FEATURED COMPANY APPLICATION

FEATURED COMPANY APPLICATION: CLOSED

There is no charge to apply and to present

Deadline for companies to apply: September 22

Selection of Featured Companies: Week of September 25

Companies notified: September 29

Selected Featured Company’s will present for 8 minutes on November 2nd.

In lieu of an application, we accepted company slide decks for the selection committee to review. To be considered for a presentation slot, companies uploaded an investor slide deck based on the following criteria: 

FULL CONTACT INFORMATION – REQUIRED 

Application Criteria

  • Decks should be limited to 15 slides (including the cover)
  • The following information shall be included/addressed in the Investor Deck:
    • Summary Financial Data: 5 YR Summary Income Statement: (Revenue, Cost of Goods Sold, Gross Margin and EBITDA) for the 2 most completed years, the current year and the next 2 years.  For example, a calendar year company would present 2015, 2016, 2017, 2018 and 2019.  If the company had no operations in 2015 or 2016 put N/A in applicable year(s).
      • Please provide a picture like shown:
        2015 2016 2017 2018 2019

        • Rev
        • CGS
        • GM
        • EBITDA
        • (Numbers in ‘000’s)
    • Capital Raised to Date.  Investors – If capital has been raised by institutional investors please note by who.  If raised by angle investors or HNW individual you may just note as Angles or HNW (unless you wish to disclose)
    • Amount of Financing Sought and use of funds
      • Please list the firms with which the company has key professional relationships, specifically (if applicable): Accounting, Legal and Commercial Bank
      • Current Headcount
      • Location
      • Contact information for the CEO and, if applicable, senior financial member of the team (Controller, VP of Finance, CFO)
  • The Investor Deck should address the following:
    • Vision/Elevator Pitch
    • The problem/pain point the offer addresses
    • Market Opportunity
    • Your Solution: Product/Service description
    • Please include stage (prototype, beta, live in 10 client sites, etc.)
    • Revenue Model and Pricing
    • Marketing Plan
    • Team
    • Financial Projections (see additional details above)
    • Competitive Landscape

Pricing & Registration

Why Attend PACT Capital Conference 2017?

Entrepreneur – Learn if your company’s vision aligns with what investors are looking for. Whether you are a Featured Company or in the audience, entrepreneurs can get their business model in front of investors.

Investor – Capitalize on deal sourcing opportunities by meeting the entrepreneurs.

Professional Advisor – Grow your business, meet new clients and use your resources to help emerging businesses expand.

Dress Code: Business Casual
Jeans, jackets – leave your tie behind!

REGISTER TODAY

Price Points:

Full PACT 2017 Conference (includes Gala Reception)
$499 per PACT member
$899 per Non-member

Wednesday, November 1st Only $249 per person

Thursday, November 2nd
Gala-Reception only
$299 per person PACT Member
$349 per person Non-Member

Investors
$499 per PACT member
$249 Out-of-region Investor

Entrepreneur Program
$200 per person

Walk-in Rate
$1100

Registrations will only be accepted by website, post-mail, or fax. No registration will be taken over the phone, and full payment must accompany registration.
fax number: 215-790-3729

 

ENTREPRENEURS

PACT 2017 brings together Entrepreneurs in all stages of development:

To Register for the 200 for $200 program, click on the link below

2017 Entrepreneur Registration

Emerging companies in all stages of development in technology, healthcare and digital health industries have the opportunity to showcase individual talents and seek out the experienced resources and expert services they need. Entrepreneurs will also find the INVESTORS, VENTURE CAPITALISTS, and PRIVATE EQUITY FUNDS that seek potential—those who can see when a company, an idea, or an individual is ready to explode onto the scene as part of a community of innovation.

PACT 2017 is hosting more entrepreneurs than ever before! We are Offering a SPECIAL $200 REGISTRATION RATE for the full PACT 2017 Conference to the first 200 qualified entrepreneurs. We’re looking for fresh faces who will shine as future success stories.

At PACT 2017, Entrepreneurs will:

  • MEET & MINGLE with more than 250 private equity professionals who represent more than $11 billion in assets under management.
  • IMPROVE your company’s chance of success by promoting its attractiveness to investors at special “entrepreneur-focused” sessions.
  • WATCH over 45 Featured Company Presentations and learn how to improve your own pitch

*Please note that this rate does not include a presentation spot at the event.

Hosted by:

morgan-logo

FEATURED COMPANIES

Meet the 2017 Featured Companies!
45 Entrepreneurial Companies will pitch their innovations live in front of investors, professional advisors and key decision makers at the 2017 capital conference on November 1st and 2nd. During the pitching hours, these featured companies will receive direct feedback (aka: Direct IMPACT) with hopes to take home funding, gain experience and make lasting business connections. Three companies will be chosen to enter the Lion’s Den where they will pitch their products live!

AppBus
Astarte Medical
Benefix
BioBots
CanSurround
College Affordability LLC
Covellus
CytoVas
dbaza Health
Dermtest
EAOS
EmpowerTheUser (ETU)
GamePlan
GenneveGordian Knot
GSI Health

HeavyWater
Inpensa
MBF Therapeutics (MBFT)
Mobilion Systems, Inc.
Narmi
NeuroFlow
Novapeutics LLC
Nuvanna
PeopleJoy
PepVax
Proscia
Recensa Therapeutics
RoundTrip

 

SFA Therapeutics
Slate
Snowvation
Social Detection
Social Ladder
Statum Health
Strados Labs
Suitable
Tassl
Therapeutic Articlulations
Tobly
Trovita Health Science
Untethered Labs
Verge Aero
Vifant
Xverity

 

Direct Impact & Lion’s Den Returns November 2017!
The PACT 2017 Capital Conference will feature the return of its interactive Company Presentation format that provides featured companies with “Direct Impact” feedback from selected venture investors. Based on this feedback, selected featured company presenters will also be considered for entrance into the Lion’s Den!

What is the Lion’s Den?
An interactive panel of highly successful entrepreneurs presented with investment opportunities from Featured Companies. They will choose up to four companies to enter the Lion’s Den for the final round. The Lions will make investment commitments LIVE in front of the audience for select finalists.

How Can You Be Considered for the Lion’s Den? (Optional)
The information gathered by our panel of investors during the “Direct Impact” featured company presentations on November 2nd will be used to select the finalists to enter the Lion’s Den.
Consideration for the Lion’s Den is optional. Featured company applicants interested in being considered expressed their interest during the application process.

New Company Application Platform – CLOSED

Qualifications

  • Top emerging companies from the Technology, Healthcare, and Early Stage sectors
  • 15 – 18 companies per industry to present on November 2
  • All stages of development

In lieu of an application, we accepted company slide decks for the selection committee to review. To be considered for a presentation slot, companies uploaded an investor slide deck with FULL CONTACT INFORMATION. 

Application Criteria

  • Decks should be limited to 15 slides (including the cover)
  • The following information shall be included/addressed in the Investor Deck:
    • Summary Financial Data: 5 YR Summary Income Statement: (Revenue, Cost of Goods Sold, Gross Margin and EBITDA) for the 2 most completed years, the current year and the next 2 years.  For example, a calendar year company would present 2015, 2016, 2017, 2018 and 2019.  If the company had no operations in 2015 or 2016 put N/A in applicable year(s).
      • Please provide a picture like shown:
        2015 2016 2017 2018 2019

        • Rev
        • CGS
        • GM
        • EBITDA
        • (Numbers in ‘000’s)
    • Capital Raised to Date.  Investors – If capital has been raised by institutional investors please note by who.  If raised by angle investors or HNW individual you may just note as Angles or HNW (unless you wish to disclose)
    • Amount of Financing Sought and use of funds
      • Please list the firms with which the company has key professional relationships, specifically (if applicable): Accounting, Legal and Commercial Bank
      • Current Headcount
      • Location
      • Contact information for the CEO and, if applicable, senior financial member of the team (Controller, VP of Finance, CFO)
  • The Investor Deck should address the following:
    • Vision/Elevator Pitch
    • The problem/pain point the offer addresses
    • Market Opportunity
    • Your Solution: Product/Service description
    • Please include stage (prototype, beta, live in 10 client sites, etc.)
    • Revenue Model and Pricing
    • Marketing Plan
    • Team
    • Financial Projections (see additional details above)
    • Competitive Landscape

Hosted by:

morgan-logo

SPONSORS

WHY SPONSOR PACT CAPITAL CONFERENCE

BRAND MARKETING

Sponsors receive brand recognition with marketing and PR seen by large enterprises and emerging markets in the mid-Atlantic region.

COMMITTEE INVOLVEMENT

Participating on a committee provides exclusive opportunities to build relationships with your peers, expand your network, and contribute your expertise to the process. Gain insight and perspective by working directly with the region’s business leaders while planning the PACT Capital Conference.

Sponsorship – This committee is responsible for securing sponsorships for the Conference.
Fundraising would focus on three principal sources: retention, prospective new sponsors and re-engagement of declined sponsorships

Content/ Programming – This Committee will be comprised of the Industry track vice chairs, committee members and content panel sponsors and will be responsible for determining content theme, identification and securing of keynotes and panelists with the approval of steering committee leaders For general sessions and industry specific (technology, healthcare, early stage) panels.

Marketing and Public Relations – The Marketing and Public Relations Committee is responsible for determining messaging, based on the vision and theme identified by the Conference Chairman. They are responsible for the creation of a marketing plan, a marketing and media kit for use by Conference sponsors, drafting, distribution and pitching of press releases to media outlets, public relation opportunities and marketing collateral pieces for the Conference

Recruiting/Selection – The committee is responsible for recruitment and selection of companies to present at the Capital Conference (referred to as Featured Companies). They work with the Conference Industry track Vice chairs in the respective industries to define what types of Featured Companies should be involved. They establish a criteria for selection of companies. The conference should highlight NEW stories each year

Investor Outreach – This committee includes local, regional and national investors and focuses on out of the region investors – communicating to them about the content, companies presenting and networking opportunities at the PACT Capital Conference as well as investment opportunities for sponsorships

Entrepreneurial Outreach – This committee reaches out to organizations that interact with entrepreneurs who would be interested in attending the PACT Capital Conference through the “200 for $200 Entrepreneur” program or applying to be a present as a Featured company if recruitment is still active

Company Prep – This committee is responsible for helping presenting companies prepare for the conference through one-on-one interaction.

ACCESS TO THE REGION’S CUTTING EDGE COMPANIES

Sponsorship provides the opportunity to see what’s fresh and new in the entrepreneurial community before everyone else

SPONSOR BASED ON YOUR DESIRED LEVEL OF COMMITMENT

Special Thanks to the Sponsors of PACT Capital Conference 2017

2017 Sponsors:

Conference Host

Gala Sponsors

Titanium Sponsors

Luncheon

Early Stage Track

Industry Track Vice-Chair Sponsors

Early Stage

Early Stage

Healthcare

Technology

Platinum Sponsors

Specialty Sponsors

Gold Sponsors

Ametek

Deloitte LLP

NewSpring Capital

SAP

Silver Sponsors

BridgeBank

Centri Business Consulting

DLA Piper

JM Search

Osage Partners

Pine Hill Group

Silicon Valley Bank

Temple University

Investor Supporters

1315 Capital

Leading Edge Ventures

Rittenhouse Ventures

Seventy Six Capital

 

Bronze Sponsors

AC Lordi

Aon

Baer Crossey McDemus.

Baker Tilly

BioAdvance

BNY Mellon

Chase Bank

City of Philadelphia

Cresa

Fidato Partners

First Round Capital

G-Squared Partners, LLC

Gabriel Investments

GMS Surgent CPA’s & Advisors

Hercules

Houlihan Lokey

Klehr Harrison Harvey Branzburg

Kreischer Miller

LLR Partners

M&T Bank

Merrill Lynch (Bank of America)

Murray Devine

Newmark Grubb Frank

Nouveau Capital

ORS Partners

PNC Bank

Quaker Partners

Simkiss & Block

SolomonEdwards

Square 1 Bank

SRI Capital

Stout Risius Ross

Susquehanna Growth Equity

The Sharp Financial

University City Science Center

Wells Fargo

White and Williams LLP

Wipfli LLP – CPA’s and Consultants

WithumSmith+Brown

Community Partners

Ben Franklin Technology Partners of Southeastern PA

Be Group

ChickTech Philadelphia

Charles D. Close School of Entrepreneurship – Drexel University

Delaware Crossing Investment Group

Keiretsu Foum Mid-Atlantic

Life Sciences PA

Mid-Atlantic – Erusia Business Council

Mid-Atlantic Diamond Ventures

National Venture Capital Association

New Jersey Technology Council

Philadelphia-Israel Chamber of Commerce & BIRD Foundation

PA Angel Network

Philly New Tech Meetup

Philly Startup Leaders

Private Investors Forum

Seed Philly

The Technology Forum of Delaware

To sponsor the conference, contact Cheryl Jarvis-Johnson (cjarvisj@philadelphiapact.com). To become a Community Partner, contact Amanda Nardi (anardi@philadelphiapact.com).

AGENDA

DETAILED SCHEDULE OF EVENTS

Please take a look at this year’s developing agenda to gain a clear picture of how the conference runs.

 

WEDNESDAY, November 1, 2017
1:00-7:30 PM
Sheraton Downtown Philadelphia Hotel

 

1:00 p.m.

REGISTRATION OPENS

Liberty Foyer Pre-function Space

1:30 p.m.

OPENING REMARKS

Liberty Ballroom A/B

Fireside Chat – Intro and Questions

Polina Marinova, Associate Editor at Fortune and Author of Term Sheet

Interviewed by Dean Miller, President & CEO, PACT

2:00 p.m.

GENERAL SESSION – LIGHTNING TALKS 

Liberty Ballroom A/B/C

What are large enterprises looking for when acquiring customers and companies? How do smaller companies become partners with behemoth enterprises? Hear the stories of Success through Collaboration, Inclusion and Access with entrepreneurs across all verticals.

Lightning Talk Speakers

  • Dan Goldsmith, Senior Executive, Software, Consulting, Life Sciences, Veeva
  • Laura Huang, Assistant Professor of Management and Entrepreneurship, Wharton School, University of Pennsylvania
  • Andrew Yang, Founder, Venture for America

Introduced by

Dean Miller, President & CEO, PACT

3:00 p.m.

NETWORKING / BREAKS

There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.

3:30 p.m.

GENERAL SESSION – PANEL DISCUSSION WITH LIGHTNING TALK SPEAKERS

Liberty Ballroom A/B/C

Success through Collaboration, Inclusion and Access

Panel Discussion with: 

  • Dan Goldsmith, Senior Executive, Software, Consulting, Life Sciences, Veeva
  • Laura Huang, Assistant Professor of Management and Entrepreneurship, Wharton School, University of Pennsylvania
  • Andrew Yang, Founder, Venture for America

Moderator

Polina Marinova, Associate Editor at Fortune and Author of Term Sheet

4:30 p.m.

Keynote Speaker

Anita Elberse, Award Winning Teacher and Scholar, Chair, Executive Educational Program, The Business of Entertainment, Media, and Sports, Harvard Business School

Sponsored by

5:30 p.m.

COCKTAIL RECEPTION

Liberty Foyer

Mix and mingle with movers and shakers from the PACT community as the opening day of the PACT Capital Conference 2017 concludes.

Sponsored by 

THURSDAY – November 2, 2017
7:30 AM – 9:00 PM

Sheraton Downtown Philadelphia Hotel and the Crystal Tea Room

7:30 a.m.

REGISTRATION OPENS

Liberty Foyer – Prefunction Space

8:00 a.m.

OPENING REMARKS AND BREAKFAST

Liberty Ballroom A/B/C

9:15 a.m.

FEATURED COMPANY PRESENTATIONS

Hear presentations from more than 40 of the region’s most promising investment opportunities in industry-focused tracks.

EARLY STAGE

Sponsored by

HEALTHCARE

Sponsored by

TECHNOLOGY

Sponsored by

10:15 a.m.

NETWORKING / BREAKS

There will be many opportunities to seek out that company or investment opportunity in a casual or structured way during our strategically placed networking sessions.

10:45 a.m.

Industry Track Panel Sessions

EARLY STAGE

Independence A/B

How to Herd Cats While Running the Dog & Pony Show: Closing and Syndicating Your Early Investments

You’re trying to close a round with multiple investors, while trying to close early clients, and building the relationships that will keep things running and growing. From your vantage point, it might seem impossible to do all at once, yet the best founders find a way do it. Learn from successful leaders from all relevant perspectives on some of the right and wrong ways to get it done.

Panelists

  • Ted Mann, CEO, Slyce
  • Shelton Mercer, Chief Strategy Officer, Benjamin’s Desk
  • Tom Wisniewski, Managing Partner, Newark Venture Partners

Moderator

Katherine O’Neill, Executive Director, Jumpstart NJ

Sponsored by

 

HEALTHCARE

Independence C/D

Revolution in Reimbursement: Your Customer is Changing and you need a program to keep up.

No health care business model can survive without identifying who is incented to pay for your product. Reimbursement models are evolving faster than ever before. Come hear from experts who will compare and contrast the fee-for-service, facilitated health network, and integrated delivery network payment models. Hear firsthand how these changing payment systems fundamentally determine for your company or those in your portfolio who buys your product and how they pay for it.

Panelists

  • Anita Brazill, Vice President, Partnerships and Business Development, The Pennsylvania Medical Society’s Care Centered Collaborative, Previously Senior Director, Integrated Healthcare Systems, Merck Human Health
  • Anthony V. Coletta, M.D., MBA, Executive Vice President and President, Facilitated Health Networks, Independence Blue Cross

Moderator

Eric Steager, Managing Director, Strategic Innovation Portfolio Director, Corporate      Development & Innovation, Independence Blue Cross

Sponsored by

TECHNOLOGY

Philadelphia Ballroom

Supporting innovation through effective collaboration between corporations and startups

This panel will explore successful relationships between enterprises and startups which increase ROI for both parties. Be prepared to walk through the do’s, don’ts, and biggest learnings from those experienced in these partnerships. There will be ample time for Q&A so please come prepared with your burning questions for our expert panelists.

Panelists

  • Joseph DePaulo, CEO & Co-Founder, College Ave Student Loans
  • Scott A. Snyder, Chief Technology and Innovation Officer, Safeguard Scientifics, Inc.
  • Shea Wallon, SVP & Managing Director, Financial Venture Fund, Hearst Business Media

Moderator 

Richard L. Cohen, Partner, Duane Morris LLP

Sponsored by

11:45 a.m.

LUNCHEON

Keynote Speaker

Jeffrey S. Moorad, Chairman, Morgan Lewis’s Global Sports Industry Initiative, Principal, Morgan Lewis Consulting

Interviewed by: Andy Cherry, Partner, KPMG LLP

 

Sponsored by

1:30 p.m.

Featured Company Presentations

EARLY STAGE

Sponsored by

HEALTHCARE

Sponsored by

 

TECHNOLOGY

Sponsored by

 

3:30 p.m.

Industry Track Sessions – Companies and Customers Reverse Pitches

The Enterprise to Startup Exchange

This exchange will explore the needs of the represented enterprises with the opportunity for pre-selected startups to pitch their offerings, receive feedback, and eventually land a contract. A diverse group of enterprises will be participating across the Healthcare, FinTech, Media, and Manufacturing verticals. Don’t miss this highly interactive and experiential learning based session.

HEALTHCARE

Panelists

  • Rajesh Aggarwal MBBS MA PhD FRCS FACS, Senior Vice President, Strategic Business Development, Division of Minimally Invasive, Metabolic, and Bariatric Surgery, Department of Surgery, Thomas Jefferson University and Jefferson Health
  • Greg Barnowsky, Chief Architect, Enterprise Architecture, Independence Blue Cross
  • Jon Kipp, Vice President, Benefits Innovation and Product, Comcast, NBCUniversal and Comcast-Spectator
  • Brian P. McVeigh, CPA, CMA, CLP, MBA, Vice President Worldwide Business Development Transactions and Investment Management, GlaxoSmithKline

Moderator

Tom Olenzak, Managing Director, Independence Strategic Innovation Portfolio and Director Innovation and Corporate Development, Independence Blue Cross

 

Sponsored by

TECHNOLOGY

The Enterprise to Startup Exchange

This exchange will explore the innovation needs of the represented enterprises, the startup solutions chosen to meet those needs, and unearth the compelling aspects of the pitch that ultimately resulted in a commercial contract.  Come learn from seasoned start-up CEOs the effective pitch tactics and common missteps to avoid in this highly interactive, reverse engineered pitch session.

Panelists

  • Randall Gaboriault, MS, Chief Information Officer; Senior Vice President, Innovation and Strategic Development, Christiana Care Health System
  • James G. Graham, Executive Vice President, Head of Domestic and Global Treasury
  • Joe Proto, Chairman and CEO, Transactis
  • Steve Wray, CEO, Cloudmine

Facilitator

Michael S. Harrington, Partner, Fox Rothschild LLP

Sponsored by

4:30 p.m.

NETWORKING / BREAKS

4:45 p.m.

THE LION’S DEN

A panel of highly successful entrepreneurs will be presented with 3 investment opportunities from the best of the conference featured companies. Investment decisions will be made LIVE in front of the audience.

The Lions

  • David Adelman, President and CEO, Campus Apartment
  • Dr. Robert Corrato, Founder and Managing Partner, Devon Hill Capital Partners
  • Michael Wells, Managing Director, Princeton Biopharma Capital Partners, LLC
  • Sashi Reddi, Managing Partner, SRI Capital
  • Rudy Karsan, Managing Director, Karlani Capital

Moderator : Marc R. Lederman, General Partner, NewSpring Capital

Co-Sponsored by

6:00 p.m.

GALA RECEPTION

Crystal Tea Room

Wanamaker Building, 100 Penn Square, Philadelphia

Join us at the Crystal Tea Room to celebrate the region’s entrepreneurial spirit as we conclude PACT Capital Conference 2017.

Co-Sponsored by