, CperaLlons CaLapulL 1echnology
naLalla Clson 8eglonal AdmlnlsLraLor, Mld ALlanLlc uS Small 8uslness AdmlnlsLraLlon
Þaul Cpalack Managlng ulrecLor noblesLar lnLernaLlonal, LLC
Ceoff Crazem Managlng ÞarLner LasLern loundry
1eddy Cwen lnLern kelreLsu lorum
llbay Czbay CLC & lounder CuLroop lnc.
Corey Þassarella AssoclaLe 1he Carlyle Croup
!oe Þaullnl CLC ChexouL
Marya Þlckerlng vlce ÞresldenL 8uslness uevelopmenL verLlcal !obs
kevln Þuscas C1C nlLor Croup, LLd.
Waleed Camar Co-lounder & CLC Mednav
8ob CuarLel Chalrman and CLC n1LLx, lnc.
Þhllllp CuaLrlnl ÞarLner 8lmon Law Croup
Pelen Cubaln Chlef lnnovaLlon Cfflcer lnnovaLlon aL Work
Parley 8adln ÞrlvaLe lnvesLor
vlnay 8aman CLC CAA8MC
Ld 8edfern, !r. lounder/ÞresldenL & CLC PollsLlc AquaLlcs, LLC
kaLelyn 8oblnson llnance Manager eÞlus
Aaron 8osenLhal lounder/CLC - Colfswell Colfswell
Larry 8oshfeld CLC lnfe8x PealLh
Chrls 8oss Senlor ÞorLfollo Manager 8n? Mellon WealLh ManagemenL
Mlchael 8oss Chalrman and CLC Luclld SysLems Corp.
1lmoLhy 8oss ÞarLner Cohn8eznlck LLÞ
Sarah 8umbaugh lounder & CLC 8ellsh M8A
Margo Sadow Cwner 8lowdrynow.com
Mlckln Sahnl CuLreach & SLraLegy losLerly
Þhll Salopek CLC and Co-founder lllumlneLo
Llz Sara Managlng ulrecLor 8esL MarkeLlng LLC
Mlchael Sarvl Co-lounder and CLC CAMLSCAÞL
Suneel SawanL Chalrman SofLware lnLernaLlonal
1om Scholl CLC shoalscrollschool&skull
Lelgh Ann SchulLz Managlng ulrecLor Morganlranklln ConsulLlng
Cerhard SchwandL ÞresldenL & CLC ManagemenL ÞarLners lnLernaLlonal, lnc.
uon Selfman ÞarLner Meyers & AlLerman
LllzabeLh Shea ÞresldenL and CLC Speaker8ox CommunlcaLlons
kevln Sheehan lounder & Ceneral ÞarLner MulLlpller CaplLal
Þarag SheLh Sr. ulrecLor Ladlus
!enny ShLlpelman vÞ, 8elaLlonshlp Manager Lagle8ank
Penry Slenklewlcz CLC C1S
8anblr Slngh ÞresldenL CeneSlC SemlconducLor
Mlchael Slage Co-founder LlfLCff PealLh
urew SmlLh Co-lounder WAnuL8uS
8lll SmlLh vÞ, ÞroducL & CrowLh appneLlc
Alan Snyder SvÞ 8uslness uevelopmenL www.good.com
AnLhony Solazzo Managlng ÞarLner Masonboro ÞarLners
Angle Sparrow AccounL LxecuLlve LlecLronlc Commerce
!ulla Splcer LxecuLlve ulrecLor Mld-ALlanLlc venLure AssoclaLlon
MaLL SLavlsh vlce ÞresldenL 8epubllc CaplLal Access
ScoLL SLephens LxecuLlve vlce ÞresldenL 8endure CommunlcaLlons
!ames SLlbbards ulrecLor - CusLomer SoluLlons Lumlnal
8lll SLokes Chalrman WashlngLon neLwork Croup
Mlke SLolLzfus ÞresldenL & CLC uynamlc AvlaLlon
uanlelle SLradford CreaLlve uevelopmenL MA8k App
8lll SLraLhmann CLC neLwork for Cood
ScoLL Suhy CLC uefensaLlve
8renL Summers lounder & CLC 1houghL
1ony Surak vÞ Clobal Sales loundaLloln u8
!ason Syversen CLC Slege 1echnologles
nader 1amadon lounder WashlngLonlans
!""#$%##&
llrsL name LasL name 1lLle Company
!eff 1ennery CLC MoonllghLlng LLC
Chuck 1eubner Chalrman SprlngCM
Llsa 1hrockmorLon CCC Speaker8ox CommunlcaLlons
Sean 1lbbeLLs CLC & Co-lounder Cyber1lmez
!oseph 1lLlebaum Co-founder MezzoblL
Chrls 1ully Advlsor Sales xceleraLlon
Mlchael 1urner CLC/lounder Þyclld
uebble 1yler Senlor Advlsor CapeflrsL lundlng
AmlLabh varshney Þrofessor unlverslLy of Maryalnd
Charlle venus vlce ÞresldenL 8rown & 8rown lnsurance Agency of vA
Adam vlener Chalrman & lounder lmwave, lnc.
uonnle vlnson vÞ, llnance 1he Aspen Croup
!ohn Warden CCC ÞlerceMaLrlx
Amber Wason Co-founder 8llde
nell Wasserman Chlef ueslgn Cfflcer SynchCare, lnc
1om WelLhman Managlng ulrecLor Cl1 CAÞ lunds
Mlchael Wellman CLC vlrgll SecurlLy, lnc.
Ledger WesL AssoclaLe ÞarLner MACP37
MaLL WhlLaker ulrecLor Clear 8ock AssoclaLes
!eff WhlLe CLC Cravy
kelLh WhlLe lounder & CLC Scale venLures
Cus Wllllamson Llcenslng AssoclaLe 1he Ceorge WashlngLon unlverslLy
!udlLh Wllson lounder & CLC Women's Weekly
SLeve WllLse Managlng Member/ lnvesLor Cl LLC
1ed Wlss Þrlnclpal Zlgron lnc.
uarren Womer lnvesLor CCS-led8AMÞ cerLlfled cloud
!un ?an lounder An?8Cx
ken ?armosh CLC savvy apps
!eff ?enLls lounder 1op8ox
Aprll ?oung Managlng ulrecLor Percules 1echnology CrowLh CaplLal
urew Zaleskl vÞ & ulrecLor l1 Servlces Lore SysLems
Marc Zblnden Managlng ÞarLner value8rldge lnLernaLlonal
Pans Zelgler ClC/CCC L Croup
!ohn ZeLL vÞ CperaLlons llumlnage 8eauLy
Adam Zuckerman lounder losLerly
Mark Zuckerman CLC Clear CovernmenL SoluLlons
!""#$%##&


Why Our Customers Choose Lore For Their IT Needs?

We are 100% focused on our clients' goals and bring deep and broad IT expertise,
flexibility and agility to make IT easier, friendlier and more reliable.
! Virtual CIO ! Network Engineering & Management
! Cloud & Data Center ! Professional Services




REL I ABL E, COST EF F ECTI VE I T & CL OUD SOL UTI ONS
S O L U T I O N S

Oleg Gudym| Director, Business Development and Sales Engineering
Mobile: (703) 855 1155
[email protected]
www.lore.net


Reduce Cost Mitigate Risk Improve Performance & Reliability

!"# %&&'()*+ +%' ,"-.( ,%-(, &/"0-(1,
Armed with Appnetic, sales reps can collaborate better with their team and clients to:
#23 4567 879:;< Tablets deliver a distinctive client experience and real-time access to the right information to advance the
sale. Appnetic's solution offers:
- !mproved time to market by making it faster and easier to deploy, update, and adapt sales programs in the held
*4=65>7 =658?@A2>2AB< A study by CDW !T Nonitor found 7+¾ of !T decision makers indicated that using tablets and
smartphones has led to an increase in productivity in their organization.(11) Appnetic can help you boost sales performance
by:
- Allowing salespeople to complete work any place, any time - with or without an internet connection
- Providing fast and hexible access to product catalogs, workhow management, and CRN systems from one central ¨hub"
- Eliminating the costs of printing, storing, and distributing paper-based sales collateral and pitch books
- Helping sales reps get up to speed faster with sales guides, coaching tools, and playbooks that reinforce training and
coaching investment in real selling situations
,7:: ;496A76< Now you can unlock the power of analytics to quickly interpret and optimize the sales approach. Appnetic
empowers sales teams through:
- Uncovering previously unseen data trends on performance, customer insights, and market trends
- Capturing, identifying, and sharing best practices of top performers
- Providing data-driven decision support in the held to support better cross-selling recommendations, consultative selling,
and advice
Leading sales organizations are starting to use Appnetic to create engaging mobile experiences that deliver transformational
business results. The Sales Nanagement Association found that 70¾ of sales organizations using tablets are already realizing a
positive return on their investment. (2)
C*.( /(%,"', ,%-(, (CC(+)*.('(,, *, % )"& +!%--('D(
Today, buyers are more sophisticated than ever before, leading sales executives to search for ways to differentiate their
company's sales process to stay competitive. Neanwhile, inefhciencies continue to plague the sales process. Despite ¨miracle"
tools like CRN and salesforce automation that we've hyped as gamechangers, 71¾ of a sales representative's time is still spent
not selling.(1)
- Salespeople consider up to
90¾ of materials created by
marketing useless (1)
- Over 80¾ of training efforts
are not retained by sales
after 90 days (10)
- 25¾ of CSOs say their reps
use their sales methodology
less than half of the time (7)
- +6¾ of CSOs say their CRN
tool adoption rate is low (7)
- 60¾ of B2B purchasing
decision making is
independently completed by
the customer before the hrst
sales call (6)
NEED HELP W!TH !T ALL? TALK TO ONE OF OUR FOUNDERS TODAY.
!""#$%&'
!"# %&'%(!%)#* +,
%--(#!./
Combining the unique capabilities
of tablets with the power of
social, analytics, and cloud
computing Appnetic can yield
sales productivity improvements
not achievable with personal
computers.
Sales teams are clamoring to
adopt Appnetic because it makes
work simple, intuitive, and easy.
!"#$%&!$'&"" ( *"+# ,--./012
3--./012$245
*0123
45607890:8473
:;0: <32=
>4?812 /@A
07= 34B801 30123
:4413 C47 DE >452
deals than their peer hrms
C;4 =8= 74: <32 >4?812 :4413
Always-On
Connectivity
Data-Driven
Decision Support
Direct Links to
Narketing Naterials
Nachine-to-Nobile
On-Site Quotes Custom Client
Briefcase
Live Tracking
Language
and Content
Localization
!mprove
Communication
Social Selling
Advanced Search
Real-Time Content
Access
- Navigate content quickly with
multi-touch tablet interface
and advanced search tools
- Share rich video, 3D
animations, graphic images
and visual ordering tools with
clients
- Gather and record more
client information during
sales interactions using image
and voice capture, interactive
survey tools and location-
based services
- Collaborate with clients
face-to-face because several
people can see the same
content at once
Sales in motion.
www.appnetic.com 703.+67.8600 [email protected]
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
NOTES
connectpreneur.org
A SPECIAL THANK YOU TO OUR COACHES
JlM HAYDEN
Assurance Partner
BDO
MlKE LABRlOLA
Partner
WiIson 5onsini Coodrich
and Rosati
BOB LONDON
President
London, lnk
MARl55A LEVlN
Founder & CLO
5uccessfuI CuIture
BABAK HAFEZl
CLO
HafeziCapitaI lnternationaI
ConsuIting & lnvesting
Big Idea CONNECTpreneur
Summer Forum
connectpreneur.org
THANK YOU TO OUR PARTNERS
Next CONNECTpreneur Fora: 5eptember 17 and December 10, 2015

doc_178391437.pdf
 

Attachments

Back
Top