Message-ID: <7842160.1075851653098.JavaMail.evans@thyme> Date: Thu, 4 Oct 2001 14:38:27 -0700 (PDT) From: events@technologicp.com To: jdasovic@enron.com Subject: Financing through the downturn... Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: Allan Cunningham X-To: jdasovic@ENRON.COM X-cc: X-bcc: X-Folder: \Dasovich, Jeff (Non-Privileged)\Dasovich, Jeff\Inbox X-Origin: DASOVICH-J X-FileName: Dasovich, Jeff (Non-Privileged).pst MAKE THE RIGHT MOVES NOW -- SO YOU'RE READY FOR THE UPTURN Dear Jeffrey: Sandy Robertson and Les Vadasz -- if the term "key" could be applied to anyone financing private technology companies, you'd be hard pressed to find anyone to match their experience and portfolios. What is their take on what companies need to prove to attract investment? What financing models do they see are best suited for 2002? What valuations are you likely to be getting in your next rounds? On November 6, in San Jose, they'll be sharing the answers to these and many other questions at: Managing the downturn: Survival strategies for 2002 VentureWire Executive Summit The Fairmont, San Jose November 6, 2001 http://events.venturewire.com/summit/default.asp Robertson is a true pioneer in start-up finance. Since 1999, he has been running Francisco Partners, the firm he co-founded, which is the world's largest private equity fund focused on technology. Of course, prior to that he had founded Robertson, Stephens & Company as well as Montgomery Securities. In all, he has financed over 500 technology companies, including AOL, Dell, Siebel and Sun, and supported companies and CEOs in good times and bad. What does he think should be the focus for technology entrepreneurs and financiers in 2002? What are your best options for preventing your company from suffering a liquidity crunch? Vadasz operates the world's most extensive corporate development program at Intel Capital. Last year, they put $1.3 billion into start-ups, and their portfolio currently includes 550 companies. As part of Intel's founding team in 1968, he's had various management responsibilities within the company. He brings a great blend of operational management expertise and investment focus to the summit. He'll help us understand the investment and valuation criteria that Intel applies to candidates and share insight on the organizational structures and focus best suited to ride out the current market malaise. We're delighted the roster of contributing speakers is a "who's who" of the industry. Take a look at the panel on the right to get a sense of others who are participating. Through both flush and difficult times, they have built, financed and led great companies, and gone on to turn those companies into major industry players. Their leadership ability and insight on people management and motivation has been put to the test in the past. What do they believe are the key factors influencing their own and others' success? Discovering how to pull through the down market and emerge well-positioned to exploit the rebound will be fascinating. How are you structuring your company to survive and grow in 2002? These and other key experts will share best-practice strategies for all operational aspects. Whether you're looking for new financing, cash management models, product development, sales and marketing strategies, human resources insight or the building of corporate partnerships and other strategic relationships, attending VentureWire's Executive Summit on November 6 will be a key. Join the valley's leading executives and investors. Learn from the direct experiences of the heavy hitters on how to manage your company through the downturn and be among the first to ride the upturn when it comes. This unique event is bound to fill up quickly. To register single (or multiple) places, please link to http://events.venturewire.com/summitEvent.asp today. Team discounts are available should 3 or more of your colleagues wish to attend. I hope you'll be able to join us. Should you have any questions, please do not hesitate to contact me by phone or e-mail. Best Wishes, Allan Cunningham Managing Director VentureWire Events 212 343 1900 cunningham@venturewire.com SPEAKERS and Panelists (Right hand Column) William V. Campbell Chairman, Intuit Built Intuit and Apple's software business L. William Krause President, LWK Ventures Currently re-molding Exodus Communications Charles McMinn Chairman, Covad Communications The driving force behind Covad's current turnaround Karl C. Powell, Jr. Former Chairman and CEO of Sequent Computer Systems Founded, built and sold Sequent through wide-ranging market conditions Sanford Robertson Founder, Francisco Partners Financed over 500 tech companies, including AOL, Dell, Siebel and Sun Stephen Smith Vice Chairman, Broadview Holdings Built Broadview's west coast M&A business from the ground up Leslie Vadasz Executive VP, Intel & President, Intel Capital Oversees the largest corporate development program with a portfolio of 500 companies Ken Wilcox President & CEO, Silicon Valley Bank Runs the best-known bank in venture capital AGENDA-AT-A-GLANCE November 6, 2001 The Fairmont, San Jose http://events.venturewire.com/summit/agenda.asp 8:00 am Welcome and Opening Perspectives 8:10 am Opening Address Retrenching and Rebuilding: Business leadership in a slowing economy 8:40 am View from the Boardroom: Mastering the challenges of 2002 Seasoned venture capitalists discuss strategies for financing and managing private technology companies in the year ahead. 9:25 am Working Capital: Cash is king -- and queen and prince. Leading venture capitalists and executives discuss financing options and cash management strategies for growing business in turbulent times. 10:10 am Break 10:30 am Sales and Marketing: Making your numbers when customers are sitting on their wallets What experienced marketers are doing to generate revenue these days. 11:15 am Bigger Brothers: What to expect from corporate partners and investors Experts discuss the M&A outlook for 2002 and the role of corporate venture capital and strategic relationships 12:00 noon Lunch and Keynote Coaching the Team: Leadership when the direction keeps changing 1:30 pm Staying in the Game: Tactics that work, and those that don't Veteran CEOs tell what they would do differently the next time around. 2:15 pm Best Face Forward: Getting your corporate communications right Strategies for positioning your company and getting the story to investors and customers. 3:00 pm Break 3:20 pm The Workforce: How to do more business with fewer people Authorities in human resources, management, and the law discuss downsizing, rightsizing, layoffs and productivity. 4:05 pm Turning to Plan D: What to do when the worst-case scenario becomes the best case Experts provide advice on the end-game for companies in trouble. 4:50 pm Looking Across the Valley: When will the upturn start and what will be the first signs? Current market conditions and future prospects from a financial point of view. 5:35 pm Reception 7:30 pm Conference Concludes