Angels & Family Offices Panel

How Do Family Offices & Angels View Seed & Series A Rounds?

Tuesday November 16, 5:00PM EST

Angel investors are a mainstay in the earliest financing rounds, and many consider Family Offices as the holy grail of investors. These groups share many similarities, and can work in synergy to help their portfolio companies advance. This panel will cover topics such as:

  • What are the similarities and differences between Angels and Family Offices?
  • What are the benefits of working with each group?
  • How does investing personal money change the way Angels and Family Offices act from the traditional VC?

A startup looks to many different kinds of investors when fundraising, and understanding the fundamental differences between groups can improve the success of their approach. Angels and Family Offices frequently invest early on, and can shape the way a company develops. Panelists will discuss how best to approach them and engage their interest.

Panelists:

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Dave Fogel, Member of Screening & Due Diligence Committees, Mass Medical Angels (Moderator)

David Fogel is Managing Director of Swifton CFOs LLC, an outsourced CFO firm that provides emerging businesses with strategic and cost-effective financial leadership.

David has been an active presenter and panelist with TechStars, MassChallenge, CleanTech Open, The Venture Forum, Greentown Labs, MIT Enterprise Forum Smart Start Program, M2D2 and YouthCities. He is also an active member of the screening and due diligence committees of Beacon Angels, TiE Boston Angels and Mass Medical Angels. David also is an Adjunct Instructor at Northeastern University and WPI.

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Ruchi Dana, Board Member, Dana Group

Dr. Ruchi Dana is a qualified medical practitioner, who has transitioned successfully into a seasoned entrepreneur and Business Leader. Ruchi did her MD from AMU and her full-time MBA from Stanford University. Ruchi also received her PMP Certificate in Public Management and Social Innovation from Stanford University. Ruchi is a frequent speaker at various industry conferences and sits on multiple Corporate, startup, non-profits and University boards including Dana Group of Companies, Dubai, Duluth Medical Technologies Inc, USA, NGO Aaroogya Foundation, India and the California State University, Chico Cybersecurity Advisory Board. Ruchi has been recognized by Forbes Middle East as the “Next Generation Business Leader, Arab World” for 3 consecutive years 2017, 2018 and 2019. She has also been recognized by Campden Wealth as the “Women to Watch” in September’18 issue, and was conferred with the Yuva Ratna Award, 2018. Ruchi has also been recognized as “Top 75 Family Business Leaders” 2019 by Campden Research (UK). Recently, Dr Ruchi was featured on the Forbes ME Top Power Businesswomen 2020. Since joining Dana Group, Ruchi has been instrumental in starting the Value-added Steel manufacturing division in 2008, Lubricants and Grease manufacturing division and also Retail, Hospital and Real Estate divisions for Dana Group in 2014. Dr. Ruchi is actively involved in strategic planning for Dana Group and manages the family office investments. Ruchi has also worked with Golden Seeds, an investment firm in New York and New Silk Route Growth Capital, a PE firm in Dubai, she has mainly focused on healthcare-related investments at both these firms.

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Bryan Shao, K4 Deal Screening Committee, Keiretsu Forum

Bryan is an active angel investor with Keiretsu Canada Forum. He has 20 years investment and corporate experience in China and North America. Media and healthcare are his domain knowledge.

In the past, he worked for early stage venture capital CRCM covering healthcare, and growth capital Co-Stone covering media and consumer products. 3 years VP of corporate investment for Youku (NYSE), later privatized by Alibaba.
Major investments in healthcare include Asymchem (002821.SZ) a CXO company with market cap USD 14 billion, and Quanyi Drug Store which was acquired by KKR.
Other major investments include Huarui Commutator (300626.SZ), Winit (cross border logistics), Carzone (auto aftermarket leader), HCD (300278.SZ).

In terms of corporate, he was incharge of strategy and international BD work for Youku, and 2 years as acting CFO for a media company invested by Sequoia and SIG.

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Thomas Vogelsong, Investor/Life Science Advisor/Director, Deal Flow, KYTO Technology and Life Science

I am an Angel investor in MedTech as well as an advisor/investor/consultant with a number of startups in the medtech area. I have technical expertise along with business development and executive experience in startups as well as in medium size and large companies. I have helped companies raise capital as well as setting a vision for growth, develop a plan to get there, and helping them execute their plan to achieve success. I have demonstrated these capabilities in growing revenues and delivering cutting edge products particularly in sensors and systems for medical, commercial, consumer, industrial, scientific, and defense applications.

I am applying these skills to help companies grow through technical and business development consulting via Imaging Innovations, investing directly in MedTech startups, and in private equity investment via Kyto Technologies and Life Sciences. I am an advisor/investor/consultant with Silicon Valley Advantage, Kyto Technology and Life Science, Qanopy, InQCel, RedCrow, Balanced Business Advisors, and Principle Imaging.

Amit Jolly, Investor, Carpe Biosciences

Carpe Biosciences is a multibillion family office investing in private and public companies. Led by Amit Jolly, our team identifies and invests in companies offering differentiated therapeutic advances with a defined execution strategy. Carpe Biosciences seeks long-term investment positions across the capital raising calendar.