Mark Casady

Founder, General Partner & Chairman of the Advisory Board

Vestigo Ventures

Session

Navigating the Funding Landscape: Strategies for Startups

Start Time:

1:30 PM

Bio

Mark Casady is a co-founder of Vestigo Ventures, an early stage VC based in the greater Boston area focusing on the FinTech space. Prior to co-founding Vestigo Ventures, Mark was Chairman and CEO of LPL Financial. LPL is considered the largest independent US broker-dealer, with over 17,000 independent financial advisors, over $1 Trillion in assets, and over $6 Billion in revenue. He also serves as the chairman of the advisory board at Vestigo Ventures, and as a board member or advisor to several of its portfolio companies, such as DVx, Kingfield, Wagmo, ZenLedger, Retirable, Climate Club, Jobble, and Pactfi. He leverages his expertise in retirement, investment management, and financial advisory to help these companies grow and innovate.

Topic:

Show Me the Money

Mark will cover some basics: VC or Angels; Types and stages of funding for VC’s. How to prep, pitch, and perform diligence. What are the benefits of VC Funding: Expertise, network & capital. Challenges of VC Funding - dilution; decision making; growth expectations. Metrics - seed vs A vs B metrics; capital efficiency. Final Advice - be prepared; research & listen.