Steve Dickman Julie Feder Danielle O'Neal James Schneider

(2.20) Follow the IPO Road: What to Know about Crossover Funding

A Talk by Danielle O'Neal , Steve Dickman , Julie Feder and James Schneider

Proudly supported by

About this Talk

Crossover funding was developed to provide private companies more time and capital prior to IPO. But when and why should you pursue it? 

In this session, we’re going into the nitty gritty details later-stage companies will want to know (and early-stage founders may be interested in learning more about) including: 

  • The role of crossover funding and its role in the IPO journey
  • The strategic timing for seeking crossover investments and how to make your startup appealing to crossover investors 
  • Insights into the preparation required for a successful IPO, highlighting both operational and regulatory readiness 
  • The financial metrics and business milestones crucial for attracting crossover investors and succeeding in an IPO
  • How to assemble an IPO-ready management team 

This session is part of Startup Boston Week 2024 and is perfect for finance executives and founders of rapidly growing startups who are considering or preparing for an IPO and seeking to understand the benefits and implications of securing crossover funding.

September 10, 2024, 08:45 PM

08:45 PM - 09:45 PM

About The Speakers

Danielle O'Neal

Danielle O'Neal

SVP, Life Sciences, Banc of California

Danielle O'Neal is SVP, Life Sciences at Banc of California where she leads their early stage life sciences efforts.


Steve Dickman

Steve Dickman

CEO, CBT Advisors

CBT Advisors CEO Steve Dickman has worked in consulting and venture capital for more than twenty-five years.


Julie Feder

Julie Feder

CFO

Julie Feder is the Chief Financial Officer at Aura. Prior to this role, Julie served as Chief Financial Officer at Verastem, where she was responsible for developing the company’s strategic financial plan and overseeing a rapid growth in financing and staff size.


James Schneider

James Schneider

Partner, Cooley LLP

James is a partner in Cooley’s emerging companies and venture capital practice group.

Location

Suffolk University

120 Tremont Street, Boston

Keches - 1st Floor

Suffolk University

Main Sponsor

Suffolk University's Sawyer Business School

The Sawyer Business School occupies an unrivaled position at the nexus of Boston’s private, public, and nonprofit sectors. Our learners enjoy unparalleled access to the city’s financial and innovation clusters, seats of government, nonprofit organizations, and world-class healthcare institutions.

Main Sponsor

Want to sponsor this event? Contact Startup Boston