| |   |  |  |  |  Strategy Series | VC Outlook for 2008
December 5, 2007 | Perkins Coie | 101 Jefferson Drive | Menlo Park, CA (directions) Join Dealmaker Media for its last Strategy Series in 2007 featuring four investors offering their perspectives on the venture investing climate for the next 12 months.
Discussion points include: - What's hot today? What’ll be hot tomorrow? Where's the potential investment bubble?
- What are venture funds looking for in opportunities they're considering investing in today?
- Which of their portfolio companies are they really excited about?
- What keeps them up at night?
In this roundtable discussion, attendees are free to contribute their own thoughts but be prepared to back them up!
MODERATOR: Harold DeGraff, Partner, Perkins Coie PANELISTS: Duncan Davidson, Managing Director - VantagePoint Venture Partners Rob Hayes, Partner - First Round Capital Jim Long, Partner - Gabriel Venture Partners William Price, Managing Director - Hummer Winblad Venture Partners
SPONSORS: Keynote | Microsoft | Perkins Coie | SAP 
Partnering with the Carriers - Changing Landscape, New Opportunities Underwritten by 
October 23, 2007 | 5:30pm - 8:30pm
The Metreon | San Francisco, CA 101 4th St | Second floor San Francisco, CA 94103 Carrier partnerships continue to be crucial to the success of a mobile start-up. Given how tough it is to get the carriers' attention, emerging mobile companies have had to find other ways to get market validation. In the past, going "off-deck" (or around the carriers) could almost prevent a young company from getting a deal done. Now, as the mobile market explodes, web-based distribution is fast becoming a favored way to gain proof of concept, distribution, and possibly, more revenue opportunities.
In this session, our seasoned experts will represent their viewpoints on the following:
- How do you get a carrier's attention?
- What and who influences the ecosystem?
- What is the best way to engage with the carriers while trying to grow your business?
Come and meet the executives and influencers driving the future of mobile and attend a showcase of some of the fastest-moving mobile companies from the UK.
Moderator: The Kerton Group - Derek Kerton, Principal
Speakers: AT&T Wireless - Edward Schmit, Enterprise Developer Program Bango - Anil Malhotra, SVP Marketing & Alliances Clickatell - Pieter de Villiers, CEO Motorola - John Ellis, Director - Carrier Market Development Telefonica O2 Europe Technology - Anders Wästerlid, VP Products & Devices, Chairman OMTP Companies: · · ActiveMedia Technology · · Astraware Ltd · · Distinctive Wireless · · Esendex · · Martin Dawes Systems · · mkodo · · Mobiqa · · Novauris Technologies Ltd · · Truphone · · Trutap SCHEDULE 5:30pm - 5:45pm | Registration 5:45pm - 6:45pm | Panels discussion 6:45pm - 8:00pm | Demos and Cocktail Reception Momentum Growth ConferenceOctober 4, 2007 | 8:00 a.m. – 7:00 p.m. | Microsoft Campus, Mountain View, CA
FOR EVENT SCHEDULE, click here
From the producers of the acclaimed Under the Radar, the Momentum Growth Conference honors 15 industry leaders dominating the next stage of the growth cycle - a who's who of leading companies with real customers, real revenue, real partnerships, and the vision to change their market landscape in the next 12-18 months. At Momentum, discussions will not only be about how these superstars gained momentum, but also how they plan to keep it. We'll be talking about growth - the business opportunities that lie ahead for the Momentum 15, the current stakeholders in the market and the entire ecosystem surrounding it. The conference will also feature Ones to Watch – rising stars who have every indication of being unstoppable. Speakers: Aggregate Knowledge - Paul Martino, CEO Babycenter.com - Tina Sharkey, Chairman and Global President Bebo - Xochi Birch, Co-founder & President Best Buy - Martin Nyman, Director, Global Innovation Network Blurb - Robin Goldberg, Senior Vice President of Marketing and Business Development Citigroup Global Markets - Ivan Brockman, Managing Director, Global Technology Investment Banking Group ComScore - Nick Tabbal, Senior Vice President Fast Company - Ellen McGirt, Senior Writer Gaia Online - Craig Sherman, CEO Google Analytics - Brett Crosby, Senior Manager Hi5- Ramu Yalamanchi, CEO Imeem - Steve Jang, VP, Marketing and Business Development IMVU - Eric Ries, CTO Jingle Networks - Lyn Chitow Oakes, SVP Marketing Kayak - Paul English, C0-Founder and CTO Manatt, Phelps & Phillips - Hale Boggs, Partner Media Shift - Mark Glaser, New Media Expert Meebo - Seth Sternberg, CEO Microsoft - Marc Brown, Director of Corporate Development Photobucket - Peter Pham, Vice President, Business Development Real Branding - Mark Silva, Principal & Founder Reporter/Author - Sarah Lacy RockYou - Ro Choy, Vice President of Business Development Ruth Group - David Pasquale, EVP SAP - Jens Weitzel, Sr. Director, Business Development Global Ecosystem & Partner Group Slide - Keith Rabois, VP, Business Development Stage Two Consulting - Jeremy Toeman, Consultant Sterling Communications - Marianne O'Connor, CEO Sugar Publishing - Brian Sugar, Founder, Publisher and CEO TheLadders - Robert Turtledove, CMO ThinkLondon – David Riches, Director, North America Thumbplay - Are Traasdahl, CEO & Founder Topix - Chris Tolles, CEO TSX - Ungad Chadda, Vice-President and COO VideoEgg - Adam Klein, President
Momentum 15 Companies:

Ones to Watch: At a key inflection point in their growth, they're poised to reach momentum in the next 6-12 months. 4Info | Adify | Aggregate Knowledge | AdInfuse | Become.com | Buzzlogic | Buzznet | Compete | Doppelganger | Flixster | GoTV Networks | iLike | Leverage Software | Metacafe | Moola | mShopper | Multiply | Netvibes | Quantcast | PayPerPost | Page Flakes | Reality Digital | Rhythm NewMedia | Snapvine | Topix | Tumri | Turn | WeeWorld | Wetpaint | Yelp
Nine of these selected Ones to Watch will be presenting onstage: Adify | Aggregate Knowledge | Leverage Software | Moola.com | MShopper | Multiply |Topix | Tumri | Turn The Momentum Growth Companies and Ones to Watch have been selected by Dealmaker Media’s editorial team and the Momentum Growth Conference selection committee comprised of bankers, industry executives, influencers, analysts, and VCs. Companies selected will be invited to participate in the conference program and profiled on Dealmaker Media and its partner blogs.
Conference Program in 2007: The one-day conference will feature keynotes, panel discussions, and presentations featuring key industry players, Momentum Growth companies, and the Ones to Watch. Topics: - Business Models That Drive Momentum
- What Advertisers Want, What Businesses NeedPartnerships - Relying on the Kindness of Strangers
- Thinking Outside the "Bubble"
- Social Communities - Winning Friends and Influencing People
- Buy, Sell, Hold? - Yes, You Have Mo' to Think About
Participants:
The 300 participants include CEOs, investment bankers, corporate and business development executives from public companies, VCs, industry analysts, service firms, and press.
2006 SUCCESS STORIES: Past companies and speakers can be found here. Photobucket | Acquired by News Corp. for $300M. Facebook | Yahoo! offered $1B but was turned down. Blinkx | Acquired by Autonomy – IPO’d on London's AIM. Glu Mobile | IPO’d raising $84M, giving the company a market cap of $320M+.
GENERAL EVENT INFO Location: Thursday, October 4, 2007 | 8:00am - 6:00pm Microsoft, Conference Center, Building 1 1065 La Avenida Street | Mountain View, CA, 94043 Microsoft Phone: 650-693-1001
Directions: http://www.microsoft.com/mscorp/info/usaoffices/northernca/siliconvalley.mspx
TRAVEL INFO Airport: San Jose Hotels: http://silicon.valley.hotelguide.net/hl1ba.htm Name Address Phone Distance Hotel Avante 860 E. El Camino Real (650) 940-1000 3.8 miles *Microsoft employees frequently stay here when visiting the Conference Center County Inn 850 Leong Drive (650) 961-1131 .59 miles Quality Inn and Suites 5 Fairchild Dr. (650) 934-0155 .61 miles Ramada Limited 55 Fairchild Dr (650) 967-6856 .64 miles Pacific Euro Hotel Mountain View 891 W. Evelyn Av (650) 940-1331 1.3 miles Residence Inn by Marriott 1854 El Camino Real W. (650) 940-1300 1.96 miles Best Western Tropicana Lodge 1720 El Camino Real W. (650) 961-0220 1.98 miles Comfort Inn Mountain View 1561 El Camino Real W. (650) 967-7888 1.99 miles Best Western Inn 2300 El Camino Real (650) 962-9912 2.9 miles Pacific Inn 1984 El Camino Real (650) 967-6901 3.1 miles Homestead Mountain View 190 E. El Camino Real (650) 962-1500 3.3 miles Pacific Hotel Lodge 64 El Camino Real W. (650) 965-0585 3.3 miles Holiday Inn Express Hotel & Suites 93 W. El Camino Real (650) 967-6957 3.4 miles Hilton Garden Inn 840 E. El Camino Real (650) 964-1700 3.8 miles Crestview Hotel 901 E. El Camino Real (650) 966-8848 4.0 miles Holiday Inn Express 2700 W. El Camino Real (650) 559-9115 4.7 miles  Playing Hard to Get - The Art of Being Bought, Not Sold September 12, 2007 | 6:30pm - 8:30pm | Perkins Coie | Menlo Park, CA
Disney, Microsoft, Google and Fox... Companies are in the mood to shop. As a fast-growing, young company, how do you play the field strategically? Join our experts as they share advice on how to maximize your exit choices.
- How to attract attention of the right buyers
- How to find out what acquirers are willing to buy
- How to play hard to get and be bought, not sold
Moderator: Harold DeGraff, Partner, Perkins Coie
Speakers: Kirk Bloede, Director, Newforth Partners Michael Jones, CEO Userplane, Vice President AOL Ken Gullicksen, General Partner, Morgenthaler Ventures Keiron McCammon, Co-Founder & CTO, Kaboodle SOLD OUT!!Strategy Series | What’s Driving Mobile Advertising? August 15, 2007 | 6:30pm - 8:30pm Nokia Research Center | Palo Alto, CA Advertising is expected to become a revenue driver for the mobile industry. While the mobile advertising ecosystem is just emerging, leading content providers and brand advertisers are beginning to sell mobile specific campaigns. And, the Mobile Marketing Association recently reported that 41% of mobile TV viewers will accept advertising to subsidize video services. Join this panel of industry experts to explore the opportunities and challenges of mobile advertising.
- What are brand advertisers expecting to see and pay for in mobile advertising?
- Are brands engaging or is it still experimental territory?
- Do consumers want advertisements? What is a good user experience?
Moderator: Andreas Kluth, Technology Correspondent, The Economist Speakers: Peter Barry, Head of Venture Capital and Start-ups, Vodafone Group Gene Keenan, VP of Mobile Services, Carat Fusion Ian Foley, Director, Rhythm NewMedia Jason Tsai, Group Communications Director, Universal McCann Ramin Vatanparast, Principal Researcher, Nokia Research Center  Strategy Series | Partnering with Gorillas July 18, 2007 | 6:30pm - 8:30pm Perkins Coie | Menlo Park, CA
While your venture just might be the next saleforce.com or Facebook, most start-ups exponentially increase their chances for success through partnering with a Tech Heavyweight or two. Whether it's distribution, marketing alliances, minority investments, or simple API usage -- teaming up with a giant should be part of your plan. At this Strategy Series event, join representatives from a number of large companies to share their tricks and tips about how to forge a successful partnership.
- How to have a clear and realistic understanding of what you can get out of a relationship with a bigger company.
- Types of research that can yield invaluable insights into what big companies are looking for in technology partners.
- Negotiating the terms of the deal without giving away the crown jewels.
- How to spot red flags in the negotiating process and knowing when to walk away.
Moderator: David Frazee, Partner, Perkins Coie Speakers: Roman Bukary - SAP Inder Narang - Adobe John Nogrady – Microsoft Jason Shellen - Google DEALMAKER FORUM
May 15, 2007 | 12:00pm-6:30pm | Fenwick & West | Mountain View, CA DISCUSSION SESSIONS: Sessions will be moderated, yet interactive, using the collective wisdom from both featured speakers and participants. The following topics will be framed using specific experiences or case studies to illustrate why and how specific strategies worked.
CONFIRMED SPEAKERS:
AOL/Userplane | Mike Jones | CEO, Userplane Fenwick & West | Sam Angus | Partner First Round Capital | Rob Hayes | Partner Google | Amin Zoufonoun | Principal, Corporate Development Intel Capital | Rob Rueckert | Senior Investment Manager Jive Software | Dave Hersh | CEO Microsoft | Don Dodge | Emerging Business Team, Collaboration Panorama Capital | Mike Jung | Principal
Salesforce.com | Adam Gross | VP, Developer Marketing Salesforce.com | Mark Suster | VP, Salesforce Content SAP | Dan Maloney, Vice President, SAP Global Ecosystem and Partner Group Scale Venture Partners | Sharon Wienbar | Managing Director ThinkFree | Jonathan Crow | Director of Marketing TSX | Ungad Chadda | Director of Listings WebEx | Jay Shah | Vice President, Business Development
CONFIRMED PRIVATE SPEED-DATING COMPANIES
Central Desktop | DreamFactory | EchoSign | Habeas | IMified | Jive Software | Netvibes | Oddcast | Pageflakes | Salesforce Content (formerly Koral) | Seriosity | Smartsheet | Thinkfree | Vyew | Yugma | Zoho
SCHEDULE:
10:30am - 12:00pm - Invitation-Only Speed Dating
12:00pm - 1:00pm - Registration and Grab-a-Lunch
1:00pm - 2:00pm - Scale & Scalability - Cool Technology to Cool Millions
Ok, so say you've built the greatest office product since paper clips. Now, let's say you have attracted thousands, no scratch that, millions of users and they all love what you've built. Now what? How do you turn your exponentially better office solution into a viable, scalable business? Once you have customers, how do you scale and monetize to go from a cool technology product to cool millions? This session will allow participants to dialogue with leaders who have had success in building a sustainable business in this sector. 2:00pm - 2:20pm - Break
2:20pm - 3:20pm - Till Death Do Us Part? - Building Mutually Beneficial Partnerships
While it is probably true that your venture may be the next big thing, it is also true that your probability for success would exponentially increase if you had a Tech Heavyweight in your corner. Whether for distribution, marketing, development, monetization strategy, or just leveraging existing APIs, teaming with a giant is the strongest route to building an empire. Learn from those who have negotiated on both sides of the table what it takes to get a deal done and how to make it work for you. 3:20pm - 3:50pm - Break
3:50pm - 4:50pm - Exit Here - Veer Left at IPO or Right at Acquisition
Recently, acquisitions have been the only viable exit for many start-ups. However, there was a time in Silicon Valley when IPO was the exit of choice. With interest rates still relatively low and buyers flooding the market, acquisitions don't seem to be losing any steam. But the public markets are becoming more attractive options for some companies. In fact, some have even prophesized that 2007 will be the year of the IPO. In this panel, we'll hear directly from those who have "walked the walk" on what it's like to veer left at IPO or right at acquisition and how to determine the best option for your company.
5:00pm - 6:30pm - Invitation-Only Speed Dating 5:00pm - 6:30pm - Attendee Reception
TO REQUEST AN INVITATION: Space is limited for this event. To request an invitation, please complete our form. The cost to attend The Dealmaker Forum is $125 for members and $165 for non-members.  Which Comes First - Eyeballs or Revenues? June 6, 2007 | 6:30pm - 8:30pm Perkins Coie | Menlo Park, CA
Most consumer-facing startups fight an uphill battle to gain massive user adoption, or dare we say, eyeballs. Try asking 10 start-ups where the money will come from, and 9 out of 10 will say, "advertising." Despite the fact that ad dollars are moving off TV and out of magazines, are there really enough advertisers out there to make everyones' business profitable (or even sustainable)? Didn't we learn anything from the last millennium? This Strategy Series event will bring together a collection of seasoned executives share their views on how to plan more strategically.
Discussion points include:
- What turns a consumer-facing company into a breakout play sustainable by advertising dollars?
- How do you a build a business that can withstand fluctuations in the advertising market?
- How do you think about and plan for alternative strategies (M&A or IPO) for growth while ramping up your user base?
Moderator: Mark Albert, Partner, Perkins Coie
Speakers: Vineet Buch, Principal, BlueRun Ventures Matt Sanchez, President and CEO, VideoEgg Ted Rheingold, CEO, Dogster Lance Tokuda, CEO, RockYou
What's Your Bullet-Proof Strategy? April 19, 2007 | 6:30pm - 8:30pm
The difference between success and failure is execution - so what's your strategy for success? You may have a cool technology, but so what? The bottom line is always the same: a good idea is just not enough - to play and compete in this game, companies need to have a scalable revenue model, sustainable critical mass, a bullet-proof strategy and flawless execution.
We will discuss the key factors that lead to success and separate the bench warmers from the players. Discussion points include: - What's your bullet-proof strategy to gaining market share?
- What are the most successful revenue models?
- How do you identify and measure your company's value proposition to go from a "nice to have" to "must have"?
- Once the beta is over, how do companies find paying customers?
- Once they find paying customers, how do they keep them, stay innovative and continue building and delivering value for them?
- How do you identify strategic partnerships to drive growth and adoption, and what is your value add?
MODERATOR: Ken Gullicksen, Partner, Morgenthaler Ventures
PANELISTS: Sandhya Venkatachalam, Senior Manager - Corporate Development, Cisco TJ Kang, CEO, ThinkFree Jeffrey Walker, President, Atlassian Software Systems
LOCATION: Morgenthaler Ventures | 2710 Sand Hill Road, Suite 100 | Menlo Park, CA 94025 http://www.morgenthaler.com/ventures/contacts.asp
Sponsored by: Microsoft | SAP | France Telecom | Keynote Systems | Perkins Coie
Office 2.0 & the SMB MarketFebruary 13, 2007 | 6:30pm - 8:30pm | SAP Labs | Menlo Park, CA The FACT: Change is undeniably afoot in the business software space. The CATALYST: Start-ups with a value proposition for small-to-medium businesses. The SITUATION: The SMB has been an elusive market for many years because the economics of finding and servicing business with few people and financial resources has not been worth the pay off. However, as web-based computing has exploded ?" the sands have shifted ?" in favor of the nimble start-up. The OPPORTUNITY: Nowhere is the opportunity for a thriving revenue model is it more apparent than the emerging "Office 2.0" space where software and services are available for a fee. It's like turning on a switch ?" and presto ?" you've got a database, a website, secure storage ?" all for a monthly fee. The RISK for the SMB market: The upstarts worry that notable giants will just "do it anyway." The RISK for existing enterprise market: Existing enterprise players who worry that these nimble and low-cost solutions will erode their market share.
In this strategy series, we'll explore strategies for success on both sides of the fence, reveal threats and opportunities you need to understand before you can compete, and determine whether everyone will be able to play together on the court... or whether some will be merely bench-warmers for the real players.
Topics to be covered: How do we define the SMB market today and what kind of revenues does this market represent? What are the greatest pain-points for the SMB market? What products are gaining the most traction and generating the most revenues? How will traditional software firms' offerings change?
MODERATOR: Mitchell Kertzman - Partner, Hummer Winblad Venture Partners
PANELISTS: Jason Lemkin - CEO, EchoSign Zach Nelson - CEO, NetSuite Cliff Reeves - General Manager, Microsoft Jason Wolf - Senior VP of Strategic Initiatives, SAP LOCATION: SAP 3410 Hillview Ave Campus Palo Alto, CA 94304 Registration closes on February 13, 2007 at 3:00pm Non Members - $60 advance / $70 at the door Members - $40 advance / $50 at the door
Stepping on the Web 2.0 Scale - A New Years Resolution in Silicon Valley | January 23, 2007 | Shasta Ventures | Menlo Park, CA | 6:30PM - 8:30PM Don't waste your time trying to define web 2.0 - that was so last year. And by the time the pundits nearly reached consensus, a $1.65 billion transaction was finalized-.obviously, acquisitions don't need definitions
It's 2007 and its time to weigh in. Consumer facing internet companies are a dime a dozen, but the few and far between are worth much more than a dime. Users are great and revenues are better, but if you can't accommodate growth, you have no business in this business.
This Strategy Series event will take a deep, hard look at the underlying business models that offer potential for economic growth within a Web 2.0 company and the strategies that lead to scalability. So step right up onto the Web 2.0 scale-..and join the industry experts and heavyweights for a spirited conversation on the following topics:
- What does a scalable Web 2.0 business model look like? - Is the ad model really the only viable option? - Are you a feature or a business? How does this impact your business outlook? - What are the long-run goals? Acquisition or go it alone? - How does team building affect a company's success? What other factors come into play? MODERATOR: Tod Francis - Shasta PANELISTS: Adam Gross Shawn Hardin Jason Pressman Sam Schillace
EVENT SPONSORS: 

Registration Sponsor:  - Salesforce- Flock- Shasta- Writely/Google LOCATION: Shasta Ventures | 2440 Sand Hill Road #300| Menlo Park, CA 94025 http://www.shastaventures.com/contact.htm |
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