To discover and promote opportunities in North Central Washington

MAY 4, 2017 WENATCHEE, WASHINGTON

www.flywheelconference.com is presented by: ABOUT FLYWHEEL AGENDA 10:00am 2:00pm - 2:50pm PRE-CONFERENCE SEMINAR ON WHAT IS THE DIFFERENCE BETWEEN RAISING CAPITAL FOR STARTUPS & ? presented by Moderated by Chrismon Nofsinger, Nofsinger Group

Panelists include: • Aaron Richmond, Endeavour Capital 11:30am • Andy Dale, Montlake Capital, LLC CONFERENCE CHECK-IN OPENS • Erik Benson, Voyager Capital • Todd Marker, Alpine Pacific Capital 12:00pm - 1:00pm • Cole Younger, Arnold Venture Group LUNCHEON AND 3:00pm - 3:50pm The 2017 Flywheel Investment Conference’s mission is to educate our community on the exciting and KEYNOTE SPEAKER varied opportunities of investing in startup businesses. These startups have the potential to bring significant Introductions by Jenny Rojanasthien, COMPANY PRESENTATIONS economic development to our area. Our goal is to create a dynamic, annual event that brings investors, Steve Wright & Shiloh Schauer Moderated by Wiley Kitchell capital resources and startup businesses together. of Moss Adams Capital LLC Presentation by Jonathan Evans Flywheel is directed by Jenny Rojanasthien, Executive Director of GWATA, a 501c3 with a mission to Co-President of Skyward: A Verizon company iFoodDecisionSciences Inc. bring people and technology resources together. Flywheel is also supported by Shiloh Schauer, Executive Diane Wetherington | Founder Director of the Wenatchee Valley Chamber of Commerce. 1:00pm - 1:50pm IUNU We would like to thank the members of the Flywheel Leadership Team who have volunteered their time WHAT DOES IT MEAN TO BE AN Adam Greenberg | Founder and CEO and supported this important event: ? Moderated by Tom Simpson, Spokane Angel Erik Benson Lisa Parks Brianne Vertrees Alliance 4:00pm - 6:00pm Voyager Capital Port of Douglas County Merriment SOCIAL & NETWORKING AT

Panelists include: Bart Clennon Scott Ptolemy Mike Walker CHATEAU FAIRE LE PONT WINERY Web Guidz Eagle Group • John Pariseau, TJF, LP Stacy Luckensmeyer • Tom Lindquist, Headwaters Venture Group,LLC Please join us for complimentary wine, beer, and Wenatchee Valley College Jenny Rickel Rufus Woods hors d’oeuvres . • Geoff Entress, Pioneer Square Labs Native Network The Wenatchee World West Mathison • Susan Preston, Seattle Angel Fund Chateau Faire Le Pont Winery is located across Stemilt Growers Peter Rutherford Steve Wright the street from the Confluence Technology Center. Confluence Health Chelan County PUD Chrismon Nofsinger Nofsinger Group Josh Stendera

Jeff Ostenson Rory Turner North 40 Productions Port of Chelan County PRE-CONFERENCE SEMINAR INTRODUCTIONS Raising Capital for Startups presented by Moss Adams LLP

STEVE WRIGHT JENNY SHILOH SCHAUER General Manager ROJANASTHEIN Executive Director Chelan County PUD Executive Director Wenatchee Valley Chamber GWATA of Commerce

A leader in assurance, tax, consulting, risk management, transaction and private client services, Moss Adams has a staff of over 2,600 that includes more than 280 partners. They focus on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams. KEYNOTE SPEAKER ANDY CATES National Tax Group Leader | Moss Adams LLP [email protected] JONATHAN EVANS Co-President of Skyward: A Verizon company Andy Cates is the National Tax Group Leader and the Firm Leader for Tax Accounting Services for Moss Adams. Andy works across the firms industry groups primarily on corporate Jonathan is a self-proclaimed “geeky pilot” and three time startup co-founder. taxation, mergers & acquisitions, and strategic business planning. Andy’s specialities are He was a professional pilot for 17 years and has over 3,000 hours of flight Securities and Exchange Commision and private company financial statement reporting; time. He has years of experience in both military aviation and as a commercial corporate taxation; IRS examinations and appeals. pilot in civilian life. He joins the aerial robotics industry with a deep love of aviation history cultivated since boyhood, and an unbridled optimism for what’s possible as the skies become digital.

WILEY KITCHELL Managing Director | Moss Adams Capital LLC [email protected] SKYWARD Wiley Kitchell is a Co-Founder and Managing Director of Moss Adams Capital LLC. He Drone Operations Management for specializes in advising private companies on their sale, , and in Businesses of Every Size raising private debt and equity capital. Wiley commenced his career with Goldman Sachs in New York City and has more than 25 years of investment banking Skyward is one of the best-in-class operations management platform for commercial drone operators. experience. Mr. Kitchell serves on the Board of Directors of Continental Mills, Inc., Herbco Their cloud-based solution powers safe, efficient flight operations with an interactive, expertly validated International, Inc., Price Farms, Inc., and Micro 100 Corporation. He is also a founding director of the Northwest Children’s Fund. drone airspace map, operations planning, fleet and crew management, and a digital system of record. They are a team of professional pilots, computer scientists, and regulatory experts who are passionate about helping drone operations of every size succeed. GEOFF ENTRESS WHAT DOES IT MEAN TO BE AN Managing Director| Pioneer Square Labs [email protected] | www.linkedin.com/geoffentress

ANGEL INVESTOR? Geoff Entress is a co-founder and Managing Director of Pioneer Square Labs, a Seattle- based startup studio. Geoff is also an active angel investor in the Pacific Northwest, focusing TOM SIMPSON | MODERATOR broadly on investments in information technologies. A current venture partner with Voyager President | Spokane Angel Alliance Capital and a former venture partner with Madrona Venture Group, Geoff is a current investor in over eighty private companies in the region and is a current board member of several of [email protected] | www.linkedin.com/in/tom-simpson-481a254 those companies, including Hiya, Meritage Soups, Bonanza, Foodee and LiquidPlanner. Geoff is a long-time member of the Executive and Screening committees of the Alliance Tom Simpson has over 30 years of experience as an investment banker, venture of Angels, the largest angel investor organization in the Pacific Northwest. He also serves capitalist, angel investor and entrepreneur. Currently, he focuses on working closely with on the advisory boards for the entrepreneurship programs at the University of Washington, emerging companies in the Spokane region to achieve growth and profitability. Tom was University of Notre Dame, and Carnegie Mellon University. co-founder and Chairman of etailz, a rapidly growing eCommerce company which was sold to Trans World Entertainment in 2016. He currently manages four angel funds focused on investing in emerging companies in the Inland Northwest and is President of the Spokane SUSAN PRESTON Angel Alliance, a 100 + member group. Previously, Tom was the Managing Partner of NWVA. Manager | Seattle Angel Fund NWVA invested over $125 million in emerging companies throughout the Northwest. Tom [email protected] | www.linkedin.com/in/susanpreston serves on the board of directors of Berg Manufacturing, GenPrime, Safeguard Equipment, Stay Alfred, Sportscope and Telect. Susan Preston is a world-recognized expert in angel financing and angel organizations. She is a national and international consultant and speaker on economic development, JOHN PARISEAU angel and venture financing for numerous countries and NGOs including the EU, OECD, General Manager | TJF, LP USAID, Saudi Arabia, Jordan, Australia, Industry Canada and EBAN. Susan currently [email protected] | www.linkedin.com/in/john-pariseau-9a64894 serves as the Managing Partner of the Seattle Angel Fund and the General Partner for the CalCEF Clean Energy Angel Fund. She has also served on 30+ public and private boards, many of them start-ups. Susan is the author of numerous articles, white papers and books John Pariseau is an active angel investor and business advisor in the Inland Northwest. He on angel financing. Susan’s awards include: Winner of the Angel Capital Association is currently General Manager of TJF, LP, a family-owned partnership. Prior to that he was prestigious Hans Severiens Award, Small Business Person of the Year for 2014 from the General Manager and co-founder of WIN Partners, LLC, an angel fund based in Spokane Small Business Council of America, and Senator Cantwell’s Women of Valor award which and focused on supporting emerging companies in the region. John also owns and manages was presented by Vice President Joe Biden. a number of commercial real-estate properties, and serves on the boards of a number of early-stage companies.

TOM LINDQUIST Managing Partner | Headwaters Venture Group, LLC [email protected]

Tom Lindquist has a 30-year track record of profitable performance in natural resource assets and real estate. His experience includes public REIT leadership, strategic revenue growth in new businesses and the development of high performing management teams. Recently, through the Headwaters Venture Group, Tom has taken an active role in a variety of investments in infrastructure, real estate, agricultural technology, music media entertainment and affordable housing. Tom recently served as Plum Creek’s President and Chief Operating Officer. During his 15 year tenure as an executive, the management team was able to lead growth in the enterprise value from $4.5B to $8.5B. In 2016, Plum Creek was acquired by Weyerhaeuser, creating a $24 Billion REIT and forming the world’s largest private landowner. Tom has been involved with a number of boards including the North American Forest Partnership, the American Forest Foundation, Skyville Live, IUNU Precision Agriculture Systems and Northwest Building Corporation. ERIK BENSON Partner | Voyager Capital WHAT IS THE DIFFERENCE BETWEEN [email protected] | www.linkedin.com/in/bensonerik VENTURE CAPITAL & PRIVATE EQUITY? www.voyagercapital.com Voyager Capital invests in entrepreneurs who have the passion and discipline to unleash CHRISMON NOFSINGER | MODERATOR ideas, push boundaries and thrive on disruptive changes. Voyager focuses on software, cloud and big data application companies in the Pacific Northwest and California. CEO & Founder | Nofsinger Group [email protected] | www.linkedin.com/in/chrismonnofsinger Erik Benson focuses on working with early-stage technology startups on the West Coast. www.nofsingergroup.com He is a member of the board of directors of Anoza Data, Chirpify, Lighter Capital, Lytics.io, Make.tv, RioSEO, SheerID, and Shiftboard. He’s also a board observer for Act-On and Ubix. The Nofsinger Group elevates individuals, teams, and organizations to the next level of ai. leadership, through coaching, advising, and programs designed exclusively to meet their clients’ needs. Nofsinger Group’s expertise and experience makes them uniquely qualified Erik was previously responsible for Voyager’s investments in aQuantive (IPO, acquired by to serve as an invaluable resource to top leaders considering their most important questions. Microsoft), Blue Box (acquired by IBM Cloud), Capital Stream (acquired by HCL Technologies), Covario (acquired by Dentsu/Aegis/iProspect), Elemental Technologies (acquired by Amazon In Chrismon’s 20-plus years in the field, he has become a trusted confidant and adviser Web Services), Geoloqi (acquired by Esri), Kryptiq (acquired by Surescripts), and Skyward. to numerous CEOs, board members, and private equity investors. He has personally io (acquired by Verizon Wireless). worked with more than 500 companies, from startups to Fortune 50 companies, focusing on organizational change, individual and team development, and CEO coaching. TODD MARKER Co-founder| Alpine Pacific Capital AARON RICHMOND [email protected] | www.linkedin.com/in/todd-marker-4807453 Managing Director | Endeavour Capital www.aplinepacificcapital.com [email protected] www.endeavourcapital.com Alpine Pacific Capital (APC) is an independent private equity sponsor with offices in Seattle, WA and Newport Beach, CA. APC is focused primarily on control investments in Endeavour Capital was founded in 1991 to provide equity capital and long-term partnership to enterprises with $2 -5 million in EBITDA within the Western Region of the U.S. The firm is leading West Coast companies; they can invest equity between $25-$75 million. Endeavour actively seeking investment opportunities in business and consumer services, manufacturing, strives to leave companies in a better position than when they arrived. Current Pacific NW healthcare services, and food and agriculture. APC is specifically structured around a buy portfolio companies include Alpha Media, Genesis Financial Solutions, Metropolitan Market, and hold strategy with an investmenthorizon of 10-20 years. New Seasons Market, PMI, USNR, Vigor Industrial, Zoom+ and ESCO. Todd Marker is a co-founder of APC. He has more than 15 years of experience in Aaron Richmond joined Endeavour Capital in 1996. Since that time, he has worked with investing in both minority and control investments. Prior to his career as an investment companies in the marine transportation, retail, food, distribution and business services professional, Todd spent several years in sports marketing, lived in Silicon Valley working industries. at a venture-backed technology company and was part of an acquisitions team that helped build the largest chain of full-service car washes in the U.S.

ANDY DALE COLE YOUNGER Managing Partner | Montlake Capital, LLC Managing Director | Arnold Venture Group [email protected] | www.linkedin.com/in/andydale5 [email protected] | www.linkedin.com/in/cole-younger-32717893 www.montlakecapital.com www.arnoldventuregroup.com

Montlake Capital is a leading Northwest private equity firm with extensive investing and Arnold Venture Group (AVG) is a Pacific Northwest based venture capital firm which invests operating experience. Montlake Capital targets growing companies with $5-50 million of in innovative companies from seed through growth stages of development. AVG seeks to revenue in sectors where they have strategic domain expertise. partner with high-quality management teams in sectors that create the greatest opportunities for growth and disruption within our economy. Andy Dale is dedicated to building and growing private companies across the Pacific

Northwest. He has served Montlake Capital as Managing Partner since 1999. He currently Cole Younger has over 15 years of direct venture experience. Early in his career, he worked serves on the board of directors for i4cp, Coastal Community Bank, SmartRG and Wellpartner. with two venture funds based in the Northwest, and in 2006 he founded Vintage Lane Andy is also Chairman of AA Asphalting. Andy is an active angel investor for companies Venture Partners, an RIA firm that specialized in direct venture capital investments for family including Acme Packet (IPO and sale to Oracle), MOD Pizza and 128Technology. offices. In his role at AVG, Cole spends the majority of his time assessing new investment opportunities and supporting the teams within the portfolio. COMPANY PRESENTATIONS WHAT’S NEXT?

THANK YOU FOR ATTENDING THE 2017 DIANE WETHERINGTON | iFoodDecisionSciences, Inc. FLYWHEEL INVESTMENT CONFERENCE! JOIN US FOR THE NEXT Chief Executive Officer [email protected] | www.idsfoodsafety.com Flywheel’s goal is to create a dynamic, annual event FLYWHEEL MEETING that brings investors, capital resources and startup iFoodDecisionSciences, Inc. (iFood), is a leading provider of paperless, easy to use businesses together. We are looking for individuals JUNE 8 | 5 PM cloud based solutions for data entry, reporting and analysis for the specialty crop who are interested in becoming a part of our Wenatchee Valley industry. iFood partners with companies to develop and manage secure portal sites investor network. We will host an open meeting for and provides custom software applications for streamlining and managing business. potential investors on June 8th to discuss further. Chamber of Commerce Please join us! 1 S Wenatchee Ave, Wenatchee WA Diane Wetherington has been working with growers, shippers, harvesters and processors on software solutions since 2013. Her work typically involves evaluating We are looking for individuals who are commodity-specific best practices, characterizing processes and designing software for Going forward, Jenny Rojansthien will continue interested in becoming a part of our investor cost-effective process improvements. She has worked with the Washington Tree Fruit to be your general point of contact. If you want network. Please join us for an open meeting on Research Commission, the Northwest Horticultural Society, the Center for Produce to speak with someone on our leadership team in plans going forward. Safety and Western Growers since 2006 on various risk assessment and science and depth about our investment network, you can also technology projects for the specialty crop industry. Diane has held leadership positions reach out to Steve Wright or West Mathison. with AT&T and MasterCard, where she specialized in applying new technologies to information processing businesses and risk modeling applications. Diane holds three patents. She is a member of the American Agricultural Economics Association, the International Association for Food Protection and is also on Produce Marketing JENNY ROJANASTHEIN STEVE WRIGHT Association’s (PMA) Produce Safety, Science and Technology Committee. Executive Director General Manager GWATA Chelan County PUD ADAM GREENBERG |IUNU [email protected] [email protected] Chief Executive Officer www.gwata.org www.chelanpud.org [email protected] | www.iunu.com

IUNU (pronounced You-New) is an innovative lighting company focused on improving all communities through their ability to master horticultural year round. Through their WEST MATHISON proprietary products, IUNU can reduce energy cost, water consumption, nutrient 2017 FLYWHEEL INVESTMENT President consumption, and the need for large HVAC systems. CONFERENCE SURVEY Stemilt Growers Adam Greenberg has a passion to solve fundamental challenges and he brings a clear path and vision of how IUNU will be a major player in that agricultural solution. Your feedback is important to us. Please fill out [email protected] As a proud Eagle Scout, Adam grew up with a love for agriculture through the lens the survey so we can accurately capture interest www.stemilt.com of his botanist father. After gathering perspective from traveling through four other and support going forward. continents, he founded IUNU in 2013 as he saw how precision agriculture could enhance greenhouse production. Adam earned his degree in Finance and Entrepreneurship WWW.TINYURL.COM/FLYWHEELSURVEY from the University of Washington. He spent time at Amazon, but ultimately found his passion in leading innovation. He co-founded a water company that won Forbes 30 We will continually update our website with current under 30 and assisted other startups to raise capital from TechStars and 500 Startups. information on the Flywheel Conference. Adam currently spends most of time in San Francisco and Seattle where, besides IUNU, he is a frequent guest lecturer for organizations such as the U.S. Farm Bureau, University of Washington, and Seattle University. WWW.FLYWHEELCONFERENCE.COM FLYWHEEL PARTNERS

Moss Adams provides accounting, tax, and consulting services to public and private middle-market enterprises in many different industries. Founded in 1913 and headquartered in Seattle, Moss Adams has 28 locations in Washington, Oregon, California, Arizona, New Mexico, Kansas, and Texas.

Our assurance services include audits, accounting, internal controls, business risk management, and employee benefit plans. Our tax services include federal, state, and local tax planning and compliance; international tax The mission of the Port of Chelan County is to bring more jobs and private investment to Chelan County. planning and compliance; cost segregation; and R&D tax credits. We also provide consulting and advisory The Port focuses on business retention, expansion and recruitment; develops land and facilities to support services for mergers and acquisitions, corporate finance, valuations, business owner succession, business business needs; and operates Pangborn Memorial Airport and the Confluence Technology Center, planning, litigation and forensic accounting, IT integration and reviews, and compensation. connecting our region to the world. Our motto: Cultivating Innovation.

We offer additional services such as investment banking and asset management by drawing on our two affiliate The Port is proud to support the 2017 Flywheel Investment Conference and looks forward to a productive companies, Moss Adams Capital LLC and Moss Adams Wealth Advisors LLC. conversation between investors and entrepreneurs. If our Port staff can be of service to attendees in any way, please contact us at www.PortofChelanCounty.com. Moss Adams is one of the 15 largest accounting and consulting firms in the United States. Our staff of more than 2,600 includes approximately 280 partners. Moss Adams is also a founding member of Praxity, AISBL, a global alliance of independent accounting firms providing clients with local expertise in the major markets ofNorth America, South America, Europe, and Asia.

The Port of Douglas County has a simple focus: Facilitate healthy community growth through partnerships, The Nofsinger Group was founded in 1993 by Chrismon Nofsinger. Over the last 20 years, the firm has worked infrastructure investment and diversification. We seek to be a leader in service to the community, collaborating with hundreds of CEOs and senior executive, and more than 500 public and private companies. with business, local governments, community groups and schools to build and maintain a sustainable economy that supports our vibrant community. Through strategic action and partnerships, we support investment in both They assist clients in addressing a broad range of their most critical leadership, talent, and organizational physical as well as intellectual infrastructure to support our growing and prosperous economy. challenges. Nofsinger Group’s expertise and experience make them uniquely qualified to serve as an invaluable resource to top leaders considering their most important questions. The Port of Douglas County is pleased to support Flywheel as an innovative approach to facilitating collaboration and partnerships around new and innovative business opportunities! Nofsinger Group is 100% employee owned, thus their objectivity is not restricted by any corporation, outside vendor, or public share holder. They are an independent, entrepreneurial consulting firm, and a “flat” organization To learn more about the Port of Douglas and how we can partner together to make our community more vibrant that values proactivity, skills, and ability over bureaucracy or tenure. and prosperous, please visit our website, www.portofdouglas.org.