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Private Company Profiles
@Ventures Kepware Technologies
Access 360 Media LifeYield
Acronis LogiXML
Acumentrics Magnolia Solar
Advent Solar Mariah Power
Agion Technologies MetaCarta
Akorri mindSHIFT Technologies
alfabet Motionbox
Arbor Networks Norbury Financial
Asempra Technologies NumeriX
Asset Control OpenConnect
Atlas Venture Panasas
Autonomic Networks Perimeter eSecurity
Azaleos Permabit Technology
Azimuth Systems PermissionTV
Black Duck Software PlumChoice Online PC Services
Brainshark Polaris Venture Partners
BroadSoft PriceMetrix
BzzAgent Reva Systems
Cedar Point Communications Revolabs
Ceres SafeNet
Certeon Sandbridge Technologies
Certica Solutions Security Innovation
cMarket Silver Peak Systems
Code:Red SIMtone
ConsumerPowerline SkyeTek
CorporateRewards SoloHealth
Courion Sonicbids
Crossbeam Systems StyleFeeder
Cyber-Ark Software TAGSYS
DAFCA Tatara Systems
Demandware Tradeware Global
Desktone Tutor.com
Epic Advertising U4EA Technologies
ExtendMedia Ubiquisys
Fidelis Security Systems UltraCell
Flagship Ventures Vanu
Fortisphere Versata Enterprises
GENBAND Visible Assets
General Catalyst Partners VKernel
Hearst Interactive Media VPIsystems
Highland Capital Partners Ze-gen
HSMC ZoomInfo
Invention Machine @Ventures Address: 187 Ballardvale Street, Suite A260 800 Menlo Ave, Suite 120 Wilmington, MA 01887 Menlo Park, CA 94025 Phone #: (978) 658-8980 (650) 322-3246 Fax #: ND ND Website: www.ventures.com www.ventures.com
Business Overview
@Ventures provides venture capital and growth assistance to early stage clean technology companies. Established in 1995, @Ventures has funded more than 75 companies across a broad set of technology sectors. The exclusive focus of the firm's fifth fund, formed in 2004, is on investments in the cleantech sector, including alternative energy, energy storage and efficiency, advanced materials, and water technologies.
Speaker Bio: Marc Poirier, Managing Director
Marc Poirier has been a General Partner with @Ventures since 1998 and operates out the firm’s Boston-area office. Marc currently serves on the board of directors of cleantech companies Powerit Solutions, M2E Power, and H2Gen Innovations, among others. He also serves on the North American Advisory Board of the Cleantech Group.
Marc has nearly two decades of experience working with entrepreneurial companies. Prior to joining @Ventures, Marc was a co-founding employee of an online content company for internet service providers, where he served as a vice president in several operations roles, including finance and business development. He also spent eight years with Ernst & Young in the Entrepreneurial Services Group and in the Mergers & Acquisitions Group, where he was a Senior Manager. Marc received a B.S. in Business Administration, summa cum laude, from Providence College and an MBA from Harvard Business School.
Portfolio Companies
Energy & Cleantech 212 Resources, Advent Solar, Cobalt Biofuels, H2Gen Innovations, M2E Power, Powerit Holdings, Propel Biofuels
Recent News
Date Announcement 07/08/08 Advent Solar appointed new Chief Strategic Officer 07/01/08 Powerit: Automated Buildings Interviews Bob Zak 07/01/08 [H2Gen] U.S. hydrogen maker sees car filling stations soon 06/27/08 Propel Launched Biodiesel Fuel Station in South Lake Union 06/13/08 [212 Resoures] The Next Big Thing: Water
Management and Investment Partners
Management Title Peter Mills Managing Director Marc Poirier Managing Director Matt Horton Principal Rob Day Principal Access 360 Media Address: 1255 Electric Avenue Venice, CA 90291 Phone #: (310) 309-3788 Fax #: (310) 309-3789 Website: www.access360media.com
Business Overview
Access 360 Media is a multi-platform media network that connects young adult consumers (12-34) with the products they seek. The company works together with national advertisers who want to reach this audience and leading young adult retail chains to create fully integrated marketing programs that combine in-store, online, and mobile media elements. This 360 degree solution allows advertisers and retailers to form a relationship with these media-savvy consumers by encouraging them to engage and connect with the marketing message. Access 360 Media reaches over 170,000,000 young adult consumers in 14,000 locations across the United States each month, and has executed campaigns for many of the world’s leading retail brands and national advertisers to drive entertaining and engaging consumer experiences.
Speaker Bio: Lon Otremba, Chief Executive Officer
A well-known interactive media pioneer, Lon Otremba is a veteran operating executive and advisor in the digital out of home, Internet publishing, print, television and broadcast music industries. He's a frequent commentator on interactive marketing and operating strategies, presenting at such events as the Forbes CFO Conference, The Economist Conference, and numerous BusinessWeek, Internet World, and AdTech Conferences. Prior to joining Access 360 Media, Otremba was CEO of Muzak, LLC, the world's largest provider of commercial music services, where he rejuvenated the brand, restructured their operations and streamlined the organization. Before that, he served as executive vice president of America Online's Interactive Marketing Group, a $720mm+ business, where he was responsible for developing and leading the short and long-term strategy and operations for AOL's advertising and e- commerce business turnaround. Many of the initiatives undertaken during his term formed the foundation for AOL’s reemergence as an interactive marketing leader. He was also part of the team that launched Mail.com (now EasyLink Services Corporation) and helped guide them through an IPO in 1999, serving as president and COO. Before that, he was one of the founding members of the CNET Networks management team, where he was executive vice president, responsible for developing CNET's highly successful revenue model in interactive media and television, and helped position the company for a successful IPO in 1996. Previously, he held various senior executive management positions at Ziff Davis Publishing and CMP Media. He began his career at Procter and Gamble. Otremba currently sits on several boards, including EEI Communications and GGL. He is the Co-Chair of the Research and Standards committee of OVAB. He also served on the executive board of the Interactive Advertising Bureau and is a trustee of the Buckley Country Day School in Roslyn, New York.
Products and Services
Retailers Access 360 Media helps young adult retailers create innovative in-store, online and mobile entertainment, merchandising and promotional solutions. From custom branded video programming, online programs and POP; to cross-promotions and mobile marketing; Access 360 Media's integrated solutions keep young adult customers engaged, so they're willing to spend and want to come back to your store again, and again. Advertisers Access 360 Media captivates young adult media multitaskers by exposing them to brand messaging enhanced by the surrounding content. Access 360 Media's - Retail, Mobile and Online platforms reach young adults where they hang out, via interactive online and mobile media, with messaging that encourages participation in your brand communication. Partners Access 360 Media partners with the entertainment and lifestyle brands to make both the retail and consumer experience unique. The Company has relationships with the media, publishing, music and content companies that young adults are passionate about. That is what makes the Company's programming and marketing solutions work for retailers and young adult brands.
Recent News
Date Announcement 05/29/08 Selected by AlwaysOn as an OnHollywood 100 Top Private Company Award Winner 05/06/08 CEO Lon Otremba Spoke at Annual Digital Hollywood Conference 05/05/08 Announced Advisory Board 04/29/08 Launched Popbandit Mobile, The First and Only Turnkey Mobile Marketing Network Designed Exclusively for Retailers 04/22/08 CEO Lon Otremba Spoke at Mediapost's Digital Out of Home Forum
Management and Board of Directors
Management Title Lon Otremba Chief Executive Officer Roman Tsunder President and Founder William Powers Executive Vice President, Sales Christopher Goumas Vice President, Retail Development
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 11/06/06 1 ND ND Bessemer Venture Partners Acronis Address: 23 3rd Avenue Burlington, MA 01803 Phone #: (781) 222-0920 Fax #: (781) 222-0919 Website: www.acronis.com
Business Overview
Acronis designs, develops, and markets storage management and disaster recovery solutions. The Company’s suites enable centralized remote operation, consolidated backup integration, image encryption, disaster recovery, and data management services. Additionally, the Company provides technical consulting and product maintenance services. Acronis caters to banking, professional services, healthcare, technology, retail, government, and manufacturing sectors.
Speaker Bio: John Murgo, Executive Vice President, Chief Financial Officer, Secretary
Mr. Murgo joined Acronis from OpenServices, a leading software vendor in the security information and event management market, where he served as Senior Vice President and Chief Financial Officer from January 2004 to October 30, 2006. Earlier Mr. Murgo served in various positions at Process Software, eventually becoming President and Chief Executive Officer. He joined Openservice fom Dirig Software, where he served as Chief Financial Officer. Mr. Murgo plays a significant role in guiding corporate strategy and enhancing company operations. He served as Chief Financial Officer at Boston-based HPSC Incorporated. In addition to his financial duties at HPSC, he, a turn-around expert, served as the acting Chief Operating Officer where he was responsible for all SEC filings, investor relations and other financial responsibilities. Mr. Murgo also served at one of the Big Five accounting firms, serving as a manager in the Boston office of the international accounting firm Coopers & Lybrand (now PriceWaterhouse Coopers), where he worked with a number of public companies and reviewed Securities and Exchange Commission filings. He serves as a Director of Hands Free Network Corporation. Mr. Murgo is a Certified Public Accountant.
Products and Services
Acronis Disk Cleanser is used by corporate customers and consumers to wipe an old hard disk before it is disposed of or repurposed as additional storage. The program supports multiple data destruction algorithms, which define how and how many times data is overwritten. Acronis Disk Director Server provides users with powerful partition and hard disk management utilities to ensure that servers are running efficiently. The product builds upon the award-winning technologies from Acronis to manage partitions and edit hard disk drives. Acronis Full Circle is based on FAST (Fast Accurate Simple Transmission) engine technology that enables users to migrate and convert data seamlessly between physical and virtual environments. This virtually aware technology automatically customizes the data being migrated to its new environment. Acronis Recovery enables customers to restore Microsoft Exchange to working order back to the point of failure without having to completely re-install Exchange. Instead, this one- step process returns an Exchange database to the last known good state just before failure. Acronis True Image Echo integrates seamlessly with all Windows- and Linux-based servers, regardless of whether those servers are physical or virtual. Acronis also supports major major virtualization operating systems such as VMware(R), Microsoft(R), XenSource(R), SWsoft(R) and Parallels(R). Torc (Future) enables the installation, scheduling, storage, retrieval, and restoration of either full partition or partial file backups of almost any computer or server via any standard web browser.
Recent News
Date Announcement 07/17/08 Selected by AlwaysOn as an AO Global 250 Winner 07/09/08 CEO Walter Scott Named Finalist for 2008 CEO of the Year 06/30/08 Announced Free Webinar Series in July Will Focus on Data Protection and PC Deployment 06/25/08 Announced The Company's True Image Now Available with Intel Desktop Motherboards 06/16/08 Exhibited Backup & Recovery at Joint Warfightning Conference
Management and Board of Directors
Management Title Walter Scott Chief Executive Officer, Director John Murgo Executive Vice President, Chief Financial Officer, Secretary Ellan Murphy Vice President, Sales Ed Harnish Vice President, Marketing Ed Benack Chief Information Officer, Chief Customer Officer
Directors Title Serguei Beloussov Co-Founder, Acronis John Goldsmith Former Partner, AEA Investors, Director Gerson Lehrman, Lux Research Ravi Jacob Vice President, Intel Scott Maxwell Managing Partner, OpenView Venture Partners Michael Triplett Managing Director, Insight Venture Partners Ilya Zubarev Founder, Swsoft, Rolsen & Infra Telesystems Acumentrics Address: 20 Southwest Park Westwood, MA 02090 Phone #: (781) 461-8251 Fax #: (781) 461-1261 Website: www.acumentrics.com
Business Overview
Acumentrics engages in the development and manufacture of fuel cell generators and uninterrupted power systems (UPS) in the United States. The Company's products include fuel cell emergency generator power systems, industrial and commercial UPS, fuel cell cogeneration systems for home energy, and solid oxide fuel cell systems. The Company provides its products for various applications, such as military, transportation, home energy, telecommunications, and homeland security, as well as oil drilling, mining, and exploration. The Company's products are also used for various applications, including primary power, distributed generation, electrical power backup, peak-shaving, grid augmentation, amplifiers, regenerators, and congestion relief.
Speaker Bio: Gary Simon, President and Chief Executive Officer
Gary Simon has a broad-ranging 33-year career that includes Fortune 500 companies, small start-up businesses, and consulting to major energy companies. Prior to Acumentrics, Gary was the Senior Vice President of Corporate Strategy and Business Development at Northeast Utilities, where he had responsibility for corporate R&D as well as for business planning and strategic M&A transactions. In that position, Gary had a major role in over $2.5 billion of transactions, was the head of corporate venture investing, and was a member of the senior management committee. He was responsible for analysis of markets, competitors, new business ventures, acquisition targets and business unit performance. Previously, Gary was Senior Director and head of the Global Power Practice for Cambridge Energy Research Associates (CERA) for nine years, where he provided advice on the future directions of the industry and the sources of strategic advantage, including the emergence of new technologies. Earlier, Gary was Vice President of sales and marketing for El Paso Natural Gas Company. Gary also served four years as the head of forecasting and planning for the California Energy Commission and five years as senior consultant to the energy committees of the California State Assembly.
Products and Services
Rugged UPS (uninterruptible power supply) products extend mission duration and agility because they convert electrical output from almost any generator, seamlessly back up power interruptions, and survive real action. 5000 Electric Power Generator produces electricity at twice the efficiency of traditional generators. This revolutionary power system contains an array of solid-state tubes, for elegant yet robust power. It produces 5kW of power electrochemically, by the migration of oxygen ions through a semi-permeable ceramic structure. AHEAD: Residential Fuel Cell Heat & Power System uses fuel cells to generate heat and power for the home, with peak demands being handled by the grid or batteries. It runs off municipal gas or propane. This combined-heat-and-power unit (micro-CHP) can even meter excess electricity back to the grid. AcuTestR features our innovative, high temperature, tubular solid oxide fuel cells in a complete test stand. Cells are located in an accessible rack in parallel, with individual fuel metering, current control, and thermal management. Each cell produces approximately 35 watts and is operational within 45 minutes of start. Industrial-UPS products accept a wide range of voltage and frequency, and automatically condition it for clean, reliable AC power. Our flagship 2kW UPS unit (2500VA) has the same rugged design as our military-grade products, which guarantees power in dust, rain, wind, heat, cold, vibration, shock and even blowing sand. It also has options for DC input Commercial UPS is a single phase UPS, available in 1.0kVA, 1.5kVA, 2.0kVA & 3.0kVA. This series offers both the tower and the rack mount design solutions. As a double conversion on-line UPS, it is able to supply uninterrupted, clean single-phase power to your critical system.
Recent News
Date Announcement 06/04/08 Received $15.6 Million DOE Fuel Cell Development Contract 05/06/08 Gen. P. X. Kelley, Former Marine Corps Commandant, Joined Board of Company 04/29/08 Announced New Ruggedized Uninterruptible Power Solution in a "2U" Chassis 04/18/08 Announced Plan to Display Wall Mounted Combined Heat and Power Fuel Cell at 2008 Hannover Fair 01/30/08 Received ISO 9001 Certification
Management and Board of Directors
Management Title Gary Simon President, Chief Executive Officer, Director John Cerulli Chief Financial Officer Norman Bessette Chief Technology Officer, Senior Vice President, Engineering Ersson Zapata Vice President, Operations
Directors Title James Rosenfield Non-Executive Chairman, Co-Founder, Senior Advisor, Cambridge Energy Research Associates James Wilson Vice Chairman, Managing Director, Boston Ventures John Humphrey Chairman, Principal, Humphrey Enterprises Rick Pierro Co-Founder, Owner, Superior Controls George Sakellaris President, Chief Executive Officer, Ameresco Douglas Foy President, DIF Enterprises Paul Kelley Former 28th Commandant, USMC Advent Solar Address: 5600 University Blvd. SE Albuquerque, NM 87106 Phone #: (505) 243-1800 Fax #: (505) 243-9200 Website: www.adventsolar.com
Business Overview
Advent Solar is a manufacturer of advanced technology solar cells and modules. The Company's solar cells eliminate grid obscuration. The company was founded in 2002, and began operations in 2003.
Speaker Bio: Peter Green, President and Chief Executive Officer
Peter joins Advent after 30 years in the semiconductor industry in Europe and the U.S. Most recently, he led the Integrated Power Group at ON Semiconductors in Phoenix, AZ. Prior to ON, Peter held various senior management roles during his 22 years at Intel Corporation, including general manager of XScale and Handheld Computing. At Intel, he managed acquisitions and joint developments in addition to his GM roles and is well known for starting many new successful initiatives for the company in digital imaging and portable computing. Prior to joining Intel, he held sales and marketing roles at Texas Instruments in Europe and Houston, TX. Peter joined Texas Instruments from Plessey U.K., where at the Allen Clark Research Centre he was a scientist responsible for design and implementation of missile guidance systems for the Ministry of Defense. Peter was educated in the U.K. and holds a Bachelor of Science degree in Physics and a Master of Science degree in Microwave and Telecommunication Theory.
Products and Services
EWT - Emitter Wrap-Through Unlike conventional cells with contacts on the front that inefficiently block sunlight, our laser-drilled holes allow the electric power to flow to the back surface where the electric contacts carry the current away. 1. Current collection in the emitter on the front surface allows for use of solar-grade crystalline-silicon materials. 2. No grids on the front surface for increased light absorption, improved aesthetics, and enhanced power output. 3. Features 1 and 2 are accomplished by using the laser-drilled holes to conduct current collected in the front surface emitter through the diffused holes to the back surface. Advent Solar Modules 1. The multicrystalline cells are protected by sheets of Ethylene Vinyl Acetate (EVA) then laminated between weatherproof multi-layer back film and high-impact-resistant tempered glass. 2. Modules are manufactured to the strictest engineering guidelines, ensuring each module meets the highest levels of quality and safety. 3. Tough, corrosion-resistant, anodized aluminum alloy frames produce a durable, long lasting assembly.
Recent News
Date Announcement 07/04/08 Appointed New Chief Strategic Officer 05/12/08 Participated in PNM's Load Management Program 03/19/08 Released 68 Members of Its Work Force 02/25/08 Won NMAMA Marketer of the Year Award 01/23/08 Mesa Del Sol Announced U.S. Green Building Council Awards
Management and Board of Directors
Management Title Peter Green President, Chief Executive Officer Martin Hermann Chief Strategic Officer Fares Bagh Vice President, Engineering & Technology James Gee Founder, Chief Scientist Shari Montoya Director, Human Resources
Directors Title Tucker Twitmyer Managing Partner, EnerTech Capital Kenneth Lawler General Partner, Battery Ventures Alf Bjørseth Chairman, Chief Executive Officer, SCATEC David Marsing Founder, The Broughton Group Ryan Waddington Director, Entrepreneurial Programs, NextEnergy J. B. Lyon Managing Director, ZBI Ventures Timothy Bruton Chief Technology Officer, NaREC Photovoltaic Technology Centre Peter Fath Director, Photovoltaic Technology Research, University of Konstanz Ajeet Rohatgi Professor, Electrical Engineering, Georgia Institute of Technology
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/19/07 4 $70 ND @Ventures, Battery Ventures, Enertech Capital, Firelake Capital Management, Fort Washington Capital Partners 11/10/05 3 30 ND @Ventures, Battery Ventures, Enertech Capital, Firelake Capital Management, Fort Washington Capital Partners 12/09/04 2 8 ND @Ventures, EnerTech Capital, Fort Washington Capital Partners 10/31/03 1 0.4 ND Air Products & Chemicals 08/11/03 Seed ND ND ND Agion Technologies Address: 60 Audubon Road Wakefield, MA 01880 Phone #: (781) 224-7100 Fax #: (781) 246-3340 Website: www.agion-tech.com
Business Overview
Agion Technologies provides antimicrobial solutions based on silver. The Company’s technology is used in various products, including cell phones, shoes, keyboards, pens, water filters, air conditioning and heating units, medical catheters, ice machines, and faucet handles. The Company serves consumer, healthcare, and industrial markets. The Company has strategic partnership with BASF Venture Capital, H.B. Fuller Ventures, Emerald Technology Ventures, Motorola Ventures, and Paladin Capital Group. The Company also operates a Website known as www.thatsrevolting.com to educate consumers of all ages on the prevalence of microbes in the environment. Agion Technologies was formerly known as HealthShield Technologies.
Speaker Bio: Stuart Patterson, Chief Executive Officer
For 25 years, Mr. Patterson has helped identify and develop technologies and companies that change the way we live. Mr. Patterson was formerly President of ScanSoft, a leading provider of speech and imaging technologies and solutions. Prior to ScanSoft, he was President and CEO of SpeechWorks International, where he led their ascendance into a highly respected market leader and the eventual merger of SpeechWorks with ScanSoft. Mr. Patterson has served as Vice President at Voxware and was co-founder and CEO of Vicorp Interactive Systems. His career began in Europe at France Telecom and Hewlett-Packard. He is Chairman of the Board of Courion, and has served on the Boards of ScanSoft, SpeechWorks and BBG New Media. He also currently serves on the Board of the Dimock Community Health Center. Mr. Patterson holds a B.A. from Harvard and an MBA from Yale School of Management.
Products and Services
Agion offers: * Antimicrobial protection that differentiates your product * A recognized brand that assures you of quality * Regulatory expertise and guidance * Guaranteed performance that meets your objectives * All the professional services you need to succeed, from concept to commercialization * Marketing expertise and support to take your differentiated product to market.
Recent News
Date Announcement 06/20/08 “That’s Revolting!” Series Starring Florence Henderson Premiered Second Season 06/12/08 Announced Agion Natural Alliance Will Debut at 2008 APIC Annual Conference 05/22/08 Partnered with Fit & Fresh to Bring Antimicrobial Protected Shaker Cups 05/20/08 Vollrath Partnered with Agion Technologies Introduced First Line of Antimicrobial Treated Smallwares 05/12/08 Partnered with Walter to Make Food Cutlery Cleaner
Management and Board of Directors
Management Title Stuart Patterson Chief Executive Officer, Executive Director Jeffrey Trogolo Chief Technology Officer Patrick Sweeney Chief Financial Officer Paul Ford Vice President, General Counsel, Secretary Joseph Geary Vice President, Professional Services
Directors Title Alf Andreassen Chairman, Managing Director, Paladin Capital Group Paul Bracken Professor, Management, Political Science, Yale University Roger Freedman Former Chief Executive Officer, AgION Technology James Griffin President, H.B. Fuller's Specialty Construction Brands Walter Locher Partner, Emerald Technology Ventures
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 09/12/05 4 $8 ND BASF Venture Capital, Emerald Technology Ventures, H.B. Fuller Ventures, Motorola Ventures, Paladin Capital 01/04/05 3 7 ND Motorola Ventures, Paladin Capital 01/28/03 2 11 ND Paladin Capital Akorri Address: 305 Foster Street Littleton, MA 01460 Phone #: (978) 431-1200 Fax #: (978) 428-0091 Website: www.akorri.com
Business Overview
Akorri provides application service level management software for the virtualized data center. The Company's products include BalancePoint Examiner that provides foundational cross-domain management capabilities of discovering, monitoring, and measuring key resources in the areas of applications, servers, and storage; and BalancePoint Analyzer that delivers analysis for quantifying performance in the areas of shared resources and produces actionable recommendations for deploying new resources. The Company’s solutions include datacenter optimization/consolidation, tiered storage/ILM, server and storage virtualization, and ITIL and service management. Akorri also offers consulting, customer support, and educational services.
Speaker Bio: John Gavin, Chief Operating Officer and Chief Financial Officer
John Gavin is responsible for leading Akorri’s financial, fulfillment, and support organizations. He brings more than 27 years of financial and operations experience from leading technology organizations. Prior to Joining Akorri, John served as COO and Interim General Manager for SMaL Camera Technologies which was acquired by Cypress Semiconductors. He also served as Vice President and CFO of Pirus, where he was instrumental in developing business strategies and optimizing planning processes that were critical to the company’s successful acquisition by Sun Microsystems. Prior to joining Pirus, John was Vice President and Chief Financial Officer for C-Port Corporation, where he was one of the chief architects of the $430 million merger of C-Port and Motorola. Previously, he held senior financial executive management positions at Compaq and Digital Equipment, including Vice President of Finance, Sales and Marketing for North America.
Products and Services
Cross-Domain Analysis technology collects information from servers, storage, and infrastructure software, and automatically correlates application performance across these domains. Application Fingerprinting technology profiles and characterizes application workloads and models how applications use different infrastructure resources over time. Performance Dynamics Modeling gives early warning to potential application performance problems before they happen. ScanPoint agent-less discovery and data collection provides performance and utilization data from O/S and VMware, databases, servers, and storage infrastructure resources. ViewPoint unique performance topology visualizations show the performance impact on data center applications running through all the physical and logical layers of IT infrastructure, including server and storage virtualization. GuidePoint actionable recommendations and analyses are based on Akorri’s Cross-Domain Analytics technology. These mathematically advanced algorithms provide intelligent alerting and proactive service management tools to help with remediation, optimization, and planning.
Recent News
Date Announcement 07/14/08 FFVA Mutual Insurance Leveraged Akorri BalancePoint Software for Proactive Management of Performance and Capacity in Virtualized Data Center 06/23/08 Vancouver Coastal Health Leveraged Akorri BalancePoint to Ensure Data Center Virtualization and Consolidation Success 06/12/08 Colorado Housing and Finance Authority Selected Akorri BalancePoint for Performance Management and Monitoring within Server Environment 05/19/08 Added Citrix XenServer Support to BalancePoint Virtualization Management Capabilities 05/13/08 Appointed VPs for Channel Sales and Marketing/Product Management
Management and Board of Directors
Management Title Thomas Joyce President, Chief Executive Officer Rich Corley Founder, Chief Technology Officer John Gavin Chief Operating Officer, Chief Financial Officer Eric Fischer Vice President, Sale & Partners Bob Fusaro Vice President, Channel Sales Steve Ricketts Vice President, Marketing & Product Management Paul Marichal Vice President, Customer Support & Services
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 09/10/07 3 $15 ND Bluestream Ventures, Globespan Capital Partners, Matrix Partners, North Bridge Venture Partners 04/03/06 2 15 ND Matrix Partners, North Bridge Venture Partners 05/05/05 1 8 ND Bluestream Ventures, Matrix Partners, North Bridge Venture Partners alfabet Address: Leibnizstr. 53 Berlin, Germany 10629 Phone #: 49 30 88 03 450 Fax #: 49 30 88 03 45 999 Website: www.alfabet.de
Business Overview
Alfabet provides strategic information technology planning and management services for automotive, financial services, telecommunications, and logistics industries. These services enables companies to see, analyze, control, and align IT initiatives with business priorities. The Company offers planningIT, which includes Logical IT Inventory for transparency and modules that enable collaborative IT planning. alfabet also provides consulting and product services. In addition, it offers professional services, which include strategic service oriented architecture management, embedding of IT processes for SOX compliance, strategic IT business alignment and planning, and business IT architecture management. Alfabet was formerly known as mip Holding AG.
Speaker Bio: Erik Masing, Founder and Chief Executive Officer
Erik Masing, born in 1965, is the founder and CEO of alfabet. Masing has led alfabet since its foundation in 1997 in Berlin Germany, into what is today recognized by leading industry experts and analysts as a market leader with operations across Europe, the US and the Asia Pacific. Prior to alfabet, Mr. Masing founded and led two other companies, bmp management consulting GmbH and mip AG, which paved the way for the foundation of alfabet. From 1991 to 1993 he served as a Senior Manager for the Defence and Hi-Tech sector at HBS Consulting Partners. Erik Masing has received numerous awards of distinction for business innovation. In 2000 he received an “Elite of the Future” award by the German Economist magazine and 2001 he and alfabet co-founder Dr. Oleg Kovrigin were selected for the Ernst & Young “Entrepreneur of the Year” award. Mr. Masing is also a member of BITKOM, ENF (Elite Network Foundation) and is a member of the advisory council for economic affairs for the CDU political party in Germany. Erik Masing has an MBA in Business Administration from the European Business School.
Products and Services
Business Demand Management module captures demands not only in the context of their technical and strategic alignment but also their associated architectural objects so that demands can be easily compared and consolidated into proposals. Application Architecture Management module supports detailed analysis of as-is and target architectures and is used to develop and compare target scenarios for defined project proposals; perform gap analysis; prepare migration plans. Enterprise Architecture Management module is used to define enterprise standards and guidelines and ensure standards compliance. Enterprise Strategy & Master Planning module is used to analyze and assess the application portfolio (redundancies, costs and usage levels); consolidate locally developed target architectures; and create an IT master plan. Program Portfolio Management module is used to assign defined projects to programs and conduct bottom up and top-down analysis of budgets and programs. Value Management module is used to document and align business and IT strategies and to define and assign KPIs, roles and project evaluation criteria. Release Management derives operational instructions for deployment and communication with CMDBs from approved solution plans. Compliance Management is used to scope compliance-relevant systems, perform evaluations and audits and eliminate any risks posed to the systems through ongoing transformat ions to the IT landscape.
Recent News
Date Announcement 07/30/08 Announced Record Results for First Six Months of 2008 06/30/08 Positioned in the Leaders Quadrant for Enterprise Architecture Tools Magic Quadrant 06/18/08 European Tech Tour Association Named alfabet One of the Top 25 Most Promising Technology Companies in Germany 06/16/08 Leading U.S. Investment, Insurance Firm Licensed Alfabet's PlanningIT in Major Deal to Strategically Align IT With the Business 05/20/08 Topped Competitors in Comprehensive Study of Enterprise Architecture Products by Technical University of Munich
Management and Board of Directors
Management Title Erik Masing Founder, Chief Executive Officer, Chairman Oleg Kovrigin Founder, Chief Technology Officer, Director Frank Schiewer Chief Sales Officer, Director Ulrich Kalex Vice President, Product Line Management Thomas Dürre Vice President Finance Martin Clemm Vice President Corporate Affairs Jürgen Bonn Senior Vice President Sales
Directors Title Friedrich Bornikoel Managing Partner, TVM Capital Bernd Seibel General Partner, Chief Financial Officer, TVM Capital
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 02/12/02 2 $5 ND Allianz Venture Partners GmbH, NIB Capital Private Equity, T-Venture Holding, Techno Venture Management Arbor Networks Address: 430 Bedford Street Lexington, MA 02420 Phone #: (781) 684-0900 Fax #: (781) 768-3299 Website: www.arbornetworks.com
Business Overview
Arbor Networks is a leading provider of secure service control solutions for global networks. Its customers include over 70 percent of the world’s ISPs and many large enterprises. Arbor solutions deliver best-in-class network security and visibility, along with the power to improve profitability by deploying differentiated, revenue-generating secure services. By employing flow-based and deep packet inspection (DPI) technologies, Arbor solutions measure and protect the entire network – from the service provider core to the broadband edge.
Speaker Bio: Jack Boyle, Chief Executive Officer
A seasoned executive, Jack has successfully led high growth companies and small startups to multi-national enterprises. He brings more than 30 years of expertise in the networking, service provider and information technology industries. Most recently, Jack served as the president and CEO of EqualLogic, Inc., the market leader for intelligent, modular storage area networking (SAN) solutions, where he grew the company and led it through a successful Series C round of funding. Previously, Jack was co-founder of Cogentric, a software company that simplifies the management of security and risk information. As CEO, he grew the company from idea to $6 million run- rate in 2 ½ years. Before joining Cogentric, he spent a number of years as Chairman, President and CEO of Saville Systems, a developer of software billing systems. Jack grew the company from 135 employees and $15 million in revenue to 1,800 employees and $185 million in revenue, market cap in excess of $1 billion, with offices worldwide. Jack took the company public in 1995 and completed a secondary offering in 1996, splitting two times. He was appointed Chairman of the Board in 1998 and completed the successful sale of the company to ADC Telecommunications in 1999. Prior to Saville Systems, Jack served on the senior management team at Telic, a provider of network and budgeting workforce management applications, and grew the company from 15 employees to 600 employees with $75 million in revenue. Jack has a bachelor of science in business administration from Northeastern University, Boston, MA.
Products and Services
Arbor delivers secure service control solutions that both protect global networks from the edge to the core from a host of threats, as well as help customers gain network- wide visibility they can translate into actionable business intelligence to generate new forms of revenue and maintain a competitive advantage. Arbor’s solutions give customers a single, unified view into their networks’ performance, helping them to quickly detect anomalous behavior, mitigate threats and enforce policy. Arbor also maintains the world’s first globally scoped threat analysis network – ATLAS – which uses technology embedded in the world’s largest ISP networks to sense and report on
The Company offers a comprehensive suite of technical training courses, each geared to participants with distinct skill sets: from novice network operators to senior systems administrators. Seasoned technical instructors with extensive real world security and networking experience lead the classes, which include all needed training materials. Each training session combines classroom instruction with tailored, hands-on experiences in live networks, so participants learn practical rather than theoretical skills. This process enables participants to gain the knowledge required to maximize product performance and lead to the ongoing successful operation of the Arbor solution.
Recent News
Date Announcement 08/20/08 Arbor Networks' Founders Recognized for Groundbreaking Paper on Internet Routing Instability 08/18/08 Arbor Networks Published Largest Study to Date on IPv6 Traffic on the Internet 08/05/08 Arbor Networks Significantly Extended Reach into Latin America 06/16/08 U.K. Provider PlusNet Addressed Network Management With Tiered Services and Transparency 06/16/08 10 Gig Threat Management System Delivered Protection of Critical IP Services 06/03/08 OpSource Selected Arbor Networks Peakflow SP 05/27/08 Experts Spoke at Prominent Conferences in Asia Pacific 05/06/08 World’s Largest DDoS Detection and Mitigation Service Launched via Arbor Networks Peakflow
Management and Board of Directors
Management Title Jack Boyle Chief Executive Officer Farnam Jahanian Co-Founder, Chairman Robert Malan Co-Founder, Chief Technology Officer Kurt Dobbins Chief Technology Officer, IP Services Donald Pratt Chief Financial Officer Colin Doherty Senior Vice President, Worldwide Sales Lisa Landa Vice President, Marketing Directors Title David Crowder General Partner, Co-Founder, Thomas Weisel Venture Partners Barry Fidelman Partner, ATLAS Venture John Becker Retired CEO of Cybertrust, now part of Verizon Tom Crotty GeneralPartner, Battery Ventures Bob McBride IONA , chief financial officer
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/05/02 2 $22 $25 Battery Ventures, Cisco Systems, Comcast Interactive Capital, EDF Ventures, Ironside Capital Group, (2 others) 02/05/01 1 11 11 Battery Ventures, Cisco Systems Asempra Technologies Address: 3200 Patrick Henry Drive Santa Clara, CA 95054 Phone #: (408) 215-5800 Fax #: (408) 215-5802 Website: www.asempra.com
Business Overview
Asempra Technologies is the leading provider of instant recovery solutions for Windows applications and data. When an outage occurs, the Asempra Business Continuity Server™ restores Exchange, SQL and Windows file server to operation in seconds or minutes, allowing users to access email or complete transactions while the full data set recovers in the background. Asempra BCS simplifies recovery processes, prevents downtime and data loss, and reduces the capital costs of data protection and recovery. Asempra has strategic partnerships with Hitachi Data Systems Corporation, BakBone, LeftHand Networks, Microsoft, VMware, Riverbed, and other leaders in systems, storage, and applications.
Speaker Bio: Gary Gysin, President and Chief Executive Officer
Gary brings over twenty years of software and networking experience in early stage and established technology companies. Prior to joining Asempra, Gary was senior vice president of sales and service at McDATA Corporation where he was responsible for setting and executing strategies that resulted in exponential revenue growth through the expansion of strategic partnerships, customer and channel relationships. Gary also held the role of vice president and GM Sanera/Nishan while at McDATA. Before joining McDATA, Gary was the senior vice president of products at Volera, a majority owned subsidiary of Novell. Earlier roles at Volera included vice president of product management and business development. Prior to Volera, Gary held a variety of executive leadership roles including president and CEO of PGSoft, and vice president at Crosswise Corporate, WorldTalk and Touch Communications. Gary holds a B.A. in Economics from the University of California Santa Cruz.
Products and Services
Business Continuity Server (BCS) The Asempra BCS is a software appliance that delivers the fastest recovery for Microsoft applications and data. One-click recovery allows mid-market IT departments to restore Exchange, SQL, and Windows file server in seconds or minutes, preventing downtime and data loss. The unique all-in-one solution trims capital and operating expenses for protection and recovery, reducing needs for storage, snapshot, replication, backup, VTL, and high-availability solutions. The "secret sauce" of the Asempra BCS solution is a patent- pending virtualized recovery and data protection technology (Virtual On-Demand Recovery™), that allows applications to restart in seconds without waiting for a full data recovery.
Recent News
Date Announcement 08/12/08 Asempra Teamed With Riverbed to Protect, Speed Recovery of Windows Applications, Data Over a WAN 07/26/08 InfoStor - BakBone added Windows recovery to NetVault 07/21/08 ByteandSwitch - Asempra Beefs Up Business Continuity 07/21/08 New Business Continuity Server 2.7 Helped Midrange Companies Eliminate the Pain of Application Downtime 06/04/08 Honored With Network Product Guide's 2008 Product Innovation Award 04/24/08 Signed Technology and Reseller Agreement With Hitachi Data Systems 04/22/08 Named Technology Alliance Partner by Lefthand Networks 04/07/08 Inked Technology Partnership With Bakbone
Management and Board of Directors
Management Title Gary Gysin President, Chief Executive Officer, Director Siew Sim-Tang Co-Founder, Chief Technology Officer Mark Bagby Chief Financial Officer Joseph Wang Vice President, Engineering Michael Hughes Vice President, Sales Mike Morando Vice President, Business Development Michelle Johnson Cobb Vice President, Outbound Marketing Chris Hyrne Vice President, Product Strategy
Directors Title Sonja Hoel Perkins Managing Director, Menlo Ventures Steve Krausz General Partner, US Venture Partners John Gannon General Partner, Polaris Ventures Gordon Eubanks Former President, Chief Executive Officer, Oblix
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 02/13/06 2 $20 ND Menlo Ventures, Polaris Ventures, US Venture Partners 10/01/03 1 9 ND Polaris Ventures, US Venture Partners Asset Control Address: 1450 Broadway, 19th Floor New York, NY 10018 Phone #: (212) 445-1076 Fax #: (212) 445-1079 Website: www.asset-control.com
Business Overview
Asset Control International provides centralized data management (CDM) solutions worldwide. The Company offers its products that support applications in front, middle, and back office environments, as well as for infrastructure optimization in support of enterprise initiatives, such as risk compliance and STP. In addition, the Company offers professional, support, training, and e-learning services. The Company serves firms in various areas of capital markets operations, as well as portfolio managers in energy and private asset management.
Speaker Bio: Phillip Lynch, President and Chief Executive Officer
As Chief Executive, Phil Lynch is highly experienced in the strategic growth and transformation of financial services, technology and media businesses into customer-focused organizations. Prior to Asset Control, his contributions at Reuters America led to doubled revenue over five years as CEO, and the advent of enterprise solution offerings as co-CEO, EVP and other positions since 1988. Earlier in his career, Phil played key roles at brokerage Centennial Farms and the New England Patriots.
Products and Services
AC Plus, a structured data management platform servicing various functional domains, including custody, settlement, revaluation and pricing, and risk management. AC Server, which contains the core functionality to process and store time series and reference data. AC Data Vendor Interfaces that process and represent data from data vendors. AC Data Logic which comprises the business logic related to the further processing and storage of data. AC Link modules that are used for data consumption and distribution through APIs, notification, and replication. AC Data Analyzer scripting language, which offers standard functions for data manipulation, as well as standard business rules for, as an example, suspect detection. AC Desktop which contains a host of modules for data administration functions, data viewing, and for data manipulation functions. AC Business Suite to leverage the data layer through applications targeted at various areas within the financial services industry. TAPMaster, a suite of modular product components designed to meet requirements for the acquisition, management, and application of reference and business data.
Recent News
Date Announcement 08/05/08 Essent Trading Went Live on Asset Control for Data Management 05/27/08 Enhanced Data Management Capabilities for Asset Managers and Hedge Funds 05/07/08 Named Best Enterprise Data Management Vendor 05/06/08 Martijn Groot Published Book on the Financial Information Supply Chain 02/18/08 Expanded Financial Data Coverage
Management and Board of Directors
Management Title Phillip Lynch President, Chief Executive Officer Peter Bennfors Chief Financial Officer David Hirschfeld Senior Vice President, Operations Bridget Piraino Vice President, Marketing, Alliances
Directors Title Ger Rosenkamp Founder, Asset Control Anne Mitchell Partner, Fidelity Ventures Simon Clark Partner, Fidelity Ventures Atlas Venture Address: 890 Winter Street, Suite 320 Waltham, MA 02451 Phone #: (781) 622-1700 Fax #: (781) 622-1701 Website: www.atlasventure.com
Business Overview
Atlas Venture invests primarily in early stage technology and life sciences businesses in the U.S. and Europe. Started in 1980, Atlas Ventures has helped build over 300 companies in more than 16 different countries. Since 1995, 47 of the investments have been acquired and more than 40 have gone public, with an aggregate market capitalization in excess of $20 billion. The Firm is currently investing from its seventh fund and manage over $2 billion in capital.
Speaker Bio: Ahemt Ozalp, Partner
Ahmet Ozalp is a Partner in the technology group. He joined Atlas Venture in 2003, and focuses on investment opportunities in cable, broadband, digital media, convergence, consumer electronics, and wireless markets. Most recently, he was Vice President of Marketing at Narad Networks, a start-up in the broadband access and cable infrastructure space. Prior to Narad, Ahmet was a consultant for Bain & Company in its technology practice and worked extensively with telecommunications equipment vendors and service providers as well as enterprise software companies. Earlier, Ahmet was a capital market strategist with Goldman Sachs. He obtained an MBA degree from the Wharton School at the University of Pennsylvannia and an MS in Electrical Engineering from Columbia.
Portfolio Companies
Technology Active endpoints, advanced electron beams Arbor Networks, Bit9, Blue Shift, bluespec, CLK Design Automation, Collax, DisplayLink, ExtendMedia, Globoforce, Gotuit, Isilon Sustems, Kalido, KDS International, Lilliputian Systens, Liquid Machines, Marathon Technologies, Mascoma, Miasole, Myvu, NaviMedix, Ocean Broadband Networks, OwnerIQ, Phase Forward, Pixtronix, SafeID, Scali, SimpleTuition, SkinStore.com, Songbird, Veracode, VideoIQ, VirtualLogix, Visual Mining, xelerated, Xtera Life Sciences Achillion, Akela Pharma, ARCA biopharma, Archemix, Aureon Laboratories, Avila Therapeutics, Dynogen, Helicos BioSciences, InfaCare Pharmaceuticals, IVREA Pharmaceuticals, Miragen Therapeutics, Momenta, NxStage, Prestwick Pharmaceuticals, Proprius Pharmaceuticals, Resolvyx Pharmaceuticals, SGX Pharmaceuticals, Sirion Therapeutics, Stromedix, Vitae Pharmaceuticals, Zafgen
Recent News
Date Announcement 08/06/08 Phase Forward, Lilly Extended Multi-Year Agreement 08/06/08 Bit9 Announced Application Whitelisting Solution for Point-of-Sale 08/05/08 Helicos and Uppsala University Collaborated to Study Genome Structure and its Effects on Gene Expression Utilizing True Single Molecule Sequencing Technology 08/05/08 Helicos Announced Order for a Helicos Genetic Analysis System from a Leading U.S. Cancer Center for Cancer Stem Cell Research 08/05/08 Marathon Technologies' everRun VM Named 2008 Editors' Best Award Winner by Windows IT Pro Magazine for Bringing Fault-Tolerant, High Availability to Server Virtualization
Management
Management Title Jeffrey Andrews Partner Peter Barrett Partner Axel Bichara Partner Jeff Fagnan Partner Barry Fidelman Partner Jean-Francois Formela Partner Eric Hjerpe Partner Ahmet Ozalp Partner Bruce Booth Principal Peter Shannon Principal Autonomic Networks Address: 490 E. Middlefield Road Mountain View, CA 94043 Phone #: (650) 526-2600 Fax #: (650) 526-2601 Website: www.autonomic-networks.com
Business Overview
Autonomic Networks raises the bar for achieving compliance and managing the risk of user access to applications, file servers, and other information resources. The Autonomic Networks solution is centrally managed and supports enterprise wide reporting. The networked devices are easy to deploy in data centers, supporting out-of-line deployment for discovery and audit or in-line for enforcement. Either way, zero changes are required to the existing application and network infrastructure.
Speaker Bio: Paul Stich, Chief Executive Officer
Stich was President and CEO of Counterpane Internet Security which was acquired by BT. He was responsible for the direction and vision of the company’s innovative real-time managed security services. With 25 years of security, network and IT management experience, Stich built a team and product line that improved regulatory compliance and protected against insider threats for the largest companies in the world. Before joining Counterpane, Paul was president and CEO of Peak XV Networks, a global network management and engineering firm. Paul’s first entrepreneurial success was as co-founder and CEO of Groundswell, a premier Internet consulting firm. Prior to starting Groundswell, he was a vice president at IBM Global Services, where he was responsible for the telecommunications, media, entertainment, and utility industries for North and South America. Before that, he was a partner at KPMG Consulting, in charge of the National Telecommunications practice.
Products and Services
The Access Risk Management Solution (ARMS) audits user activity for access that is fraudulent, outside corporate risk tolerances, or non-compliant with corporate policy and regulatory requirements. Customizable dashboards and reports provide executives with measurable metrics for managing access risk “by the numbers”, highlighting audit issues requiring remediation and pinpointing suspicious access activities.
Management and Board of Directors
Management Title Paul Stich Chief Executive Officer John Vastano Chief Technology Officer Robbie Forkish Vice President, Engineering Robert Collins Chief Financial Officer Alan Norquist Vice President, Marketing, Product Management
Directors Title Ray Rothrock Managing General Partner, Venrock Associates Lara Druyan General Partner, Allegis Capital Bill Elmore Partner, Foundation Capital Axiom Software Laboratories Address: 67 Wall Street New York, N.Y. 10005 Phone #: (212) 248-4188 Fax #: (212) 248-4354 Website: www.axiomsl.com
Business Overview
Founded in 1989, the Company is a leader in software solutions for enterprise risk management, data management, regulatory reporting and compliance. The Company's proven technological platform solves the highly complex data, risk and financial management challenges faced by the world’s leading financial services clients. The Company’s products help these clients deal with the dynamics of business and technology changes, adapting to different data and technical environments, allowing mission-critical activities to be performed across an entire enterprise. The Company's professionals cover a range of disciplines, including risk management, database and middleware technology, financial control and regulatory reporting. The Company serves major global financial institutions, large corporations, asset managers and energy companies.
Speaker Bio: David Yeger, Chief Operating Officer
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Products and Services
Axiom Software Laboratories' range of products equip enterprise and their customers with infrastructure and analytical applications for: BASEL II Solution, FinETL™, Data integration and warehousing, Risk management, Financial control, Regulatory reporting, Compliance and trade surveillance. The Company's products include: RiskMonitor® – Complete suite of tools for market, credit, liquidity, operational risk and economic capital analysis. BASEL123™ Suite – Complete set of capabilities integrating credit, market and operational risks that covers approaches and constituencies for standard, foundation and advanced IRB. ControllerView® – Set of applications for regulatory and financial reporting with worldwide regulatory coverage. IntegrationCenter™ – Complete data integration platform and datamart management solution supported by a robust data federation engine specifically designed for accessing disparate databases of risk and financial data. FinETL™ – Collaborative data management platform providing standard transformation capabilities plus the ability to enrich data on the fly with the built-in financial analytics libraries. The Company also provides Consulting, Risk Managment Processing, and Technical Support.
Recent News
Date Announcement 07/07/07 SL Dynamic Solutions was Purchased by Barclays Capital for U.S. Regulatory Reporting 10/01/06 Provided a Major Swiss Bank with the FSA Basel II Capital and Boe Regulatory Reporting Solutions 06/06/06 Recognized as a Laureate by the Computerworld Honors Program for its Basel II and Integration Center Solutions 05/16/05 Deployed Software Laboratories’ ControllerView® for ABN AMRO Regulatory Reporting and Data Management 02/01/05 Deployed for Market and Credit Risk by RBC Capital Markets Prime Broker And Risk Management Group 10/19/04 ControllerView® Recognized by The Bank of England to Provide Electronic Reporting
Management
Management Title Alexander Tsigutkin Chief Executive Officer David Yeger Chief Operating Officer Azaleos Address: 1938 Fairview Avenue East Suite 100 Seattle, WA 98102 Phone #: (206) 926-2000 Fax #: (206) 260-7480 Website: www.azaleos.com
Business Overview
Azaleos provides enterprise-class managed email solutions. The Company offers OneServer, an email appliance that integrates Microsoft exchange, monitoring, archiving and management software into a turnkey solution; and OneServer with mobilexchange, an appliance for managing and provisioning mobile devices. The Company also offers OneStop managed services, which provide monitoring, patch management, backup and optional business continuity, and disaster recovery services; OneStop disaster recovery services that provide dual-site disaster recovery capabilities; and QuickStart E-Mail Assessment, which analyzes processes, site topology and connectivity, design, security, compliance, backup, and architecture.
Speaker Bio: Phil Van Etten, Chief Executive Officer
Phil Van Etten is a 20-year technology industry veteran who has helped early stage companies including Kiva and Sygate become extraordinarily successful. He has also served in senior executive roles in larger organizations such as Baan. Prior to joining Azaleos, Phil was the CFO for enterprise endpoint security provider Sygate Technologies, acquired by Symantec in October 2005. Before Sygate, Phil was the senior vice president of investor relations and the corporate treasurer for the Baan Company, Europe's second largest software company. Earlier in his career, Phil served as CFO of Kiva Software, prior to and during its sale to Netscape. Phil is a CPA and is a graduate of the University of Southern California.
Products and Services
OneServer appliances provide the most cost effective way for organizations of all sizes to rapidly migrate to Exchange Server 2007, while also ensuring a highly available, managed e-mail infrastructure. MobileXchange that delivers a highly reliable, monitored and managed remote access solution for enterprises using BlackBerry smartphones. QuickStart E-Mail Assessments is the most comprehensive service available to evaluate the health of an enterprise e-mail environment -- whether customers are running Lotus Notes/Domino, Microsoft Exchange, or Novell GroupWise. ViewXchange combines the remote monitoring capabilities of the Azaleos OneServer and OneStop services with next generation graphical monitoring and reporting capabilities to be able to visualize Exchange data and access IT reports on demand. MobileXchange services provide 7 days a week, 24 hours a day monitoring and management for all aspects of on-the-road Exchange connectivity including hardware, software, firmware, and configuration support. ArchiveXchange contains the rapid growth of e-mail by removing e-mail from the Exchange server and storing that content so users can access all of their mail seamlessly with Outlook, web browsers, or mobile devices. RestoreXchange services support complete dual-site disaster recovery capabilities, handling both dial tone and mail storage restoration to minimize the impact on employee productivity and business continuity. ProtectXchange is a comprehensive anti-virus/anti-spam service that prevents threats from penetrating your network and safeguards your data from malicious interference.
Recent News
Date Announcement 07/08/08 Plugged iPhone 3G into Exchange E-mail 06/16/08 Won Two Prestigious Industry Awards for Hybrid Managed Messaging Service 06/05/08 Presented at HP Technology Forum 2008 05/21/08 OneServer Virtual Edition Named “Best of TECHED 2008 Finalist” by Windows IT Pro AND SQL Server Magazines 05/19/08 Enhanced Remote Monitoring Service for Deeper Visibility into Microsoft Exchange
Management and Board of Directors
Management Title Phil Van Etten Chief Executive Officer, Director Keith McCall Founder, Chief Technology Officer, Director Scott Gode Vice President, Marketing, Product Management Matt Bell Vice President, Worldwide Sales
Directors Title Mike Slade Co-Founder, Second Avenue Partners Charles Porter Chief Information Officer, Insight Ventures Cameron Myhrvold Founding Partner, Ignition Partners Richard Fade Partner, Ignition Partners Richard Devenuti Former Senior Vice President, Microsoft Services
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 11/06/07 3 $10 ND Ignition Partners, Second Avenue Partners 07/11/05 2 6 ND Ignition Partners, Second Avenue Partners 01/01/04 1 0.6 ND Second Avenue Partners Azimuth Systems Address: 31 Nagog Park Acton, MA 01720 Phone #: (978) 263-6610 Fax #: (978) 263-5352 Website: www.azimuthsystems.com
Business Overview
Azimuth Systems provides wireless Internet protocol test tools and solutions for voice, video, and data devices and networks. The Company provides Wi-Fi Interoperability for certification of client, access point, and embedded devices; Wi-Fi Performance for the measurement of device interoperability, range, roaming and power consumption, and benchmarking; WiMAX Performance, a testing hardware and software to address the needs of WiMAX providers and users; and Fixed Mobile Convergence for the performance benchmarking. The Company also offers test platforms, including scalable system platforms that measure client/infrastructure reactions; channel emulators to test wireless devices based on multiple-input-multiple-output technology; and certification devices that automate the conformance and functional tests. In addition, the Company provides Azimuth DIRECTOR, a software management tool; and Azimuth STUDIO database management software, an integrated database and reporting tool. Further, the Company offers training, education programs, professional services, and technical support services. The Company serves wireless semiconductor industries, system vendors, and service providers.
Speaker Bio: Jim Iuliano, President and Chief Executive Officer
Jim Iuliano has more than a decade of CEO experience in the semiconductor, life sciences, display, and optical systems industries. Prior to joining Azimuth Systems, he was an entrepreneur in residence at North Bridge Venture Partners. Previously, he served as president and CEO of E Ink Corporation, a privately-held materials technology company that developed an electronic ink to create paper-like displays. Jim joined E Ink as a technology start-up, building a global presence and strategic alliances with SONY, Philips Electronics, and Toppan Printing among others. Before E Ink, he was president, director, and CEO of Molecular Devices, an analytical instrumentation company in the life science market. In this role, he completed a successful turnaround, led an oversubscribed IPO, and grew the company’s market capitalization to nearly $250 million. Jim joined Molecular Devices from the semiconductor industry where he worked at both IBM and VLSI Technology. Jim has a B.S. from Boston College and an M.B.A. from Harvard Business School.
Products and Services
Azimuth offers a wide range of test tools and test software running on Azimuth’s industry leading platforms. The Company offers tools designed to enable faster product cycles and lead to better quality WiMAX, LTE, Wi-Fi and Fixed Mobile Convergence devices.
WiMAX: critical tools to facilitate WiMAX performance and IOT (Interoperability) testing for vendors of infrastructure and subscriber stations as well as for Service Providers deploying WiMAX Networks. LTE: MIMO channel emulation to assist LTE developers and users validate advanced 4G radio technology from design level through to performance and Interoperability testing. Vendors and service providers need a repeatable multipath fading configuration to test and certify base station and subscriber stations products. Wi-Fi Performance: test scripts that evaluate performance such as rate vs. range on clients, roaming of clients, handoff between Wi-Fi and cellular, network capacity and QoS performance of infrastructure devices. Wi-Fi Certification: test scripts that automate Wi-Fi certification testing for pre-certification or lab certification of PC clients and Access Points as well as Application Specific Devices like handsets and game consoles for 802.11a/b/g and the new 802.11 draft n certification. Fixed-Mobile Convergence: a suite of test scripts that automate performance, certification and interoperability testing of mobile client devices delivering converged voice, video & data services in real world conditions and with interference and network load.
Recent News
Date Announcement 06/30/08 Named George Reed as Vice President of Marketing and Product Management 06/16/08 Keithley and Azimuth Systems Announced Collaboration to Create LTE, WiMAX RF Testing Solutions 06/10/08 ACE™ 400WB MIMO Channel Emulator Received 2008 MITX Technology Customer Impact Award 06/09/08 University of Nebraska-Lincoln Used ACE™ 400WB 04/08/08 Announced Channel Emulator for LTE and Emerging 4G Wireless Technologies
Management and Board of Directors
Management Title Jim Iuliano President, Chief Executive Officer Chris Gollihur Vice President, Administration John Griesing Vice President, Research & Development Peter Paglia Vice President, Sales, Business Development George Reed Vice President, Marketing, Product Management Sudeep Gupta Vice President, Business Development
Directors Title Richard D'Amore General Partner, North Bridge Venture Partners Rob Held President, Chief Executive Officer, Chipcom Louis Volpe Managing General Partner, Kodiak Venture Partners Peter Williams Founder, Managing Director, Granum Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 12/12/06 4 $8 ND Kodiak Venture Partners, North Bridge Venture Partners 07/01/04 3 11 ND Kodiak Venture Partners, North Bridge Venture Partners 11/10/03 2 7 ND Kodiak Venture Partners, North Bridge Venture Partners 09/09/02 1 6 ND Kodiak Venture Partners, North Bridge Venture Partners Bain Capital Address: 111 Huntington Avenue Boston, MA 02199 Phone #: (617) 516-2000 Fax #: (617) 516-2010 Website: www.baincapital.com
Business Overview
Established in 1984, Bain Capital is a principal investment firm specializing in private equity, venture capital, public equity, and leveraged debt assets. The Company's affiliates manage over $78 billion in assets. The Company seeks to invest in seed, start up, early to late stage, growth capital, emerging growth, corporate divestitures, spin offs, management buyouts, industry consolidations, and family/founder situations. Additionally, the Company manages hedge funds and invests in fixed income, equity, commodity, and high yield debt obligation public markets. The investment activities of the Company's affiliates include private equity & venture capital as well as long/short public equity, credit products and global macro hedge funds. The Company's competitive advantage is grounded in a people-intensive, rigorous investment approach.
Speaker Bio: Dewey Awad, Managing Director
Mr. Awad joined Bain Capital in 2000. Prior to joining the Company, he was Vice President of Internet Infrastructure Research at Soundview Technology. Earlier in his career, Mr. Awad was Director of Applications and Middleware Consulting at Gartner Group and he spent several years at Electronic Data Systems in the U.S. and Asia. Mr. Awad received an MBA from Georgetown University and a BA from Colgate University.
Industry Areas
Bain Capital invests in Energy, Energy Equipment and Services, Materials, Metals and Mining, Industrials, Capital Goods, Machinery, Commercial and Professional Services, Commercial Services and Supplies, Consumer Discretionary, Automobiles and Components, Automobiles, Consumer Durables and Apparel, Consumer Services, Diversified Consumer Services, Hotels, Restaurants and Leisure, Media, Retailing, Internet and Catalog Retail, Multiline Retail, Specialty Retail, Consumer Staples, Food and Staples Retailing, Healthcare, Healthcare Equipment and Services, Healthcare Equipment and Supplies, Healthcare Providers and Services, Pharmaceuticals, Biotechnology and Life Sciences, Biotechnology, Financials, Banks, Thrifts and Mortgage Finance, Diversified Financials, Capital Markets, Consumer Finance, Diversified Financial Services, Insurance, Information Technology, Software and Services, Internet Software and Services, Software, Technology Hardware and Equipment, Communications Equipment, Computers and Peripherals, Telecommunication Services, Electric Utilities, Utilities
Recent News
Date Announcement 09/09/08 Along with Apollo and Amcor, the Company May Seek $5 Billion Rio Unit 09/08/08 Tender Offer for D&M Ended in Success 09/02/08 Named One of the Lead Bidders for Huawei Phone Unit 08/29/08 Among Bidders for PCCW Unit 08/27/08 Among Bidders for Lehman Brother's Neuberger Berman
Management and Board of Directors
Management Title Joshua Bekenstein Co-Founder, Managing Director Ajay Agarwal Managing Director, Venture Capital Domenic Ferrante Managing Director, Portfolio Manager, Brookside Fund Dewey Awad Managing Director Andrew Balson Managing Director Steve Barnes Managing Director Ulrich Biffar Managing Director
Board Title Shintaro Hori Chairman, Japan Maarten Vervoort Partner, AlpInvest Partners; Black Duck Software Address: 265 Winter Street North Entrance Waltham, MA 02451 Phone #: (781) 891-5100 Fax #: (781) 891-5145 Website: www.blackducksoftware.com
Business Overview
Black Duck Software is a provider of software tools and infrastructure for open source software management. Founded in 2003, Black Duck helps companies accelerate time-to- market and reduce software development costs by providing products and services for finding, managing and deploying open source software (OSS). The Company’s customers include enterprises, government agencies, product developers, outsourcers, law firms, and other organizations. Black Duck Software has strategic alliances with IBM, Novell, and Red Hat.
Speaker Bio: Kenneth Goldman, Senior Vice President, Chief Financial Officer
Ken brings more than 25 years of financial and operational experience to Black Duck. Most recently Ken was SVP & CFO of Salary.com, a company that he took public in 2007. Prior to that, he was a Principal with Mirus Capital Advisors, in their software industry investment banking practice, and the Senior Vice President, Chief Financial Officer and Treasurer of Lodestar Corporation, a provider of enterprise software solutions. Earlier in his career, Ken held executive positions as Chief Financial Officer at Student Advantage, MediaMap, Shoplink.com, Liberty International Holdings, and Goldweitz & Company. Ken began his career as a CPA with KPMG. Goldman holds a B.S. degree in business administration from the Whitman School of Management at Syracuse University and is a Certified Public Accountant (CPA) in the Commonwealth of Massachusetts.
Products and Services
Black Duck Protex is a platform that helps companies administer how their software assets are created, managed, and licensed. Black Duck Protex SDK is a software development kit that extends the capabilities of the Protex development platform, as well as enables enterprise or software development team to integrate Protex into native development processes. Black Duck Code Center enables organizations to efficiently manage and leverage open source and third-party software. Black Duck Export is a solution for encryption and cryptography export compliance management in software and software-based assets. Black Duck Transact is a hosted service (SaaS) for identifying open source and other third party code within a software code base.
Recent News
Date Announcement 07/28/08 Black Duck Partners With Adnetwork in Asia to Continue Market Penetration 07/28/08 Expanded Presence in Taiwan by Partnering With E-Soft Technologies 07/21/08 Added C/C++ Open Source Software to Koders.com Code Search Engine 07/14/08 IONA Technologies Deployed Black Duck Software?s Protex to Streamline Development with OSS 06/24/08 Open Source Momentum Drives Market Leadership for Black Duck 06/18/08 Marked the One-Year Anniversary of GPLv3 with an Examination of Trends in Use
Management and Board of Directors
Management Title Doug Levin Founder, Board Member Kenneth Goldman Senior Vice President, Chief Financial Officer Alan Facey Executive Vice President, Sales Bill McQuaide Executive Vice President, Products and Services Peter Vescuso Senior Vice President, Marketing and Business Development Andreas Zink Vice President, Engineering
Directors Title Larry Bohn Managing Director, General Catalyst Partners Roger Heinen Partner, Flagship Ventures Dave Power Partner, Fidelity Ventures Janpieter Scheerder Former President, SunSoft Division, Sun Microsystems
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 02/13/07 3 $12 ND Fidelity Ventures, Flagship Ventures, Focus Ventures, Focus Ventures III, General Catalyst Partners, Intel Capital, SAP Ventures 06/06/05 2 12 ND Fidelity Ventures, Flagship Ventures, General Catalyst Partners, Intel Capital, Red Hat, SAP Ventures 07/26/04 1 5 ND Flagship Ventures, General Catalyst Partners, Red Hat Brainshark Address: 51 Sawyer Road Waltham, MA 02453 Phone #: (781) 370-8000 Fax #: (781) 370-8202 Website: www.brainshark.com
Business Overview
Brainshark develops on-demand business communication solutions. The Company offers software that enables the user to create, deliver, and track voice-enriched presentations for improving sales, communications, marketing, and training. The Company also provides sales campaigns, learning programs, on demand communications, Web-based training, and presentations to enhance corporate communications, online marketing, and lead generation. In addition, the Company offers assistance and program management, best practices workshops, application development services, and content enhancements. The Company serves financial services, insurance, high technology, publishing and Information Services, pharmaceutical, life sciences, and healthcare companies. Brainshark was formerly known as Active Communications, and changed its name to Brainshark in 2000.
Speaker Bio: Joe Gustafson, Founder and Chief Executive Officer
Mr. Gustafson is responsible for charting Brainshark's strategic direction and growth and overseeing its operations. He is an experienced entrepreneur in the IT and technology-based training industry. Prior to founding Brainshark, Mr. Gustafson founded Relational Courseware (RCI), a privately held company that produced and marketed self-paced, technology- delivered training products for IT audiences and also served as its Chief Executive Officer. In 1996, RCI was acquired by GartnerGroup, where he served as Senior Vice President of Strategic Planning for it's Learning subsidiary until leaving to found Brainshark. He holds a BS from Babson College.
Products and Services
Email Marketing Best Practices Workshops are the first of a series of Workshop offerings. They are designed to provide email marketers the specialized knowledge necessary to produce higher-impact, higher-reach, and more traceable email marketing campaigns. Marketing and Sales Effectiveness (MSE) Suite combines Brainshark's award-winning on-demand solutions to address critical business applications for Marketing Productivity, Sales Productivity, Readiness, and Alignment. Brainshark's MSE Suite optimizes communications, shortens the sales cycle and increases revenues. On-demand Business Communication Solution Version 16 sets new standards in empowering business users to create high-impact, highly traceable on-demand business content with ease. Rapid Results eMarketing Programs combines eMarketing campaign services with a limited license of the Brainshark solution for a specific campaign. Brainshark consultants help to create and track the content, optimize response through testing; distribute the campaign, and track results.
Recent News
Date Announcement 06/16/08 Collins & Associates Selected Brainshark To Deliver On-demand Risk Management Training For Customers 06/09/08 Fitlinxx Put Customers Through Training 'bootcamp' With Brainshark 06/05/08 Premiere Global Offered Brainshark's On Demand Presentation Solution To Enrich Marketing And Collaboration 05/27/08 Unveiled On-Demand Content Portal for Enterprise Collaboration And Business Learning 05/13/08 Partnered with Silverpop's Vtrenz Solution to Improve Marketing Campaign Results
Management and Board of Directors
Management Title Joe Gustafson Founder, Chief Executive Officer Mike McEachem Vice President, Finance, Chief Financial Officer Arnie Greenfield Chief Technology Officer, Vice President, Engineering Dave Fitzgerald Executive Vice President, Sales, Marketing, Services Andy Zimmerman Vice President, Business Development Greg Flynn Vice President, Products, Services Joan Babinski Vice President, Marketing
Directors Title Tyler Wick Co-Founder, Principal, Ticonderoga Capital
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/13/05 3 $7 ND 3i Group Plc, Citizens Capital, Flagship Ventures, Reach Internet Incubator, SI Ventures, Ticonderoga Capital 08/01/00 2 14 ND 3i Group Plc, Citizens Capital, Flagship Ventures, Reach Internet Incubator, SI Ventures 01/01/00 1 2 ND Citizens Capital, Flagship Ventures 09/01/99 Seed 3 ND ND BroadSoft Address: 220 Perry Parkway Gaithersburg, MD 20877 Phone #: (301) 977-9440 Fax #: (301) 977-8846 Website: www.broadsoft.com
Business Overview
BroadSoft develops VoIP application software that enables the delivery of hosted telephony and multimedia services. The Company enables fixed and mobile service providers to offer hosted private branch exchange, mobile PBX, business trunking, Internet protocol centrex, and residential broadband applications. The Company's products include sets of communication features, including media-based and personal calling features; network architectures; client applications; and operating systems that are deployed across the application, media, and network servers. The Company also provides third party development programs to enable carriers and development companies to commercialize enhanced applications. In addition, the Company offers technical support, professional services, training, marketing support, and marketing and service launch support services. The Company serves telecommunication service providers; service providers of local and long distance voice services; competitive operators to the incumbents; Internet service providers; service providers that offer mobile wireless voice and data services; residential operators; cable/ multiple system operator; and service providers of retail-based offerings, as well as resellers, agents, and value-added resellers.
Speaker Bio: Jim Tholen, Chief Financial Officer
Jim Tholen brings to BroadSoft more than 20 years of financial management experience. He served as both chief financial officer (CFO) and chief operating officer (COO) at NetSec, Inc., a professional security services company acquired by MCI (now Verizon Business). Prior to NetSec, he served as chief strategy officer and CFO for CareerBuilder and was a founding member of that company’s board of directors. Tholen was an integral player in growing CareerBuilder into the No. 2 company in the Internet recruiting and job market segment, and helped architect its initial public offering and later sale to leading newspaper companies. Prior to CareerBuilder, Tholen was COO and CFO for FTP Software, and CFO at The Compucare Co. He also served as vice president of corporate development at Legent Corp., and was a technology investment banker at Morgan Stanley & Co. Tholen is an alumnus of Davidson College and holds a master’s in Public and Private Management from Yale.
Products and Services
BroadWorks delivers features with unmatched flexibility as applications operate independently of the underlying architecture and transport network, directing calls and applying enhanced call treatments within and outside of a provider's packet telephony network. BroadWorks award-winning product design provides user services, administrative features, and media-based functionality from a software-based, modular architecture that uses common protocols, open interfaces, and industry-standard, NEBS-compliant hardware.
Multimedia Telephony establishes global standards for fixed, mobile and cable operators on the migration path to an all-IP network and the delivery of Rich Communications. BroadSoft Xtended is an initiative created to highlight the integration of voice and Web 2.0 technologies.
Recent News
Date Announcement 07/16/08 Belgacom Selected BroadSoft for IMS-based Voice Services. 07/15/08 Teamed up with Fonality to Offer Managed IP PBX for Service Providers 07/15/08 Selected to Expand Samsung Networks' Successful Hosted Voice Services for Large Enterprises in Korea 07/08/08 Calling Innovators: Build Voice Mashups for Cash Prizes 07/01/08 Comdasys and BroadSoft Completed Interoperability Validation for Comdasys FMC Solution
Management and Board of Directors
Management Title Michael Tessler Co-Founder, President, Chief Executive Officer, Director Scott Hoffpauir Co-Founder, Chief Technology Officer James Tholen Chief Financial Officer Ken Rokoff Vice President, Business Development Geoffrey Hicks Vice President, Operations
Directors Title Robert Goodman Chairman Phil Livingston Chief Financial Officer, TouchTunes Music Jay Markley Partner, Columbia Capital Andy Miller Executive Vice President, IPC Systems Joseph Zell General Partner, Grotech Capital Group Douglas Maine Executive Vice President, MCI Communications
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/16/07 4 $10 ND Bessemer Venture Partners, Charles River Ventures, Columbia Capital, Crescendo Venture Management, Grotech Capital Group, MeriTech Capital Partners, RRE Ventures 01/30/02 3 33 ND Bessemer Venture Partners, Charles River Ventures, Columbia Capital, Crescendo Venture Management, Grotech Capital Group, RRE Ventures, Tekelec 06/26/00 2 23 ND Bessemer Venture Partners, Charles River Ventures, Columbia Capital, Comdisco Ventures, Crescendo Venture Management 05/03/99 1 5 ND Bessemer Venture Partners, Charles River Ventures, Columbia Capital BzzAgent Address: 500 Harrison Avenue Boston, MA 02118 Phone #: (617) 451-2280 Fax #: (617) 451-9922 Website: www.bzzagent.com
Business Overview
BzzAgent is an international word-of-mouth media network that helps brand marketers accelerate and measure honest, real-world conversations among everyday consumers. BzzAgent’s digital tools and online platform enable its community of 450,000 consumer volunteers to become brand advocates, spread widespread word of mouth, and sustain their engagement with brands over time. The venture-funded company has conducted more than 400 programs for clients including Kraft, P&G and Unilever.
Speaker Bio: Dave Balter, Founder and Chief Executive Officer
Dave Balter is the founder and CEO of BzzAgent, the advertising industry’s only cross-continental word-of-mouth media channel. He launched BzzAgent in 2002, and today nearly 450,000 consumers have joined the Company’s network, which spans North America and the United Kingdom. Since its launch, BzzAgent has been featured everywhere from the CBS Evening News to the BBC to The New York Times Sunday Magazine. Dave co-founded the Word of Mouth Marketing Association, and he currently serves on its Executive Council and as Chair of the Association’s International Committee. The author of two books on the subject, Grapevine and The Word of Mouth Manual: Volume II, Dave lectures around the world on trends in word of mouth and social media. BzzAgent is the subject of two Harvard Business School cases, and in 2007 the university dubbed him one of Boston’s “Hottest Technology CEOs.” In 2008, Dave was recognized as a Future Legend by the AdClub and he was named to the “40 under 40” list by The Boston Business Journal and Advertising Specialty Institute. Dave sits on the advisory boards of Crowdsprout, a collaborative commerce start-up, and the Boston Boys & Girls Club Marketing and Communications Committee.
Products and Services
Word of Mouth (WOM) Marketing provides targeted reach and measurable returns. It helps bring the right brands together with the right consumers to enhance traditional media buys. 40% of WOM conversations include a reference to another form of media — breathing life into traditional media buys and increasing the effectiveness of your overall marketing campaign. When you add BzzAgent word-of-mouth marketing to your mix, you'll see that Awareness (impressions) + Credibility (word of mouth) = Results.
Recent News
Date Announcement 07/14/08 Guaranteed Word of Mouth Will Outperform Other Media by 20% 04/24/08 25 Companies Won Worldwide Award for Democracy in the Workplace 01/10/08 Ogilvy Public Relations Worldwide and BzzAgent Forged Strategic Alliance to Offer Clients More Word-of-Mouth Communications Solutions 01/07/08 Rogers Media and BzzAgent Announced Exclusive Canadian Partnership 12/17/07 Word-of-Mouth Reached 34MM Consumers in 2007
Management and Board of Directors
Management Title Dave Balter Founder, Chief Executive Officer Michele Pearl Senior Vice President, Audience, Product Management David Wagner Chief Operating Officer Kurt Overberg Chief Technology Officer Michael Bird Senior Vice President, Sales Dave Dugan Senior Vice President, Strategy, Partnerships John Bigay Vice President, Marketing
Directors Title Jeffrey Bussgang General Partner, Flybridge Capital Partners John Simon Managing Director, General Catalyst Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 01/13/06 2 $14 ND General Catalyst Partners, IDG Ventures Atlantic (nka:Flybridge Capital Partners) Cedar Point Communications Address: 16 Route 111, Building 3 Derry, NH 03038 Phone #: (603) 898-3070 Fax #: (603) 898-3090 Website: www.cedarpointcom.com
Business Overview
Cedar Point Communications provides integrated voice over Internet protocol and multimedia switching technologies for the service provider and enterprise telecommunication industries. The Company's products include SAFARI C3, a media switching system, which delivers Internet protocol multimedia subsystem (IMS) capabilities that support the anticipated migration to IMS architecture for converged networks; and SAFARI eMG, a media gateway that delivers flexibility. The Company also provides training, customer, and solution services. Cedar Point Communications serves information technology departments and network operators, cable operators and telecommunications carriers, and enterprise customers and educational institutions.
Speaker Bio: JC Murphy, President and Chief Executive Officer
Mr. Murphy served as an Executive Vice President of Worldwide Sales of Cedar Point Communications until June 1, 2008. From 1998 to 2000, he served as Vice President of global sales and General Manager of open network platform division of Excel Switching. Following the acquisition in 2000 of Excel by Lucent Technologies, he served as General Manager and Vice President of the Softswitch Solutions Division until 2003, where he led the internal effort to return Excel Switching to a separate corporation. He served as President of Excel Switching Corporation from 2003 to 2005 and played a key role in the acquisition of Brooktrout Technologies by EAS Group, parent company of Excel and the creation of Cantata as a combined Brooktrout- Excel entity. Mr. Murphy served in senior level sales, operations and engineering management positions at established and startup companies. He worked with Cantata Technology. He also served in several sales positions with ADC Telecommunications. He served as an Officer in the United States Coast Guard for 4 years. He was named New England Telecommunications Executive of the Year by Mass High Tech in 2006 for his accomplishments as president of Cantata. Mr. Murphy holds BS degrees in Government and Engineering from the United States Coast Guard Academy.
Products and Services
SAFARI C3™ Media Switching System is the only totally integrated, carrier-class Voice over IP (VoIP) switch that incorporates all of the components that make up the voice switching infrastructure and provides SIP-based features today and a seamless evolution to an IP Multimedia Subsystem (IMS) architecture. SAFARI C3 provides superior performance and reliability, significantly reducing capital expenditures, system integration and operations costs for providers of telephony services while increasing network integrity, security and privacy. SafariView™ Element Management System (EMS) supports the full Fault, Configuration, Accounting, Performance and Security (FCAPs) suite of management functions and integrates FCAPS functionality into a feature-rich management system with a powerful Graphical User Interface (GUI) for complete management of the SAFARI C³™ Media Switching System. SAFARI eMG delivers a compact MG solution that is targeted towards small market environments. Supporting up to 2,016 channels in a compact chassis, the SAFARI eMG supports wireline, wireless, cable, broadband access and fixed-mobile-convergence applications.
Recent News
Date Announcement 07/07/08 Cobian and Cedar Point Partnered to Bring Integrated Voice and Multimedia Services to Caribbean Network Operators 06/25/08 Teamed Up with Cablemas for Expanded Voice Deployments in Mexico 06/24/08 Demonstrated New Business and Residential Services Capabilities and Management Portal at Cable-Tec Expo 06/02/08 Named JC Murphy President and CEO 05/26/08 Exhibited Additional Business Services Capabilities, New Management Portal at Anga Cable
Management and Board of Directors
Management Title JC Murphy President, Chief Executive Officer George Kassas Founder, Executive Vice President, Business Development Mark Dzuban Executive Vice President, Strategic Accounts Kimberly Manion Senior Director, Human Resources Len Hayes Executive Vice President, Operations Mark Tubinis Chief Technology Officer John O'Hara Executive Vice President, Engineering Donald Halsted Chief Financial Officer
Directors Title Bruce Sachs General Partner, Charles River Ventures Jeanne Bayless Managing Partner, STAR Ventures Curt Hockemeier Former President, Chief Executive Officer, Arbinet-thexchange Chris Albinson Managing Director, Panorama Capital John Goddard Former President, Chief Executive Officer, Viacom Cable Maurice Castonguay Former Senior Vice President, Treasurer, Chief Financial Officer, MatrixOne Tom Crotty General Partner, Battery Ventures
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/08/05 4 $15 $140 Ascent Venture Partners, Battery Ventures, Charles River Ventures, Comcast Interactive Capital, (4 others) 04/13/04 3 20 ND Ascent Venture Partners, Battery Ventures, Charles River Ventures, Comcast Interactive Capital, (2 others) 03/06/03 2 25 ND Ascent Venture Partners, Battery Ventures, Charles River Ventures, Comcast Interactive Capital, (1 other) 01/01/02 1 19 ND Ascent Venture Partners, Battery Ventures, Charles River Ventures, Comcast Interactive Capital 11/01/01 Seed ND ND Ascent Venture Partners Ceres Address: 1535 Rancho Conejo Blvd. Thousand Oaks, CA 91320 Phone #: (805) 376-6500 Fax #: (805) 498-1002 Website: www.ceres.net
Business Overview
Ceres develops energy crops for the generation of bio fuels. The Company's products include switchgrass, a perennial grass; high biomass sorghum for use as a feedstock for cellulosic bio fuels; miscanthus, a tall Asian perennial grass; energycane, a sugarcane variety that focuses primarily on biomass yield and stress tolerance traits; and poplar, a candidate to sequester atmospheric carbon dioxide, a greenhouse gas. Ceres develops energy crops using plant breeding and biotechnology as raw materials for the generation of bio fuels made from plant stems, stalks, and leaves. The Company also supplies traits and technology to crop developers of corn, soy, and other non-energy crops. The Company serves farmers and biorefineries.
Speaker Bio: Richard Hamilton, President and Chief Executive Officer
Mr. Richard Hamilton has been the chief executive and a board member of Ceres since 2002. The prior four years he served as the Company’s Chief Financial Officer. In addition to his leadership role at Ceres, he currently sits on the U.S. Dept. of Energy’s Biomass R&D Technical Advisory Committee, the Keck Graduate Institute Advisory Council and is a founding member of the Council for Sustainable Biomass Production. He has also been active in the Biotechnology Industry Organization (BIO), where he has served as Vice Chairman of the organization and has chaired its Food and Agriculture Governing Board, where continues to serve as a governing board member. Mr. Hamilton frequently speaks before policymakers, business leaders and scientific organizations regarding biotechnology, biofuels and energy crops. He has addressed the House Agriculture Committee, the President’s Council of Advisors on Science and Technology and the National Academy of Sciences, among others. Earlier in his career, Mr. Hamilton was a principal at Oxford Bioscience Partners, one of the leading investors in the genomics field and a founder of Ceres. From 1990 to 1991 he was a Howard Hughes Medical Institute Research Fellow at Harvard Medical School. Mr. Hamilton holds a Ph.D. in Molecular Biology from Vanderbilt University.
Products and Services
Ceres provides an extensive field trialing program in order to determine the best crops and varieties for likely production locations. The Company is also developing agronomic practices and determining what grower economics will likely look like in this new industry. Early products will include high-yielding switchgrass cultivars and high-biomass sorghum hybrids, scheduled for release in 2009 under the Blade Energy Crops brand. Other crops in the pipeline include: miscanthus, energycane and short-rotation woody species.
Recent News
Date Announcement 07/21/08 Seed Industry Veteran Joined Ceres 05/01/08 Dedicated Energy Cropa - Bringing Scale to the Cellulose Solution - Ethanol Today 04/29/08 Introduced the First Seed Brand for Bioenergy Crops 02/27/08 Corn Sequence Data Helped Public Researchers Complete Genome Project 02/07/08 Supplied Energy Crops to Next-Generation Biorefinery
Management and Board of Directors
Management Title Richard Hamilton President, Chief Executive Officer, Director Richard Flavel Chief Scientific Officer Wilfriede van Assche Senior Vice President, General Counsel, Secretary Kenneth Feldmann Vice President, Research, Development Peter Mascia Vice President, Product Development Anna Rath Vice President, Commercial Development Michael Stephenson Vice President, Operations
Directors Title Walter De Logi Founder, Chairman Pascal Brandys President, Biobank Technology Ventures Frank Bulens Executive Investment Manager, GIMV Raymond Debbane President, Chief Executive Officer, Invus Group Robert Goldberg Professor, UCLA Chansoo Joung Managing Director, Warburg Pincus Thomas Kiley Attorney, Director, Geron Edmund Olivier Founding Partner, Oxford Bioscience Partners Floris Vansina Managing Director, KBC Private Equity
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 09/27/08 3 $75 ND Artal SA, GIMV NV, Hambrecht & Quist Capital Management, KBC Group NV, (5 others) 01/01/01 2 18 ND GIMV NV, KBC Investco NV (nka:KBC Private Equity NV) 01/01/98 1 ND ND GIMV NV Certeon Address: 4 Van de Graaff Drive Burlington, MA 01803 Phone #: (781) 425-5200 Fax #: (781) 425-5210 Website: www.certeon.com
Business Overview
Certeon provides application acceleration solutions and services to corporate and institutional clientele. The Company designs and develops aCelera, a virtual appliance that delivers acceleration, virtualization, and manageability. The Company also manufactures application intelligent networking solutions that reduce application response time over the Wide Area Network (WAN) and s-series application acceleration appliances. Additionally, the Company offers secure acceleration technology including Application Acceleration Blueprints and Object Differencing Engine. Certeon provides Web application and wide area file services performance acceleration, WAN optimization, enterprise content and product lifecycle management, and application delivery solutions.
Speaker Bio: Peter Dougherty, Co-Founder, President and Chief Executive Officer
Peter Dougherty is President and CEO at Certeon. Before co-founding Certeon, Mr. Dougherty led the product development and marketing of streaming solutions at EMC, following that company's acquisition of Digital Bitcasting. Mr. Dougherty was also the CEO and co-founder of Bitcasting, a pioneering software compression company which expanded into streaming media products. He built his entrepreneurial success on a prior record of achievement and leadership in broadcast management.
Products and Services
aCelera™ is the first virtual appliance software to run natively within a virtual machine (VM) infrastructure and to provide true application acceleration across the wide area network (WAN). aCelera software delivers the same application response time reduction as its proprietary hardware appliance counterparts do, with the added benefit of eliminating the hardware footprint and high cost of separately managed, single-purpose boxes. S-Series Application Acceleration Appliances provide high performance application acceleration to remote users. The S-Series is a physical appliance that resides in both the data center and the branch office for those environments that have not implemented a virtualized infrastructure. Secure Acceleration Technology™ (SAT) is the only solution that can meet the complete application delivery speed, security, and scalability needs of the globally distributed enterprise. SAT enables aCelera to use application whole object compression and optimization techniques to securely accelerate HTTP and HTTPS traffic over a WAN.
Recent News
Date Announcement 06/30/08 Unitus Selected Certeon’s aCelera in its Quest to Fight Global Poverty 06/16/08 CTO Presented at the Virtualization Conference and Expo 05/19/08 Delivered Industry’s First Virtual Appliance for Application Acceleration 05/19/08 Joined VMware Technology Alliance Select Partner Program 05/05/08 Provided Welocalize with Application Acceleration Worldwide
Management and Board of Directors
Management Title Peter Dougherty Co-Founder, President, Chief Executive Officer, Director Shawn Amershek Co-Founder, Vice President, Operations Donato Buccella Chief Technology Officer Tom Scott Chief Scientist Jeff Galin Vice President, Worldwide Sales Jack Reiden Vice President, Engineering, Product Management Gareth Taube Vice President, Worldwide Marketing
Directors Title Jeffery Black Founder, Chief Scientist Jack Blaeser Former Chief Executive Officer, Concord Communications Robert Davoli Managing Director, Sigma Partners Richard McGinn General Partner, RRE Ventures Ullas Naik Managing Director, Globespan Capital Partners Jonathan Seelig Managing Director, Globespan Capital Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/16/07 2 $15 ND Globespan Capital Partners, RRE Ventures, Sigma Partners, Union Carbide Employee's Pension Plan 01/01/04 1 6 ND Globespan Capital Partners, Sigma Partners Certica Solutions Address: 301 Edgewater Place, Suite 110 Wakefield, Massachusetts 01880 Phone #: (781) 245-4515 Fax #: (781) 245-4132 Website: www.certicasolutions.com
Business Overview
Certica Solutions is the leading provider of K-12 data certification software solutions, which deliver a pro-active, systematic approach to data validation, reporting and monitoring. The Company’s solutions enable local education agencies (school districts) to maximize funding, streamline regulatory reporting for compliance and accountability purposes and improve productivity by optimizinmg information management processes. Founded in 2001, Certica counts among its customers the U.S. Department of Education, several state departments of education and numerous school districts nationwide. The Company was formerly known as The Center for Data Quality and changed its name to Certica Solutions in March 2007.
Speaker Bio: Mark Rankovic, President and Chief Executive Officer
Prior to Certica Solutions in October 2006, as president and CEO of Kubi Software, Rankovic successfully repositioned the company’s collaborative technology as a sales effectiveness solution for team-based sales organizations, and orchestrated its acquisition by Pragmatech. Prior to Kubi Software, Rankovic was vice president of worldwide field operations at Alphablox, a leader in analytic application platform software, and managed the integration after the company was acquired by IBM. Prior to Alphablox, he was vice president of worldwide professional services and vice president of the Asia Pacific region at Prism Solutions, a pioneer in data warehousing solutions. Rankovic had founded two companies on separate occasions, based in Australia, that were the distributors for Alphablox and Prism Solutions in Australia and New Zealand, before working for both of them as a result of acquisitions. He holds a BS degree in computer science and applied mathematics from the University of Adelaide (Australia).
Products and Services
Certica Solutions develops and markets a web-based data certification software solution called Certify™, which enables K-12 education agencies to maximize funding, minimize penalties and audits, and reduce costs associated with mandatory state and federal compliance reporting. Certify software helps K-12 districts attain necessary funding and avoid potential penalties and audits, by ensuring the accuracy of data and identifying potential problems that could get flagged at the state level as a result of the mandatory compliance reporting imposed on all 16,000 school districts nationwide. Certify’s ability to alert districts to compliance issues on a daily basis gives the districts a chance to rectify data problems, provide necessary student interventions and modify administrative processes. The Certify software was recently named as a finalist in the data management category of the 2008 MITX Technology Awards.
Recent News
Date Announcement 08/19/08 Texas K-12 Districts Chose Certica to Ease Compliance with Education Mandates 05/08/08 Certify Software Named as a Finalist for the 2008 MITX Technology Awards 05/02/08 Database Software Firm Cleaned Up $3.3M in VC 04/28/08 Orange County Public Schools Partnered with Certica Solutions to Improve Data for Florida State Reporting, Funding and Compliance 03/19/08 Brook Venture Partners Led $3.3 Million Investment in Certica Solutions 06/14/07 Deer Park Independent School District Chose Certica to Improve the Quality of Education Data Reporting
Management and Board of Directors
Management Title Mark Rankovic President, Chief Executive Officer Jeffrey Averick Chief Technology Officer Richard Paar Vice President, Professional Services Ayikudy Srikanth Vice President, Engineering and Product Management Don Cross Vice President, Solution Development Sarah Bassett Sr. Director, Marketing Lynn Wolf Corporate Controller
Directors Title Edward Williams Partner, Brook Venture Partners Mark Rankovic President, Chief Executive Officer Jeffrey Averick Chief Technology Officer
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 10-23-06 Series A $1 ND Management Team 03-19-08 Series B 3 ND Brook Venture Partners cMarket Address: 125 CambridgePark Drive Cambridge, MA 02140 Phone #: (866) 621-0330 Fax #: (617) 374-9015 Website: www.cmarketnetwork.com
Business Overview
The cMarket Network is a cause based marketplace that is connecting thousands of charity/school fundraising auctions with hundreds of thousands of affluent consumers and dozens of marketers. The $16 billion fundraising auction market is typically closed and inefficient. Using cMarket's advanced online auction system fundraisers raise more money while providing quantifiable data and lead generation for marketers. The award winning consumer shopping portal, BiddingForGood.com, aggreagtes all open auctions into one convenient shopping destination of unique items, most of which are available at a good value and where 95% of proceeds support charity.
Speaker Bio: Jonathan Carson, Chairman and Chief Executive Officer
Jon Carson is a Chairman and Chief Executive Officer at cMarket. Jon is a nationally recognized entrepreneur with a passion for mission-based social entrepreneurship. Other than brief stints at Boeing and McKinsey & Company, he has always worked on new ventures. He has founded and profitably sold three companies in which no investor has ever lost money. Cumulatively, Jon has returned in excess of $175 million to investors, cash on cash. Jon's most recent company was FamilyEducation Network (Fen.com), which offered web services to local schools as well as a network of websites for parents, children, and teachers using a unique public/private partnership model, ultimately becoming the largest education website on the Internet.
Products and Services
The cMarket Network offers three services. For non-profits, our cMarket Auction Manager enables fundraisers to easily build their fundraising auction website to integrate with their gala event. For consumers our shopping portal BiddingForGood.com enables easy searching for items by item category (e.g. red sox tickets, dining), location (e.g. Boston), or cause category (e.g. cancer research). For marketers, cMarketPlace enables product placemement programs into hundreds of targeted auctions (geo targeteing, cause targeted) that reach
Recent News
Date Announcement 06/16/08 Survey Showed Economy Starting to Impact Non-Profit Fundraising Auctions 05/12/08 Named to Smaller Business Association of New England Innovator List as One of Top 10 Most Innovative Companies in New England 04/14/08 Reached Record 4,000th Auction and $40 million Raised for Nonprofit Organizations 04/03/08 Selected by AlwaysOn as a Northeast 100 Top Private Company Award Winner 02/06/08 Muscular Dystrophy Association Partnered with cMarket to Reach More Donors and Raise More Funds for Medical Research
Management and Board of Directors
Management Title Jon Carson Chairman, Chief Executive Officer Harris Fishman Chief Financial Officer Todd Rodgers Chief Technology Officer Mike McInnis Vice President, Marketing Devin Golden Vice President, Sales Directors Title Rick Faulk CEO, Mzinga, Foster L. Aborn Vice Chairman/C(retired) John Hancock Steve Green Canaan Partners Anthony Morris Principal, Morris & Associates Stephanie O'Brian Morningside Ventures Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 11/18/05 2 $10 ND Canaan Partners, Morningside Group 01/01/03 1 11 ND Morningside Group, Sound Point Ventures Code:Red Address: 10 Milk Street, 10th Floor. Suite 1050 Boston, MA 02108 Phone #: (617) 330-4100 Fax #: (617) 330-4101 Website: www.coderedinc.com
Business Overview
Code:Red, a software company, provides research and idea management software to the investment management industry. The Company offers Red Alerts RMS, a research management solution that acts as a portfolio manager and analyst workstation; and IdeaNet, which facilitates the communication and collaboration of ideas, meetings, and high-touch research from sell-side providers to the buy-side consumers. The Company serves hedge funds and asset managers.
Speaker Bio: Tim Gavin, Co-Founder and Chief Executive Officer
Tim Gavin has worked in the investment management software industry for the past 12 years. Gavin joined Eze Castle Software (ECS), a leader in Trade and Portfolio Management systems for buy-side investment managers, in 1996 as the 3rd employee and assisted in managing the company's growth to approximately 150 employees with 5 offices located throughout the US and the UK prior to his departure in 2004. Tim Gavin spent his last several years at ECS serving as a Senior Vice President and as a member of the executive team focusing on strategic initiatives. In October, 2004 Gavin co-founded Code:Red, Inc with the former head of software development at ECS, Dwight Wyatt. Code:Red offers a software solution called Red Alerts, the technology leading Research Management System (RMS), and caters to some of the largest investment managers throughout the US, Europe, and Asia. Tim Gavin graduated Phi Beta Kappa from Boston College with a BA in Computer Science and a minor in Slavic and Eastern European studies. Tim Gavin resides in Boston, MA, with his wife Cara and their 4 children.
Products and Services
Red Alerts RMS™ is a research management solution specifically geared to the needs of portfolio managers and analysts who manage large amounts of research from numerous sources. Red Alerts RMS™ helps the user quickly and easily store all materials, and interfaces with 3rd party providers to streamline information gathering. Red Alerts RMS™ then lets the user quantify and qualify all data within the system to help you analyze the efficacy and value of research sources, and share that information with your organization. Red Alerts RMS™ ensures quick and easy storage and access to all the research a firm accumulates and lets the user see how valuable the information was in producing results.
Recent News
Date Announcement 05/15/08 Released Red Alerts RMS 3.3: Central Information Platform for Investment Professionals 12/06/07 Announced Enhanced Integration to help Eze Castle Software Clients adopt Research Management Software 02/06/07 Released Red Alerts 2.2 06/05/06 Released Red Alerts 2
Management and Board of Directors
Management Title Tim Gavin Co-Founder, Chief Executive Officer Dwight Wyatt Co-Founder Jaime Bean Director, Global Sales Maria DeSousa Director, Operations ConsumerPowerline Address: 17 State Street, 19th Floor New York, NY 10004 Phone #: (212) 796-7100 Fax #: (212) 361-6385 Website: www.consumerpowerline.com
Business Overview
ConsumerPowerline offers energy conservation and management consulting services. The Company’s suite provides revenue generation, energy conservation measurement, usage forecasting, and strategic consulting services. The Company's clientele include CB Richard Ellis, Equity Office Properties,Morgan Stanley, Macy’s, Starwood Hotels, Hines Property Management, Forest City Ratner Corporation, Co-op City, Macklowe Properties, RFR Realty, New York Presbyterian Hospital, Newmark Properties, Douglas Elliman Property Management, The State of Massachusetts’ Division of Capital Asset Management, Lenox Hill Hospital, Cooper Square Realty, University of Massachusetts, Amherst, and Wentworth Management.
Speaker Bio: Michael Mele, Chief Financial Officer
As chief financial officer, Michael is responsible for the company’s financial and administrative operations. Michael joined ConsumerPowerline in 2008. Prior to joining ConsumerPowerline, Michael served as the chief financial officer of Archive Systems Inc., a venture capital backed provider of on demand document management services. Earlier in his career, Michael was the chief financial officer of ASI Solutions Inc., a NASDAQ listed provider of human resource outsourcing services. Michael earned an AB in Economics from Rutgers College and an MBA from Rutgers University. Michael became a CPA in New Jersey in 1978.
Products and Services
ConsumerPowerline offers Strategic Energy Asset Management (SEAM) via a comprehensive set of service offerings. We seek to partner with you and help provide clarity in the fast moving energy environment. Our services fall into one of three tiers from our market leading demand response services to our forecasting and commodity purchase strategic services. Basic Demand Response Services include: Asset classification and bidding strategy; Revenue Generation; Asset improvement (controls, fuel switching, behavioral shift). Comprehensive ESCO Services include: Energy Conservation Measure (ECM), design, measurement and financing; Commissioning; Control development, upgrades and optimization. Strategic Services include: Commodity purchase; Incentive management; Capitalization for merchant power plants; KW/KWH optimization; Forward energy usage forecasts.
Recent News
Date Announcement 07/14/08 Expanded Executive Team with Technology Services Leaders 06/25/08 Hired Seasoned Technology Executive as President of Field Operations 06/02/08 Awarded Exclusive Demand Response Contract with Central Vermont Public Service for the Coolidge Connector Affected Area 04/30/08 Entered Canadian Market with Ontario Power Authority Demand Response Contract 04/10/08 Won Demand Response Contracts with Southern California Edison
Management and Board of Directors
Management Title Gary Fromer Chief Executive Officer, Director Michael Gordon Founder, Chief Strategy Officer, Director Steven Minisini President, Field Operations Michael Mele Chief Financial Officer Malcolm Smith Executive Vice President, Industrial Vertical
Directors Title Diana Propper de Callejon General Partner, Expansion Capital Partners Justin Label Partner, Bessemer Venture Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 09/24/07 1 $17 ND Bessemer Venture Partners, Expansion Capital Partners, Investec Trust, New York City Investment Fund Manager, Schneider Electric Ventures The Corporate Library Address: 45 Exchange Street, Suite 201 Portland, ME 04101 Phone #: (207) 874-6921 Fax #: (207) 874-6925 Website: www.thecorporatelibrary.com
Business Overview
The Corporate Library operates as an independent research firm that specializes in corporate governance issues in the United States. The Company serves as the resource for independent corporate governance and compensation information and analysis of the United States corporations.
Speaker Bio: Richard Bennet, President and Chief Executive Officer
Richard Bennett has an extensive background in politics and government service as well as a wide range of private sector experience, including the founding and management of several businesses. He worked as Director of Corporate Governance for Lens Investment Management from 1997 to 2002. A former president of the Maine State Senate, Mr. Bennett served four terms in the Maine Senate and two terms in the state's House of Representatives. He is an independent director of Biddeford Internet Corporation and a non-executive director of Trucost, Plc, a U.K.-based firm offering products and services that allow companies, governments and fund managers to better understand their environmental performance. Mr. Bennett has been written about in Pensions & Investments, The Daily Deal and Barron's, and has been cited in numerous publications including Business Week, USA Today, Fortune and The Wall Street Journal. Mr. Bennett has spoken publicly about corporate governance issues at the U.S. Securities and Exchange Commission, Columbia University, the University of Southern Maine School of Business and for The Conference Board, among other institutions. He is a member of the President's Commission on White House Fellowships. He graduated with honors from Harvard University in 1986 and received his M.B.A. from the University of Southern Maine in 2000.
Products and Services
Board Analyst® — The Company's flagship product provides easily-accessible information on corporate boards, directors, executive compensation, shareholder proposals, securities class action filings, and much more for over 3,200 U.S. and Canadian public companies.
LeaderBoardTM — A research and business development database of global corporate leadership that allows users to screen and identify individuals based upon selected criteria such as position, experience, corporate board relationships and non-corporate affiliate relationships.
Governance Information Screening Tool® (GIST) — An advanced interface that allows users to customize analyses by assigning weights based on your own criteria.
Securities Litigation Risk Analyst® (SLRA) — A new tool developed to help predict securities class action (SCA) litigation.
Custom Research and Advisory Services — The wealth of information in Board Analyst, distilled by the Company's expert research team.
Custom and Historical Data — A longitudinal view of corporate governance for clients' research needs, based on Board Analyst data from 2001 to 2007.
TCL Ratings — Proprietary ratings reports, which are relied on heavily by investment analysts, insurance underwriters and other decision-makers.
Recent News
Date Announcement 08/06/08 Ratings Helped Predict Securities Litigation, New Study Shows 08/04/08 Celebrated Tenth Year, Continued Global Expansion 06/20/08 Minow Honored at ICGN Annual Conference 06/17/08 Opened Research Archives in Support of UNPRI Signatories
Management and Board of Directors
Management Title Nell Minow Co-Founder, Editor Richard Bennett Chief Executive Officer Drew Buckley Sales & Marketing Officer John Kipp Vice President, Finance and Administration James Cox Data Operations Officer Edward Ropple Chief Information Officer Ric Marshall Chief Analyst Kimberly Gladman Director, Research and Ratings Corporate Rewards Address: 307 Fifth Avenue, 4th Floor New York, NY 10016 Phone #: (212) 689-1200 Fax #: (212) 202-7977 Website: www.corporaterewards.com
Business Overview
Corporate Rewards is the leading provider of online incentive, reward, and loyalty programs for companies both large and small. The Company's online applications and patented Universal Gift Certificate technology allows clients to enjoy an entirely new level of program branding, participant satisfaction, and ROI. The Company helps Fortune 1000 companies and small businesses alike take advantage of the Internet to run efficient and effective online employee recognition and rewards programs, incentive programs, and dealer incentive programs.
Speaker Bio: Edward Brookshire, Founder, President and Chief Operating Officer
Prior to founding GiveAnything.com in 1999 and CorporateRewards.com in 2001, Brookshire spent 18 years in international advertising and marketing, most recently as a Senior Vice President of Bozell Worldwide (now part of IPG). He held several international roles, and ran multi-million dollars accounts, before moving to New York. Edward´s extensive international experience includes postings in Europe, Asia, and the Middle East, where his accomplishments include: managing a core team in developing a global Bozell Intranet; managing profit centers in Europe and the Middle East; creating horizontal, brand-centric account structures for Chrysler and Jeep in Europe; launching the Chrysler brand in Korea; and working with the US Embassy, US lobbying groups, and the Japanese press to neutralize public opinion regarding the effect of Rice imports to Japan.
Products and Services
Employee Recognition System includes a Spot Recognition Component, a Sales/Contest Winner Upload Component, Birthday Award / Service Recognition Option, User Reporting Modules with Reward Combine Technology, Hierarchy Roll-ups, Budgeting Capabilities, Approval Options, Admin Reporting Module w/ Ad Hoc Reporting Tool & STATS, Contact Center for User Q´s, FAQ Section, Program Rules, Opt-In, Welcome Media Page, Announcements etc. and a 350 + Retailer Redemption Portal. Incentive System includes User Tracking Modules, Data Upload/Sharing Capabilities, Customizable data sets (groups, territories, regions etc), User Reporting Modules with Reward Combine Technology, Data roll ups (supervisors, VP´s etc), Leaderboards, Admin Reporting Module w/ Ad Hoc Reporting Tool & STATS, Contact Center for User Q´s, FAQ Section, Program Rules, Opt-In, Welcome Media Page, Announcements etc. and a 350 + Retailer Redemption Portal. Dealer Incentive System includes a Rep, Master Dealer/Agent, AM Tracking Modules, Data Upload/Sharing Capabilities, Sales verification (scrubbing) of up to 100k data groups at a time, Client specified SPIFF structures and flexible contest timelines, Customizable data sets (groups, territories, regions etc), Roll-up reporting to Master Dealers/Agents as well as A User Reporting Modules with Reward Combine Technology, Leaderboards, Admin Reporting Module w/ Ad Hoc Reporting Tool & STATS, Contact Center for User Q´s, FAQ Section, Program Rules, Opt-In, Welcome Media Page, Announcements etc. and a 350 + Retailer Redemption Portal. Customer Reward System includes a Customer reward activation (data access point), E-statements on activity, Customer referral programs, Customer suggestion boxes, Customizable data sets (groups, territories, regions etc), Admin Reporting Module w/ Ad Hoc Reporting Tool & STATS, Contact Center for User Q´s, FAQ Section, Program Rules, Opt-In, Welcome Media Page, Announcements etc. and a 350 + Retailer Redemption Portal.
Management and Board of Directors
Management Title Steve Perry Chief Executive Officer Edward Brookshire Founder, President, Chief Operating Officer Thomas Silk Vice President, Sales, Marketing Courion Address: 1881 Worcester Road Framingham, MA 01701 Phone #: (508) 879-8400 Fax #: (508) 879-8500 Website: www.courion.com
Business Overview
Courion offers identity management solutions that automate business processes of various companies. The Company provides enterprise provisioning and access compliance solutions. The Company's products include AccountCourier, a user provisioning solution; ComplianceCourier, a policy verification solution; RoleCourier, a role management solution; PasswordCourier, a password management solution; ProfileCourier, a profile management solution; and CertificateCourier, a digital certificate registration and recovery solution. Courion offers its products through authorized resellers, managed service providers, and system integrators/consultants. The Company serves customers in various areas, including aerospace, banking, communications, consulting and information services, consumer/retail, financial services, government, healthcare, manufacturing, technology, and utilities.
Speaker Bio: Chris Zannetos, Co-Founder, President and Chief Executive Officer
Prior to Courion, Mr. Zannetos Co-Founded and served as Partner of Onsett International. Before Onsett, he worked for 6 years in a variety of marketing and engineering management roles at Data General. He serves as Director of Courion Corporation and TechNet. Mr. Zannetos has Bachelor of Science degrees in both Economics and Political Science from MIT and a Master of Science degree in Management from the MIT Sloan School of Management.
Products and Services
With a base of over 330 successful customer implementations, Courion has developed a comprehensive collection of tools, methodologies and artifacts that the Company makes available to customers in the form of Courion's Best Practices. Courion's identity management solutions automate business processes and simultaneously drive cost, security, and service quality results for our customers. These solutions include Courion's AccountCourier, RoleCourier, ComplianceCourier, PasswordCourier, Profile Courier and CertificateCourier.
Recent News
Date Announcement 07/21/08 Joined the OCEG Technology Council 07/11/08 Automated Computer Access To Keep Data Where It’s Supposed to Be 07/09/08 Made Data Breach Prevention a Matter of Policy 07/09/08 Two Courion Customers Named Winners of the Info Security Products Guide 2008 Best Deployment Scenario Awards 06/23/08 Released Enhances Enterprise Identity and Access Management
Management and Board of Directors
Management Title Chris Zannetos Co-Founder, President, Chief Executive Officer, Director Brian Milas Co-Founder, Chief Technology Officer Bob Cirrone Chief Financial Officer Todd Chambers Chief Marketing Officer Bill Norberg Senior Vice President, Field Operations
Directors Title Philippe Amouyal Managing Director, Invus Group Harry Gruner Partner, JMI Equity Niloo Howe Partner, Paladin Capital Group Stuart Patterson Chief Executive Officer, AgION Technologies
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 11/08/04 5 $5 ND JMI Equity, Paladin Capital Group, QuestMark Partners 01/28/03 4 9 ND JMI Equity, Massachusetts Technology Development, QuestMark Partners, Riggs Capital Partners, (1 other) 11/28/00 2 13 ND JMI Equity, Massachusetts Technology Development, QuestMark Partners, Riggs Capital Partners 05/10/99 1 4 ND JMI Equity, Massachusetts Technology Development, UST Capital Crossbeam Systems Address: 80 Central Street Boxborough, MA 01719 Phone #: (978) 318-7500 Fax #: (978) 287-4210 Website: www.crossbeam.com
Business Overview
Crossbeam Systems transforms the way enterprises, service providers and government agencies architect and deliver network security services. The basis of Crossbeam’s solution is its Next Generation Security Platform, a highly scalable hardware/software platform that facilitates the consolidation, virtualization and simplification of security services delivery, while preserving the customers’ choice of best-of-breed security applications. Crossbeam offers the only security platform that delivers unparalleled network performance, scalability, adaptability and resiliency. Customers choose Crossbeam to intelligently manage risk, accelerate and maintain compliance, and protect their businesses from evolving threats. Crossbeam is headquartered in Boxborough, Mass., and has offices in Europe and Asia Pacific.
Speaker Bio: Pete Fiore, President and Chief Executive Officer Tom Sheehan, Chief Financial Officer
Pete Fiore has served as Crossbeam Systems' President and Chief Executive Office since June 2007. Prior to joining Crossbeam, he served as vice president of IBM’s Information Integration solutions business, where he oversaw all aspects of the $500+ million business segment’s strategy and growth. He joined IBM as a result of the company’s acquisition of Ascential Software, where he served as president since the company’s inception in July 2001. During his tenure, he led Ascential through its transition to an independent public company and grew revenue by more than 140%, becoming the revenue and market share leader. Mr. Fiore received a Bachelor of Arts degree in Engineering and Applied Sciences from Harvard University.
Tom Sheehan has more than 25 years of financial and operating experience, with more than 16 of those years as a senior financial executive in the technology industry. Tom joined Crossbeam from Egenera, where he served as CFO, responsible for all financial, legal, and administrative matters. While at Egenera, he led an IPO effort and raised over $130 million in private equity and $45 million of debt financing. Prior to Egenera, Tom was CFO for The MacGregor Group, where he raised $32 million in private equity and helped integrate a major acquisition. Tom holds a B.S. in Accounting from Syracuse University and has practiced as a Certified Public Accountant.
Products and Services
The Crossbeam Next Generation Security Platform transforms the way enterprises and service providers architect and deploy their security services, from firewalls and content gateways to intrusion prevention systems. The Next Generation Security Platform allows companies to consolidate racks of security appliances and network equipment like switches and load balancers, virtualize the deployment and delivery of security applications, and dramatically simplify delivery of security services. Crossbeam has the unique ability to tightly integrate leading-edge hardware with industry-leading third-party security applications like firewalls, intrusion detection systems, intrusion preventions systems, content gateways, and others. As a result, security services are not embedded in the networks as racks of special-purpose appliances, switches, and load balancers. By consolidating application processing and providing virtualization capabilities, the Next Generation Security Platform creates a security layer that overlays the company network.
Recent News
Date Announcement 08/17/08 Helped Cox Communications implement and scale its network security services 08/10/08 Certified Imperva Securesphere on the Crossbeam Next Generation Security Platform 06/09/08 Published White Paper to Help Companies Meet the Challenges of PCI Compliance 06/04/08 Helped BT Strengthen Its Virtualized security Offering 05/30/08 Expanded presence in Japan
Management and Board of Directors
Management Title Pete Fiore President, Chief Executive Officer, Director Tom Sheehan Chief Financial Officer Jim Vedda Vice President, Worldwide Sales Jim Freeze Chief Marketing Officer Chet Gapinski Vice President, Engineering Tom Nolette Vice President, Operations, Quality Throop Wilder Vice President, Corporate Strategy
Directors Title Stephen Cheheyl Former Executive Vice President, Bay Networks Arthur Coviello President, Chief Executive Officer, RSA Security Pete Fiore President, Chief Executive Officer, Crossbeam Systems, Inc. Rick Ganong Partner, Tudor Ventures Jeffrey Hurst Founder, General Partner, Commonwealth Capital Venture Partners Jeffrey McCarthy General Partner, North Bridge Venture Partners Rob Soni General Partner, Matrix Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 4/27/2007 & 1/18/08 F $25 ND Commonwealth Capital Ventures, Intel Capital, Matrix Partners, North Bridge Venture Partners, Tudor (2 others) 06/17/05 E 20 ND Commonwealth Capital Ventures, Intel Capital, Matrix Partners, North Bridge Venture Partners, Tudor (3 others) 05/07/04 D 10 ND Charles River Ventures; Commonwealth Capital Ventures; Matrix Partners; North Bridge Venture Partners, Tudor (2 others) Cyber-Ark Software Address: 57 Wells Avenue Suite 20A Newton, MA 02459 Phone #: (617) 965-1544 Fax #: (617) 965-1644 Website: www.cyber-ark.com
Business Overview
Cyber-Ark Software develops and markets digital vaults for securing and managing privileged identities and highly sensitive information. Long recognized as an innovator within the information security market for it’s patented Vaulting Technology®, Cyber-Ark is the market leader within the Privileged Identity Management space, a fast growing area that it helped create, define and grow into a significant element of the overall Identity Management market. Today, over 400 enterprise customers, including 15 Fortune 50 companies and 5 of the top 10 global banks are using Cyber-Ark's digital vault based products to secure manage and monitor all the Priviliged Identities across the IT infrastructure including both Administrative and Application Identities, and for secure internal and cross-enterprise data exchange and sharing of their highly sensitive information. Cyber-Ark has more than 80 channels worldwide, partnerships with IBM, Oracle, Courion and Getronics, and is a member of the Oracle Extended Identity and GRC ecosystems. Founded in 1999 and headquartered in Newton, MA, Cyber-Ark’s customers include ADP, Royal Bank of Scotland, Dell, Target, JC Penney, IBM, Citigroup, Shell, Comerica Bank, and the Public Compa
Speaker Bio: Udi Mokady, Co-Founder, President and Chief Executive Officer
Udi Mokady co-founded Cyber-Ark Software in 1999 and serves as the company's President & CEO. In this role he is responsible for the management, execution, and strategic direction of the company as the market leader in managing and securing Privileged Identities and Highly Sensitive Information. In his previous role as Cyber-Ark’s COO, Mokady established Cyber-Ark's headquarters in the US and orchestrated its market expansion, paving the way for the Company to acquire over 400 Global enterprises in the US, Europe, and Asia. Mokady has also led the implementation and management of channel development and international marketing for Cyber-Ark's award winning information security products in Europe, Asia and the Pacific Rim. Prior to Cyber-Ark, Mokady specialized in legal management and business development for international high-tech companies. A veteran of a Military Intelligence unit, he previously served as an executive at Tadiran Spectralink, a highly specialized producer of secure wireless communications systems.
Products and Services
Priviliged Identity Management Suite: Enterprise Password Vault® and Inter-Application Authentication Manager™ Cyber-Ark's Enterprise Password Vault coupled with with the Inter-Application Authentication Manager enable organizations to secure, personalize, manage, automate and audit all types of Privileged Identities, including shared, generic Administrative accounts such as SysAdmin and Root User, as well as Application accounts embedded within mission critical scripts, applications and application servers. The Products include a centralized, ICSA certified Digital Vault for ease of administration, reporting and management, coupled with a distributed component architecture designed to manage, secure and update privileged identities within individual networks and distributed applications. Featuring an easy to use and adopt fully functional web client for requesting, accessing and connecting to privileged accounts on target systems, the products also provide a complete, patent pending, solution for managing application identities within most application servers that requires no additional code changes. To date, over 280 enterprises around the world have selected Cyber-Ark as their Privileged Identity Management solution of choice. Highly Sensitive Information Management Suite Inter-Business Vault® Cyber-Ark's Inter-Business Vault provides a cross-enterprise data sharing and automated exchange platform for highly-sensitive information. Customers are able to easily automate information exchange services and to seamlessly integrate with back-office enterprise applications to facilitate the reliable and secure exchange of sensitive information. Examples of such business enablement include the exchange of financial transactions, insurance data, design plans, credit card data, clinical trial records and other highly-sensitive information The product is built to meet the stringent security, control and logging requirements posed by governmental and industry regulations such as Sarbanes-Oxley, HIPAA, PCI and Basel II. This unique platform provides a central location for policy definition, auditing, access management and delivery tracking for all types of information exchange services. Sample customers include Comerica, Gillette, AIG Bank and AstraZeneca, who rely on Cyber-Ark as their secure infrastructure for exchanging information with customers and third parties. Sensitive Document Vault™ Sensitive Document Vault addresses business concerns and regulatory mandates by providing a centralized secure repository and sharing platform for an organization's most highly sensitive information. Based on patented and ICSA validated secure Digital Vault technology, the Product creates a multiple-layered information security infrastructure that is easy to use, simple to adopt and efficient to administer, all while providing the security, flexibility and detailed tracking capabilities missing from today's plethora of one-dimensional encryption only based solutions. Customers use the Sensitive Document Vault to securely manage and share highly sensitive information such as financial reports, intellectual property, marketing campaigns, HR documents, IT documents etc. The Sensitive Document Vault is also used to share these documents in a secure manner with telecommuters and external parties Recent News
Date Announcement 08/25/08 Cyber-Ark joins McAfee Security Innovation Alliance 06/19/08 Survey Revealed Scandal of Snooping IT Staff A third of IT staff secretly peek at confidential data 06/11/08 Cyber-Ark Signs Global Deal with Getronics 05/07/08 Awarded Network World's "Clear Choice" Winner for Privileged Account Management 3/19/2008 Cyber-Ark Celebrates Record Year with 70%+ Revenue Growth and Leading Position in the Privileged Identity Management Market Management Title Udi Mokady Co-Founder, President, Chief Executive Officer, Director Chen Bitan General Manager, Israel Operations Adam Bosnian Vice President, Products, Strategy, Sales Richard Weeks Vice President, Business Development Nir Gertner Chief Technology Officer Roy Adar Vice President, Product Management
Directors Title Alon Cohen Chairman, Co-Founder Erel Margalit Founder, Managing Partner, Jerusalem Venture Partners Elisheva Yakobovich President, Vertex Management Israel Eitan Bauch Chief Executive Officer, Jerusalem Venture Partners Udi Mokady Founder, President, Chief Executive Officer Cyber-Ark Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 03/20/05 3 $3 ND Jerusalem Venture Partners, Vertex Management, Cabaret-ArbaOne 03/25/02 2 $12 ND Jerusalem Venture Partners, Seed Capital (Softbank), Vertex Ventures, Cabaret-ArbaOne; IDB Development Corporation, JP Morgan Chase Partners DAFCA Address: 10 Speen Street Framingham, MA 01701 Phone #: (774) 204-0020 Fax #: (508) 875-9422 Website: www.dafca.com
Business Overview
DAFCA, an electronic design automation software company, offers silicon proven instrumentation IP and software for on-chip and in-system SoC validation. The Company’s products include ClearBlue Silicon Validation Platform, a design automation system for use in post silicon validation. The Company's ClearBlue Silicon Validation Platform includes ClearBlue Instrumentation Studio, a pre-silicon environment for the insertion of reconfigurable instruments directly into RTL, as well as for generating scripts to interoperate with other commercially available EDA products; and ClearBlue Silicon Validation Studio that offers a spectrum of in-system analysis capabilities, including logic analyzers, event-based validation and assertion-based debugs, and performance monitoring, as well as employs the on-chip instruments to provide visibility and control of the instrumented signals. The Company’s software suite and silicon proven instrumentation library allows design teams to incorporate its reconfigurable infrastructure into their designs to observe, discover, and diagnose functional errors. The Company serves design engineers and managers, business unit managers, IP core developers, system and product engineers, and field application engineers.
Speaker Bio: Peter Levin, Co-Founder, President and Chief Executive Officer
Dr. Peter Levin was previously a General Partner in the Munich-based venture capital firm TVM, where he focused on EDA and semiconductor manufacturing. He began his career at Worcester Polytechnic Institute, and was a tenured member of their Electrical and Computer Engineering Department prior to his appointment as research dean in Boston University's College of Engineering. Dr. Levin was a White House Fellow and presidential appointee during the Clinton Administration. He holds three degrees, all in Electrical and Computer Engineering, from Carnegie Mellon University.
Products and Services
ClearBlue Silicon Validation Platform is a design automation system for use in post silicon validation. It provides a comprehensive suite of post silicon applications designed to reduce the time between first silicon availability and volume production. ClearBlue is composed of an extensive set of applications designed to accelerate first silicon bring-up, ease hardware and software integration, enable in-silicon performance monitoring, and in general, provide a comprehensive platform for inspection and diagnosis of on-chip, at-speed behavior. Only through the application of innovative validation solutions will companies reduce the time for post-silicon development and related expenses associated with delayed product release. Development of nano-era SoC devices necessitates superior tools that allow teams to not just observe circuit behavior but subject circuits to stress and fault conditions, allowing the early discovery and diagnosis of integration problems, configuration problems, and unexpected behaviors resulting from functional, signal integrity, power, or process related issues. ClearBlue can help isolate the scope of such problems, allowing silicon bring-up teams to more narrowly focus time and expense for root cause identification and resolution.
Recent News
Date Announcement 06/05/08 Entered Japanese Market With CYBERNET Systems 06/03/08 Partnered With Denali Software to Announce Collaboration to Expand FlashPoint Platform Integration Features 02/04/08 Partnered With GiDEL to Announced Cooperative Development Relationship 11/26/07 Announced Free Evaluation Kit as Part of its 2007.3 Release 05/25/07 Infineon Relied On DAFCA for Post-Silicon Validation
Management and Board of Directors
Management Title Peter Levin Co-Founder, President, Chief Executive Officer, Director Miron Abramovici Co-Founder, Chief Technology Officer Dave Miller Vice President, Applications, Support Paul Bradley Vice President, Engineering
Directors Title Bruce Eastman Chairman Scott Yaphe General Partner, ABS Ventures Atul Kapadia Managing General Partner, Bay David Shapiro ND
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 12/01/03 1 $8 ND 3i Group Plc , Bay Partners, Kodiak Venture Partners, New Venture Partners, Vista Ventures Demandware Address: 10 Presidential Way Woburn, MA 01801 Phone #: (781) 756-3700 Fax #: (781) 756-3747 Website: www.demandware.com
Business Overview
Demandware designs and develops ecommerce merchandising and marketing platform. The Company offers ecommerce strategy and planning services focusing on Website development and implementation. Additionally, the Company provides training and client success programs. The Company also offers product and solution support services. The Company partners with Allurent, Bazaarvoice, Certona, Loyalty Lab, EDS, Fluid, and Lyons Consulting Group.
Speaker Bio: Stephan Schambach, Founder and Executive Chairman
Stephan Schambach is Executive Chairman and Founder of Demandware, provider of the leading on-demand eCommerce platform for consumer brands. Prior to founding Demandware in 2004, Schambach was CEO of Intershop, an eCommerce company he founded in 1992, built to market leadership, brought public in 1998 on the Frankfurt Stock Exchange's Neuer Market, and led to a successful NASDAQ listing in 2000. Long an eCommerce visionary, Schambach was among the first to recognize eCommerce as a major software market. He is the developer of a number of industry standards for the technology and also produced the first integrated eCommerce software package, enabling major global brands to sell and service over the internet. Schambach also currently serves as a board member of the SIIA (Software Information Industry Association of America) Software Division and regularly speaks in the industry about emerging technologies. Earlier in his career, Schambach studied physics at Friedrich-Schiller University in Jena, Germany, and was among the first to found a company in East Germany after the Berlin Wall came down.
Products and Services
Demandware Ecommerce Platform combines the functionality found on the best e-commerce sites, the flexibility to customize and integrate, and the low operating costs of an on- demand service. By leveraging e-commerce technology, Web services, and a scalable grid-computing architecture, Demandware provides an enterprise-grade e-commerce solution that does not require any investment in IT infrastructure. Demandware customers pay only for usage and can adapt service levels on demand.
Recent News
Date Announcement 08/18/08 Shared 10 Tips for Getting Your eCommerce Site Holiday-Ready 08/12/08 Roots.com Re-Platformed with PFSweb’s End-to-End Solution 07/08/08 Powered Compact Appliance and Living Direct eCommerce Sites 06/24/08 To Power lucy.com; Enhanced eCommerce Web Site to Support lucy’s Rapid eCommerce Growth 03/10/08 Reported Record Growth in 2007; Continues Momentum into 2008
Management and Board of Directors
Management Title John Pearce President, Chief Executive Officer, Director Stephan Schambach Founder, Executive Chairman Jeffrey Barnett Executive Vice President, Worldwide Sales, Account Management Tony Leach Executive Vice President, Worldwide Client Services
Directors Title Larry Bohn Managing Director, General Catalyst Partners Michael Skok Managing Director, North Bridge Venture Partners Dan O'Connor Founder, MVI
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/02/06 3 $15 ND T-Systems Venture Fund, T-Venture Holding 02/13/06 2 12 ND General Catalyst Partners, North Bridge Venture Partners 10/04/04 1 7 ND General Catalyst Partners, North Bridge Venture Partners Desktone Address: 100 Apollo Drive Chelmsford, MA 01824 Phone #: (978) 710-0170 Fax #: (978) 256-5803 Website: www.desktone.com
Business Overview
Desktone provides desktop virtualization infrastructure solutions for enterprise desktops. The Company offers a vDesktop Platform that enables enterprise class virtual desktop environment, and integrates various virtualization layers, including storage, applications, client devices, servers, processing, and network technologies.
Speaker Bio: Jim Eliason, Chief Financial Officer
Jim Eliason brings 20 years of corporate finance experience to his position of Chief Financial Officer at Desktone. He joined Desktone from Empirix, a privately held, venture-backed provider of testing and monitoring tools for voice and data applications. As Chief Financial Officer for Empirix, he directed finance, IT, HR, facilities and legal functions, as well as operations. Prior to Empirix, Eliason was Chief Financial Officer for Narad Networks, a telecommunications provider of broadband solutions to cable operators, where he helped raise more than $30 million in venture capital over two rounds of financing as part of a re-start team. Earlier, Eliason was Vice President of Finance for SilverStream Software, a provider of web application platform software, where he was involved in the company's IPO and secondary offering, raising over $250M, and concluding with an acquisition by Novell. Eliason held the position of Corporate Controller for Concentra Corporation, an international manufacturer of configuration software, until the company's acquisition by Oracle. He also held manager level positions at MatrixOne, provider of business-to-business internet collaboration solutions, and at Arthur Andersen. Eliason holds an M.B.A. in Finance from Bentley College and a B.S. in Accounting from Providence College.
Products and Services
The Desktone Virtual-D Platform is the only solution that enables desktops to be delivered as an outsourced, subscription service. It allows enterprises to quickly realize the full potential and benefits associated with virtual desktop infrastructure (VDI) environments; dramatically reduced deployment complexity, improved management, security and compliance; and customizable end-user experiences, without the capital expense and complicated systems integration of building and deploying a customized internal solution.
Virtual-D Enterprise Center Virtual-D Enterprise Center is a web-based management interface for the enterprise desktop administrator. Designed to enable enterprise IT to support large user populations, it is built with a Web 2.0 interface for rapid navigation of large data sets and one-click virtual machine management. Equally important, it allows enterprises to continue using the best practices and skill sets already employed for managing desktops in the physical world, including those for OS and application deployment, Active Directory, help desk, and security policies.
Virtual-D Portal The Desktone Virtual-D Platform includes the Desktone Virtual-D Portal, a self-service, policy-based portal that enterprise users can access from any browser. With the Virtual-D Portal, users can create, activate and manage their virtual desktops without relying on a system or desktop administrator. The Virtual-D Portal enables users to quickly provision their own virtual desktops and access them anywhere, anytime, based on policy set by desktop administrators. The Virtual-D Portal also allows users to rate their virtual desktop experience and even request additional resources (such as memory or CPU) for their virtual desktops.
Virtual-D Elements Virtual-D Elements are the building blocks of a virtual desktop utility grid. Service providers use that grid to deliver and scale desktops as a service (DaaS) offerings. Each Element is a self-contained, independent modular unit of virtual desktop service delivery. In essence, an Element is a rack with all the compute hardware, virtualization resources and Desktone software required to support its population of virtual desktops. The Virtual-D Element makes it easy for service providers to scale their DaaS environment.
Recent News
Date Announcement 06/19/08 Executive to Explore the Future of Virtual Desktops at 2008 Virtualization Conference & Expo 05/20/08 Announced Support for Citrix XenServer 05/12/08 Partnered with HP to Deliver Virtual Desktops as a Service 04/29/08 Announced Support for System Center and Planned Support for Hyper-V 04/21/08 Announced Industry's First Solution that Delivers Virtual Desktops as an Outsourced Service
Management and Board of Directors
Management Title Harry Ruda Chief Executive Officer, Director Paul Gaffney Chief Operating Officer Jim Eliason Chief Financial Officer Les Yetton Senior Vice President, Sales, Marketing, Business Development
Directors Title Eric Pulier Founder, Executive Chairman, SOA Software Peter Bell General Partner, Highland Capital Partners Jose Carreiro Former Vice President, Sales, Marketing, DayJet Ron Fisher Managing Partner, SoftBank Capital
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/27/07 1 $17 ND Citrix Systems, Highland Capital Partners, SoftBank Capital Epic Advertising Address: 512 7th Avenue 12th Floor New York, NY 10018 Phone #: (212) 308-8509 Fax #: (888) 666-3120 Website: www.epicadvertising.com
Business Overview
Epic Advertising is as a global online performance marketing company that provides advertisers with measurable Internet advertising impact. Epic provides its advertising partners performance and direct response marketing services, media planning, branded marketing campaign planning, and targeted, worldwide internet reach.
Speaker Bio: Don Mathis, President and Chief Executive Officer
Don Mathis is the CEO of Epic Advertising, and is responsible for the strategic vision and overall management of the enterprise. He joined the company in 2005 as Chief Operating Officer. Previously, Don was the COO of the online fantasy sports company Small World Sports, which was sold to Vulcan Ventures and merged into The Sporting News. His prior work experience includes McKinsey & Company and the turnaround firm AlixPartners, as well as service as a Naval Officer. Don received an MBA degree from Harvard Business School and a BA degree in Asian Studies and Economics from Vassar College. He serves on the board of directors of Mystic Entertainment Corporation and Vector Mobile, and on the advisory board of Affinity Labs (now a division of Monster).
Products and Services
Ad Serving and Optimization effectively distributes display advertising campaigns into the hands of our diverse and expansive publisher network. Additionally, our knowledgeable account management team is able to provide advertisers with invaluable data pertaining to which offers and creative campaigns are performing best. We support all IAB sizes along with non-standard sizes (i.e. Facebook), and can accommodate Flash, Image, HTML, Text and Widget creative. Azoogle Ad Network is its highly-acclaimed performance advertising network made up of a marketplace including 35,000+ publishers and hundreds of top-tier advertisers. A/B Test Landing Page advertisers utilize A/B Testing of landing page to see different landing page conversion rates in an automated and optimized manner. Epic Search (SEM) allows Epic to help advertisers drive high volumes of qualified consumers via proprietary web-search technology through Epic-certified search publishers, and to offer expanded agency-style services to select advertisers.
Recent News
Date Announcement 08/25/08 Named to the Inc. 5000 list 08/18/08 Announced online marketing leadership position in comScore 07/31/08 Appointed Marc Porcelli 07/27/08 President Don Mathis spoke at the CEO Showcase at The AlwaysOn & STVP Summit at Stanford 07/22/08 Selected by AlwaysOn as an AO Global Top 250 Winner 06/03/08 Announced Bill Softky as Chief Algorithm Officer 05/27/08 Announced pCPM: A New Patent-Pending Online Metric
Management and Board of Directors
Management Title Don Mathis President Rich Okin Chief Information Officer Mike Sprouse Chief Marketing Officer David Graff General Counsel Bill Softky Chief Algorithmist Charles Nowaczek Senior Vice President, Operations Young Kim Vice President, Finance Brett Lofgren Senior Vice President, Global Ad Sales Mitchell Richler Senior Vice President, Distribution
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 01/31/05 ND $48 ND Stripes Group, TA Associates ExtendMedia Address: 199 Wells Avenue Suite 105 Newton, MA 02459 Phone #: (617) 332-5700 Fax #: (617) 332-5712 Website: www.extend.com
Business Overview
ExtendMedia provides software and media services that enable content providers and distributors to create, deliver, manage, and monetize online content offerings over various devices in North America. The Company serves media companies, network operators, and retailers.
Speaker Bio: Marty Meyer, Chief Operating Officer
Marty brings 20 years of high-tech experience in finance, engineering and operations with both fast-growing startups and established technology companies. He is responsible for finance, human resources, legal and business affairs at ExtendMedia. Before joining ExtendMedia Marty was CFO & COO of Bowstreet a provider of enterprise portal software solutions. Marty helped lead the Company's successful acquisition by IBM in December of 2005. Prior to joining Bowstreet, Marty was CFO with Ucentric Systems, a provider of networked DVR software services, where his leadership was key to its acquisition by Motorola. As Ucentric's CFO, Marty was also responsible for overall financial planning and the Company's relationship with the investment and financial communities. Marty's background also includes CFO and operations roles at SightPath, Inc. and Xedia Corporation. At SightPath, he managed the merger and acquisition negotiations, due diligence, and legal processes during the Cisco acquisition. Marty was also the CFO and Vice President of Operations at Xedia Corporation, which was acquired by Lucent Technologies in 1999. He has held various finance and engineering positions at Cisco Systems, Lucent Technologies, Stratus Computer, and Raytheon. Marty holds a B.S. in Biomedical Engineering from Boston University and an MBA from Babson College, and has participated as a guest lecturer at both Harvard Business School and Babson College.
Products and Services
The Company’s products include OpenCASE, a modular platform, which comprises various components such as: Commerce Engine that manages business rules and package product that customers buy, as well as provides the ability to support multiple business models from one platform Automation & Workflow, which enables customers to define reusable sets of business rules that streamline the process Storefront Publisher, a publishing tool for managing the PC and the TV/MCE-based storefront templates, as well as to enable administrators to manipulate the content published to areas within the template, such as promotional offers and product categories Media Agent that manages media downloads on the customer's device by ensuring user authentication, delivering and revoking licenses, and providing intelligence on reporting Customer Care system to manage OpenCASE services Digital Storefronts for various types of media players and personal computers, as well as television and media centers
Recent News
Date Announcement 06/25/08 ExtendMedia, AT&T linked for Net content delivery 05/22/08 Extended Movie Downloads to Canada 01/24/08 Webinar Held January 24th - "The Media Consumption Evolution: Leveraging the Online Video Craze" 11/27/07 Powered SanDisk Broadband Video Initiatives 11/26/07 Featured in Web Video Platform Survey
Management and Board of Directors
Management Title Keith Kocho Founder, President Marty Meyer Chief Operating Officer Chris Gardner Chief Marketing Officer Neil Black Chief Technical Officer Todd Hinders Senior Vice President, Business Development & Sales
Directors Title Leland Verner President, Chief Executive Officer, Invesprint David Masotti Director Ahmet Ozalp Partner, Technology Group, Atlas Venture Edward Braginsky General Partner, Information, Communications Technology, TVM Capital Tom MacIsaac Chief Executive Officer, President, Lightningcast
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 04/06/07 2 $12 ND Atlas Venture, TVM Capital, Venrock 03/16/06 1 7 ND Atlas Venture, Venrock 07/27/05 ND 0.3 ND MWI & Partners 04/26/05 ND 0.3 ND MWI & Partners Fidelis Security Systems Address: 4416 East West Highway Suite 310 Bethesda, MD 20814 Phone #: (301) 652-7190 Fax #: (301) 657-1104 Website: www.fidelissecurity.com
Business Overview
Fidelis Security Systems provides extrusion prevention systems that identify and stop data leakage in the organizations. The Company offers Fidelis XPS, an extrusion prevention system, which protects digital assets, including identity information and intellectual property; assures compliance with privacy regulations; and manages insider use of the Internet. The Company serves federal government agencies, educational institutions, telecommunications enterprises, financial services companies, and healthcare organizations.
Speaker Bio: Peter George, President and Chief Executive Officer
With more than 25 years of global network security experience, Peter George has an established track record of building companies that deliver sustained growth and profits and in identifying critical worldwide partnership opportunities that strategically expand market share. Prior to becoming President and CEO of Fidelis Security Systems in 2008, Mr. George spent the last seven years as President and CEO of Crossbeam Systems, the market leader in the high-end segment of the Unified Threat Management market, where he took the company from being a pre-revenue start-up to over $50 million in revenue. Previously, he was President of Nortel Networks Enterprise Business in Europe, Middle-East, and Africa, responsible for managing more than 5,000 employees and $2 billion in revenue. Mr. George came to Nortel via their 1998 acquisition of Bay Networks where he was serving as vice president of European operations. During his tenure at Wellfleet and Bay, he played key sales executive roles in New England and in Europe. Prior to joining Wellfleet, Mr. George served as the Northeast regional manager and GM of Canada at 3Com Corporation, and also held senior management positions at Ungerman Bass. He received his BA from the College of the Holy Cross, and has done graduate studies at Harvard and Oxford University.
Products and Services
Fidelis Extrusion Prevention System®, Fidelis XPS™ The Fidelis Extrusion Prevention System®, Fidelis XPS™, is the industry’s only next-generation data leakage prevention solution with the power to deliver comprehensive prevention over all ports and all channels, complete visibility and control, and the lowest total cost-of-ownership to stop network data leakage on gigabit-speed networks.
FidelisProtect™ Data Privacy Assessment The FidelisProtect™ Data Privacy Assessment is a two-week network assessment that allows organizations to quantify and qualify their risks of data leakage. At the end of an assessment, organizations are able to understand their risks in a range of areas including protecting intellectual property and identity information, assuring compliance with government and industry privacy regulations, and enabling network visibility and control.
Recent News
Date Announcement 07/14/08 Hired Sean Price to Lead Worldwide Sales 06/16/08 Strengthened Management Team with Addition of Kurt Bertone 05/05/08 Announced Strategic Technology Partnership with Verdasys to Address the Growing Demand of Integration Between Best-of-Breed DLP Technologies 04/07/08 Secured $22M in Venture Investment 04/01/08 Released Fidelis XPSTM Internal Sensor as Key Component of v5.0 Release
Management and Board of Directors
Management Title Peter George President, Chief Executive Officer, Director Gene Savchuk Co-Founder, Chief Technology Officer, Director Kurt Bertone Vice President, Strategic Alliances Sean Price Vice President, Worldwide Sales David Etue Vice President, Product Management Gerald Mancini Vice President of Engineering
Directors Title Timothy Sullivan Founder, Executive Chairman Rick Ganong General Partner, Tudor Ventures David Martirano General Partner, Point Judith Capital Geoffrey Oblak General Partner, Ascent Venture Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 03/25/08 2 $22 ND Ascent Venture Partners, Inflection Point Ventures, Maryland Department of Business and Economic Development, Maryland Venture Fund L.P., Point Judith Capital, Tudor Ventures, WS Investments 06/02/08 1 4 ND Ascent Venture Partners, Inflection Point Ventures, Maryland Department of Business and Economic Development, WS Investments Flagship Ventures Address: One Memorial Drive 7th Floor Cambridge, MA 02142 Phone #: (617) 868-1888 Fax #: (617) 868-1115 Website: www.flagshipventures.com
Business Overview
Flagship Ventures is a venture capital firm specializing in seed stage and early stage investments. The Firm seeks to invest in therapeutics, life science tools and diagnostics, and bioenergy and cleantech sector. The Firm prefers to invest between $250,000 million and $5 million, with a typical investment between $2.5 million and $4 million in its portfolio companies. The Firm also considers investment between $15 million and $20 million during the life of a venture and typically forms a syndicate with other venture firms. The Firm generally serves as the lead investor, with over 80 percent of the investments in seed or first round stage.
Speaker Bio: Jim Matheson, General Partner
Jim joined Flagship Ventures in 2000 and focuses on new ventures in the IT and special technology (e.g. nano-technology, specialty materials, and energy) arenas. He brings to this task 20 years of technology and leadership experience across a variety of organizations and roles designing, engineering and deploying sophisticated technology platforms. Jim formerly served as a Navy fighter pilot including duties flying combat missions from aircraft carriers, and as a TOPGUN Instructor. He also gained broad experience in emerging weapons system design, testing and procurement, and was deeply involved in many of the military’s IT modernization initiatives. Jim earned an MBA from The Harvard Business School, and a Bachelor of Science (with honors) from the United States Naval Academy and he continues to serve as a Commander in the US Naval Reserves.
Portfolio Companies
Life Sciences Therapeutics - Abla-Tx, Acceleron Pharma, Agios Pharmaceuticals, Alvine Pharmaceuticals, Aveo Pharmaceuticals, Avidimer Therpeutics, BIND Biosciences, CGI Pharmaceuticals, binatoRx, Concert Pharmaceuticals, Ensemble Discovery, Pervasis Therpeutics, Resolvyx Pharmaceuticals, TetraPhase Pharmaceuticals Tools - Accuri Cytometers, Codon Devices, Epitome Biosystems, Genstruct, Helicos BioSciences, Seahorse Bioscience, VisEn Medical Diagnostics/Medical Devices - Abla-Tx, BG Medicine, Ensemble Discovery, Helicos BioSciences, Pervasis Therpeutics, Quanterix, T2 Biosystems, TransMedics, VisEn Medical
Breakthrough Technology BioEnergy/CleanTech - Codon Devices, LS9, Mascoma, Novomer, Ze-gen Nanotechnology - Avidimer Therpeutics, BIND Biosciences, Codon Devices, Ensemble Discovery, T2 Biosystems Technology Platforms - Affinnova, Black Duck Software, Interactive Supercomputing, SiCortex
Recent News
Date Announcement 08/11/08 Affinnova’s New Client Gains and Increasing Frequency Propeled Sales Up 63% 08/06/08 Tetraphase Pharmaceuticals Completed Series A Financing to Support the Advancement of Breakthrough Synthetic Chemistry Platform 08/04/08 SiCortex Named Christopher Stone President and CEO 07/17/08 BG Medicine Closed $40 Million in Series D Financing 07/08/08 Codon Devices and Algenol Biofuels Announced Partnership for Development of Biofuels from Algae
Management and Board of Directors
Management Title Noubar Afeyan Managing Partner, Chief Executive Officer Ed Kania Managing Partner, Chairman Doug Cole General Partner Jim Matheson General Partner Harry Wilcox Chief Financial Officer, Partner Steve Ricci Senior Partner Doug Levinson Partner Chris Varma Partner Bill Strecker Partner Fortisphere Address: 4530 Walney Road Suite 203 Chantilly, VA 20151 Phone #: (888) 339-7775 Fax #: (410) 741-3330 Website: www.fortisphere.com
Business Overview
Fortisphere is the leading provider of policy-based management software for heterogenesous virtualized infrastructures. Fortisphere is pioneering solutions that provide a new level of visibility, control and automation around the inventory, configuration and policy management of heterogeneous virtual infrastructures.
Led by a team of industry veterans, with decades of experience in successfully bringing new technologies to market, Fortisphere is built on a culture of creativity, technological rigor, and market innovation. Unique among its peers, Fortisphere has created patent-pending solutions that were built expressly to address the operational challenges associated with virtualization.
Headquartered in the greater Washington, DC area, with offices in Chantilly, VA, Glenwood, MD, and Boston, MA, Fortisphere is backed by Fairhaven Capital and Globespan Capital Partners.
Speaker Bio: Mike Harper, President and Chief Executive Officer
Mike has more than 20 years of successful experience in general management, sales, marketing and corporate development with both start-ups and large public companies delivering high technology products and services. Mike has held leadership positions with innovators in server virtualization including IBM and USinternetworking (USi), where he was instrumental in building USi from a startup to the ASP market leader, growing the annual revenue in his business unit from zero to approximately $120 million with a contract value in excess of $200 million. Mike has also held leadership positions at Silicon Graphics, Syfact and BNX. Mike holds a B.S. in electrical engineering from Tulane University, and an MBA from the Wharton School of the University of Pennsylvania.
Products and Services
Fortispherre Virtual Essentials is a suite of policy-based virtualization management solutions that enable enterprises to manage the growth of virtualized environments by delivering solutions that address today’s most pressing management barriers, including VM Sprawl, Configuration Managment, and Policy-Based Control.
The Virtual Essentials suite consists of two products:
-Fortisphere Virtual Insight™: An operational management product that enables enterprises to automate the process of identifying, tagging, tracking, and reporting on all virtual machines as they move throughout preproduction and production environments -Fortisphere Virtual Foresight™: A policy-based management product that delivers out-of-the box best-practices for enforcing operational and IT security policies.
Recent News
Date Announcement 09/02/08 Fortisphere Announced New Version of Policy-Based Virtualization Management Suite 08/18/08 Nixon Peabody LLP Turned to Fortisphere to Help Manage Their Virtualized IT Infrastructure 07/28/08 Joined VMware Community Source Program 07/16/08 Supported VMware VMsafe™ Technology 06/02/08 Selected to Join Microsoft Startup Accelerator Program 05/20/08 Achieved Citrix Ready Status 05/13/08 John Suit Presented at Citrix Synergy Conference 2008
Management and Board of Directors
Management Title Michael Harper President, Chief Executive Officer, Director John Suit Founder, Prinicpal, Chief Technical Officer Dave Capuano Chief Marketing Officer Vipul Sharma Co-Founder, Vice President of Engineering Dan Harding Vice President, Sales Jeff Puffenberger Vice President, Business Development Vince Zumbo Chief Financial Officer
Directors Title Paul Ciriello Managing General Partner, Fairhaven Capital Partners Dave Fachetti Managing Director, Globespan Capital Partners Jim Melvin Vice President, Marketing, Security Solutions RSA, EMC Richard Vieira Former Managing Director, Technology Investment Banking Group, Jefferies & Co.
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 11/19/07 1 $10 ND Fairhaven Capital Partners, Globespan Capital Partners GENBAND Address: 3605 East Plano Parkway Suite 100 Plano, TX 75074 Phone #: (972) 521-5800 Fax #: (972) 521-5801 Website: www.genband.com
Business Overview
GENBAND develops and supplies IP multimedia application and infrastructure products and solutions for fixed wireline, mobile, and cable network service providers. The Company's products include G9 Converged Media Gateway and 8000 Media Gateway, a high-density trunking media gateway designed for the central offices of fixed and mobile service providers; G6 Universal Media Gateway, a mid-sized media gateway designed for the central and remote offices; and G2 Compact Media Gateway, a small form fit and environmentally hardened media gateway designed for the central office and outside plant cabinets. The Company also offers C3 Signaling Controller, a media gateway controller with an integrated signaling gateway providing advanced routing for voice calls across a service providers legacy or broadband networks; M5 Multimedia Applications Server, which allows service providers to deploy various multimedia services; and M6 Communication Applications Server, which enables advanced voice over IP and multimedia applications for business and residential users. In addition, the Company offers advanced IP voice and multimedia services, such as hosted IP PBX, class 5 derived voice over broadband to allow class 5 local exchanges to control voice services over packet access networks, and unified communications, IN, and prepaid services; and IP trunking solutions.
Speaker Bio: Charles Vogt, President and Chief Executive Officer
Vogt became President and CEO of GENBAND in September 2004. Vogt is an industry luminary with two decades of executive tenure and an admirable track record. As Ernst & Young’s Entrepreneur of the Year in 2008, Vogt has been instrumental in the operational and financial growth of five standard-setting start-ups that either became public companies or were acquired. Prior to joining GENBAND, Vogt was President and CEO of Taqua, which was acquired by Tekelec in March 2004. During Vogt’s tenure as President and CEO of Taqua, he led Taqua through one of the most challenging telecom environments to become the industry’s leader in next-generation packet switching. Before joining Taqua, Vogt held executive leadership positions at Santera Systems (acquired by Tekelec), Accelerated Networks (IPO, then merged with Occam Networks), and Ascend Communications (IPO, then acquired by Lucent Technologies). Earlier in Vogt’s career, he held sales executive positions at ADTRAN, Motorola, and IBM. Vogt holds a Bachelors degree in Economics from Saint Louis University, where he also played Division I baseball. Vogt serves on the Board of Directors of; ATIS, Comptel and The Chief Executive Network and is Chairman of the Board of Kentrox. Vogt is also a member of Young Presidents Organization.
Products and Services
GENBAND is a leading supplier of carrier class, next generation gateways and application platforms for a diverse set of service providers worldwide. These products allow fixed and mobile operators to rapidly deploy new multimedia services and infrastructure, while enabling service providers with legacy networks to transition to next generation networks. GENBAND’s products are open standards-based, creating the industry’s first truly open-architecture platforms that accelerate the deployment of IMS architectures and high value multimedia services. Products Include: G9 Converged Media Gateway, G6 Universal Media Gateway, G2 Compact Media Gateway, 8000 Media Gateway, C3 Signaling Controller, and M6 Communication Applications Server.
Recent News
Date Announcement 07/01/08 CEO Charlie Vogt Named 2008 Ernst & Young Regional Entrepreneur of the Year 06/16/08 NEC Selected GENBAND as Femtocell Solution Partner 06/16/08 Continued to Lead Worldwide Media Gateway Market 06/16/08 Integra Telecom Extended Relationship with GENBAND for IP Media Gateways and Signaling 06/16/08 CTO Participated on Two Panels at the ATIS TechThink Technology Conference
Management and Board of Directors
Management Title Charles Vogt President, Chief Executive Officer Jan Gaulding Executive Vice President, Chief Financial Officer Shauna Martin Executive Vice President, General Counsel Fred Kemmerer Executive Vice President, Chief Technical Officer Keith Landau Executive Vice President, Research, Development Pablo Gargiulo Executive Vice President, Operations
Directors Title Jon Bayless General Partner, Sevin Rosen Funds Mark Lancaster Former Partner, Deloitte & Touche Eric Copeland Partner, Venrock Associates Leland Murphy Partner, Co-founder, Trellis Partners Johnston Evans Partner, INVESCO Mike Dobbs Senior Vice President, Alcatel-Lucent, Fixed Access Division Michael Flynn Former Executive, ALLTEL Corporation Stephen Dukes President, Chief Executive Officer, Imaginary Universes Alex Guira Partner, Investcorp International Steven Levy Former Managing Director, Technology Research, Lehman Brothers
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 03/20/07 ND $15 $115 Alcatel-Lucent, GGV Capital, Oak Investment Partners, Sevin Rosen Funds, Siemens Venture Capital, Telesoft Partners, Venrock 07/27/05 ND 5 ND Siemens Venture Capital GmbH, SVC Information & Communications Mustang Funds 03/01/05 7 18 ND GGV Capital, HLM Venture Partners, INVESCO Private Capital, Oak Investment Partners, Sevin Rosen Funds, Siemens Venture Capital 04/26/04 6 15 ND Alcatel 07/16/01 4 66 ND Tyco Capital, GGV Capital, HLM Management, INVESCO, Oak Investment Partners, Sequoia Capital, Sevin Rosen Funds, Texas Instruments, Thomas Weisel Capital Management, Trellis Partners, Venrock, Wheatley Partners General Catalyst Partners Address: 20 University Road Suite 450 Cambridge, MA 02138 Phone #: (617) 234-7000 Fax #: (617) 234-7040 Website: www.generalcatalyst.com
Business Overview
General Catalyst Partners is a venture capital firm that invests in exceptional entrepreneurs who are building the technology-based companies that will lead innovation and transform industries. Founded in 2000, General Catalyst Partners leverages its principals' extensive operational, business development and technological expertise to provide portfolio companies with a catalyst for success through business-building and partnership development assistance. General Catalyst is headquartered in Cambridge, Mass.
Speaker Bio: Hermant Taneja, Managing Director
As a Managing Director, of General Catalyst Partners, Hemant invests in both new and existing technology businesses. Areas of special interest include technology-intensive, disruptive software, systems and components in various sectors including clean energy, wireless, and consumer-focused businesses. Hemant is a Board member of Advanced Electron Beams, Cyren Call, Jumptap, Lumenz, Mascoma, Quickplay Media, Sand9 and Stion. Hemant also served on the Board of SiteAdvisor, a General Catalyst investment that was acquired by McAfee in April 2006, and m-Qube that was acquired by Verisgn in May 2006. Before joining General Catalyst in 2002, Hemant was founder, president and CEO of Isovia, a Boston-based mobile software and applications company that was acquired by JP Mobile in 2001. Hemant holds an M.S. in Operations Research, an M.Eng. in Electrical Engineering & Computer Science, a B.S. in Mathematics, a B.S. in Electrical Engineering & Computer Science, and a B.S. in Biology & Biomedical Engineering; all from the Massachusetts Institute of Technology.
Portfolio Companies
Communications & Wireless go2 Media, Grain Communications Group, Hands-On Mobile, JumpTap, m-Qube, MocoSpace, Sand 9 Internet & New Media Brightcove, CCP Games, DECA, Eons, EveryZing, GameLogic, Going, Kayak.com, Maven Networks, Narad Networks, OLX, OnForce, Roost, ScanScout, SiteAdvisor, Tudou, QuickPlay Media, SmartBargains, TotalMove, Upromise, Visible Measures, ViTrue, WonderHowTo, Software Black Duck, ChoiceStream, Demandware, Hubspot, IMlogic, Impress Software, Imprivata, ITA Software, Laszlo Systems, OutStart, Ping Identity, Prematics, ProfitLogic, QUMAS, rPath, SignalDemand, Taleo FKA Recruitsoft, Venetica Systems Advanced Electron Beams, Elemental Technologies, Mascoma Corporation, Reveal Imaging, Stion Corporation, Vette Tech-Enabled Services BBN Technologies, BzzAgent, EZ Prints, GTESS, Highwinds Network Group, Optaros, PhotoShelter
Recent News
Date Announcement 06/24/08 rPath Continued Momentum with Addition of $10M in Funding and Key Client Wins 06/24/08 Companies Face Retention Crisis in Keeping College Recruits, Taleo Research-Sponsored Survey Reveals 06/23/08 New Taleo Edge Delivered Affordable and Scalable Recruiting Solutions to Medium Sized Enterprises 06/20/08 Kayak.Com Added Two Key Industry Executives As Company’s Worldwide Expansion Continues 06/18/08 Ping Identity Powered Internet Single Sign-On For More Than 100 SaaS Providers
Management
Management Title George Bell Managing Director Larry Bohn Managing Director Joel Cutler Managing Director David Fialkow Managing Director Bill Fitzgerald Managing Director David Orfao Managing Director John Simon Managing Director Hemant Taneja Managing Director Greylock Partners Address: 880 Winter Street, Suite 300 Waltham, MA 02451 Phone #: (781) 622-2200 Fax #: (781)-622-2300 Website: www.greylock.com
Business Overview
Founded in 1965, Greylock Partners is one of the world's leading venture capital firms. Over the past 43 years, the Company has funded and helped build several hundred successful companies. The Company's approach uniquely puts the entrepreneur first, with the Company working as an "invited guest" in a highly supportive yet consultative way to help entrepreneurs build outstanding companies.
Speaker Bio: Thomas Bogan, Partner
Tom Bogan joined Greylock in 2004. His areas of focus include: software and development tools. Prior to joining the Company, Tom was president and Chief Operating Officer of Rational Software, an S&P 500 enterprise software company from 2000 until its sale to IBM in 2003. He previously had served Rational as its Chief Operating Officer and general manager of its testing business from 1996 to 2000. Prior to Rational, Tom was president and Chief Executive Officer of two early stage technology companies that focused on networking and peripheral products Pacific Data Products (1993 to 1996) and Avatar Technologies (1987 to 1993). Before Avatar, his background was in finance and he served as a financial officer in public and private companies as well as positions in public accounting.
Portfolio Companies
Software: Apptio, Awareness Networks Development Tools: Mazu Networks, Ounce Labs, Simply Continuous, Troux Technologies
Recent News
Date Announcement 06/16/08 The Company and Accel Ventures Appointed Jeff Weiner as Executive In Residence 01/24/08 Aneel Bhusri Named to Forbes 2008 Midas List 07/17/06 Launched Dedicated Israel Fund 04/25/06 Named James Slavet as Partner
Management
Management Title Henry McCance Chairman Daniel Gregory Founding Partner Charles Waite Founding Partner Arvin Babu Partner Thomas Bogan Partner Laurel Bowden Partner Asheem Chandna Partner Charles Chi Partner Howard Cox Partner Roger Evans Partner William Helman Partner Aneel Bhusri Partner groSolar Address: 601 Old River Rd White River Junction, VT 05001 Phone #: (800) 374-4494 Fax #: (802) 295-4417 Website: www.grosolar.com
Business Overview
groSolar is a leading North American solar power company focused on designing, distributing and installing high quality solar electric and solar hot water systems. The Company provides residential installation in the northeast and mid-Atlantic states, and commercial installation in California as well as the eastern US, serving other areas through an extensive dealer network. With a system of warehouses across the continent, the Company has the broadest distribution capabilities of any solar provider. The Company integrates components from leading solar manufacturers including Evergreen Solar into efficient solar energy systems for its customers that generate clean, reliable energy for decades.
Speaker Bio: Jeff Wolfe, Co-Founder, Chairman and Chief Executive Officer
Jeff is co-founder, Chief Executive and Chairman of the Board of Directors of groSolar. He is a recognized leader in the solar energy industry and a leading voice on solar energy policy throughout the U.S. He leads business development, marketing, PV procurement, and strategic planning activities for the Company. Prior to forming groSolar, Jeff was a Partner in Bard, Rao + Athanas Consulting Engineers, where he started and ran branch offices in Hanover, NH, and Chicago, IL. His consulting experience spanned over 15 years, primarily as a lead consulting engineer for large mechanical and electrical systems, with over 4,000,000 square feet of building design and construction experience. Jeff is the elected chair of the PV Division of the Solar Electric Industry Association (SEIA), the country’s leading PV trade organization. He also serves on the Vermont Renewable Energy Development Fund Investment Committee, and the Union of Concerned Scientists National Advisory Board. Jeff has a BSME Degree from Cornell University.
Products and Services
Photovoltaic Modules are solar modules which capture the sun's energy and provide effective energy solutions for powering homes and businesses. groSolar selects from several manufacturers for modules to best meet the needs of the project. Long-term warranty, power tolerance, operating characteristics, and cost are all considered in selecting the right module for individual projects. Racking and Mounting solutions to properly install modules. The selection of the correct racking system impacts performance, cost, and longevity of the system. groSolar has supply agreements with the largest racking manufacturers, allowing us to provide the right racking for each project. Inverters are critical to system operation, efficiency and safety. Proper selection and engineering of the inverter installation results in higher power output and reduced maintenance. groSolar works with the leading inverter manufacturers to match system size, module characteristics, and climate for each project.
Recent News
Date Announcement 07/21/08 Partnered with WinnDevelopment to Reduce Energy Costs for Low Income Families 07/08/08 Acquired Chesapeake Solar 05/18/08 Completed Installation of Solar Power System at Fenway Park 12/06/07 Raised $10 million in Growth Equity Financing 06/26/07 Introduced Special Pricing for Solar Energy in New York
Management and Board of Directors
Management Title Jeffery Wolfe Co-Founder, Chief Executive Officer, Chairman James Resor Chief Financial Officer, Director Jim Merriam Vice President, Operations Dorothy Wolfe Co-Founder, Financial Manager Paul Coughlin Senior Vice President, Business Development, Dealer Sales Paul Dekleermaeker National Sales Manager
Directors Title David Kirkpatrick Co-Founder, Managing Director, SJF Ventures Chris Sorrells Managing Director, NGP Energy Technology Partners Hearst Interactive Media Address: 300 West 57th Street New York, NY 10019 Phone #: ND Fax #: (212) 649-2166 Website: www.hearst.com/interactive_media/
Business Overview
Hearst Interactive Media is the venture capital investment arm of The Hearst Corporation specializing in investments in development stage companies. The Firm invests at all stages of development. The Firm typically invests in emerging media and interactive technologies. The Firm was formerly known as Hearst New Media & Technology.
Speaker Bio: Scott Wolfgang, Director of Strategic Investments
Scott Wolfgang joined Hearst Interactive Media as a Director of Strategic Investments in June 2006. Prior to Hearst, Scott was a Research Associate at Thomas Weisel Partners and played an integral role in launching the company's Internet Services coverage. He began his career in the agent training program at International Creative Management (ICM) and holds a BA in Economics from Haverford College and an MBA with a concentration in Finance from Columbia Business School. He serves as a board observer at Double Fusion and TurnHere and works closely with the management team of Kaboodle on strategy and integration with Hearst.
Portfolio Companies
Double Fusion, NR2B Research, Gather.com, MobiTV, Jingle Networks, Pandora, Idilia, Sphere, Brightcove, USDTV, Current, Sling Media, Wide Orbit, The NewsMarket, XM Satellite Radio, MetaTV, Circles, Mobility Technologies, Cymfony, Drugstore.com, Referral Networks, Hire.com, govWorks, Genealogy.com, Scene7, StarMedia, Tavolo, Medscape, iVillage, Brandwise, LiveWorld, Broadcast.com, Exodus Communications, E Ink, Zip2, I PRO, Netscape
Management
Management Title Kenneth Bronfin President Michael Dunn Vice President Scott English Vice President, Strategic Investments Scott Wolfgang Director, Strategic Investments Highland Capital Partners Address: 92 Hayden Avenue Lexington, MA 02421 Phone #: (781) 861-5500 Fax #: (781) 861-5499 Website: www.hcp.com
Business Overview
Highland Capital Partners is a venture capital firm specializing in seed, early stage, and growth stage investments. The Firm seeks to invest in the information technology, consumer, communications, and healthcare sectors. The Firm is generally the first institutional investor in the companies they back and seeks to take a board seat on their portfolio companies.
Speaker Bio: Bob Davis, General Partner
Bob is a General Partner at Highland focusing primarily on digital media and the internet and has been with our team since 2001. Prior to joining Highland, Bob served as the Chief Executive Officer of Terra Lycos and was responsible for all aspects of the company’s business. Before the October 2000 combination of Terra and Lycos, Bob was the Founder of Lycos and served as its President and Chief Executive Officer since its inception in 1995. In just five years, Bob led Lycos from a start-up with $2 million in venture capital funding to a multi-billion dollar profitable business. Under his leadership, Lycos jumped from the fastest IPO in Nasdaq history, a mere nine months from inception to offering, to an esteemed member of the Nasdaq 100. He received a B.S. from Northeastern University and an MBA from Babson College.
Portfolio Companies
Consumer Fund Blue Tulip, Castor & Pollux Pet Works, City Sports, Guitar Center, lululemon athletica, O Beverages, Pacific Pathway, Pharmaca Integrative Pharmacy Healthcare AccentCare, Archemix, AVEO Pharmaceuticals, BAROnova, Codon Devices, Fidelis SeniorCare, Helicos BioSciences, Hyperion Therapeutics, Magen BioSciences, OpGen, Pervasis Therapeutics, Predictive Biosciences, RedBrick Health, Yoga Works Info & Comm Technology ANDA Networks, Avidyne, Bit9, BlueTarp Financial, Bullhorn, Casero, CHiL Semiconductor, Covergence, Desktone, ExaGrid Systems, Gotuit, Imprivata, Innovative Silicon, MokaFive, Movik Networks, NetentSec, Ocarina Networks, Optasite, picoChip, QD Vision, Quattro Wireless, Radiospire Networks, Starent Networks, StreamBase Systems, Tatara Systems, TriStar Investors, Vertica Systems, Virtual Iron Software, XORP, Zoove Internet & Digital Media Affine Systems, Autoquake, CafeMom, Coremetrics, Glasses Direct, Going, Gotuit, Hangout Industries, Metacafe, NameMedia, Paragon Lake, PhotoBox, Qihoo Technology, Quattro Wireless, StyleFeeder, Top Ten Media, Topica, Turbine, US SEARCH, UUSee, Vibe Solutions Group
Recent News
Date Announcement 08/19/08 Rodale Leveraged Coremetrics Explore™ for On-The-Fly Analysis, Segmentation and Reporting 08/19/08 Steve Lombardi Named CEO of Helicos BioSciences Corporation 08/18/08 Virtual Iron Software Named Finalist for 2008 Massachusetts Technology Leadership Award 08/18/08 Covergence Announced Gil Kaufman as Vice President of Engineering 08/13/08 Quattro Wireless and MetaCafe Partnered to Deliver Video Entertainment on the Go
Management
Management Title Patrick Cammarata General Counsel Michael Gaiss Senior Vice President Kathy Barry Chief Financial Officer Hugh Simons Chief Operating Officer HSMC Address: 25194, La Rena Los Altos, CA 94022 Phone #: (650) 961-2008, (650) 906-2222, (650) 468-4744 Fax #: (510) 217-2277 Website: www.hsmcindia.com email: [email protected]
Business Overview
Hindustan Semiconductor Manufacturing Corporation (HSMC) is a semiconductor foundry. HSMC intends to be the leading semiconductor foundry in India and is founded by an experienced team of Silicon Valley executives and has a strong network of semiconductor, materials and infrastructure partners. HSMC is poised to capitalize on the rapidly growing electronics industry in India and seeks to differentiate itself from the competition by focusing on selected markets and products like mobile phones, wired line telecom products like broadband, sim cards, ID cards, set top boxes, and automotive chip sets. HSMC plans to provide fab capacity for major integrated device manufacturers that want a local manufacturing partner in India as well as a growing number of local design houses that need IC fabrication capacit . HSMC's intends to operate at the 130 and 180 nm technology nodes, which will allow the Company to significantly reduce the capital intensity associated with the foundry business model.
Speaker Bio: Dr. Devendra (Deven) Verma Ph.D., Chairman
Deven has 25+ years of experience as a technologists, entrepreneur and investor. He is a seasoned operations executive, in both small and large corporations.Deven is a founding Managing Partner of Edgewood Ventures, and was a founding General Partner of Redwood Ventures. He has led investments in over 50+ companies in the semiconductor, electronic design, software, financial, secure communication, solar and supercomputer industries. Deven was Senior Executive at Loral Corporation and has managed the largest commercial satellite project in the world. Prior to Loral, Deven was an Executive at Intelsat managed a series of satellites. Deven worked as a senior diplomat at the Indian Embassy Washington DC under the leadership of former President KR Narayan (Indian Ambassador to US) from 1979 to 1982, and was responsible for US India Space cooperation. Deven worked at Indian Space for 10 years and worked on India's first communication satellite and with former President of India – Honorable Abdul Kalam. Deven was a Board Member and is a Charter member of TiE, the world’s largest entrepreneurship organization, and the US-India Business Council. Deven has also received many recognition over the years including the National Citizen’s award from India for his contributions from Mother Teresa. Deven was also on the business delegation member of Former US President Bill Clinton delegation in April 2000 during his visit to India. Deven holds a PhD in Space technology, a MS in Microwave Engineering and a MS in Physics. In summary Deven has been a Space Technologies and a Diplomat, Entrepreneur and now a Venture Capitalist.
Management and Board of Directors
Management Title Deven Verma Chairman and Acting Chief Executive Officer Rajvir Singh Vice Chairman Bharat Gupte Executive Vice President of Operations Vishal Verma Vice President of Finance Kris Goswami Vice-President Micro Electronic Ajit Dagur Vice President- Infrastructure development
Board Directors/ Advisors Title Anant Agrawal Former Senior Vice President, Sun Microsystems Ankineedu Velaga Independent Director Avtar Sani Founding President, Intel South Asia/India Cas Skrzypczak Board of JDSU, Webex, RF Mirco Krishna Saraswat Professor, Stanford University Kumar Patel Chief Executive Officer, Pranalytica Lew Solomen Board of Harmonic, Anadigics, Terayon Sanjay Banerjee Professor, University of Austin Satish Gupta Former Senior Executive, Cirrus Logic Invention Machine Address: 800 Boylston Street, 39th Floor Boston, MA 02199 Phone #: (617) 305-9250 Fax #: (617) 305-9255 Website: www.invention-machine.com
Business Overview
A leading provider of innovation software, Invention Machine drives sustainable innovation by enabling global organizations to consistently generate breakthrough ideas that accelerate product development. Invention Machine Goldfire Innovator empowers engineers and scientists to conceive and validate right ideas the first time, so they can quickly and easily deliver market leading products. Global 2000 manufacturers in more than 25 countries rely on Invention Machine for product innovation, process improvement and market expansion. Its unique software fuels sustainable innovation across numerous industries, including aerospace and defense, automotive, consumer technology, energy and environment and life sciences. For additional information, please visit invention-machine.com.
Speaker Bio: Mark Atkins, Chairman and Chief Executive Officer
Mark Atkins has more than 25 years of management experience, building both entrepreneurial and Fortune 1000 firms in the computer and financial industries. As chairman, president and chief executive officer of Invention Machine, Atkins’ mission is to help drive sustainable innovation in major manufacturing companies and empower scientists and engineers so they can consistently conceive breakthrough ideas and accelerate product innovation. Before joining Invention Machine, Atkins served as chairman, president and CEO of Vality Technology Inc., which evolved from a startup in 1990 to a leader in the enterprise data quality market. He sold Vality in April 2002 to Ascential Software Corp. for a cash transaction valued at $100 million. In addition, Atkins held various sales and financial management positions. As senior vice president of Computer Solutions (precursor to Powersoft), he was a key contributor to building the company from a startup to a nationally-recognized enterprise. Powersoft was eventually acquired by Sybase in 1994. As national sales manager for the Data Networking division at Honeywell Information Systems, he was responsible for the global revenues of the division. He also held executive management positions at Service Bureau Corp. (a former IBM subsidiary), Polaroid Corporation, and BayBank (acquired by BankBoston, now a part of Bank of America). Atkins is involved in philanthropic activities and serves on several executive boards, including the Board of Directors for the University of Massachusetts Foundation. He has a B.A. from the University of Massachusetts, an advanced banking degree from the American Institute of Banking, and M.B.A. in Finance and Accounting from Babson College. Atkins is also an adjunct professor at the University of Massachusetts’ M.B.A. graduate program.
Products and Services
Invention Machine Goldfire Innovator: Goldfire translates ideas into commercial products - whether it's creating algae-based bio-fuel, anti-snoring mattress, engine for NASA or discovering corn-oil replacement. Only Goldfire makes innovation a repeatable and predictable process and empowers engineers to generate and validate the right ideas the first time, consistently. Goldfire’s proven ideation and problem solving capabilities, global content from different industries and patented semantic technology for precise content retrieval helps drive sustainable innovation across enterprises. More than 1,000 global companies, including over 10 of The World's 50 Most Innovative Companies as ranked by Business Week, use the software to deliver market-leading products, increase profitability and competitive-edge.
Recent News
Date Announcement 8/19/2008 Invention Machine and IEEE Announced Strategic Collaboration 07/08/08 Added New Multi-Lingual and Risk Analysis Capabilities to Goldfire Innovator to Further Accelerate and Sustain Product Innovation 06/17/08 Interface’s John Bradford Discussed Innovation Through Biomimicry on Invention Machine’s Sustainable Innovation Podcast Series 06/03/08 Selected by OCE to Accelerate Product Delivery & Discover New Market Opportunities 05/19/08 CEO Discussed Green Innovation Challenges and Opportunities at Future in Review 05/13/08 Customer Spoke on Driving Sustainable Innovation Through Biomimicry At Front End of Innovation
Management and Board of Directors
Management Title Mark Atkins President, Chief Executive Officer, Chairman James Todhunter Chief Technology Officer Stephen Brown Vice President, Product Marketing Barry Daitch Vice President, Best Practices, Client Services Jeff Boehm Vice President, Marketing,Strategy Jeff Jarvis Vice President, North American Sales Don Freitas Vice President, Global Finance, Administration
Directors Title Fred Fraenkel Chairman, Millennium 3 Capital Peter Gyenes Former Chairman, Chief Executive Officer, Ascential Venetia Kontogouris Managing Director, Trident Capital Kepware Technologies Address: 400 Congress Street 3rd Floor Portland, ME 04101 Phone #: (207) 775-1660 Fax #: (207) 775-1799 Website: www.kepware.com
Business Overview
Kepware Technologies provides OPC and device-communication technologies for the industrial automation market. The Company's products include ClientAce that provides tools for developers to build an OPC client application; iSNMP Suite, which provides operators a real time view of the health of ethernet network devices, the overall ethernet network traffic volume, and overall ethernet network status from within OPC client software environment; KEPServerEX, an OPC server that provides industrial connectivity with various device drivers; and LinkMaster that allows to access, collect, organize, and link data from multiple OPC servers. The Company also provides RedundancyMaster, which allows multiple OPC servers to configure into redundant pairs; U-CON Protocol server that enables to develop communications drivers for various serial devices or ethernet devices; and connectivity hardware products.
Speaker Bio: Corson Ellis, Chief Executive Officer
Corky Ellis is President and Founder of Kepware Technologies; Corky started Kepware Technologies in 1995. The process of founding Kepware also involved leaving New Jersey in search of a new home, appropriate for raising his new family. Today, Kepware is located in downtown Portland, an area known as the historic Old Port, employs over 40 people and is the world leading company for communications and related products for use in the automation marketplace. Corky's main focus is on Kepware’s long term direction through strategic acquisitions and organic growth. Corky also owns KEP (Kessler Ellis Products) in Eatontown, N.J., which employs 100 people and manufactures marine displays and industrial interface displays for automation applications. Corky graduated from Amherst College in 1977 and received an Masters in Business Policy degree from Columbia University.
Products and Services
ClientAce provides simple-to-use tools for developers wanting to build an OPC client application. With powerful drag-and-drop controls or a full API, the user can quickly OPC client- enable your .NET applications. iSNMP Suite provides operators with a real time view of the health of their Ethernet network devices, the overall Ethernet network traffic volume and overall Ethernet network status from within their OPC client software environment. KEPServerEX is the leading OPC Server providing unsurpassed industrial connectivity with over 100 downloadable device drivers that support several hundred model types. DataLogger component you can seamlessly log any OPC item/tag from KEPServerEX to your favorite ODBC compliant database like Access, SQL, and MySQL. OPC Data eXchange (OPC-DX) is a standard that builds upon the existing OPC Data Access (OPC-DA) standard. OPC-DX provides for transfers of data from a source server to an OPC-DX target server. LinkMaster has the capabilities of both a "server" and a "client" application, allowing it to access, collect, organize, and link data from multiple OPC servers. Built-in scaling, user- access manager, error tracking, and write optimization capabilities, provide total control of data flow and application access. RedundancyMaster increases the reliability and availability of OPC data by allowing multiple OPC Servers to be configured into redundant pairs. These redundant OPC Server pairs seamlessly appear as a single OPC Server to any OPC Client application. U-CON Protocol Server enables the user to quickly and easily develop communications drivers for nearly any serial device or Ethernet device.
Recent News
Date Announcement 07/21/08 Columbia Weather Systems "Connected with Kepware" 07/16/08 Wonderware Selected Kepware as Endorsed Partner for Expanding Device Communications Offerings 07/14/08 DGH "Connected with Kepware" 06/23/08 Named as Technology Partner for Itron, a Winner of Managing Automation's 2008 Progressive Manufacturing 50 Awards 05/27/08 Opto 22 Partnered with Kepware for Communications
Management and Board of Directors
Management Title Corson Ellis Chief Executive Officer Roy Kok Vice President, Sales, Marketing LifeYield Address: 101 Federal Street, 16th floor Boston, MA 02110 Phone #: (617) 261-8425 Fax #: (425) 940-2961 Website: www.lifeyield.com
Business Overview
LifeYield provides services and technology that automate the time consuming, tedious, and recurring process Wealth Advisors (trust officers, financial advisors and brokers) must go through in selecting which of a client's assets - both taxable and tax deferred - to sell in providing that client's retirement income.
Speaker Bio: Mark Hoffman, Co-Founder and Chief Executive Officer Paul Samuelson, Co-Founder and Chief Investment Officer
Mark has over 20 years of management, technology and start-up experience in the financial technology sector. Most recently, Mark was Senior Vice President of Advanced Trading Solutions at CheckFree Investment Services, and CEO of CheckFree Securities, CheckFree's broker dealer subsidiary, which he joined in May 2007 when CheckFree acquired Upstream Technologies. At Upstream, Mark was CEO and co-founder. CheckFree acquired Upstream, a leading portfolio manufacturing and trading solutions provider, in order to deliver highly scalable and complementary capabilities to its industry leading separately managed account portfolio accounting platform. Before Upstream, Mark co-founded Lattice Trading, a highly scalable advanced Alternative Trading System that integrates order-matching with order-routing. Upon Lattice's acquisition by State Street Global Advisors in 1996, Mark became the Director of Electronic Trading for SSGA where he increased the Lattice Division client base to over 100 asset management institutions and lead a financial engineering team that built trading algorithms for its clients. Prior to co-founding Lattice, Mark developed equity trading, financial analysis, stock selection and fund management systems for Colonial Management and EDS, among others. Mark has a B.S. in Computer Science from the University of Wisconsin.
Paul has over 25 years of experience in building, managing and representing portfolio investment strategies. Most recently, Paul was a consultant to Checkfree Investment Services and a Principal for its broker dealer subsidiary, which he joined with the Upstream acquisition in May 2007. At Upstream, Paul was a Co-founder and the Chief Investment Officer responsible for architecting the investment processes for the firm's asset management software. Prior to Upstream, Paul founded Samuelson Portfolio Strategies, which was acquired by Upstream in March 2002. From 1993-1998, Paul was Chief Investment Officer at PanAgora Investment Management, Boston and London. Paul was also a Partner, Fixed Income Securities, at Hagler, Mastrovita and Hewitt, Boston from 1991-1993; Vice President Colonial Management Associates, Boston 1986-1991; Consultant at Acadian Financial Management, Boston 1981-1986; and Director of Portfolio Analysis at The Ford Foundation, New York. Paul graduated Phi Beta Kappa and Cum Laude from Williams College B.A. and holds a Ph.D. and an M.S.M. from the Massachusetts Institute of Technology.
Products and Services
LifeYield UMH™, or Unified Managed Household, enables Wealth Advisors to provide premium income distribution services efficiently to clients. It does this across multiple taxable and tax deferred portfolios in a way that maximizes income and minimizes risk and taxes throughout retirement. The platform can handle ad-hoc as well as scheduled withdrawals.
* Wealth Advisors spend less time on the recurring income distribution process and more time on attracting new clients from an expanding target group. * Wealth Advisors ensure that their best practices are automatically embedded into the income distribution services they provide their clients. * Wealth Advisors can increase their asset base from existing clients by providing a more holistic service over all their clients assets. * Retirees benefit because no matter how many or few assets someone has, LifeYield's automated process helps maximize both monthly cash flow throughout retirement as well as any bequests during the their planning horizon.
Management and Board of Directors
Management Title Mark Hoffman Co-Founder, Chief Executive Officer, Chairman Paul Samuelson Co-Founder, Chief Investment Officer Michael Benedek Co-Founder, President, Chief Financial Officer Ryan Gorer Vice President, User Experience
Directors Title Warren Cormier Founder, President, Boston Research Group Michael Gianoni President, CheckFree Investment Services Michael Koehn Co-Founder, Director, Analysis Group Manuel Santayana Managing Director, Credit Suisse's Advanced Execution Services Herbert Scarf Sterling Professor, Economics, Yale University Evan Schulman Founder, President, Tykhe LogiXML Address: 7900 Westpark Drive Suite T107 McLean, VA 22102 Phone #: (703) 752-9700 Fax #: (703) 995-4811 Website: www.logixml.com
Business Overview
LogiXML offers a suite of business intelligence solutions. The Company provides solutions for business intelligence, reporting, and analysis categories. The Company offers Web- based ad hoc reporting for those business users who want to create and run their own reports on demand, without waiting for IT to build reports for them; managed corporate reporting for more technical report developers to build and deliver Web-based corporate reports to various users and groups across the organization; Web-based OLAP analysis for those users who want to compare and analyze their OLAP data; and specialized BI data services, which help to optimize data environment and improve reporting and analysis performance. The Company serves user organizations, independent software vendors, value added resellers, and consulting companies.
Speaker Bio: Arman Eshraghi, Founder and Chief Executive Officer
Arman Eshraghi is a BI visionary who leads the overall direction of LogiXML's business and product strategies. Mr. Eshraghi founded LogiXML with a vision to provide superior, innovative report development and analysis solutions. With 19 years of experience in software development and architecture, he has always focused on creating innovative solutions and software products that boost productivity and promote ease-of-use for end-users. He holds a BS in Electronics Engineering from Ferdowsi University and has successfully led two other software companies before starting LogiXML.
Products and Services
Logi 9 Info, a comprehensive managed reporting solution for report developers, which gives them the right tools to develop and deliver corporate reports and reporting applications across the enterprise. Logi 9 Ad Hoc Reporting, self-service reporting for non-technical business users, who can log in to create dynamic Web-based reports in minutes from any standard Web browser. They will use their own everyday, business terminology without having to know a query language or the technical intricacies of your data. Logi ETL, (extract, transform and load) brings together disparate data spread across an enterprise to deliver consistent, accurate, mission-critical information that can support a variety of corporate applications.
LogiXML offers comprehensive Professional Services and Training which include: Implementation Services, Application Integration Services, Data Architecture Services, and Expert Services.
Recent News
Date Announcement 06/23/08 Released New Logi 9.1 Managed Reporting Product 06/17/08 Launched LogioDemand to Provide Next Generation Business Intelligence Solutions in Saas Mode 06/12/08 Founder Profiled on "The Leader Spot" Radio Interview Program 06/11/08 Nominated for Famed "Hot Ticket" Award in 7th Annual NVTC Program 04/28/08 TEC Certified the LogiXML Logi 9 BI Platform in its Business Intelligence Evaluation Center
Management and Board of Directors
Management Title Arman Eshraghi Founder, Chief Executive Officer, Director Hormoz Hekmat Chief Operating Officer, Director David Ploger Vice President, Research & Development Bill Kotraba Director, Sales
Directors Title Carter Griffin Partner, Updata Partners Alex Pinchev Executive Vice President, President, Global Sales, Services, Field Marketing, Red Hat Renee Lorton Former Senior Vice President, Cognos
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 12/10/07 1 $5 ND Updata Partners Magnolia Solar Address: 52-B Cummings Park Suite 314 Woburn, MA 01801 Phone #: (781) 503-1200 Fax #: (781) 932-0847 Website: www.magnoliasolar.com
Business Overview
Magnolia Solar is developing a highly innovative thin film material for high efficiency solar cells. By absorbing a larger portion of the solar spectrum, transforming it into electron energy, this thin film process will be significantly more efficient than existing solar cells for terrestrial applications. Magnolia’s technology holds out the promise to deliver solar cell at a cost of $1 per Watt, compared to silicon solar cells ranging from $3-$4 per Watt currently. This improvement in efficiency could meaningfully reduce the “payback period” for consumers and industries making solar cell investments, thereby fueling additional demand. Some experts foresee that solar sourced electrical power, comprising about 1% of total output, will rise to 15%-20% over the next decade. Magnolia will seek to supply this demand internationally. One important target location for Magnolia’s commercial production and distribution is India.
Speaker Bio: Ashok Sood, Chief Executive Officer
Dr. Ashok Sood has a lifetime of experience in solar research, including engineering and management positions at Lockheed-Martin, BAE Systems, Loral, Honeywell and Tyco. He earned a BS and MS degree in Physics from Delhi University in India. He also received an MS and Ph.D. in electrical engineering from the University of Pennsylvania.
Products and Services
- Magnolia’s process uses novel photovoltaic materials that are bio-compatible and contain no toxic chemicals such as cadmium telluride or cadmium sulfide. - Magnolia has developed methods for applying nanowires of the novel material onto a variety of low cost substrates, including flexible polymers. - Magnolia has developed broad-band anti-reflective nanocoatings that substantially enhance solar efficiency.
Management and Board of Directors
Management Title Ashok Sood Chief Executive Officer Yash Puri Chief Financial Officer Mariah Power Address: 650 South Rock Blvd., #10 Reno, Nevada 89502 Phone #: (775) 831-9463 Fax #: (775) 201-0467 Website: www.mariah-power.com
Business Overview
Mariah Power offers energy turbine that provides power for residential and commercial needs.
Speaker Bio: Mike Hess, Founder and Chief Executive Officer
Mike Hess founded Mariah Power and serves as its Chief Executive Officer. Mr. Hess is a Serial Entrepreneur who has the past 15 years bringing new technologies into the market. His experience ranges from hardware platforms, first digital pager to software, first MPEG2 encoding system for DirecTV, and component level, optical component technologies including three companies that he has co-founded. His additional experience served as Vice President, finance and Vice President of Operations for companies including etNetworks, Raychem, Spectra Physics, Measurex and Meta Systems. He has to his credit six startups over a 30 year career. At his last startup, etNetworks, he served as Chief Technology Officer and co- founder and built the largest IP over satellite network for customers like IBM, and Cisco which was used for Cisco TV as a delivery mechanism around the world. As co-founder and Chief Executive Officer for Lightwave Microsystems, he developed the first semiconductor based optical components for the fiber market. At CLI, he served as Vice President of Engineering and delivered the encoding system for Direct TV. Mr. Hess started Raynet, a spin off of Raychem, where he delivered the first voice video and data over fiber to Cologne Germany in 1988. He served as a Member of Advisory Board of Infreeda.
Products and Services
Windspire The Windspire is a plug-n-produce wind power appliance that provides a safe method for harnessing power from the wind. At 30 feet tall and 2 feet in radius, Windspire is distinguished by its propeller-free design, quiet operation, rugged construction, and affordable pricing. Designed for operation where we live and work, it sells for $4,995 and comes complete with a high efficiency generator, integrated inverter, hinged monopole, and wireless performance monitor.
Recent News
Date Announcement 06/24/08 Announced New CFO & VP of Business Development 02/11/08 Selected for NREL Testing 02/05/08 Completed Successful ETL Certification 12/10/07 Formed Advisory Board, Appoints Ion Paraschivoiu 08/08/07 CEO to Present at Dow Jones Conference
Management and Board of Directors
Management Title Mike Hess Founder, Chief Executive Officer Chris Gabrys Founder, Chief Technology Officer Michael Neary Founder, Director Tim Rodgers Founder, Vice President, Sales Glenn Carnahan Chief Financial Officer Tracy Twist Vice President, Marketing Mick Hansen Vice President, Engineering
Directors Title David Garcia Corporate Attourney, Hale Lane Ian Rogoff General Partner, Sierra Nevada Partners Stanton Thomas Former Manager, EDS
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 03/14/07 Seed $0.8 ND Keiretsu Forum, Sierra Angels MetaCarta Address: 350 Massachusetts Avenue Cambridge, MA 02139 Phone #: (617) 661-6382 Fax #: (617) 661-6384 Website: www.metacarta.com
Business Overview
MetaCarta is at the forefront of the GeoWeb. The leader in geographic search, geographic referencing, and map-driven data visualization technologies, MetaCarta's technology "geo- enables" information -- news, reports, web pages, presentations -- making it actionable by location-based applications and devices-- within Government, large companies, and digital publishing. It's Geographic Search and Referencing Platform is the core of all of its applications, identifying and disambiguating 190M+ places. The company offers applications built on the platform including NewsMap, Local Alerts, and hosted content collections such as GeoSearch News and GeoSearch Energy.
Speaker Bio: Ron Matros, President and Chief Executive Officer
Ron brings ten years of experience as CEO - and fifteen years as a senior manager - to MetaCarta. Most recently, Ron was CEO of iConverse, a mobile platform provider, where he successfully completed an acquisition of the company. Prior to iConverse, he was CEO of OpenMarket, a publicly-traded Internet commerce and content management company. Before that, he was COO of WSI, the leading provider of weather information for TV and aerospace. Prior to WSI, he built a broad base of management experience in enterprise sales and marketing, including a position as National Sales Director for Atex, a division of Eastman Kodak. The New England Business and Technology Association recognized Ron's efforts when in 2002 they awarded him the prestigious Mass eComm Top 10 Leaders Award, recognizing him for leading the effort to develop and deploy information and Internet technology. Ron holds an MBA from Northeastern University.
Products and Services
MetaCarta Geographic Search and Referencing Platform (GSRP) is the company’s flagship product - a comprehensive geographic text search solution that enables users to rapidly locate all information about a place. The platform includes components for connecting content and maps: allow users to access information wherever it may be stored (on the Web, in public databases or behind the firewall in corporate document repositories); identify places within the content (geoparsing) and assign a latitude and longitude (geotagging); disambiguate between places -- so when searching for information about Manhatten, results will include The Big Apple, New York City, AND Manhatten (the place, not the cocktail); assign a geographic rank and relevancy; display results on ANY map (Google, Microsoft, ESRI or proprietary maps). The technology can be purchased as an appliance, as a hosted appliance, or SaaS. In addition, MetaCarta offers several Hosted Content Collections including one for the petroleum/energy industry, GeoSearchEnergy and, most recently,GeoSearchNews. With newsfeeds from over 4,000 sources including Reuters and AP, GeoSearchNews allows a user to see where the news is happening around the world as it's happening and perform searches on spedific keywords thereby combining geographic seach with traditional keyword search. Users can then select a specific area of interest and use the map as a search filter -- as one zooms into an area, only results for the area defined by the map will be shown. Other GeoWeb applications that have been built with MetaCarta's GSRP include; NewsMap, which takes news articles from a source and displays them on a map; as well as Local Alerts, which sends out email or text alerts when news happens in a users designated area of interest such as their home, place of work, children's schools, or where they may be travelling.
Recent News
Date Announcement 06/24/08 MetaCarta and Carahsoft Team Provided Government With Industry Leading Geographic Search Solutions 06/11/08 Boston.com Selected MetaCarta's Geographic Search Technology to Develop Hyperlocalized Solutions for Users 06/09/08 Launched Blog to Discuss How Geography and Maps are Transforming the Internet 06/04/08 Opened New York City Office 03/24/08 Launched New Web Site that Collects Local News from Around the World and Visually Displays it on a Map
Management and Board of Directors
Management Title Ron Matros President, Chief Executive Officer, Director John Frank Founder, Chief Technology Officer, Director John Donnelly III Vice President, Worldwide Sales, Field Operations Claudine Bianchi Vice President, Marketing Doug Brenhouse Co-Founder, Vice President, Operations, Finance, Director Josiah Strandberg Vice President, Engineering Bob Warren Vice President, Products Rick Hutton Vice President Corporate Business Development
Directors Title David McLean Partner, Sevin Rosen Ventures Fred Bamber Partner, Solstice Capital Don Zereski Chief Technology Officer, BusRadio George McNamee Co-Founder, Managing Partner, FA Technology Ventures Frank Ingari Chief Executive Officer, Purkinje Ron Matros President, Chief Executive Officer John Frank Founder, Chief Technology Officer
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/12/07 4 $5 ND FA Technology Ventures, Hunt Ventures, Sevin Rosen Funds, Chevron Technology Ventures, Chisholm Private Capital Partners, Solstice Capital 08/22/05 3 10 ND FA Technology Ventures, Hunt Ventures, Sevin Rosen Funds, Chevron Technology Ventures, Chisholm Private Capital Partners, In-Q-Tel, Solstice Capital 01/07/04 2 7 ND Sevin Rosen Funds, Chevron Technology Ventures, Chisholm Private Capital Partners, In-Q-Tel, Solstice Capital
01/01/02 1 1 ND Individuals, In-Q-tel mindSHIFT Technologies Address: 3975 Fair Ridge Drive, Suite 200 South Fairfax, VA 22033 Phone #: (877) 227-5054 Fax #: (571) 432-4190 Website: www.mindSHIFT.com
Business Overview
mindSHIFT provides technology peace of mind to small and medium-sized organizations by delivering premier IT infrastructure and software services that utilize the most reliable and advanced systems and processes in the world. Organizations use mindSHIFT’s managed IT services to focus on their core business, increase reliability and protect mission-critical data. The Company offers managed IT services; managed Voice over Internet Protocol (VoIP); software-as-a-service (SaaS); managed hosting; e-business applications; archiving and compliance; managed hosting; e-business applications; hosted Exchange, SharePoint and CRM through its groupSPARK and 123Together companies; and professional services. We make IT work for your business.® www.mindSHIFT.com
Speaker Bio: Paul Chisolm, Chairman and Chief Executive Officer
Before joining mindSHIFT in 2003, Paul Chisholm was President and CEO of COLT Telecom Group, headquartered in London, England. Under Mr. Chisholm’s leadership, the company became the largest and most successful European alternative carrier, renowned for its ability to provide voice, data, video and Internet services to Europe’s largest business customers. Mr. Chisholm grew the company from inception to over $1 billion in revenue, with operations in 29 cities in 10 countries. As vice president and general manager of Teleport Communications Boston, he led the startup to become the largest competitive local exchange carrier (CLEC) in Boston and the first to be profitable. Prior to Teleport, Mr. Chisholm held various technology, sales and management positions at New England Telephone, AT&T, and Shawmut Bank. He is on the Board of Directors of Sycamore Networks, MegaPath, mindSHIFT Technologies and Cathedral High School in Boston. He is also an Executive Committee member of the Boston College Technology Council.
Products and Services
Managed IT Services, ranging from 24/7 monitoring and server management to an end-to-end, fully managed IT infrastructure, including end-user Help Desk support.
Managed VoIP - Software-as-a-Service (SaaS) - Managed Hosting - e-Business Applications - Archiving and Compliance - Professional Services
Hosted Exchange, SharePoint and CRM from groupSPARK and 123Together, mindSHIFT companies
Recent News
Date Announcement 07/11/08 Announced Support for Apple Product Line 06/16/08 groupSPARK Named 2008 Microsoft Partner of the Year for Advanced Infrastructure Solutions, Hosting Solutions 04/22/08 groupSPARK’s Private Label SaaS Services Now Available through Ingram Micro Seismic 04/18/08 Named Among Fastest-Growing Companies in Massachusetts 04/01/08 Expanded Market Reach with the Acquisition of Collaboration Online, Limited Company
Management and Board of Directors
Management Title Paul Chisholm Chairman, Chief Executive Officer Mona Abutaleb Chief Operating Officer Lawrence Ingeneri Chief Financial Officer
Directors Title Matt Newton Partner, Columbia Capital John Siegel Partner, Columbia Capital Rob Ketterson Managing Partner, Fidelity Ventures Larry Cheng Partner, Fidelity Ventures James Pastoriza Managing Partner, TD Fund
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/29/06 1 $18 ND Columbia Capital, Fidelity Ventures, TD Fund Motionbox Address: 55 Broad Street 10th Floor New York, NY 10004 Phone #: ND Fax #: ND Website: www.motionbox.com
Business Overview
Motionbox provides online personal video sharing services. The Company engages in streaming media, social networking, and subscribing Internet products.
Speaker Bio: Chris O'Brien, Co-Founder and Chief Executive Officer
Chris O’Brien is CEO and co-founder of Motionbox. Prior to founding Motionbox, O’Brien founded and was CEO of SoftCom and, after a merger, President, Business Development, of Interactive Video Technologies, the leading provider of software for corporate webcasting. Prior to SoftCom and IVT, Chris worked at Bellcore on early Internet product development projects including commercializing search engines and video conferencing. Before graduating from Brown University, O’Brien was an early employee of Clearview Software, which was later sold to Apple. He began his software career as a high school senior, working full-time as a software developer at Bell Laboratories and Bell Communications Research. He is also a U.S. patent holder, with Motionbox’s Andrew Wason, for a cross-platform media synchronization abstraction layer.
Products and Services
Motionbox is a secure place to share, edit, and store personal videos. The Company's services include: * Unlimited Video Storage * Large File Uploads * Secure Video Sharing * HD Playback * High-Quality Downloads * DVDs and Flipbooks Made From User Videos
Recent News
Date Announcement 11/27/07 Closed Series B Funding 11/13/07 Announced Premium Service 11/06/07 Appointed New VP of Business Development 07/23/07 Appointed Two New Senior Management Positions 04/19/07 Selected for OnHollywood 100 Top
Management and Board of Directors
Management Title Chris O’Brien Co-Founder, Chief Executive Officer Shoshana Zilberberg-Winter Chief Marketing Officer Andrew Wason Co-Founder, Chief Architect Chris Brown Vice President, Engineering Liz Hughes Vice President, Business Development
Directors Title Josh Grotstein Founder, General Partner, SAS Investors Liza Boyd Managing Director, Constellation Ventures Warren Lee Principal, Canaan Partners Kathy Timko Chief Operating Officer, IDT Telecom
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 11/27/07 2 $7 ND Canaan Partners, Constellation Ventures, SAS Investors 09/06/06 1 4 ND Canaan Partners, Itochu Technology Venture Investment Division, SAS Investors Nanostellar Address: 3696 Haven Avenue Redwood City, CA 94063 Phone #: (650) 368-1010 Fax #: (650) 368-1101 Website: www.nanostellar.com
Business Overview
Nanostellar develops precious-metals containing materials for the automotive and stationary power industries in Europe, the United States, and Asia. The Company focuses on providing nanoscaled catalytic materials for diesel emissions control in the automotive market. The Company offers catalytic converters, used in motor vehicle exhaust systems, are key to reducing toxic emissions from the engine in cars, light- and heavy-duty trucks, diesel train engines, generators, and any engine-equipped machine. Nanostellar serves car and truck original equipment manufacturers (OEMs), aftermarket suppliers, coaters, and manufacturers.
Speaker Bio: Bulent Yavuz, Vice President, Sales & Marketing
Bulent Yavuz has been Vice President of Sales and Marketing of Nanostellar since July 2006. Dr. Yavuz joins Nanostellar after spending 19 years with the Engelhard Corporation. Dr. Yavuz has led teams in developing more than $100 million annual business in heavy-duty, motorcycles, small engines, and ozone emissions control. Dr. Yavuz has a Ph.D. in materials science from Penn State, and is a Fulbright scholar with nine US patents in the field of diesel oxidation catalysts and ceramics.
Products and Services
Nanostellar promoted Platinum material is appropriate for applications requiring low CO oxidation light-off temperatures and tunable NO oxidation characteristics. Some applications require low NO2 emissions to reduce smog forming chemicals in the air. Other applications, including catalyzed diesel particulate filters (CDPF), require thermal stability and low CO light off temperatures in order more efficiently burn trapped soot.
Nanostellar Pt:Pd 2:1 material is appropriate for light duty diesel vehicles requiring excellent low temperature performance combined with excellent thermal stability, resistance to sulfur and phosphorus and 25%-30% better performance over traditional platinum only materials.
NS Gold™ (Pt:Pd:Au) material improves hydrocarbon oxidation by 20+% over Nanostellar Pt:Pd product and is suitable for heavy-duty trucks, new high efficiency diesel engines (e.g., HCCI) that operate at low temperatures, ammonia slip catalysts, VOC and natural gas engines.
Recent News
Date Announcement 09/09/08 Appointed Edward Wolynic to Board of Directors 12/10/07 World Gold Council and Nanostellar Joined Forces to Drive Automotive Demand For Gold 11/29/07 Selected by The World Economic Forum as a 2008 Technology Pioneer 08/01/07 Nanostellar's NS GOLD Oxidation Catalyst Named One of the Year's Most Innovative Products
Management and Board of Directors
Management Title William Miller Chairman, Founder Pankaj Dhingra Chief Executive Officer Bulent Yavuz Vice President, Sales & Marketing
Directors Title David Aslin External Director, 3i Technology Partners Neal Bhadkamkar Co-Founder, Managing Partner, Monitor Ventures Edward Wolynic Former Chief Technology Officer, Vice President, Engelhard Martin Lagod Managing Director, Co-Founder, Firelake Capital Management Louie Liu Observer, AisaTech Management Kevin Scott Observer, 3i Technology Partners Norbury Financial Address: 136 Longwater Drive Norwell, MA 02061 Phone #: (800) 667-2879 Fax #: (617) 701-0520 Website: www.norburyfinancial.com
Business Overview
Norbury Links is an innovative research management tool that helps investment managers quickly identify and organize information relevant to their investment strategies. With one click users can index and store notes, transcripts, models, reports, emails, contacts, web pages, market data, and more. The Company offers, Norbury Links, an information management solution that is designed with an ASP/SaaS model of delivery for investment professionals to organize research, collaborate with colleagues, and generate reports, as well as to attach conversations with sell side analysts; produce research; stay on fund positions; prepare for SEC audits; package materials for marketing; link emails, industry contacts, in-house analysis, notes, models, Web pages, market data, and proprietary research to investment opportunities; and track time stamped recommendations for bonus payouts. The Company serves institutional investment management industry, including hedge funds, managers, fund of funds, and venture and private equity firms.
Speaker Bio: Dan Dykens, Co-Founder and Chief Executive Officer
Dan is the Co-Founder and Chief Executive Officer of Norbury Financial, the future of research software for managing the internal operations of investment professionals - including Portfolio Managers, Analysts, Directors of Research and Chief Operating Officers. Prior to founding Norbury, Dan was a co-founder and Portfolio Manager of Clipper Capital Management, a long/short US equity hedge fund. Over a five year period while managing funds at Clipper Dan lent his research expertise toward the growth of internal systems developed by Clipper. These systems developed internally by Clipper were ultimately spun off into Norbury. Prior to founding Clipper Dan was an analyst at Maple Row Management, a top performing long/short equity hedge fund, where he helped invest $400 million in emerging growth stocks and helped the firm focus on its investment strategy in small cap growth stocks. Prior to Maple Row, Dan was both a research analyst and a trader at C. Blair Asset Management, a $700 million long/short US hedge fund, and prior to that was a research analyst at Renaissance Capital, a long/short equity investment firm. Dan graduated from the University of Notre Dame where he earned a Bachelor of Business Administration degree with a concentration in Finance.
Products and Services
Norbury Links saves investment professionals time by centralizing and indexing internal and external research for easy retrieval and cross referencing - making collaboration among colleagues, and across geographical locations, seamless and simple.
Recent News
Date Announcement 04/16/08 Buyside Faces Rising Tide of Research 04/11/08 Formed Marketing Alliance with Linedata to Bring Research Management Platform to LongView Clients 04/10/08 Instinet Automated Research Distribution 04/09/08 Partnered with Instinet, a Global Securities Firm 04/07/08 Linedata and Norbury Links Formed Marketing Alliance
Management and Board of Directors
Management Title Dan Dykens Co-Founder, Chief Executive Officer, Director Dave Earley Co-Founder, President, Chief Operating Officer, Director James Anderson Vice President, Sales & Client Service Mike Earley Co-Founder, Chief Technology Officer
Directors Title Tim Bryan Former, Senior Vice President, Institutional Services, CCBN William Craine Former, Chairman, Partners Trust Financial Group Eric Pulaski Founder, Chief Executive Officer, Lightbulb Technology Partners Jay Sarles Former, Vice Chairman, Bank of America NumeriX Address: 40 Wall Street Floor 28 New York, NY 10005 Phone #: (212) 302-2220 Fax #: (212) 302-6934 Website: www.numerix.com
Business Overview
NumeriX provides pricing and risk analytics solutions for fixed income, credit, foreign exchange, cross currency, commodities, inflation rate, and equity derivatives. The Company offers NumeriX 7 that allows users to structure various derivatives using NumeriX scripting language; and NumeriX Portfolio, a front office structuring, trade capture, and portfolio management system. The Company also offers NumeriX SDK, which integrates various internal/third party trading and risk management systems; NxR2 Pro, a solution for valuing, profiling, and managing risk of credit derivatives and structured finance products; and NumeriX Partner Solutions, which allows users to access the analytics and pricing. In addition, the company provides integration, training, implementation, and support services. The Company serves customers in America, Europe, Africa, and Asia. The Company has strategic partnership with Bloomberg.com.
Speaker Bio: Steven O'Hanlon, President and Chief Operating Officer
As President and Chief Operating Officer of NumeriX, Mr. O'Hanlon leads the company's day-to-day global operations. He is the chief architect of the Company's sales, marketing, distribution and corporate strategy, which has resulted in unprecedented growth during the last three years. Mr. O'Hanlon has raised more than $50M through venture capital firms, individual investors and public markets. He has actively negotiated the sale of several companies for nearly $500M. A seasoned veteran, he has more than twenty-five years experience building emerging market start-up software companies and has contributed to three successful IPO's. Mr. O'Hanlon participated in the Network Express IPO road show in which $30M was raised. It was his product and distribution strategy that led to the sale of this company to Cabletron for $110M. Prior to Network Express, Mr. O'Hanlon was a member of Banyan Systems Inc. executive team, which drove eight years of unparalleled growth from $3M to $150M, culminating in a successful IPO. Prior to Banyan, Mr. O'Hanlon held Sales Executive positions at Avant-Garde Computing and Nixdorf Computers.
Products and Services
NumeriX offers a “one-stop” cross asset pricing platform for sales, traders, quants and risk managers of derivatives and structured products. All of the components of the NumeriX product suite allow the user access to an infinitely flexible deal definition language and the ability to choose from multiple market-tested and public domain models. NumeriX® 7 includes all of the necessary tools to model and price deals across multiple asset classes. The NumeriX 7 product allows users to structure complex derivatives using NumeriX scripting language and a wide range of model and calibration options. NumeriX® Portfolio is a scalable Front Office structuring, trade capture and portfolio management system for fixed income, credit, equity, and foreign exchange exotic derivatives and vanilla products. NumeriX SDK allows partners and clients to integrate into any internal or third party trading, risk management or straight through processing system. With an intuitive, straightforward approach the Pricing API gives developers the ability to turn lengthy integration into a simple data mapping exercise. NxR2 Pro is a comprehensive solution for valu-ing, profiling and managing risk of credit derivatives and structured finance products. Through intuitive and user-customizable reports it
NumeriX offers a comprehensive set of service solutions to ensure our clients’ and partners’ success. We provide personalized system support services at a variety of levels, as well a custom training solutions. Customizing our services to your specific needs ensures maximum value before, during and after the sale: Integration, Training, Implementation, Support
Recent News
Date Announcement 06/24/08 RiskVal Partnered with NumeriX to Extend the Scope of its Derivatives Trading and Risk Management 06/16/08 Expanded Regional Presence in Asia/Pacific; Opens Hong Kong Office 05/20/08 Released Research Paper with Paladyne Systems, and Thomson Reuters 05/19/08 Named “Technology Company of the Year” by Structured Products Magazine for Third Consecutive Year 04/21/08 Supported Financial Stability Forums Proposals to Enhance Market and Institutional Resilience
Management and Board of Directors
Management Title Gregory Whitten Chief Executive Officer, Chairman Steven O’Hanlon President, Chief Operating Officer Mark Shornick Chief Financial Officer Joseph Saporito Senior Vice President, Global Head of Business Development, Americas Operations
Directors Title Mitchell Feigenbaum Chairman, Physics Department, Center for the Study of Physics and Biology, The Rockefeller University Gary Kussman Independent Director Stewart Shiman Independent Director
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/18/02 2 $32 ND Gregory Whitten 08/01/00 1 22 ND Bridge Information Systems, Gamma Investors, LabMorgan, NumeriX, Sybase OpenConnect Address: 2711 LBJ Freeway Suite 700 Dallas, TX 75234 Phone #: (972) 484-5200 Fax #: (972) 484-6100 Website: www.oc.com
Business Overview
OpenConnect has created the first software designed to automatically discover the business process inefficiencies that hinder operational growth. Using patent-pending process analytics, OpenConnect provides businesses with continuous, real-time views of the processes, activities and variations that affect day-to-day operations. Armed with this information, executives can make the quick, incremental improvements that will significantly increase process efficiency, improve employee productivity and raise profitability. With a rich history of developing innovative technology, OpenConnect's products are distributed in more than 60 countries and used by more than 60 percent of Fortune 100 companies. For more information on OpenConnect, visit www.oc.com.
Speaker Bio: Edward Peters, Chief Executive Officer
Edward M. Peters is the Chief Executive Officer of OpenConnect Systems based in Dallas, Texas, where he sets the company’s strategic direction to enhance market growth. A seasoned technology executive, Mr. Peters has been responsible for the revenue growth and acquisition of several companies, including DataDirect Technologies (MERANT spin-off 2001 acquired by Progress Software, 2004). He has also held executive positions with Cerebellum Software and INTERSOLV. Mr. Peters currently heads a research chair in Business Process Intelligence and Analytics for the Department of Informatics and Decision Sciences at Katholieke Universiteit Leuven in Belgium. He also is a Director of the Computer & Communication Industry Association and the Alex Brown Center for Entrepreneurship at the University of Maryland, Baltimore County (UMBC). Mr. Peters has received numerous awards recognizing his leadership including the 2004 Maryland Technology Council, Entrepreneur of the Year, IBM/GUIDE International President’s Award, the R/A/D Award for Excellence in Repository-Based Application Development and a Lehigh University Williams Prize. He was also an Ernst & Young Entrepreneur of the Year Award Finalist in both 2003 & 2004. Mr. Peters holds a Bachelor of Arts in government and a Master of Science in industrial engineering from Lehigh University. He has also attended the Columbia University Graduate School of Business and is a graduate of the Entrepreneurial Management Program at Carnegie-Mellon University.
Products and Services
Products OpenConnect provides technology that automatically discovers business process inefficiencies, allowing organizations to quickly improve critical business practices. The company’s product, Comprehend, records the attributes (who, what, where, when, etc) and relationships of all the events and processes that occur within an organization’s systems to determine the root cause of business inefficiencies. The information resulting from Comprehend’s analysis is the first step these organizations must put into place before implementing any business improvement initiative
Professional Services As a technology and business partner, OpenConnect can help its clients achieve successful implementation and deployment so they can maximize their business benefits and ROI, and mitigate risk. OpenConnect offers a framework of services that covers the entire lifecycle of a project—from solution planning and implementation through to business improvement. To each service, we bring the right people, processes, and knowledge to insure success.
Support OpenConnect is committed to providing world-class Customer Support. By using advanced technologies and automated service functions our superior support infrastructure provides customers with the ability to easily contact us to ask installation and usage related questions, as well as make technical inquiries. Our customers have the option of voice or electronic access to our team of highly trained and seasoned Customer Support Representatives (CSRs).
Recent News
Date Announcement 05/19/08 Mark Logic and OpenConnect Announced OEM Agreement 03/06/08 Comprehend Selected by Antares Management Solutions to Improve Critical Business Processes for Largest Customer 10/25/07 Dr. Guido Dedene, Professor with K.U. Leuven Discussed Process Discovery and Improvement at INFORMS Annual Meeting 10/05/07 Katholieke Universiteit Lueven Sponsored Workshop for Business Process Analytics 06/18/07 CTO Spoke on SOA and Mainframes at Dallas Chamber Event
Management and Board of Directors
Management Title Edward Peters Chief Executive Officer Stuart Burris Chief Technology Officer Charles Brockenbush Chief Financial Officer Alex Moulas Senior Vice President, Business Development, Marketing Jerry Chappell Senior Vice President, Worldwide Sales Christopher Houck Vice President, Product Marketing
Directors Title Hugh Balloch Managing Principal, Goff Moore Strategic Partners Panasas Address: 6520 Kaiser Drive Fremont, CA 94555 Phone #: (510) 608-7790 Fax #: (510) 608-4798 Website: www.panasas.com
Business Overview
Panasas provides parallel clustered storage solutions for the high performance computing (HPC) markets. The Company offers Panasas ActiveStor 5000 Parallel Storage Cluster, a unified storage solution that combines the blade architecture with the ActiveScale operating environment; Panasas ActiveStor 3000 parallel storage solution, which delivers an order of magnitude bandwidth and provides a solution for Linux clusters running batch type applications; ActiveGuard, a feature on the ActiveStor 5000 Storage Cluster; and ActiveImage, an instant backup and restore with intelligent snapshot technology for clustered storage. The Company provides assistance in the product lifecycle ranging from initial product installation and on-going operations to storage expansion. The Company serves government, oil and gas, manufacturing, higher education and research, life sciences, and media and entertainment markets, as well as various commercial markets.
Speaker Bio: Len Rosenthal, Chief Marketing Officer
Len Rosenthal is responsible for driving global marketing strategies for Panasas. Rosenthal brings more than 20 years of marketing and business development experience to the Panasas management team. He joins Panasas from QLogic Corporation, a leading supplier of storage networking products. In April 2006, QLogic acquired PathScale Corporation, where Len was co-founder and served as vice president of marketing and business development. Rosenthal established PathScale as one of the most well-known and respected technology suppliers in the HPC industry, ultimately leading to the successful acquisition by QLogic. Prior to PathScale, Rosenthal held senior marketing and management positions at Inktomi Corporation, Silicon Graphics Computer Systems and Hewlett-Packard. Rosenthal holds a dual bachelor’s degree in Economics and Electrical Engineering from the University of Pennsylvania and a MBA from Haas School of Business, University of California at Berkeley.
Products and Services
Panasas ActiveStor Storage Clusters meet the demands of a massively parallel data movement by offering scalable performance and capacity via an object-based approach to Storage. For environments that integrate batch and interactive applications the ActiveStor 5000 series provides industry-leading capabilities in a unified storage solution eliminating the need for multiple storage systems. Where batch processing is the driving consideration the ActiveStor 3000 series delivers unsurpassed capacity bandwidth and throughput enabling jobs to be processed as quickly as possible.
Recent News
Date Announcement 07/01/08 Partnered with Penguin Computing to Improve Manageability of Linux-based Cluster Solutions 06/12/08 Parallel Storage Boosted Performance and Productivity for the University of Cambridge 06/09/08 Parallel Storage Powered Newest Record-Setting Hybrid Supercomputer at Los Alamos National Lab 05/14/08 ActiveStor Parallel Storage Clusters Boosted Capacity by 33 Percent and Offer Enhanced Data Reliability 05/06/08 Landmark Introduced Panasas Solutions to Accelerate Seismic-Processing Application Performance
Management and Board of Directors
Management Title Victor Perez President, Chief Executive Officer, Director Garth Gibson Co-Founder, Chief Technology Officer, Director Stephanie Vinella Chief Financial Officer Len Rosenthal Chief Marketing Officer Bill Wagstaff Senior Vice President, Technical Operations
Directors Title Eric Cooper Founder, FORE Systems Robert Grady Managing Director, The Carlyle Group Neel Sarkar Managing Director, Centennial Ventures Jonathan Feiber Managing Partner, Mohr, Davidow Ventures Nancy Schoendorf Managing Partner, Mohr, Davidow Ventures
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/16/08 4 ND ND Focus Ventures, Focus Ventures III 08/19/02 3 $32 ND Centennial Ventures, eCompanies-Evercore Venture Management, Intel Capital, Mohr, Davidow Ventures, Novak Biddle Venture Partners, Novak Biddle Venture Partners III, The Carlyle Group 10/01/01 2 25 ND Carlyle Venture Partners II, Goldman Sachs Group, Mohr, Davidow Ventures, The Carlyle Group 09/11/00 1 10 ND Mohr, Davidow Ventures Perimeter eSecurity Address: 440 Wheelers Farms Road Suite 202 Milford, CT 06461 Phone #: (203) 541-3400 Fax #: (203) 878-1284 Website: www.perimeterusa.com
Business Overview
Perimeter eSecurity, provides managed network and security services. The Company offers vulnerability defense solutions, which include internal/external scanning; remote assessment; Web site monitoring; CounterPhish Service, which provides the ability to identify phishing attacks and eliminate false Web sites; and Pharming Service, which protects customer's confidential data and company's reputation from pharming attacks. The Company also offers intrusion defense solutions, such as firewall, intrusion prevention and detection, and Web browsing anti-virus; and email defense solutions, including anti virus and SPAM filtering, encrypted and hosted email, and email archiving. In addition, the Company offers network defense solutions, which include managed VPN/WAN; and network connectivity, including managed bandwidth and Internet services, and redundant Internet connections. Further, the Company offers system defense solutions, such as system virus and sypware protection, system intrusion protection service, system policy compliance and auditing, and remote backup; and user defense solutions, including Web content filtering, remote access, identity tokens, and eSecurity training.
Speaker Bio: Doug Howard, Chief Strategy Officer
Doug is responsible for the M&A and the Service Strategy for the Company. In addition, he is the President of USA.NET which is a wholly owned subsidiary of Perimeter. Prior to joining Perimeter, he served as COO of BT Counterpane where he was responsible for the business's operations. He led a team responsible for the development, implementation, operations, and marketing of BT Counterpane's product and service line. Earlier he served as Vice President of Security and Business Continuity for AT&T. There, Doug formed an organization that developed and launched new security services for the Company's business lines of service - commercial, government, wholesale - as well providing direction for the business continuity practice that delivered solutions for AT&T and its clients. Doug started his career in the US Air Force working under the Joint Chiefs of Staff at the Pentagon. After the military, he moved into the private sector and held positions in sales, operations, engineering, product management and business development for companies such as Sprint, FLAG Telecom, Telenet, and CSC. He founded Technology Research International in 1989, which was purchased by NBC Broadcasting in 1991.
Products and Services
Intrusion Defense specializes in detecting and preventing network intrusions. Since 1997, Perimeter has been successfully defending businesses from network intrusions regardless of type or point of origin. Email Defense helps safeguard clients' information with secure email solutions that are flexible, easy to use, cost effective and most of all meet ALL current and future regulatory requirements. Vulnerability Defense assists clients by developing a comprehensive yet practical set of services to meet their specific regulatory or risk reduction needs. These services are designed to help ensure that regulatory processes are followed while risks are managed and controlled appropriately. System Defense is a multi-layered, comprehensive defense system that combines the best aspects of both human analysis and intervention to combat zero-day exploits (new viruses) and best-of-breed technologies for ongoing Malware defense. User Defense is a cost effective security solution for small to mid sized organizations which helps them address the challenge of access security on their network.
Recent News
Date Announcement 06/11/08 Acquired Provider of On Demand Vulnerability Scanning and PCI Compliance , Edgeos, Inc. 05/19/08 Launched Remote Backup & Recovery (RBR) Service 05/15/08 Tricomix Offered Perimeter eSecurity’s On-demand Security Services to Technology Partners and VAR 04/04/08 Awarded Outstanding Portfolio Company Award For the Second Year in a Row 03/19/08 Rob Bolton Appointed North American Regional Vice President of Sales forPerimeter eSecurity and USA.NET
Management and Board of Directors
Management Title Brad Miller Chief Executive Officer Richard Dobrow Chief Operating Officer Doug Howard Chief Strategy Officer, President, USA.NET Kevin Prince Chief Architect Patrick Curry Chief Financial Officer Thomas Neclerio Chief Information Security Officer
Directors Title David Cowan Managing Partner, Bessemer Venture Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/23/07 2 $54 ND Bessemer Venture Partners, Goldman Sachs Group, Merchant Banking Division, Stripes Group 07/31/07 1 50 ND Goldman Sachs Group, Merchant Banking Division 12/22/00 2 4 $6 1to1 Venture Partners, Connecticut Innovations, Trident Partners Group Permabit Technology Address: 25 First Street 2nd Floor Cambridge, MA 02141 Phone #: (617) 252-9600 Fax #: (617) 252-9977 Website: www.permabit.com
Business Overview
Permabit Technology delivers solutions that dramatically reduce primary storage costs by providing enterprise class, disk-based archive solutions. Permabit Enterprise Archive is the industry’s most scalable, cost effective, solution that can easily and reliably store data for the long term. Permabit was founded in 2000 by a technical and business team from Massachusetts Institute of Technology (MIT) and is headquartered in Cambridge, MA. For more information, visit www.permabit.com.
Speaker Bio: Tom Cook, President and Chief Executive Officer
Mr. Cook has more than 20 years of experience leading companies ranging from start-ups to multi-million dollar technology companies. Prior to joining Permabit, he led and completed the sale of Curl Corporation to a division of the Sumitomo Corporation. Prior to Curl, he was President and Chief Executive Officer of Cakewalk Software, which he led from start-up to worldwide market leadership. He also served as Chairman and Chief Executive Officer of Soundsbig.com, a pioneering Internet broadcaster spun out of Cakewalk in 1999. Mr. Cook has a Master's degree in Business Administration from the Amos Tuck School of Business Administration, Dartmouth College, and a B.A. in Economics from Harvard University.
Products and Services
Permabit Enterprise Archive is a enterprise-class, disk-based storage system that can archive petabytes of information at a fraction of the cost of tape. The system combines space saving compression and deduplication with multi-petabyte scalability to provide Scalable Data Reduction™ (SDR). At the heart of this system is a unique redundant storage grid that provides scalable performance and industry-leading data protection while making expensive data migration a thing of the past. With Permabit Enterprise Archive, companies can keep up with their growing information storage and business needs while implementing an advanced, low cost, and easy to manage archive solution.
Recent News
Date Announcement 08/12/08 Awarded two patents covering scalable data deduplication 07/29/08 Joined Forces With Atempo to Bring User-Initiated Disk-Based Archiving to Large Enterprises 07/15/08 Survey Revealed Cost and Reliability are Top Concerns for Enterprises Purchasing Archiving Solutions 07/08/08 Named New Vice President of Worldwide Sales and Announced Promotion of Human Resources Executive 06/25/08 Added Leading Technology Sales Strategist, Joe Julian, to its Board 05/13/08 Received Network Products Guide 2008 Product Innovation Award 05/02/08 Named as finalist for the 2008 MITX Technology Awards
Management and Board of Directors
Management Title Tom Cook President, Chief Executive Officer, Director Jered Floyd Founder, Chief Technology Officer Clint McVey Senior Vice President, Development, Director Michael Ivanov Vice President, Marketing Ed Reilly Vice President, Worldwide Sales Katherine Edwards Vice President, Human Resources
Directors Title William Reeves Co-Founder, BlueCrest Capital Management Joe Julian Former Senior Vice President, VERITAS Software
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/05/07 1 $13 ND Private PermissionTV Address: 1601 Trapelo Road Suite 168 Waltham, MA 02451 Phone #: (781) 419-9700 Fax #: (781) 419-9701 Website: www.permissiontv.com
Business Overview
PermissionTV, a marketing technology company, provides a flexible online video publishing platform for media, brands, agencies, publishers and other video content owners to achieve myriad marketing goals on the internet. PermissionTV's technology platform enables companies to configure and manage their own branded online video experience, as well as monetize audience through ad-supported, pay-per-view, and subscription-based services. The platform also enables publishers, brands and public service groups to generate awareness, maximize customer value and engage prospects. PermissionTV intelligently responds to individual viewer preferences and needs to optimize the experience and the marketing results.
Speaker Bio: Bob Lentz, President and Chief Executive Officer
Most recently, Bob was Senior Vice President of Operations and CFO of OATSystems, the recognized RFID framework leader, which provides software for supply-chain management systems that utilize radio-frequency identification (RFID). Prior to joining OATSystems, Bob was Senior Vice President, Operations and CFO at eRoom Technology, a Web-based collaborative workspace that enables distributed teams to work together more efficiently. Previously, Bob was a member of the management team responsible for the turnaround at Xionics Document Technologies, which became the leading provider of digital page processing software and technology for the office market, enabling users to print, scan, copy, process and transmit documents to computer peripherals. Before that, he served as Senior Vice President CFO for Individual, an Internet information services company that merged with Desktop Data to become NewsEdge, and was Sr. Vice President and General Manager of Appex Corporation, a software company serving the cellular telephone industry that was sold to Electronic Data Systems. Bob is a member of the Board of Directors of Monotype Imaging Holdings, Woburn, MA and eCopy, Nashua, NH. Bob started his career as a CPA with Ernst and Young and has an MBA from Babson and a BS in Business from Northeastern.
Products and Services
The PermissionTV Platform is a Software-as-a-Service (SaaS) offering which addresses the complexity of publishing and managing online videos and players. However, it is often easiest to think about the PermissionTV platform from the perspective of how people, in different roles, interact with it. At the highest level, there are three types of people who interact with the platform: the viewer, the channel operator (content owner) and the developer.
Recent News
Date Announcement 08/18/08 Tanglewood Leveraged PermissionTV's Interactive Features to Bring Its Summer Concert Series to Life on the Web 07/28/08 Appointed James Alla as Senior Vice President of Sales and Business Development 06/23/08 Introduced Proven Tools for Interactive Marketers and In-house Developers 06/03/08 Named a Finalist for the 2008 MITX Technology Awards 03/06/08 Historic New York Philharmonic Performance Available Through PermissionTV Smartplayer™ 02/21/08 Bob Vila and PermissionTV Maximized Online Video Advertising Content
Management and Board of Directors
Management Title Bob Lentz President, Chief Executive Officer, Director John Zahner Senior Vice President, Business Development Charlie White Vice President, Business Development Matt Kaplan Vice President, Solutions, Chief Strategy Officer Kathy Ruggiero Vice President, Marketing Joe Eldridge Vice President, Engineering, Operations, Chief Technology Officer Corey Halverson Vice President, Product Management Jim Alla Senior Vice President, Sales, Business Development
Directors Title Josh Grotstein Partner, Co-Founder, SAS Investors Mike O'Malley General Partner, Inflection Point Ventures Jeffrey Sagansky Chairman, Ardustry Home Entertainment Jack Stewart Managing Director, Venture Capital Fund of New England Carl Stjernfeldt Partner, Castile Ventures Sean Marsh General Partner, Point Judith Capital
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/12/07 3 $9 ND Castile Ventures, CommonAngels, Cramer, Inflection Point Ventures, Point Judith Capital, SAS Investors, (2 Others) 06/01/05 2 ND ND ND 07/01/04 1 ND ND ND PlumChoice Online PC Services Address: 5 Federal Street Billerica, MA 01821 Phone #: (866) 811-3321 Fax #: (781) 998-0264 Website: www.plumchoice.com
Business Overview
PlumChoice Online PC Services provides online computer support for home, home office, and small business. The Company offers remote computer and technology service to home and business PC users, business travelers, telecommuters, and college students with Internet access. The Company's remote services include support for PCs, MP3 players, PDAs and other mobile devices, networking and network devices, printers and other peripherals, digital cameras and software, and connectivity or operating system level issues. The Company's services also include locating and removing spyware, adware, viruses, and online threats.
Speaker Bio: Ted Werth, Founder and Chief Executive Officer
Ted Werth is a founder of PlumChoice Online PC Services and also serves as its Chief Executive Officer. Mr. Werth has over 20 years experience in the high technology and services industry. He served as Development Director and Engineering Services Director at Chipcom. Mr. Werth served a Operations Director with Lucent for two years. Mr. Werth worked as Vice President of Engineering and Operations for two Internet-based companies. He helped to define and develop the products (an Internet based collaborative service and Internet marketing platform) and deliver them to market. He has a BSEE from Lehigh University in 1982 and an MBA from Northeastern University in 1992.
Products and Services
PlumChoice's premium remote computer and technology service is available to home and business PC users, business travelers, telecommuters, college students, persons with limited mobility and any PC user with Internet access. The Company's remote services include support for PCs, MP3 players, PDAs and other mobile devices, networking and network devices, printers and other peripherals, digital cameras and any software, connectivity or operating system level issues. The Company offers a variety of solutions and technology for PCs which include Program Setup, Spyware and Removal Programs, Network Security Setup and Windows Vista Training Programs. Additionally, the Company offers solutions for MP3 Player Setup, Digital Camera Setup and Wireless Network Setup.
Recent News
Date Announcement 01/28/08 Launched Affiliate Reseller Program 01/07/08 Visicom Media Added SAFElink™ from PlumChoice into Its VMN Toolbar 01/07/08 Launched SAFElink™; Unveiled Roadmap for Unprecedented Monitored Support Service for Home and Small Business 12/05/07 Added to Its Accolades with PC Magazine's "Editor's Choice Award" 12/03/07 Former Monster Worldwide Executive Among Team of Veterans Who Joined PlumChoice
Management and Board of Directors
Management Title Ted Werth Founder, Chief Executive Officer Dan Baker Chief Financial Officer Fred King Vice President, Sales, Marketing Rich Surace Senior Vice President, Operations Paul Neilson Chief Information Officer
Directors Title Bruce Cohen Founder, Senior Vice President, Chipcom Joseph Hadzima Managing Director, Main Street Partners Steve Moore President, Chief Operating Officer, Enterprise Mobile Thomas Proulx Co-Founder, Intuit Michael Balmuth General Partner, Edison Venture Fund
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/16/07 ND $8 ND Comerica Bank, Edison Venture Fund Polaris Venture Partners Address: 1000 Winter Street Suite 3350 Waltham, MA 02451 Phone #: (781) 290-0770 Fax #: (781) 290-0880 Website: www.polarisventures.com
Business Overview
Polaris Venture Partners is a venture capital firm specializing in seed and early stage investments in middle market companies. The Firm also participates in recapitalization, liquidity, leveraged buyout, and growth equity investments. The Firm prefers to make early stage investments in companies engaged in the information technology and life sciences sectors. Investments in the middle market comprise of companies engaged in technology, healthcare, digital media, ecommerce, consumer products and services, and business service sectors. The Firm prefers to invest in portfolio companies based in the United States and selectively in Asia and Europe. The Firm typically invests between $50,000 and $60 million I portfolio companies with a maximum EBITDA of $25 million. The Firm generally acts as a lead or co-lead investor.
Speaker Bio: Michael Hirshland, General Partner
Mike Hirshland is a general partner in our Boston office. Mike joined Polaris in May 1999. He focuses on information technology, internet, and digital media. Before becoming a technology investor, Mike served as counsel to the U.S. Senate Judiciary Committtee, where, among other things, he led the Senate’s Microsoft hearings and supervised the Senate’s hearings on “Competition, Innovation and Public Policy in the Digital Age.” Previously, Mike practiced with the law firm Williams & Connolly, and clerked for Justice Anthony Kennedy at the U.S. Supreme Court and The Hon. J. Michael Luttig on the Fourth Circuit Court of Appeals. Prior to his legal career, Mike was a strategy consultant with Bain & Company. Mike received his JD from the University of Virginia School of Law. He earned his AB in history from Harvard College.
Portfolio Companies
Technology Asempra Technologies, JibJab Media, Heavy, Impinj, TechTarget, VKernel and more Life Sciences Asthmatx, GlycoFi, Ironwood Pharmaceuticals, Pervasis, Nanosys, Sirtris Pharmaceuticals and more Growth Equity Art.com, Confluence, Cushcraft, Life Line Screening, Xpressdocs and more
Recent News
Date Announcement 07/16/08 PV Developer Wakonda Raised $9.5m in Series A financing 07/16/08 MMO Developer Turbine Raised $25 Million Of $40 Million Third Round 07/10/08 Alnylam Provided Update on “Glover” Patent 06/27/08 Backers Smiled on Redmond Toothbrush Firm (Ultreo) 06/18/08 The Computer History Museum Announced the 2008 Fellow Awards Recipients
Management and Board of Directors
Management Title Jon Flint Co-Founder, Managing General Partner Terry McGuire Co-Founder, Managing General Partner Alan Spoon Managing General Partner David Barrett General Partner Brian Chee General Partner Peter Flint General Partner John Gannon General Partner Robert Geiman General Partner Michael Hirshland General Partner PriceMetrix Address: 40 University Avenue Suite 200 Toronto, Ontario M5J 1T1 Phone #: (416) 955-0514 Fax #: (416) 955-0501 Website: www.pricemetrix.com
Business Overview
PriceMetrix focuses exclusively on improving the overall business of investment firms by helping individual financial advisors to become better ‘CEOs’ of their business. PriceMetrix ValueOne Program is a patented combination of business intelligence reports, practice management tools and expert services designed solely to enable advisors and managers, at all levels, to proactively identify and close client, product and pricing opportunities. PriceMetrix customers typically realize increases in assets, revenue and fee-based advisory business, as well as improvements in household quality and pricing.Founded in 2000, PriceMetrix has its principal place of business in Toronto, Ontario and services a broad range of clients within Canada and the United States.
Speaker Bio: Doug Trott, Co-Founder, President and Chief Executive Officer
Doug Trott co-founded PriceMetrix in 2000 bringing 18 years of strategy consulting experience in the retail and wholesale financial industries. Under his leadership, PriceMetrix has become the leading global provider of Productivity Management solutions for the Wealth Management industry. In his role as President & CEO, Mr. Trott focuses on the business development and growth of PriceMetrix, setting the company's strategic direction in meeting the evolving needs of North American brokerage and Wealth Management firms. Prior to PriceMetrix, Mr. Trott founded The Taddingstone Consulting Group, Inc., a boutique strategy firm specializing in the North American Wealth Management industry. Taddingstone conducted over 75 consulting engagements for banks, retail brokerage firms, money managers and mutual funds. Global clients include ING, UBS, JP Morgan, Citigroup and Fidelity. He began his consulting career at Oliver, Wyman & Co., where he rose to become Senior Partner and Country Head for Canada. Mr. Trott holds an Honors Bachelor of Commerce degree in Economics and Commerce from the University of Toronto and an M.B.A. from the University of Chicago.
Products and Services
PriceMetrix focuses exclusively on improving the overall business of investment firms by helping individual financial advisors to become better 'CEOs' of their business. The PriceMetrix ValueOne Program is a patented combination of personalized, business intelligence reports, practice management tools, and expert services designed solely to enable advisors and managers, at all levels, to proactively identify and close client, product and pricing opportunities. PriceMetrix customers typically realize increases in assets, revenue and fee-based advisory business, as well as, improvements in household quality and pricing.
Recent News
Date Announcement 07/29/08 Clients Continued Increasing Production 07/21/08 Appointed Chief Financial Officer 05/19/08 Butler Wick Rolled Out PriceMetrix ValueOne Program 04/08/08 Morgan Keegan Accelerated Roll-Out of PriceMetrix ValueOne Program 04/02/08 GMP Private Client Extended Commitment to PriceMetrix ValueOne Program
Management and Board of Directors
Management Title Doug Trott Co-Founder, President, Chief Executive Officer Patrick Kennedy Co-Founder, Vice President, Product Group Jeff Marsden Co-Founder, Vice President, Client Group Brent Geddes Chief Financial Officer Jong Choi Vice President, Integration Services Cory Weech Vice President, Technology & CISO Harold Westervelt Vice President, Sales RAM Capital Resources Address: One East 52nd Street Sixth Floor New York, NY 10022 Phone #: (212) 888-2224 Fax #: ND Website: www.ramcapital.com
Business Overview
RAM Capital Resources is a private hedgefund, which assists emerging growth companies through private financing, assistance with sales and marketing, and seeking out potential merger, acquisition and strategic alliance candidates. Focal points for investment include fuel cells and hydrogen, and RAM Capital operates a website, www.pemfuelcells.com to showcase these technologies. The Firm launched a Fuel Cell Venture Capital Fund in 2000. The Firm employs 2 Fund Strategies, traditional Pipeline Funds and Secured Lending Funds.
Speaker Bio: Stephen Saltzstein, Principal
Mr. Stephen Saltzstein is Vice President of RAM Capital Management. He is a Principal at Ram Capital Resources. Prior to joining Ram, Mr. Saltzstein leveraged his extensive background in the telecom industry by working as a consultant, advising investors on telecom investments in the wireless arena. His telecom experience was established through operations, marketing and sales positions with McCaw Cellular, AT&T Wireless and AT&T Wireless and AT&& Incorporated. He holds a Bachelor of Arts degree in Political Science from Ithaca College in New York.
Recent News
Date Announcement 07/21/08 Partnered with WinnDevelopment to Reduce Energy Costs for Low Income Families 07/08/08 Acquired Chesapeake Solar 05/18/08 Completed Installation of Solar Power System at Fenway Park 12/06/07 Raised $10 million in Growth Equity Financing 06/26/07 Introduced Special Pricing for Solar Energy in New York
Management and Board of Directors
Management Title Michael Fein President Stephen Saltzstein Principal Michael Coiley ND Krista Mihalik Technical Professional Mike Niziol Associate Reva Systems Address: 100 Apollo Drive Chelmsford, MA 01824 USA Phone #: (978) 244-0010 Fax #: (978) 244-0055 Website: www.revasystems.com
Business Overview
Reva Systems develops radio frequency identification (RFID) network infrastructure products. The Company's products enable customers to deploy scalable solutions in any environment. Reva's standards-based Tag Acquisition Network architecture and Tag Acquisition Processor products provide improved system performance, manageability, and security. The Company's products are deployed by enterprises using RFID readers from various vendors.
Speaker Bio: David Husak, Co-Founder and Chief Technical Officer
David Husak founded Reva Systems in August 2003 and focused the company from the start on standards leadership and strategic architectural issues of the RFID market. As a result, Reva products were installed in Fortune 500 companies within months of their introduction, and Reva has won industry awards for the clarity of its RFID solution. Husak was selected as "CTO of The Year" in the 2006 Technology Leadership Awards presented by the Massachusetts Technology Leadership Council for contributions in the development of innovative business technology. Husak is a recognized RFID industry thought leader and serves as co-chair of the EPCglobal Software Action Group responsible for driving standards for RFID data exchange. Husak previously co-founded and became CTO of C-Port Corporation, a fabless communication semiconductor company, where he was the principal architect of the category-creating C-5 Network Processor. C-Port was sold to Motorola in May 2000. Husak was the founding engineer and system architect at Synernetics Inc., the pioneering Ethernet and FDDI LAN switching company, which was sold to 3Com. Prior to that, he developed LAN interface hardware at Apollo Computer. Throughout his career, Husak has contributed extensively to network industry standardization efforts. Husak holds seven patents, with several more pending. He received a SBEE in Bioelectrical Engineering and has completed graduate work in communications systems at the Massachusetts Institute of Technology.
Products and Services
Reva TAPs are RFID network infrastructure appliances that enable scalable deployment of RFID for sustainable operations in any environment.
Reva Multi-site Manager (RMM) is designed to be installed at central datacenter locations to provide web-based access for enterprise-wide RFID device, site and operations management. Reva Management Console (RMC) is a software application for graphically configuring, monitoring and managing individual sites. Reva Scripting Tool (RST) provides a scriptable command line interface for automating bulk operations such as upgrading TAPs, setting site configurations, administering password security and changing facility parameters on TAPs and devices across the enterprise.
Recent News
Date Announcement 07/15/08 Extended TAP Performance Range and Unlocked the Mystery of RFID Tag Direction 06/24/08 Samsung SDS Offered Reva Systems' RFID Infrastructure 04/29/08 Delivered Integration of RFID Data for the Oracle E-Business Suite 04/15/08 Sirit Readers and Reva TAP Appliances Deployed at METRO Group's Expanded RFID Roll-out 04/15/08 Enterprise RFID Management Solution Brought Multi-Site RFID Operations into the Mainstream at METRO Group
Management and Board of Directors
Management Title Ashley Stephenson Co-Founder, Chief Executive Officer, Chairman David Husak Co-Founder, Chief Technology Officer, Director Mike Grady Vice President, Engineering Buck Devashish Vice President, Business Development
Directors Title Mike Zak General Partner, Charles River Ventures Jamie Goldstein General Partner, North Bridge Venture Partners Gary Bowen Independent Investor Devdutt Yellurkar Former President, Chief Executive Officer, Yantra Maciej Kranz Vice President, Marketing, Wireless Networking, Cisco Systems Jennifer Scholze Partner, SAP Ventures
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 10/02/06 2 $24 ND Charles River Ventures, Cisco Systems, North Bridge Venture Partners, SAP Ventures 08/16/05 ND ND ND ND 01/01/04 1 6 ND Charles River Ventures, North Bridge Venture Partners Revolabs Address: 63 Great Road Maynard, MA 01754 Phone #: (978) 450-5400 Fax #: (978) 450-5400 Website: www.revolabs.com
Business Overview
Revolabs, Inc. is a wireless audio solutions company whose products are used throughout the world and across a wide range of industries including financial services, education, medical, legal services and more. Revolabs, Inc. delivers innovative wireless solutions to the enterprise collaboration space. The Revolabs products facilitate natural mobility while providing superior audio performance for specific collaborative situations, such as video- and audio-conferencing, distance learning, and podcasting.
Speaker Bio: Martin Bodley, President and Chief Executive Officer
Martin Bodley co-founded Revolabs in 2005 to capitalize on his broad technical and managerial experience in the wireless industry. Prior to Revolabs, Martin was CEO and founder of Maestro, a successful OEM development and supplier to major brands such as Motorola and Body Glove. At GNNetcom, Mr. Bodley was responsible for instituting and growing a $70 million wireless product line. Martin Bodley is widely recognized as an innovator and expert in wireless technologies, having authored papers and been issued many patents throughout his career. Martin serves on the Board of Directors for the Lazarus Project, a non-profit organization focused on helping troubled youth in the Bay State area. He graduated from the University of Massachusetts with both a Bachelor of Science and a Master of Science degree in Electrical Engineering. He is also a graduate of the MIT - Sloan Business School Greater Boston Executive Program.
Products and Services
Revolabs offers wireless microphone products, including wearable wireless microphones, tabletop wireless boundary microphones, and universal wireless adapters for handheld microphones; executive components for permanently installed audio/visual systems; executive plug and play solutions for the audio/visual system that is not installed in the room as a permanent feature; USB solutions for personal computers; and accessories.
Recent News
Date Announcement 06/26/08 Announced Strategic Partnership with Europe’s Largest Video Communications Distributor, Imago Group 06/18/08 Expanded Distribution with CDW Sales Channel 06/18/08 xTag Wireless Microphone Available to Shoppers at Apple Online Store 03/31/08 Announced Fusion Wireless Microphone System 02/20/08 Opened Operations in Hong Kong and Hired Seasoned Executive to Run Sales in Asia Pacific
Management and Board of Directors
Management Title Martin Bodley President, Chief Executive Officer JP Carney Chief Operating Officer Peter Hemme Chief Financial Officer Paul Jones Vice President, Engineering Simon Chin Vice President, APAC Sales Gregory Shalov Vice President, North America Sales Susan Zaney Vice President, Marketing Rick Larsen Vice President, EMEA SafeNet Address: 4690 Millennium Drive Belcamp, MD 21017 Phone #: (410) 931-7500 Fax #: (410) 931-7524 Website: www.safenet-inc.com
Business Overview
SafeNet engages in the development, marketing, and sale of hardware and software information security products and services that protect and secure communications, intellectual property, and information and identities. SafeNet sells its security solutions to the U.S. government, financial institution, and other security-sensitive commercial customers; and its network security products, including silicon chips, accelerator cards, servers, licensed intellectual property, and software products to original equipment manufacturers.
Speaker Bio: Prakash Panjwani, Senior Vice President and General Manager of the Commercial Security Division
Prakash Panjwani currently serves as Senior Vice President and General Manager of the Commercial Security Division. In this role, Mr. Panjwani oversees product management, product marketing, engineering, quality assurance and information services. Mr. Panjwani joined SafeNet as Vice President in Worldwide Embedded Sales in September of 2002, responsible for SafeNet's sales to leading OEM companies around the globe. Mr. Panjwani is a highly experienced sales and marketing executive with a strong track-record in the security market. His experience and position in selling to OEM channels has allowed SafeNet to accelerate its standing in the growing embedded security market. Mr. Panjwani has over 15 years of experience in software, security and telecom industries. Prior to joining SafeNet, Mr. Panjwani spent over four years at Certicom Corporation in various management positions, including Senior Vice President of Worldwide Sales and Business Development. Previously, he also served at Motorola Inc. and Telcordia (formerly Bellcore). With an in- depth knowledge of the information security industry, including software and hardware solutions, security protocols, VPNs, cryptography and PKI, he often speaks at conferences and seminars focused in wireless and information security. Mr. Panjwani holds a Masters degree from Carnegie Mellon University in Information Networking and a Bachelor's degree in Electrical Engineering from Columbia University.
Products and Services
The Company's products and services are used to create wide area networks, including asynchronous transfer mode, Frame, Link, Synchronous Optical Networks, and virtual private networks over the Internet; wireless networks, including 802.11, security management, intrusion prevention, software and entertainment content anti-piracy, license management, and revenue protection; and identity management and privacy of information to prevent security breaches that could result in unauthorized access to confidential data, invasion of privacy, stolen information, and financial loss. The Company’s information security solutions enable the use of the Internet and wireless networks for secure business communications and transactions with customers, suppliers, and employees.
Recent News
Date Announcement 08/20/08 To Showcase Optimized IPsec Security Functions for New Family of Intel Processors at Annual Intel Developer Forum 08/06/08 CCTV Selected SafeNet to Secure Online Broadcast of the 2008 Summer Olympics 07/24/08 Provided Industry-proven IPsec Security Toolkit Optimized for New Intel® EP80579 Integrated Processors 07/09/08 To Protect the Private Information of New York Citizens 06/09/08 Announced World’s First Complete MACsec Embedded Security Solutions for LAN and Metro Ethernet Communications
Management and Board of Directors
Management Title Chris Fedde President, Chief Operating Officer, Chairman John Frederick Senior Vice President, Chief Financial Officer Prakash Panjwani Senior Vice President, General Manager, Commercial Security Division Phil Saunders Senior Vice President, Worldwide Sales & Customer Services Jim Summers Senior Vice President, General Manager, Government Solutions Division Diane Smith Vice President, Human Resources Kevin Hicks General Counsel, Secretary Joseph Moorcones Corporate Vice President
Directors Title Andrew Clark Chairman, President, Wheatfield Ventures Steven Boutelle Vice President, Global Government Solutions Group, Cisco Systems Arthur Money President, ALM Consulting Thomas Brooks Member, Audit & Compensation Committees Shelley Harrison Founder, Managing General Partner, PolyVentures Ira Hunt Former President, Pacific Architects and Engineers in Los Angeles, California
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 12/06/05 ND $250 ND ND 12/06/99 ND 15 ND Agile Asset Management, Agile Partners, Apogee Fund, AWM Investment, BayStar Capital (26 others) Sandbridge Technologies Address: 120 White Plains Road, 4th Floor Tarrytown NY 10591 Phone #: (914) 287-8500 Fax #: (914) 287-8501 Website: www.sandbridgetech.com
Business Overview
Sandbridge Technologies, a fabless semiconductor company, develops multi-protocol wireless devices. The Company’s DSP platform provides a flexible alternative to baseband and multi-media hardware in mobile devices. The Company's products include Sandblaster that enables handset manufacturers to create, test, and revise their designs in software; and SB3500, a flexible baseband processor for original equipment manufacturers developing mobile products.
Speaker Bio: Guenter Weinberger, President and Chief Executive Officer
Guenter joined Sandbridge from Infineon Technologies in 2002. Since 1995 he built the wireless business at Siemens Semiconductor Group and later at Infineon Technologies, where he became the Senior Vice President and General Manager responsible for the entire wireless business 1999, generating revenues in excess of $1 billion in 2000. During this period he built the system solution business as well as strategic alliances in the wireless industry.
Products and Services
SB3500® series processor changes the rules of handset design and operability. Powered by Sandbridge's proprietary DSP cores, the SB3500® packs sufficient punch to run any wireless protocol at power-efficiency levels that rival hardware-centric (ASIC) solutions. With its high-level “C” compiler and intuitive software design tools, the SB3500® is the first truly universal next-generation handset platform-provisioning handset OEM’s with the ability to design, test and revise in simple, intuitive software-development methodology.
Recent News
Date Announcement 02/07/08 Demonstrated LTE at Mobile World Congress 2008 in Barcelona 09/27/06 Readied Commercial Release of Third-Generation Mobile Handset Chip Enabling the Wireless Industry’s First Reprogrammable Universal Access Platform 07/25/05 Unveiled WORLD'S FIRST Software-Radio “3G” Processor
Management and Board of Directors
Management Title Guenter Weinberger President, Chief Executive Officer John Glossner Co-Founder, Chief Technology Officer Joseph Gonzalez Executive Vice President, Chief Financial Officer Gary Nacer Vice President, Engineering Tanuj Raja Vice President, Business Development
Directors Title Luis Arzubi Tallwood Venture Capital Soren Hein Doughty Hanson Technology Ventures David McCarthy Summerhill Venture Partners Guenter Weinberger Sandbridge
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 05/30/07 1 $23 ND Tallwood, Summerhill, Doughty Hanson, Samsung Ventures, Narra Security Innovation Address: 187 Ballardvale Street, Suite A195 Wilmington, MA 01887 Phone #: (978) 694-1008 Fax #: (978) 694-1666 Website: www.securityinnovation.com
Business Overview
Security Innovation is an authority on application security and leading independent provider of risk assessment, risk mitigation and education services to mid-size and Fortune 500 companies. Global technology vendors and enterprise IT organizations such as Microsoft, IBM, FedEx, ING, Symantec, Visa, Coca-Cola and GE rely on the Company's expertise to understand the security risks in their software systems and facilitate the software and process change necessary to mitigate them.
Speaker Bio: Edward Adams, President and Chief Executive Officer
As Chief Executive Officer, Mr. Adams applies his information security and business skills, as well as his pervasive industry experience in the Application Quality space, to direct software security experts in helping organizations understand the risks in their software systems and developing programs to mitigate those risks. His organization has delivered high- quality risk solutions to the most recognizable companies in the world including Microsoft, IBM, Visa, Fedex, ING, Sony, Symantec, Nationwide and HP. Mr. Adams is the founder and business owner of the Application Security Industry Consortium, Inc., an association of industry technologists and leaders establishing and defining cross-industry application security guidance and metrics. He is on the board of the National Association of Information Security Groups (NAISG). Mr. Adams earned his MBA degree with honors from Boston College and has B.A. degrees in Mechanical Engineering and English Literature from the University of Massachusetts.
Products and Services
e-Learning Educates teams on application security awareness and/or secure development. The e-learning titles are based on Security Innovation's instructor-led courses and yield the following benefits: scalable, cost-effective, easy-to-use, reusable, and flexible. TeamMentor™ Is a Web-based application security learning and knowledge management system. In a wiki-like format, TeamMentor™ provides each development team member complete Security Guidance up front and as they code - in a way that can be leveraged immediately and repeatedly. Holodeck Is a test tool that uses fault injection to simulate real-world application and system errors for Windows applications and services. Testers and Developers work in a controlled, repeatable environment to analyze and debug error-handling code and application attack surface.
Recent News
Date Announcement 06/25/08 Brook Venture Led $7.1 Million Investment in Security Innovation 04/08/08 Holodeck Enterprise Edition v. 2.8 Supported Vista 04/07/08 Joe Basirico, Security Analyst, Led Three Classes at Software Test & Performance 03/31/08 Security Innovation and RSA Conference 2008 Presented "Security Smackdown" Program 02/22/08 Expanded Executive Team; Appointed Reed Aguliere to Operations Director
Management and Board of Directors
Management Title Edward Adams President, Chief Executive Officer Florence Mottay Managing Director, EMEA Jason Taylor Chief Technology Officer Peter Jenney Vice President, Products Reed Augliere Vice President, Operations Michael Gavin Security Strategist Silver Peak Systems Address: 471 El Camino Real Santa Clara, CA 95050 Phone #: (408) 935-1800 Fax #: ND Website: www.silver-peak.com
Business Overview
Silver Peak Systems provides wide area network (WAN) solutions. The Company's technologies include Network Memory, which is used to inspect inbound and outbound WAN traffic in real-time and storing a single local instance of data on each appliance; and Secure Content Architecture, which enables enterprises to deploy WAN. The Company offers solutions for data replication, network backup, file transfers, email, Web, disaster recovery, SQL queries and replication, application, centralize servers/storage, and security and compliance. The Company also offers global management system, which provides IT managers with the tools to configure, monitor, and manage a Silver Peak-enabled WAN. The Company serves financial services, government, health care, legal, manufacturing, and technology customers.
Speaker Bio: Rick Tinsley, President and Chief Executive Officer
Rick Tinsley joined Silver Peak Systems in 2004 as president and chief executive officer. In 1998, he co-founded Turnstone Systems and served as president and CEO for six years leading the company through a highly successful IPO. In 1997, Tinsley was an “Entrepreneur in Residence” with the venture capital firms Institutional Venture Partners and Benchmark Capital. From 1993 to 1997, Tinsley held various positions at Newbridge Networks, most recently as vice president and general manager with global operating responsibility for LAN Products. Prior to joining Newbridge, Tinsley was responsible for ATM products at TranSwitch Corporation and served as business development manager at Texas Instruments where he managed the startup of the TI486 program. Tinsley earned his Masters of Business Administration (MBA) from the University of Dallas and a bachelor of science in Electrical Engineering from Rensselaer Polytechnic Institute.
Products and Services
Global Management Systems provides IT managers with all of the tools necessary to centrally configure, monitor, and manage a Silver Peak-enabled Wide Area Network (WAN). It comes as a standalone network appliance with an integrated SQL database, ensuring easy setup and maintenance in any enterprise environment. NX Series Appliances lead the industry in performance, scalability, and security. They seamlessly fit into any enterprise network, sitting between network resources and the WAN infrastructure that is used to connect them to remote users. Deployment of the NX Series requires absolutely no client, server, or application reconfiguration. NX Series appliances use Silver Peak's patent-pending Network Memory™ technology to significantly reduce the amount of data traversing the WAN and ensure LAN-like application performance. In addition, Silver Peak appliances leverage a variety of latency and loss mitigation techniques, compression, and Quality of Service (QoS) to improve application usability across a distributed enterprise. The result is order of magnitude performance improvements, reduced IT costs, and increased management and security.
Recent News
Date Announcement 06/23/08 Joined Brocade developer program as a select partner 06/16/08 Selected by Unity Bancorp to accelerate offsite backup and recovery 06/09/08 Choosen by PCC Natural Markets to organically grow WAN performance 05/19/08 Delivered industry's first gigabit WAN acceleration appliance
Management and Board of Directors
Management Title Rick Tinsley President, Chief Executive Officer David Hughes Founder, Chief Technology Officer Duke Lambert Vice President Sales Eric Yeaman Chief Financial Officer
Directors Title Andy Rachleff Benchmark Capital Roger Evans Greylock Partners John Caddedu Duff Ackerman & Goodrich Robert Finocchio Private Investor
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 01/15/18 4 $21 ND Artis Capital Management, Benchmark Capital, DAG Ventures, Greylock Partners, J. & W. Seligman & Co, Pinnacle Ventures 01/29/07 3 17 ND Artis Capital Management, Benchmark Capital, Greylock Partners, Pinnacle Ventures 01/31/06 2 13 ND Benchmark Capital, DAG Ventures, Greylock Partners 09/20/05 1 13 ND Benchmark Capital, Greylock Partners SIMtone Address: 2530 Meridian Parkway 3rd Floor Durham, NC 27713 Phone #: (919) 926-7285 Fax #: ND Website: www.simtone.net
Business Overview
The SIMtone Corporation makes Cloud Computing universally simple. The Company has developed and commercialized the patented SIMtone Universal Cloud Computing Platform that allows network operators and businesses to host, manage and quickly provision any Cloud-hosted services, and ubiquitously deliver them to zero-touch terminals that can be standalone, low-cost hardware appliances, or software terminals usable via browsers, or on PCs, thin clients and mobile devices. With the SIMtone, Cloud services such as virtual desktops, DaaS/SaaS, PC Remote Access or Web services, are simple and very inexpensive to host and manage for businesses and providers, and become usable without a computer, on-demand and on-the-fly, simply and safely, by everyone, everywhere. SIMtone Corporation’s North American headquarters are based in Durham, North Carolina and SIMtone International headquarters are based in Vevey, Switzerland.
Speaker Bio: Lorenzo Mejia, Senior Executive Vice President and Chief Financial Officer
Prior to joining SIMtone, Mejia was Chief Executive Officer of Telic Communications, a developer of real-time mediation and session control solutions for IP services providers. He was also CFO of Cybertel, developer of the first commercially available, SIP-interopable unified messaging platform in the industry. Earlier in his career he was an investment banker. Mejia has been a speaker at numerous telecom events, including the IEEE Communications Society, The Canadian Institute, and Comptel/ASCENT, and has been a contributor to Internet Telephony magazine. He was a member of the New York Society of Security Analysts where he chaired their annual conferences on VoIP and wireless technologies. Mejia is a Chartered Financial Analyst and received his BS from University of Maryland, his MS from the University of California, Berkley and his MA and MBA from Stanford University.
Products and Services
The “SIMtone Universal Cloud Access Service” is a stateless network signaling service provisioned by the SIMtone carrier platform that provides secure on-demand and on-the-fly access to any Cloud Service to end users anywhere they are, from any device.
It enables network operators to offer enterprises, SMBs and other service providers ubiquitous access to all their Cloud Computing Services from any broadband connection with unmatched performance, security, low cost and strong SLAs. All this, without requiring a computer at the edge of the Cloud.
Network operators can deliver SIMtone Cloud Access Services with different levels of SLAs and OAM features, for enterprise, small/medium businesses and service providers. SIMtone Corporation offers the base SIMtone Cloud Access Service for free.
The SIMtone cloud computing platform allows service providers, enterprise organizations and small and medium businesses to easily transform existing application and desktop infrastructures into “cloud computing-enabled” infrastructures that are highly manageable and securely accessible on-demand and on-the-fly from any LAN, WAN or internet access point. The SIMtone enables multiple and diverse operating systems and applications hosted in datacenters to be simply aggregated, managed, migrated and provisioned as end- user Cloud Services.
SIMtone-based desktop and application services provide a powerful, cost-effective and secure alternative to solutions such as Citrix, enabling businesses to consolidate, virtualize and Cloud-enable their desktop and application infrastructures inexpensively. Users enjoy full and secure access to their computing environment on-demand from any LAN or Internet access point, without requiring a computer.
Recent News
Date Announcement 06/24/08 Established International Headquarters to Meet Growing Demand in Europe 02/11/08 Announced the First Virtual Personal Computer in the Cloud 02/06/08 Acquired ASPEED Software 01/16/08 Expanded Management Team 01/15/08 Changed Company Name from XDS to SIMtone
Management and Board of Directors
Management Title Mario Dal Canto Chairman, Chief Executive Officer John Abraham Executive Vice-Chairman Lorenzo Mejia Senior Executive Vice President, Chief Financial Officer Tim Mason Senior Executive Vice President, Operations Kurt Ziegler Executive Vice President, High Performance Computing Misha Nossik Executive Vice President\, Desktop Services Helmut Salmen Co-Founder, Chief Architect
Directors Title Mario Dal Canto Co-Founder, Chief Executive Officer, Chairman, SIMtone Gerry Dube Co-Founder, SIMtone Anthony Pantaleoni Office Counsel, Fulbright & Jaworski Solomon Trujilo Chief Executive Officer, Telstra Dave Furneaux Founder, Managing General Partner, Kodiak Venture Partners John Abraham Former Partner, Kodiak Venture Partners SkyeTek Address: 11030 Circle Point Road Suite 300 Westminister, CO 80020 Phone #: (720) 565-0441 Fax #: (720) 565-8989 Website: www.skyetek.com
Business Overview
SkyeTek develops radio frequency identification (RFID) readers. Its hardware products include RFID reader modules; reference designs for RFID readers; accessories, such as antennas and multiplexers; and developer kits that help to prototype RFID applications. The Company’s software products include Advanced Universal Reader Architecture, which provides customers with the capability to embed RFID as a feature in existing products; Tagnostic, a capability that allows customers to incorporate various tags into their products and applications; AURA powered SkyeModules and ReaderDNA reference designs that enable customers to design reader technology natively into their products; SkyeAPI, an application programming interface that helps developers to build applications that talk directly to the RFID reader, embedded into various products; and SkyeSecurity that provides a security layer to SkyeOS, the operating system for SkyeTek reader modules. The Company also offers professional services, such as RFID integration and its review; regulatory certification, security consulting and review, and licensed manufacturing support; network integration, software and hardware customization, finished reader design.
Speaker Bio: Rob Balgley, Chief Executive Officer
Rob is responsible for strategic direction and operational execution for SkyeTek™. Rob has over 25 years of business management experience in high technology, including responsibility for marketing, sales, product development, operations and finance. Rob was most recently the CEO and President of Colorado-based Jabber, Inc., a privately-held company that develops and sells instant messaging and collaboration software to corporate enterprises and service providers worldwide. While at Jabber, he implemented a business plan that enabled the company to triple revenues. He was also responsible for raising more than $16M in investment financing to provide necessary operating capital. Under Rob's direction, Jabber's XMPP protocol became the first complete industry standard for instant messaging and presence. Prior to Jabber, Rob founded and served as CEO and chairman of Wireless Technologies, Inc. (WTI). In addition to founding WTI, Balgley led the company through seven years of successful operation, culminating in profitability and a successful cash sale. Rob studied Communications Science at SUNY Albany and Drew University from 1975-1979.
Products and Services
Web Services RFID SkyeTek’s MetaFi enables manufacturers, retailers and service organizations to quickly and inexpensively implement RFID networks for optimizing Software field inventory management. MetaFi employs distributed RFID readers and centralized web services to improve forecasting accuracy, stock-outs & shrink, cash collection time, and field worker productivity.
Finished RFID SkyeTek partners with industry leaders to offer a diverse portfolio of finished RFID readers in various form factors to create out-of-the-box RFID Readers solutions for companies seeking to implement RFID networks.
Embedded RFID SkyeTek delivers the most recognized and reliable RFID reader modules for highly performing embedded RFID applications. SkyeModules are Readers the industry’s most space, cost and power efficient OEM RFID reader modules. With SkyeModules a diverse range of companies, primarily OEMs and systems integrators, add RFID as a feature to their products, services and applications.
Tag Selection / SkyeTek’s Professional Services Team provides the following standard and ancillary services to ensure that the implementation and integration of Provisioning MetaFi is seamless with little to no impact to customer’s existing staff and resources. The MetaFi implementation process is designed to be simple and straightforward for customers. Using a ‘turn-key’ implementation model, SkyeTek’s Professional Services staff performs several initial configuration steps allowing customers to focus on their core business before, during and after MetaFi implementation.
Recent News
Date Announcement 07/28/08 Added Support for UHF RFID ICs from EM Microelectronics 07/22/08 Expanded Executive Team in Key Operations Areas 07/14/08 Study Published in JAMA on RFID Interference Ignored Real-World Use 06/24/08 Hosted Webinar Discussing RFID-Based Solution for Medical Sales Processes Automation 06/09/08 Enabled Medical Implant Manufacturers and Distributors to Automate Inventory Management
Management and Board of Directors
Management Title Rob Balgley Chief Executive Officer, Director Martin Payne Senior Vice President, Marketing, Strategy Kevin Mammel Vice President, Finance Jeff Battin Vice President, Engineering
Directors Title Phillip Dignan Managing Director, Appian Ventures Kevin Jacques Partner, Palomar Ventures Tom Washing General Partner, Sequel Ventures Joseph Zell General Partner, Grotech Capital Group
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/25/07 2 $10 ND Appian Ventures, Grotech Capital Group, Palomar Ventures, Sequel Venture Partners, Telecommunications Development Fund 08/23/05 1 8 ND Appian Ventures, Palomar Ventures, Sequel Venture Partners SoloHealth Address: 6455 East Johns Crossing Duluth, GA 30097 Suite 285 Phone #: (404) 920-0717 Fax #: (404) 920-0710 Website: www.solo-health.com
Business Overview
SoloHealth, is an early stage company positioned to capitalize on the growing consumer preference for self-directed health care services. The Company's first product, EyeSite™, is an automated vision-testing kiosk, which allows consumers to quickly and efficiently check their vision without assistance. SoloHealth is a spin-out venture originating from CIBA Vision, the eye care unit of Novartis AG. The business has three recurring revenue streams: 1) Lead Generation, 2) Product Advertising, 3) Data Mining
Speaker Bio: Bart Foster, Founder and Chief Executive Officer
Bart Foster is a proven entrepreneur with over 12 years of international sales and marketing experience in the consumer products industry. Prior to founding SoloHealth, Bart worked at CIBA Vision, the Eye Care division of Novartis AG. There he held a variety of leadership roles in sales, marketing and management both in the U.S. and Europe, most recently as National Account Director. In 2006 he was awarded the Entrepreneur of the Year Award for developing the EyeSite™ business venture. Prior to CIBA Vision, Bart was Director of Sales for Peachtree Network, a successful Internet start-up based in Montreal, Canada. While there, he completed an IPO on the Canadian Venture Exchange. Bart began his career with Kellogg’s in consumer marketing and sales. In 1998 he was awarded the “Golden K” (Salesmen of the Year) for his entrepreneurial efforts in the Foodservice channel. Bart has a B.S. in Marketing from the University of Florida. He has an MBA in Global Management. Bart was recently elected to the Board of Prevent Blindness Georgia where he leads the strategic marketing committee.
Products and Services
EyeSite™ is an innovative self-service eye health awareness and patient referral kiosk that will be installed in high-traffic consumer locations throughout the world. Through sophisticated optical software and an interactive video interface, users can accurately assess their distance and near vision. A printout indicates the results, provides eye health information, and refers the user to a participating eye care professional nearby.
Recent News
Date Announcement 08/05/08 Named Semi-finalist in Forbes.com Entrepreneurial $100,000 Contest for its EyeSite Kiosk 07/26/08 First EyeSite kiosk Debuted at Georgia Wal-Mart 07/25/08 Aquired EyeSite Patent and related IP from Novartis 05/28/08 Won Three Awards, Including 'Best in Show' for EyeSite Innovation at KioskCom Expo and Digital Signage Show in Las Vegas 04.17.08 04/22/08 Accepted Into Georgia Tech ATDC Program
Management and Board of Directors
Management Title Bart Foster Founder, Chief Executive Officer Sanford Student Executive Vice President Fred Baumbach Chief Financial Officer Kevin Lavery Chief Medical Officer Stephen Kendig Director, Development, Operations Pat Griffin Vice President, Sales
Directors Title Mike Eckert Chairman; Former CEO of the Weather Channel Mike Daley President of Essilor USA Michael McTigue Director
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 04/22/08 Seed $2 ND Atlanta Technology Angels Sonicbids Address: 500 Harrison Avenue, Fourth Floor Suite 404R Boston, MA 02118 Phone #: (617) 502-1300 Fax #: (617) 275-7223 Website: www.sonicbids.com
Business Overview
Sonicbids operates as an online community for promoters and musicians. The Company offers Sonicbids Electronic Press Kit, which helps musicians to submit their works online for festivals, music conferences, songwriting competitions, licensing opportunities, and clubs. The Company also enables promoters to collect, sort, and review press kits online.
Speaker Bio: Panos Panay, Founder and Chief Executive Officer
Panos is the founder of Sonicbids. His childhood dream of being alternatively the next George Best or the next George Benson came to an end when each canceled the other out. The idea for Sonicbids came to him while reading the book "Blur" and decided to go for it in September of 2000. Before that, he worked on the “dark side” of the business as an international talent agent. Panos hails from Cyprus and is a self-described "voracious" reader, usually traveling with more magazines than clothes. He graduated from Berklee College of Music in 1994 with a degree in Music Business. In 2005 Panos was named as one of Fast Company Magazine's "Fast 50" entrepreneurs and is currently serving as co-chairman of CREATE Boston, an initiative launched by the Mayor of Boston to bolster the creative economy in the city. He is a diehard supporter of English football club Arsenal and by last count he owns over 25 jerseys of “The Gunners” dating back to 1983.
Products and Services
Sonicbids is a website that helps bands get gigs, and promoters book the right bands. The Company's community includes over 150,000 bands, singers, songwriters, and performers of all kinds, and 14,000-plus music buyers of all kinds, including promoters, licensors, festival programmers, and much more. Bands come to the website for gigs; promoters come to the website for bands.
Management and Board of Directors
Management Title Panos Panay Founder, Chief Executive Officer James Wooster Director, Administration, Finance Ford Englander Director, Operations John Moore Director, Engineering
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/13/07 1 $5 ND Edison Venture Fund StyleFeeder Address: 614 Massachusetts Ave 4th Floor Cambridge, MA 02139 Phone #: (617) 500-4101 Fax #: ND Website: www.stylefeeder.com
Business Overview
StyleFeeder operates an online social shopping site. The Company provides a way to find, share, and keep track of shopping stuff online using visual bookmarks. StyleFeeder allows users to rate and recommend any product found anywhere on the Web.
Speaker Bio: Shergul Arshad, Vice President of Business Development
Shergul Arshad is a business and corporate development executive with experience in ecommerce and traditional advertising. He held senior business development and sales roles with eBay, Sports Loyalty Systems, and FairMarket, where he led the sale of the company to eBay. Shergul has an M.B.A. from Michigan, where he perfected his golf game, and a B.A. from Harvard.
Products and Services
Personal Shopping Engine The user can chat with other people on the site via a built-in messaging system, shop online with friends, and keep tabs on what other people are adding to their StyleFeeds. To differentiate themselves from their competitors, StyleFeeder has been focusing on the personalized shopping search and its personal shopper tool application.
Recent News
Date Announcement 07/03/08 Won Golden Link Award 07/01/08 Won MITX Award for 2008 06/03/08 MarketingSherpa’s Viral Marketing Hall of Fame 2008: Top 10 Campaigns & Results Data ND Announced that it was chosen by AlwaysOn as one of the Northeast 100 Top Private Companies 03/30/08 Launched an open API that enabled developers to create third party applications, widgets and key funuctionality into any e-commerce website
Management and Board of Directors
Management Title Philip Jacob Founder Shergul Arshad Vice President, Business Development Dina Pradel Vice President, Marketing Jason Rennie Head, Machine Learning Technology Eric Savage Vice President, Technology
Directors Title John Palfrey General Partner, RSS Investors James Moore General Partner, RSS Investors Jake Shapiro Executive Director, Public Radio Exchange Ashton Peery Partner, Lucent Venture Partners Lee Barth Vice President, Digital Media, Dualstar Entertainment Group
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 01/28/08 2 $2 ND Highland Capital Partners, Schooner Capital 10/05/07 1 1 ND Highland Capital Partners, Schooner Capital TAGSYS Address: 15 Third Avenue Burlington, MA 01803 Phone #: (617) 674-5500 Fax #: (781) 272-3694 Website: www.tagsysrfid.com
Business Overview
TAGSYS designs and manufactures a comprehensive Radio Frequency IDentification (RFID) infrastructure for item-level tracking in a variety of industries. This universal infrastructure includes purpose-built readers and tags, as well as RFID management software, all designed to work together seamlessly in the most demanding environments. With a proven track record of delivering reliable, high performance production systems, TAGSYS has deployed over 150 million tags and 80,000 reader systems to over 500 customers in more than 40 countries. More information on TAGSYS can be found at www.tagsysrfid.com.
Speaker Bio: Bill Stuek, Chairman and Chief Executive Officer
Mr. Stuek has served as TAGSYS’ non-executive Chairman of the Board since September 2007, and has been an active participant in building TAGSYS’ operational and strategic plan. In addition, Mr. Stuek has served as Director, Chairman and CEO of several private and public companies in the United States, Europe and Asia. He has extensive experience bringing new technologies to market, managing multi-billion dollar product lines and supply chains and understands how to propel a company through initial growth to sustained value generation. He is also a 30 year veteran of IBM where he served in a number of senior executive roles in both sales and product development. Most recently, Mr. Stuek was the Managing Director of CCMP Capital.
Products and Services
TAGSYS believes that our strengths position us to lead the market in providing RFID infrastructure for item-level asset tracking in a variety of industries. Our industry leadership results from our sole focus on RFID applications, our emphasis on research and development, and our outstanding track record of technological innovation. TAGSYS' solution portfolio includes:
* Passive Tags: Flexible, ruggedized, small HF and UHF * Readers: HF modules, short-range, and long-range with corresponding antennas * UHF long-range reader * Application Stations: HF and UHF tunnels, chutes and cabinets, conveyor stations, mobile/hand-held “wands”, security pedestals * Software: TAGSYS e-connectware™ remotely manages RFID infrastructure like a network * Services: full complement of break/fix and professional services * Six Sigma Performance Program for pharmaceutical manufacturers – first Quality of Service (QoS) program in industry
Recent News
Date Announcement 06/02/08 Piloted RFID Infrastructure Deployment For Spanish Brand Apparel Manufacturer Boboli 05/31/08 Announced White RFID "Button" Tag For Personal Garments 05/28/08 Announced New High Performance RFID Systems For Textile Services 04/15/08 Announced New RFID UHF Tag Family Optimized For Item-Level Applications 02/27/08 Customer Throttleman Received 'Best Enterprise Solution' Award
Management and Board of Directors
Management Title Bill Stuek Chief Executive Officer, Chairman Alastair McArthur Chief Technology Officer Fred Kohout Chief Marketing Officer Olivier Burah Vice President, Worldwide Sales Harvey Schein Chief Financial Officer Jean-Luc Sentis Vice President, Operations
Directors Title Bernard Vogel Co-Founder, Managing Partner, Endeavour Franck Tuil Portfolio Manager, The Elliott Group Paul Beckwith Independent Investor Shahan Soghikian Co-Founder, Panorama Paul Murray Managing Director, dfj esprit Michael Ohanian Former, President, Intermec Technologies
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 09/01/07 C-1 $17 ND ADD Partners, DFJ Esprit, Elliott Management Corporation, Endeavour, J.P. Morgan Partners, Saffron Hill Ventures 05/22/06 C 22 ND ADD Partners, DFJ Esprit, Elliott Management Corporation, Endeavour, J.P. Morgan Partners, Saffron Hill Ventures 04/18/05European 12 ND Elliott Management Corporation, Endeavour, CDC/FCJE Enterprises, Saffron Hill Ventures 08/16/04Investment Prior 9 ND ADD Partners, Endeavour, CDC/FCJE Enterprises, Saffron Hill Ventures 08/01/03to US 6 ND AXA Private Equity, FCJE, Endeavour, Saffron Hill Ventures 10/01/01Incorporation 14 ND AXA Private Equity, Endeavour, Saffron Hill Ventures Tatara Systems Address: 35 Nagog Park Acton, MA 01720 Phone #: (978) 206-0800 Fax #: (978) 206-0888 Website: www.tatarasystems.com
Business Overview
Tatara Systems invents, develops, and deploys convergence products for mobile operators and integrated service providers. In addition, Tatara Systems provides fixed mobile convergence solutions, which allow mobile operators to deploy IP based femtocell devices using the existing IP infrastructure. Tatara Systems was formerly known as Broadwave.
Speaker Bio: E.Y. Snowden, Chief Executive Officer
E.Y. Snowden is a leader in the wireless communications industry, having managed both carrier and vendor organizations, as well as serving on the Board and Executive Committee of CTIA – The Wireless Association for the past three years. E.Y. served as President and CEO of Boston Communications Group from 1998 to 2006, and as Chairman of its board from 2006 until March, 2007. E.Y. led the transformation of BCGI from entrepreneurial innovator into a proven, carrier-grade provider of mission critical applications to the largest wireless operators in the world, including billing, content filtering, network and payment services. While overseeing a global enterprise of over 500 employees, including significant operations in India and Israel, Snowden helped to secure and deliver on nationwide real-time billing relationships with four of the largest carriers in America.
Products and Services
Tatara convergence server acts as a SIP-MSC/IWF in Pre-IMS networks and as a SIP application server in IMS networks. Tatara subscriber gateway acts as a 3GPP/2 AAA server with enhancements for the femtocell convergence market. Tatara service manager allows for a user experience over multiple networks. PC convergence solutions include mobile broadband service that provides wireless Internet access over multiple networks from laptops, PDAs, and ultra-mobile PCs. PC mobile softphone service that gives mobile phone users access to their mobile services from their PC using their primary mobile identity.
Recent News
Date Announcement 08/05/08 Tango Networks, AirWalk Communications and Tatara Systems Partnered for Ground-Breaking Enterprise FMC Femtocell Solution 03/31/08 Announced CDMA 1xRTT Convergence Server 03/31/08 Collaborated with AirWalk on SIP-Based CDMA Femtocell Solution 03/31/08 NETGEAR® and Tatara Systems® Showed Interoperable Femtocell Solution at CTIA Wireless in Las Vegas 03/17/08 Appointed Doug Tucker as Chief Technology Officer
Management and Board of Directors
Management Title E.Y. Snowden President, Chief Executive Officer, Chairman Fritz von Mering Chief Financial Officer Doug Tucker Chief Technology Officer Stephen Collins Vice President, Marketing, Business Development
Directors Title Ed Anderson Manageing General Partner, North Bridge Ventures Chris Burke Former Chief Technology Officer, Vodafone Paul Gudonis Former Chief Executive Officer, Genuity Sean Dalton Managing General Partner, Highland Capital Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/13/07 4 $15 ND Highland Capital Partners, North Bridge Venture Partners 05/27/05 3 6 ND Highland Capital Partners, North Bridge Venture Partners 02/20/04 2 8 ND Highland Capital Partners, North Bridge Venture Partners 03/17/03 1 9 ND Highland Capital Partners, North Bridge Venture Partners Tradeware Global Address: 40 Wall Street 36th Floor New York, NY 10005 Phone #: (212) 809-7700 Fax #: (212) 809-9401 Website: www.tradeware.com
Business Overview
Tradeware Global provides electronic trading solutions in Europe and North America. The Company offers financial information eXchange (FIX) based equity order management systems that allow banks, broker-dealers, exchanges, and institutional investors to conduct trade communications electronically; FIX connectivity solutions; front-to-back office integration and compliance reporting services; and GlobalX, a cross-border trading solution that enables market participants to trade with counter-parties in various regulatory jurisdictions. The Company also offers various solutions, including access to the United States exchanges, ECNs, and global markets; local and international direct market access; order management for upstairs and exchange floor trading desks; and compliance and reporting for upstairs and exchange floor trading desks, as well as business continuity services.
Speaker Bio: Chuck Giessen, President
Charles Giessen has over twenty years of experience in international investment banking. He is President of Tradeware Global, a leading provider of financial technology and connectivity services for financial institutions worldwide. Prior to March 2007, Charles served as Managing Director, Tradeware Global UK. From late 1999 to March 2004 Charles was CEO, and founder, of Broker-to-Broker Networks, which pioneered a unique business process for electronic processing of cross border equity orders. In March 2004 Tradeware Global acquired the business assets of B2B and established Tradeware Global UK. From 1998 to 1999, he served as Managing Director, Global Business Manager, Equities of Rabobank International in London. From 1995 to 1998, Mr. Giessen served as C.O.O., Global Business Manager; Global Equities Division for Salomon Brothers in London, New York and Tokyo. From 1994 to 1995, he served as Senior Vice President of Republic National Bank of New York and Managing Director of Republic New York Securities, International in London. Mr. Giessen served as Managing Director, International Equities for Bear Stearns International in London from 1992 to 1994. From 1991 to 1992, he served as Managing Director, Head of International Equities for Smith Barney & Co. in New York. From 1986 to 1991, Mr. Giessen served as Executive Director International Equities for Morgan Stanley International in London and Frankfurt. Prior to his time at Morgan Stanley International, he spent nine years at Morgan Stanley & Co. in New York. Mr. Giessen is a graduate of Fordham University.
Products and Services
FIXLink Order Routing Network facilitates the electronic routing of equity order flow between FIXLink's buy side and sell side participants. FIXLink IOI Network facilitates the transmission of the client’s indications of interest and trade advertisement messages to FIXLink participants or other third party networks. FIX2000 Toolkit is a Unix-based FIX translator and communications management system. FIXLINK Direct provides broker neutral connectivity solutions to access exchange floor. MarketCenter is an electronic order management and automated order routing solution. MarketCenter Exchange provides order management and connectivity for exchange floor trading. MarketEdge is a Web-based application that facilitates the routing and receiving of hand written and digital market looks to and from the exchange floor. OATS Consolidator is a broker-neutral compliance solution that offers OATS reporting for broker-dealers.
Recent News
Date Announcement 05/12/08 NYSE MatchPoint Joined Tradeware's FIXLink(R) Network 01/14/08 Aqua ATS Connected to Tradeware FIXLink® 08/20/07 AXES Joined Tradeware's GlobalX(TM) Network 06/15/07 Announced the Passing of Chairman John J. Marino 02/27/07 Deployed Reporting Center
Management and Board of Directors
Management Title Chuck Giessen President Howard Schwartz Chief Executive Officer, Director Stacey Marino Chief Operating Officer Kerry Smithers Co-Founder, Former Chief Executive Officer Steven LaColla Chief Financial Officer David Meredith Chief Technology Officer
Directors Title Mark deLaar Principal, Summit Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/12/04 ND $6 ND Summit Partners Tutor.com Address: 40 Fulton Street New York, NY 10038 Phone #: (212) 528-3101 Fax #: (212) 202-4324 Website: www.tutor.com
Business Overview
Tutor.com offers online education and tutoring services to libraries, educational institutions, and individuals. The Company provides personal tutoring, after school education programs, and information services. Tutor.com offers its services through Tutor.com Direct, Live Homework Help, and Ask A Librarian product suites.
Speaker Bio: George Cigale, Founder and Chief Executive Officer
George Cigale has served as Tutor.com's Chairman and CEO since founding the Company in 1998. During his tenure, Mr. Cigale has raised over $30 million in venture capital and secured strategic partnerships with top education and media companies. He has assembled an accomplished management team and Board of Directors. Under Mr. Cigale's leadership, Tutor.com has created the leading on demand homework help and online tutoring services, making professional tutors available to all students the minute they need academic help. Mr. Cigale brings over 15 years of experience in education, software, and Internet industries, in executive positions at The Share Group, Adizes Institute, and The Princeton Review. Mr. Cigale served on the Board of the Education Industry Association from 2001-2006. He serves on the Board of Directors of the Americans for Libraries Council, is a guest lecturer on venture capital law at NYU Law School, and has been published in the Library Journal. Mr. Cigale received a BA in Political Science from the State University of New York at Binghamton, and currently lives in Pleasantville, New York, with his wife and three children. His blog can be found at ceotutor.blogspot.com.
Products and Services
Tutor Service Tutor.com connects you in real-time to a live tutor in an online classroom to work one-to-one on homework, studying, test prep—whatever you need help with. There are no software downloads and no special equipment needed to use Tutor.com.
Recent News
Date Announcement 05/09/07 Secured $13.5 Million in Expansion Funding 09/12/07 Partnered with Actress, Mathematician and Author Danica McKellar to Inspire Girls to Excel in Math 08/29/07 Named as One of the 5,000 Fastest Growing Businesses by Inc. Magazine
Management and Board of Directors
Management Title George Cigale Founder, Chairman, Chief Executive Officer Kevin Donalds Senior Vice President, Operations, Chief Financial Officer Bart Epstein Senior Vice President, Corporate Development, General Counsel Adam Masur Vice President, Consumer Marketing Joan Rooney Vice President, Provider Management Sean Zinsley Vice President, Product Management Sandi White Vice President, Institutional Sales, Marketing Russell Greenspan Vice President, Technology
Directors Title Daniel DeWolf Managing Director, Dawntreader Ventures Therese Crane Educator, Former Vice President, AOL Kylie Sachs Partner, Ascend Venture Group Sang Ahn Principal, Dawntreader Ventures
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 05/09/07 3 $10 ND Ascend Venture Group, Dawntreader Ventures, Intel Capital, Kidron Corporate Advisors 06/20/00 2 14 ND Dawntreader Ventures, Internet.com Venture Partners, Netstar Ventures, Princeton Review, Scholastic 09/07/99 1 2 ND Garage.com, Internet.com Venture Partners, Netstar Ventures, Princeton Review, Zoe Capital U4EA Technologies Address: 454 Kato Terrace Fremont, CA 94539 Phone #: (510) 279-3355 Fax #: (510) 687-0006 Website: www.u4eatech.com
Business Overview
U4EA Technologies is a leading supplier of multi-service business gateways (MSBG) that enable service providers and resellers to provide highly integrated and easy-to-manage IP communications solutions to SMB and SME customers. U4EA’s all-in-one customer premises devices, supported by the company’s revolutionary QoS (GoS) mechanisms, ensure the secure, reliable and cost-effective delivery of converged VoIP, data and video services. U4EA’s SMB solution includes a wireless LAN controller for mobility applications. U4EA also offers next generation network signaling gateways, which enable carriers to interconnect legacy networks and equipment with Next Generation Networks. For more information about U4EA, see www.u4eatech.com.
Speaker Bio: Ken Epps, Chief Executive Officer
As Chief Executive Officer, Ken Epps is responsible for the strategic direction and management of the company. Epps has deep communications industry experience, specifically around broadband network equipment and solutions as well as broadband and multimedia applications, software, and services. Prior to U4EA, Epps was CEO of BayPackets, where he transformed a beta product company with 18 developers into a competitive global communications software provider with marquee customers and international distribution. Epps has also held key executive roles at Williams Communications, Lucent, and AT&T, and was instrumental in AT&T's revenue growth with the launch of some of the company's most successful services that included bundling wireless, internet, and other offers with pricing and retention programs. Ken holds an MBA from Stanford, a M.S. from the University of Tennessee, and a B.S. from S.C. State University.
Products and Services
Fusion 200 Series Business Gateway is designed for the small to medium-sized business (supporting up to 30 simultaneous calls). The series consists of two small form-factor models, the 200 and 210, providing an Ethernet and a DSL WAN interface, respectively. Fusion 420 Business Gateway is designed for the small to medium-sized business (supporting up to 70 simultaneous calls). The Fusion 420 provides a T1/E1 WAN interface. Fusion 500 Business Gateway is designed for the medium-sized enterprise (supporting up to 250 simultaneous calls). The Fusion 500 contains swappable WAN cards, providing T1/E1, Ethernet, or VDSL connectivity. FusionView 700 Series Element Management System provides for efficient operation, administration, management, and provisioning (OAM&P) of U4EA's Fusion Series Business Gateways. The series consists of two rack-mountable models, the 700, for management of up to 300 devices, and the 710, for management of up to 3,000 devices. Fusion 1000 Series Signaling Gateway supports a wide range of signaling and transport protocols, allowing the support of legacy telecommunications equipment in Next Generation Networks.
Recent News
Date Announcement 08/11/08 Announced Distribution Agreement with Interlink Communications Systems 07/21/08 Appointed Curt Mason CFO 07/08/08 INTECH Selected U4EA Technologies to Deliver Multi-service Business Gateways to Mexican and Latin American Telecommunications Providers 05/20/08 Acquired NextHop 04/29/08 Expanded Multi-Service Business Gateway Product Line with Fusion 500
Management and Board of Directors
Management Title Ken Epps Chief Executive Officer, Director Curt Mason Chief Financial Officer Jim Greenway Vice President, Global Marketing, Products Jay Bowker Vice President, Global Sales Peter Thompson Chief Scientist Vivek Janakiraman Vice President, Technology
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 06/09/07 4 $16 ND IIU Nominees Limited, Bluehone Investors LLP, and Singer & Friedlander 01/01/06 3 8 ND IIU Nominees Limited, Bluehone Investors LLP, and Singer & Friedlander 04/01/05 2 5 ND IIU Nominees Limited, Bluehone Investors LLP, and Singer & Friedlander 04/01/04 1 1 ND IIU Nominees Limited, Bluehone Investors LLP, and Singer & Friedlander Ubiquisys Address: The Stella Building Windmill Hill Business Park Swindon, Wiltshire SN5 6NX United Kingdom Phone #: +44 20 7183 3400 Fax #: ND Website: www.ubiquisys.com
Business Overview
Ubiquisys is a mobile communications company. The Company provides a ZoneGate femtocell solution that delivers outstanding cellular coverage and services in the home utilizing the speed of broadband IP. The ZoneGate system is comprised of a cellular access point installed in a user's home or small business and a convergence gateway and management system integrated with the mobile operator's core network. The Company's ZoneGate access point is a plug-and-play consumer device that provides enhanced coverage and speed without additional CAPEX/OPEX for the mobile operator. The ZoneGate system uses technology to provide indoor coverage for consumers using their existing handsets.
Speaker Bio: Chris Gilbert, Chief Executive Officer
Chris has a formidable track record in the communications industry. As CEO at IPWireless, he transformed the company from a niche, wireless broadband player into a mainstream cellular provider. The Company was a Red Herring Top 100 Private Company, an Always On Top Innovator and was awarded Network Magazine Wireless Product of the Year. Previously Chris had held senior roles with Motorola where he managed the Company's cellular infrastructure business in some 60 EMEA countries.
Products and Services
ZoneGate The ZoneGate femtocell solution addresses the urgent demand from mobile operators for cost-effective, high-quality 3G coverage in the home. ZoneGate also introduces a fast and efficient way of opening the Internet to mobile users and delivering new revenue streams to operators. And the big advantage over WiFi is that it offers mobile users brilliant mobile coverage in the home using their usual 3G handsets. ZoneGate plugs into a user's existing broadband gateway or may be built into a home gateway product that might include WiFi, DSL, Ethernet, phone ports and USB.
Recent News
Date Announcement 06/04/08 Announced Support for Emerging 3GPP Standard Interface (Iu-h) for 3G Femtocells 05/08/08 Named Number One Femtocell Vendor (2nd year in a row) by ABI Research as Industry Moves to Commercial Deployments 04/29/08 FierceWireless Named Ubiquisys as One of Its “Fierce 15" 04/21/08 Appointed Scott Kauffman to Board 03/10/08 Appointed Patrick Gallagher as Chairman
Management and Board of Directors
Management Title Chris Gilbert Chief Exexcutive Officer, Director Will Franks Founder, Chief Technology Officer, Director Steve Dunn Chief Financial Officer Len Schuch Founder, Vice President, Business Development Pete Keevil Founder, Vice President, Engineering
Directors Title Patrick Gallagher Chairman Scott Kauffman Former President, Chief Operating Officer, BlueLithium Graham O'Keeffe Partner, Atlas Venture Martin McNair General Partner, Advent Venture Partners Kaj-Erik Relander General Partner, Accel Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 03/03/08 3 ND ND Accel Partners, Advent Venture Partners, Atlas Venture, Google, T-Mobile Venture Fund I, T-Venture Holding 07/20/07 2 $25 ND Accel Partners, Advent Venture Partners, Atlas Venture, Google 09/07/06 1 12 ND Accel Partners, Advent Venture Partners, Atlas Venture UltraCell Address: 399 Lindbergh Avenue Livermore, CA 94551 Phone #: (925) 455-9400 Fax #: (925) 455-7750 Website: www.ultracellpower.com
Business Overview
UltraCell produces reformed methanol fuel cells for mobile power applications. The Company provides XX25, a portable power source for computing, communications, and sensing devices. The Company’s product is used in critical mobile and remote operations, such as military missions, emergency and disaster response, remote surveillance, and field research and exploration.
Speaker Bio: Keith Scott, Chief Executive Officer
Keith Scott brings more than 15 years of CEO experience to UltraCell. Prior to UltraCell, Keith was CEO of NHT (Now Hear This), a high-end home theater equipment manufacturer. Keith has over 20 years experience in software and supply chain management companies. Keith was SVP Sales and Marketing at Alien Technology, a leader in the RFID market where he was responsible for building their go to market strategy. He was an Entrepreneur in Residence at Red Rock Ventures where he held interim CEO positions for portfolio companies and assisted in deal generation and evaluation. He served as CEO for venture-backed supply chain companies: Openshelf.com and Bindco, both of which were acquired. He also served as board member for SpinCircuit.com, a product life cycle management software company, which was an investment of Flextronics, Avnet and Cadence. Previously, Mr. Scott served as CEO of Metcal, Inc., a proprietary heating technology company with products in electronics manufacturing, commercial foodservice and natural gas distribution equipment. He also was Sr. VP of Worldwide Sales and Marketing for Flextronics International, one of the world's largest providers of electronics manufacturing services. Mr. Scott holds an MBA and a BA from UCLA.
Products and Services
XX25 fuel cell delivers up to 25W of continuous maximum power, weighs just 2.7 lbs and is about the size of a hardback book, making it an ideal portable power source for the computing, communications and sensing devices used in critical mobile and remote operations ― such as military missions, emergency and disaster response, remote surveillance, and field research and exploration. The XX25 was the first fuel cell to receive a limited Safety Assessment Report from the Army Power Division of the U.S. Army’s Research Development and Engineers Command and Communications- Electronics Research Development and Engineering Center, which certified it safe to be worn by soldiers in the field and used to power portable devices. The XX25 has also passed a series of MIL-STD-810F tests — a standard approved for use by all Departments and Agencies of the U.S. Department of Defense — which measures the environmental reliability of equipment for military use. UltraCell offers fuel capacity options for the XX25 that range from a compact 250 cc cartridge, which provides about nine hours of operation at a weight of about 350g, to a 18L tank that can provide uninterrupted power for days or weeks.
Recent News
Date Announcement 07/29/08 Expanded Reseller Network 06/23/08 Received Additional Funding from U.S. Army CERDEC and DARPA 04/28/08 To Present at Key Industry Events 04/22/08 Named New CEO, Expanded Board of Directors 04/01/08 Automated Fuel Cell Assembly Process In Company's Ohio Manufacturing Facility
Management and Board of Directors
Management Title Keith Scott Chief Executive Officer Bob Zapotosky Chief Financial Officer Frank Beafore Vice President, Ohio Operations Ian Kaye Director, Advanced Technology
Directors Title Ronald Codd Independent Consultant Nicholas Colella Vice Chairman, Venture Partner, Incubic Venture Fund Jeanne Bayless Managing Partner, STAR Ventures Jens Christian Mathiesen Assistant Managing Director, The BankInvest Group New Energy Solutions Jason Rottenberg Managing Director, OnPoint Technologies Al Joseph Director, Tessera
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 01/30/07 3 $10 ND BASF Venture Capital, BI New Energy, Espirito Santo Tech Ventures - Sociedade de Capital de Risco, OnPoint Technologies, Sevin Rosen Funds, Star Ventures Management 03/01/05 2 11 ND BI New Energy, OnPoint Technologies, Sevin Rosen Funds, Star Ventures Management 03/15/04 1 ND ND OnPoint Technologies, Sevin Rosen Funds, Star Ventures Management Vanu Address: One Cambridge Center Cambridge, MA 02142 Phone #: (617) 864-1711 Fax #: (617) 864-1697 Website: www.vanu.com
Business Overview
Vanu engages in the development and commercialization of software radio for the wireless infrastructure industry. The Company's products include Anywave, a software radio access network that generates, receives, and processes GSM, CDMA, and iDEN in software. The Company’s Anywave system also provides a range of radio frequency hardware configurations that deliver coverage for outdoor applications, such as cell urban or rural networks or pico cells for high density traffic areas; residential applications, including cellular access points in the home; enterprise/campus applications, such as pico cell solutions for businesses and institutions; and disaster recovery. The Company also provides designing and consulting services to wireless device manufacturers, system integrators, and service providers. The Company offers its products and services for carriers in the United States.
Speaker Bio: Steve Muir, Chief Technology Officer
Steve Muir has been involved with Vanu since 2001, when he joined the company as a member of the engineering staff. Prior to joining Vanu, Steve had internships at IBM, HP, DEC/Compaq and NEC. He has been involved in numerous research projects in the areas of networking and operating systems, including IP network infrastructures and security architectures for software radio systems. Steve possesses a Ph.D. in Computer and Information Science from the University of Pennsylvania, and B.A. and M.Eng. degrees in Computer Science and Electrical and Information Science from the University of Cambridge in England.
Products and Services
Anywave® software portability enables multiple wireless standards to operate simultaneously on a full breadth of hardware configurations. It easily scales up or down to deliver cost- effective, tailored RF coverage solutions for: outdoor macro urban and rural; outdoor pico cell for high traffic gap fills; indoor pico cell for enterprise; femto cell for residential and mobile cell sites for disaster recovery. The Anywave system is a future-proof, wireless infrastructure that generates, receives, and processes GSM, CDMA, iDEN and more, entirely in software – not costly, single-purpose hardware, as with traditional radio access networks (RANs). This innovation leads directly to a number of important distinctions and carrier benefits when compared with systems from traditional telecom equipment manufacturers.
Recent News
Date Announcement 07/15/08 Teamed with Mavenir to Introduce Dual-Mode Wireless Network Solution with VoIP Core 04/24/08 Announced Launch of Professional Services Group 04/18/08 Anywave Base Station Named Product of the Year 03/20/08 Joined GTL Limited to Conduct Shared Active Infrastructure Field Trials in India 03/18/08 Introduced the Anywave MultiRAN
Management and Board of Directors
Management Title Vanu Bose President, Chief Executive Officer Rob Anglin Chief Operating Officer Andy Beard Chief Strategy Officer Steve Muir Chief Technology Officer John Winn Executive Vice President, Business Development John Chapin Chief Scientist
Directors Title Clayton Christensen Professor, Harvard Business School John Guttag Professor, Massachusetts Institute of Technology Reed Hundt Principal, Charles Ross Partners David Karger Research Director, Massachusetts Institute of Technology William Strasior Chairman, Chief Executive Officer, Booz, Allen & Hamilton
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/05/07 Seed $8 ND Charles River Ventures Velocity Financial Group Address: 8501 West Higgins Road, Suite 420 Chicago, IL 60631 Phone #: (773) 243-1260 Fax #: (773) 243-1254 Website: www.velocityfg.com
Business Overview
Velocity Financial Group, a non-regulated specialty finance company, provides capital equipment financing and working capital to middle-market and venture-backed companies in North America. The Company offers senior secured term loans, subordinated term loans, acquisition finance, bridge loans, and equipment loans and leases. The Company also provides entrepreneurial services, such as business development, real estate leasing services, HR and insurance counseling, and advice on ways to save money on infrastructure spending. In addition, Velocity Financial Group offers equipment acquisition consulting services.
Speaker Bio: Jan Haas, Co-Founder and President
Jan Haas is a co-founder of Velocity Financial Group and serves as our president and head of the Ventures Group. Prior to starting Velocity, Jan founded and served as co- managing partner of Cedar Boulevard Capital, a fixed-term investment fund that acquired and managed distressed pools of loans and leases. Prior to Cedar, Jan ran the East Coast office for Comdisco Ventures from 1999 through 2001. Jan assumed the co-head role of Comdisco Ventures during 2001 through 2003, at which point he acquired the remaining assets of Comdisco Ventures to form Cedar Boulevard. Jan's tenure at Comdisco Ventures was preceded by a five year track in investment banking, most recently as a vice president with the technology group at Montgomery Securities (acquired by Bank of America/NationsBank). Jan began his career as an account officer with Chemical Bank (now part of JPMorgan Chase) in New York. Jan received his MBA degree from Kenan-Flagler Business School at the University of North Carolina, Chapel Hill and his Bachelor of Arts degree in Math and Computer Science from Middlebury College.
Products and Services
Diverse Equipment Types The Company provides financing solutions for a large assortment of equipment types: core infrastructure servers, telecommunications equipment, printers and printing presses, desktop and laptop computers, networking equipment, point-of-sale systems, diagnostics / surgical equipment, manufacturing assets, distributions / warehouse equipment, software, semi-conductor equipment and material handling equipment.
Specialists in Technology Finance The Company's target customer base spans industries and includes companies that generate annual revenue of between $20 million and $1 billion. Velocity Financial Group offers vendor independence, flexible financing structures, and deep knowledge of technology lifecycles. The Company offers lease programs that fit every customer's requirements, ranging from one-off leases to lease lines and customized structures.
Vendor Neutral As an independent lessor, the Company is 'vendor and technology neutral,' providing the best equipment at the best price for the client's needs regardless of manufacturer. The Company provides the knowledge and support required to make sound decisions regarding technology assets and offers creative financial solutions around those assets. The Company has both new and used equipment alternatives and specialize in the ability to upgrade and modify assets during the lease as the customer's technological needs invariably grow or change.
Debt Solutions for Entrepreneurs Velocity Financial Group serves companies that have received venture capital financing from top-tier investors, providing flexible financing structures for entrepreneurs. Each facility is customized based on a company's intended use for the capital and its stage of growth. The Company makes its investments in the form of a loan or a lease that is complementary to more traditional sources of capital from banks or equity sponsors, yet is cost effective and value-add for its portfolio companies and their stakeholders. The Company works with start-ups that have received their first round of financing all the way up to pre-IPO companies. Sample types of financings that we provide include senior secured term loans, subordinated term loans, acquisition finance, bridge loans, equipment loans, and equipment leases.
Equipment Acquisition Consulting Assits clients in evaluating options, obtaining optimal pricing and assessing when used equipment is appropriate. The Company offers this service at no cost, simply as part of the value-add that it brings to its customers.
Recent News
Date Announcement 07/24/08 Appointed Krajewski National Sales Manager 04/17/08 Vande Moore Named Chief Financial Officer for Velocity Financial Group 11/09/07 Velocity Portfolio Company Acquired by Leading Telco 08/28/07 Appointed Anderson Chief Legal Officer
Management and Board of Directors
Management Title Frank Cirone Chief Executive Officer, Co-founder Jan Haas President, Co-Founder John Vande Moore Chief Financial Officer Charles Neff Chief Credit Officer James Anderson Chief Legal Officer
Directors Title Mark Fikse Principal, American Capital Strategies Richard Finocchi Executive Vice President, TWR3 Robert Grunewald Managing Director, American Capital Strategies Versata Address: 6011 West Courtyard Drive Austin, TX 78730 Phone #: (512) 874-3000 Fax #: (512) 874-8900 Website: www.versata.com
Business Overview
Versata is an Austin, Texas based global technology and software company that solves complex problems for the world's largest companies. Through its family of companies, Versata develops solutions that deliver business results, performance, and scalability with a low total cost of ownership. Versata’s industry-specific solutions provide targeted functionality designed specifically to address the most challenging business problems within an industry. Versata's offerings combine the time-to-market strengths of a packaged enterprise application and the competitive differentiation of custom software. Versata solutions are used by customers to address challenges in financial services, government, insurance, retail, automotive, manufacturing, logistics, and other fast-paced industries where sophisticated applications, scalability, and continuous adaptation are vital to competitiveness.
Speaker Bio: Sean Fallon, Chief Financial Officer
Mr. Fallon is the Chief Financial Officer for Versata Enterprises. Mr. Fallon has helped lead Versata to profitable and sustained growth over several consecutive years. Under Mr. Fallon’s leadership, Versata has completed eight acquisitions including the go-private transactions of Artemis International Solutions and Gensym. Mr. Fallon leads Versata’s financial process that brings an intense focus on profitability and investment. Versata’s M&A program targets underperforming businesses that have created leading technologies and gained Global 2000 customers. Versata establishes financial stability in these companies, improves customer success, and thereby creates a platform for profitable and sustained growth. During his career, Mr. Fallon has completed more than a dozen acquisitions, integrated operations throughout the US and Europe, and help launch businesses in India and China.
Products and Services
Example products and services delivered by Versata family of companies include the following:
Company Vertical/Solution Example Customers
Versata Software Automotive: Retail Web Site Ford Motor Company Versata Software Financial Services: Complex Pacific Life/Mass Mutual Artemis Intl. Solutions Project and Portfolio Management Nokia/ Lockheed Martin Nextance Contract Management IBM Gensym Corp. Business Rules Management Siemens Clear Technology Financial Services BPM Norwich Union
Recent News
Date Announcement 05/19/08 Acquired Privately Held Evolutionary Technologies International 05/05/08 Acquired Privately Held Clear Technology, Inc. 04/24/08 TenFold Announced Agreement to be Acquired by Privately Held Versata 02/22/08 Acquired NUVO Network Management, Inc. 02/20/08 Announced Versata® 6 BRMS Version 6.3 for Implementation of Business Rules
Management and Board of Directors
Management Title Randall Jacops Chief Executive Officer Sean Fallon Chief Financial Officer Christopher Smith Vice President, Operations Frank Kopas Vice President, Sales Visible Assets Address: One Datran Center, 9100 South Dadeland Blvd, Suite 106 Miami, FL 33156-7189 Phone #: (305) 670.5201 Fax #: (305) 670.5206 Website: www.visible-assets.com
Business Overview
Visible Assets offers supply chain tracking solutions. The Company offers RF t-Tags, electronic lock systems, and logistics products. The Company’s open source software systems track the product arrival and departure data. The Company serves various companies needing knowledge of their product's location and physical status.
Speaker Bio: John Stevens, Founder, Chief Executive Officer and Chiarman
Stevens is the founder and major investor in VAI. He has 20 years of entrepreneurial business experience and has founded four other technology-based companies all with successful international products. The most recent Visible Genetics Inc. (VGIN), a Biotech company specializes in DNA sequencing and genotyping. He served as Chairman and CEO for five years. During his tenure as CEO, he was responsible for a highly successful NASDAQ IPO, took the company from zero to annual revenues of $10.9 mm, with over 200 worldwide employees, and 500 customer sites. Under his leadership VGI developed its full product line of DNA sequencers, kits (HIV, HepC, HepB), software, created manufacturing facilities with all necessary cGMP quality systems, established world wide sales and support, had over 37 US patents issued or allowed with another 35 patents pending, obtained all necessary FDA clearance (IDE and Open Label approval) to proceed with its current FDA approved HIV genotyping program. Dr. Stevens holds a PhD. in biophysics from the University of Pennsylvania (1974), and has held positions at University of Pennsylvania (Associate Professor), University of Toronto (Tenured Full Professor), and was director of the Eye Research Inst. of Canada.
Products and Services
End to End Supply Chain Tracking VAI's combination of communications, processing power and energy management allows the Company's technology to work well in any work environment. Tracking can begin at point of manufacture and continue in real time through to end user, allowing you and your customers to close the loop on your supply chain. Tags use a non-invasive frequency so they can be safely applied to the interior or exterior of a product packaging. They can therefore be used in hospitals or other workplaces where higher energy frequencies are not permitted. Products such as computers and industrial or consumer electronics can have tags directly attached to the mother board or other component. The tag can record all manufacturing pedigree data and maintenance activity for easy access by a field technician.
Recent News
Date Announcement 05/07/07 RuBee Technology Leader, Announced Investment From Epson Electronics America 01/01/07 Received The 2007 Frost & Sullivan North American Technology Innovation of the Year Award in the Field of Supply Chain Visibility Solutions
Management and Board of Directors
Management Title John Stevens Founder, Chief Executive Officer, Chairman Jay Pierce Chief Executive Officer, Healthcare Jason August Vice President, Technology, Corporate Counsel Norm Bellefontaine Chief Financial Officer Robert Griffin Vice President, Manufacturing, Regulatory Affairs Pete Abell Vice President, Business Development Craig Weich Vice President, Product Management
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 05/07/07 ND ND ND Epson Electronics America VKernel Address: 222 International Drive Portsmouth, NH 03801 Phone #: (603) 610-4300 Fax #: (603) 610-4301 Website: www.vkernel.com
Business Overview
VKernel offers a virtual appliance that monitors and tracks resources on ESX servers to enterprises. The Company develops tools to simplify management of virtual environments. The Company offers a virtual appliance for capacity and chargeback. The Company reports on various resources, including CPU, network, memory, and storage.
Speaker Bio: Alex Bakman, Founder and Chief Executive Officer
Prior to founding VKernel, Mr. Bakman founded Ecora Software Corporation, which provides configuration auditing and analytics solutions. Prior to founding Ecora, Mr. Bakman founded CleverSoft, a small company that developed a very innovative monitoring solution for Lotus Notes. He also worked for IBM. Mr. Bakman holds a B.S. in Computer Science and a minor in Business Administration from the American University in Washington D.C.
Products and Services
Capacity Bottleneck Able to instantly identify capacity bottlenecks on hosts, clusters and resources pools. Capacity bottlenecks, when not resolved, cause performance Analyzer Virtual problems or even downtime. VKernel´s Capacity Bottleneck Analyzer Virtual Appliance immediately builds a list of current RAM, CPU, storage and Appliance network bottlenecks in your VMware infrastructure. It also predicts future capacity bottlenecks and alerts you when trends exceed customizable thresholds.
Chargeback Virtual In the new virtual datacenter where all hardware is shared, IT organizations must charge back users for the resources they actually consume Appliance (CPU, memory, storage and network). VKernel´s Chargeback Virtual Appliance allows IT to provide its end user departments with instant reports about resource consumption and how much it costs.
Virtual Appliance The VKernel Virtual Appliance Suite for systems management lets you solve both your capacity bottleneck and cost visibility/chargeback problems Suite for Systems at the same time. VKernel Virtual Appliances share a common database backend eliminating the need for every virtual appliance to rediscover Management your network. This saves time on deployment and gives you immediate value from the products.
Recent News
Date Announcement 08/06/08 Announced Beta Availability of Capacity Analyzer 2.0 07/30/08 Introduced New Partner Programs for Consultants, Service-Oriented Solutions Providers, and VMware Employees 07/22/08 Named a Byte and Switch "Top 10 Storage Startup to Watch" 07/15/08 Named Dan Kelly Chief Financial Officer 07/08/08 Named Gene Fay Vice President of Sales
Management and Board of Directors
Management Title Alex Bakman Founder, Chief Executive Officer Dan Kelly Chief Financial Officer Gene Fay Vice President, Sales Tom Knobloch Director, Product Management Dave Repczynski Director, Sales Operations Tim Eckles Director, Marketing Christian Simko Director, Market Communications
Directors Title Mitchell Kertzman Managing Director, Hummer Winblad David Barrett General Partner, Polaris Partners
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 01/29/08 1 $5 ND Hummer Winblad Venture Partners, Polaris Venture Partners VPIsystems Address: 943 Holmdel Road Holmdel, NJ 07733 Phone #: (732) 332-0233 Fax #: (732) 332-0516 Website: www.vpisystems.com
Business Overview
VPIsystems is the acknowledged leader in the rapidly emerging and growing market for integrated network planning software. The Company's Operations Support System (OSS) accelerate efficient transformation of communications service privider (CSP) networks optimizing them for delivering highly demanded, bandwidth intensive (video, high-speed data) services. VPIsystems leverages a strong history of innovation, proprietary algorithms and expertise in building sophisticated network planning solutions. Founded in 1997, VPIsystems is based in New Jersey, with offices in Europe (Germany), Asia (Australia) and a development center in Minsk, Belarus. VPIsystems currently has 157 employees and is venture-backed.
Speaker Bio: Hank Firey, President and Chief Executive Officer
Hank brings over 30 years of accomplishments in the telecommunication and information technology industries. He has held positions of executive leadership responsibility in high technology companies ranging from being a member of the founding team of a company developing remote network management software to managing P&L in Fortune 500 global organizations. Before joining VPIsystems, Hank served as Chief Executive Officer of NexTone Communications. He took this struggling provider of telecommunication software to market leadership in Session Management for voice and video over IP networks. From 1998-2003, he successfully turned two other under-performing companies into sustainable, revenue-generating businesses. Hank also has a successful track record in worldwide sales, marketing, business development and professional services, as well as mergers and acquisitions. He holds a Bachelor of Science in Operations Research from the University of Maryland, with graduate work in Computer Science and Finance.
Products and Services
OnePlan With the introduction of bandwidth intensive (video, high-speed data) services, Communication Service Providers (CSPs) must invest heavily in their network and service infrastructure. The uncertainty of adoption rates and usage patterns coupled with the extreme complexity of these new networks makes traditional planning tools and trending methodologies obsolete. OnePlan is a unique end-to-end flow through network planning system desinged to help manage the uncertainties and risks associated with these major investments. OnePlan provides an integrated "big picture" look at the network with consistent network representation across all layers (access, metro and core) and all technologies including IP-based and legacy technologies. The system acts as a unifying source and serves as a single repository for all network planning information. Its powerful "what if" analysis capabilites allows CSPs to utilize their network investments in the most cost-effective manner.
Recent News
Date Announcement 08/18/08 VPIsystems Maintained Leadership Position Among Next-generation Network Planning Solutions 04/21/08 Selected as Finalist for Billing & OSS World Excellence Awards 04/17/08 Simplified Carrier Ethernet Deployments 03/24/08 Entered Reseller Agree\ment with NEC 03/03/08 Announced OnePlan to Optimize Sky Link's Wireless Network 01/10/08 Presented Conference Session at INTERNET TELEPHONY® Conference & EXPO East 2008
Management and Board of Directors
Management Title Hank Firey President, Chief Executive Officer Tito Sharma Chief Financial Officer, Executive Vice President, Operations Russ Green Senior Vice President, Product Development, Professional Sales Yufei Wang Chief Technology Officer
Directors Title Tom Anthofer Managing Partner, Cipio Partners Friedrich Bornikoel Chairman, Managing Partner, TVM Capital John DiBello General Partner, Chief Operating Officer, Chief Financial Officer, TVM Capital Pascal Luck Managing Director, Core Capital Partners Casimir Skrzypczak Former Senior Vice President, Customer Advocacy, Cisco Systems
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 04/01/06 4 $8 ND Cipio Partners, Core Capital Partners, Techno Venture Management 12/15/04 3 9 ND AlpInvest Partners, Cipio Partners, Core Capital Partners, Raytheon Commercial Ventures, Siemens Venture Capital, Star Ventures Management, SVC Information & Communications Mustang Funds, Techno Venture Management 12/01/02 2 7 ND ND 07/01/00 1 20 ND NIB Capital Private Equity, Siemens Venture Capital, Star Ventures Management, SVC Information & Communications Mustang Funds, Techno Venture Management, T-Venture Holding, Weiss, Peck & Greer Private Equity Wasabi Systems Address: 500 E. Main Street Suite 1520 Norfolk, VA 23510 Phone #: (757) 248-9601 Fax #: (757) 299-8075 Website: www.wasabisystems.com
Business Overview
Wasabi Systems engages in the development and sale of software products and development tools that address the converging requirements of voice, data, and video network infrastructure products. The Company offers Storage Builder, a software solution that enables value-added resellers, original equipment manufacturers, and system integrators to deliver iSCSI and NAS networked storage appliances; Certified BSD, an operating system for networked devices; Journaling Filesystem, which utilizes write-ahead physical block logging to increase the recovery speed of the Unix file system; WasabiRAID, a compact software RAID implementation; and an integrated NAS reference design kit. The Company also offers consulting and development, and platform re-targeting services for Certified BSD. The Company's clients include developers of networked devices, storage devices, wireless appliances, and embedded systems, as well as silicon venders and microprocessor designers.
Speaker Bio: Frank Logan, President and Chief Executive Officer
Frank Logan serves as President and Chief Executive Officer at Wasabi Systems. Mr. Logan has an impressive track record spanning more than 20 years of leadership in the embedded systems and technology fields. Mr. Logan served as Interim President and Chief Operating Officer of Ardence, Inc.(formerly VenturCom, Inc.), directing VenturCom in its corporate development efforts after it acquired Chesapeake Bay Systems, Inc., which Mr. Logan founded in 1998. Before that, he served as Chairman, President, and Chief Executive Officer of Nematron Corporation (Amex: NMN), where he led the turnaround of the industrial computer and operator interface company since June 1996. His experience encompasses the founding of two software startups, two turnarounds, and the acquisition of six companies.He also led the acquisition of three other software companies while Chief Executive Officer of Nematron. He serves on the Board of Directors of the Hampton Roads Technology Council and was recently named KPMG 2007 High Tech Entrepreneur. Mr. Logan's vision and accomplishments have earned a variety of industry honors, including The Ernst & Young Michigan "Entrepreneur of the Year," Michigan's Leading Edge Technology award, Control Engineering's Editor's Choice, and a mention in Virginia's Hampton Roads "Rising 25" businesses. Mr. Logan holds a BS in Economics from Purdue University where he graduated with honors.
Products and Services
Wasabi Systems develops programs for over 50 commercially available OEM products with unit shipments in the 100’s of thousands. At the core is Wasabi Certified BSD embedded operating system. Wasabi Certified BSD is a tested, certified, and enhanced BSD-family operating system designed for advanced network and network storage devices. The Company starts with an industry leading Open Source foundation that is regularly synchronized with and contributed back to. The Company adds to this its internally developed storage software components including its chassis management, volume manager, WasabiRAID software RAID stack, a robust journaling file system including snapshots and replication software. Recent News
Date Announcement 07/28/08 VMX 2000sx iSCSI SAN Appliance Certified on VMware ESX Server 3.5 05/29/08 Storage Builder® for NAS v3.0 Offered More Options, Provided Greater Flexibility 04/07/08 Added 10Gb Ethernet Support to iSCSI SANs 04/02/08 Storage Builder® for iSCSI SAN v4.1: Improved Performance & Significant Feature Enhancements 03/10/08 Responded to User Requirements for Easy-to-Manage, Low-Cost Tiered Storage
Management and Board of Directors
Management Title Frank G. Logan President, Chief Executive Officer Steve Malan Chief Storage Architect Ray Freer Vice President, Manufacturing Engineering Rena Berardi Corporate Controller Kellie Prince Director, Platform, OSD Engineering
Directors Title David Henkel-Wallace Chief Executive Officer, Zembu Labs Li Lu Founding General Partner, Himalaya Capital Partners Robert Raucci Founding Managing Partner, Newlight Management Peter Venetis President, Chief Executive Officer, Quadrapoint Acquisition Kirby Wadsworth Senior Vice President, Marketing, Business Development, Acopia Networks
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 08/25/03 ND $2 ND Himalaya Capital Ventures, Hudson Ventures 09/09/02 ND ND ND Intel Capital 02/05/02 1 4 ND Himalaya Capital Ventures, Newlight Management, Praxis Capital Ventures 09/07/00 Seed 1 ND Loeb Investors Ze-gen Address: 70 Franklin Street Third Floor Boston, MA 02110 Phone #: (617) 875-1062 Fax #: ND Website: www.ze-gen.com
Business Overview
Ze-gen develops, deploys, and integrates waste gasification technology that converts construction and demolition waste, and municipal solid waste into synthetic natural gas and electrical energy.
Speaker Bio: George McMillan, Chief Operating Officer and Chief Financial Officer
Mr. McMillan joined the company as a Director in November 2004. Mr. McMillan has served in executive capacities for more than 20 years. His career includes combined experience in supply chain management, media, and technology directed professional services, with demonstrated excellence in both financial and business operations. Prior to joining Ze-gen as its COO and CFO, Mr. McMillan was President and CEO of The Palladium Group, a technology and strategy consulting firm he helped found. Prior to joining Palladium, George was Chief Executive Officer of CMGI, where as both Chief Executive Officer and Chief Financial Officer, he successfully repositioned the financially distressed internet company into a billion dollar leader in supply-chain management. He joined CMGI in July 2001 from BMG Direct, a unit of Bertelsmann A. G., where he served as President and Chief Executive Officer for more than 4 years. Before joining BMG Direct, George served as Chief Operating Officer and Chief Financial Officer of Renaissance Solutions, the technology and management consulting firm. There he helped guide the firm from 15 members to more than 300 professionals, and through three public offerings of its shares. He also guided Renaissance through 13 consecutive quarters of rising revenue and accelerating profit and earnings per share performance. Mr. McMillan earned his M.B.A. with distinction from the Harvard Graduate School of Business, his J.D. cum laude from Harvard Law School and his A.B. in Economics, Phi Beta Kappa, from Stanford University.
Products and Services
Technology Strategy Ze-gen has completed conceptual design of a product module designed to process multiple feed stocks such as C&D, MSW, scrap tires and shredded carpet, and convert these feedstocks into approximately an energy source. Ze-gen facilities can be expanded in modules, based on availability of sufficient feedstock and power purchase contracts. Ze-gen’s modular and redundant design would allow for shutdowns without interruption of power generation. The Product’s proprietary gasification process involves conversion of organic and inorganic materials into vitrified slag, liquid metal and a synthesis gas mixture of carbon monoxide (CO) and hydrogen (H2). The process can be used for the conversion of a wide variety of solid wastes such as C&D. Such a process will convert a large amount of waste into small volumes of unleachable slag and metals, and large volumes of 300 BTU syngas.
Recent News
Date Announcement 06/24/08 Presented High Quality Synthesis Gas Results 04/29/08 Added Jefferson Tester and Merton Flemings to Scientific Advisory Board 04/29/08 Welcomed George McMillan as Chief Operating Officer, Chief Financial Officer 04/22/08 Welcomed Jason Hardebeck as Vice President of Market Development 01/10/08 Secured $ 2.5 Million in Funding from Pinnacle Ventures
Management and Board of Directors
Management Title William Davis Founder, President, Chief Executive Officer, Director George McMillan Chief Operating Officer, Chief Financial Officer, Director Scott Fraser Senior Vice President, Engineering John Harper Vice President, Finance Jeff Leech Vice President, Operations Jason Hardebeck Vice President, Market Development
Directors Title Jim Matheson General Partner, Flagship Ventures Scott Brown Partner, VantagePoint Venture Partners Walter Bird Vice President, MTDC Michael Lucy President, Chief Executive Officer, Northeast Gas Markets
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 09/19/06 2 $1 ND Renewable Energy Trust 08/17/06 1 7 ND Flagship Ventures, Massachusetts Technology Development, VantagePoint Venture Partners Zoominfo Address: 307 Waverley Oaks Road Waltham, MA 02452 Phone #: (781) 693-7500 Fax #: (781) 693-7510 Website: www.zoominfo.com
Business Overview
Zoominfo operates business information search engines. The Company’s products include ZoomInfo.com that provides information on industries, companies, people, products, services, and jobs; ZoomExec, which helps to find information related to executives; ZoomInfo PowerSell to meet the prospecting and lead generation needs of sales and marketing teams; and ZoomInfo PowerSearch that enables people search with various characteristics, such as job title, credentials, geography, company, industry, diversity, and education. The Company serves recruiting, sales and marketing, and business research industries.
Speaker Bio: Bill Price, Chief Financial Officer
Bill Price has a proven track record building successful software companies. As ZoomInfo's chief financial officer, he is responsible for the overall financial health of the organization, as well as managing human resources, legal and investor relations. Prior to ZoomInfo, Price's most recent positions were SVP and CFO of MarketSoft, where he helped the company raise venture capital and emerge as a leader in the Enterprise Marketing Management space with consecutive quarterly revenue growth. Before MarketSoft, Price was CFO of NextPoint Networks, a VC-backed software developer of Internet-based network management solutions, where his leadership was instrumental in the organization's growth and ultimate acquisition by NetScout Systems. He has also served as CFO at MediQual Systems, a medical software developer of clinical information management systems, where he led an IPO and sale to Cardinal Health. Price was also a senior audit manager at Arthur Andersen serving Fortune 1000 organizations with audit, tax and financial consulting services. Price earned his Bachelor's Degree from Northeastern University and is a licensed CPA in Massachusetts.
Products and Services
Zoominfo.com The Company's free business information search engine for accessing fresh, comprehensive and objective information on over 42 million people, 3.9 million companies and jobs. Searches for companies; for people by name and for jobs by industry, company and position all free.
ZoomExec The Company's product for individual sales reps. Provides quick, easy and affordable access to profiles, including contact information, for 1.5 million executive- level contacts (including VPs, SVPs, GMs and c-levels). Connects with decision makers using ZoomExec's multiple search criteria, and accesses all of the free stuff available in ZoomInfo.com.
PowerSell The Product for sales teams. Finds decision makers and builds pipeline. Accesses profiles for 42 million people and 3.9 million companies - from the Fortune 1000 to SMBs. Uses advanced search criteria to identify contacts and leads. Integrates with your CRM system (PowerSell is fully integrated with Salesforce.com).
PowerSearch The Product for recruiters. Sources high-quality, hard-to-find candidates using more than 20 different search criteria. Accesses profiles and contact information for 42 million people and 3.9 million companies. Manages your data with workflow tools and sends targeted email campaigns with JobCast.
Recent News
Date Announcement 05/20/08 Bizographic Advertising Business Unit Formed new company 05/12/08 Announced Partnership with AIRS 03/17/08 Integrated PowerSell with Salesforce.com 02/13/08 Promoted Bryan Burdick to President 02/13/08 2007 Marked Record Growth for ZoomInfo with Increased Profitability, Larger Customer Base and Strong Website Traffic
Management and Board of Directors
Management Title Jonathan Stern Founder, Chief Executive Officer, Chief Scientist Bryan Burdick President Michel Decary Co-Founder, Senior Scientist Bill Price Chief Financial Officer Michael Souza Vice President, Sales Chip Terry Vice President, General Manager, Sales Intelligence Business Unit
Financing Activity (US$ in millions)
Date Round Amount Valuation Investors 07/15/04 1 ND ND Ascent Venture Partners, Commonwealth Capital Ventures, Flagship Ventures, Venrock, Vulcan Capital Zymetis Address: 387 Technology Drive College Park, MD 20742 Phone #: (888) 996-3847 Fax #: (301) 314-9592 Website: www.zymetis.com
Business Overview
Zymetis is a biotechnology company dedicated to developing novel enzyme products for the emerging bio-refining industry. Derived from unique organisms, the Company's products are designed to achieve lower costs, improved yields and higher manufacturing efficiencies in the conversion of cellulosic biomass to usable sugars. Currently, the Company is focused on the production of affordable next-generation transportation fuels. The Company spun off from the University of Maryland in 2006 to commercialize the work of Steve Hutcheson, Chairman and Chief Technology Officer. The Company is currently part of the Maryland Technology Advancement Program.
Speaker Bio: Scott Laughlin, Chief Executive Officer, Board Member
Mr. Scott Laughlin began his career at International Data Group, then moved to LinkExchange, a company acquired by Microsoft in 1998. Mr. Laughlin worked at Microsoft as a Group Program Manager before returning to International Data Group as a Partner in their venture capital group. Subsequently, Mr. Laughlin was the inaugural Director of the University of Maryland’s VentureAccelerator, a program that spins out companies based on University IP. He has served as an advisor to or investor in several early stage technology companies, including TellMe (Nasdaq: MSFT), Xythos Software (Nasdaq: BBBB), Zappos.com and iLike. Currently, in addition to Zymetis, Mr. Laughlin serves on the Board of Directors of LM&O Advertising, Affiliate Classroom, First Juice, and Saber Seven. Mr. Laughlin received his AB from Princeton University.
Recent News
Date Announcement 07/07/08 Executives, Supporters Went the Extra Mile to Get Tax Credit 06/26/08 Economist: Better Living Through Chemurgy 06/11/08 Won 2008 Maryland Incubator Company of the Year 03/10/08 Martin O'Malley, Governor of Maryland, Announced Support for Zymetis 03/10/08 Expanded Technology as Newest University of Maryland Incubator Company
Management and Board of Directors
Management Title Scott Laughlin Chief Executive Officer, Board Member Steve Hutcheson, Ph.D. Chief Technical Officer, Chairman Steve Davey Chief Operating Officer