CapCon 2022 - Entrepreneurial Business Resources

INVESTOR COMPANIES

We want to thank the following sponsor investor firms who have invested their time and resources to sponsor the PACT Capital Conference 2022.

ACTIVATE VENTURE PARTNERS

activatevp.com 116 Research Drive, Bethlehem, PA 18015 Bethlehem, PA and New York City

Contact Person: Glen Bressner, Managing Partner e/ glen@activatevp.com p/ 610-230-0544

STAGE OF DEVELOPMENT .............

Early stage

INVESTMENT RANGE Initially investment of $750K to $1.5M with a goal of a total investment of $3M

INVESTMENT FOCUS Technology companies

PREFERRED GEOGRAPHIC LOCATIONS . Pennsylvania, New Jersey, and Metro New York

BEN FRANKLIN TECHNOLOGY PARTNERS

benfranklin.org 4801 South Broad Street, Suite 200, The Navy Yard, Philadelphia, PA 19112 Contact: Jason Bannon e/ jbannon@sep.benfranklin.org p/ 610-230-0544

STAGE OF DEVELOPMENT

Early stage

INVESTMENT RANGE Investing up to $1.5 million initially and up to $5 million in the lifetime of companies that have the potential to improve human health

INVESTMENT FOCUS .................. Healthcare, Information Technology, Physical Sciences

PREFERRED GEOGRAPHIC LOCATIONS Located in or with significant business presence in Philadelphia, Bucks, Chester, Delaware, or Montgomery counties

BEST WAY TO APPROACH FIRM Learn more at https://www.sep.benfranklin.org/join-the-benefits-circle

BIOADVANCE

bioadvance.com

170 North Radnor-Chester Road, Suite 350, Radnor, PA 19087

Contact: Marnie McCoy e/ mmccoy@bioadvance.com p/ 610-230-0544

STAGE OF DEVELOPMENT Early stage

PREFERRED INDUSTRIES Therapeutics, Medical Devices, Research Tools, Diagnostics, Health IT

PREFERRED GEOGRAPHIC LOCATIONS Mid-Atlantic (NYC to DC)

BEST WAY TO APPROACH FIRM Read FAQs and contact Marnie McCoy at mmccoy@ bioadvance.com for more information.

GABRIEL INVESTMENTS

gabriel-investments.com 1735 Market Street, Philadelphia PA 19103

Contact: Holly Flanagan, Managing Director e/ hflanagan@gabriel-investments.com

STAGE OF DEVELOPMENT

Early stage

INVESTMENT RANGE $250K - $500K (Initial Investment)

PREFERRED INDUSTRIES Business and consumer services such as direct marketing, software, distribution, communications, and technology, among other

BEST WAY TO APPROACH FIRM Email

NEWSPRING CAPITAL

newspringcapital.com

555 East Lancaster Avenue, 3rd Floor, Radnor, PA 19087

Contact: Adam VeVerka, Managing Director of Business Development e/ aveverka@newspringcapital.com p/ 610-567-2380 f/ 610-567-2388

INVESTMENT STRATEGIES ............. Growth, Mezzanine, Holdings, Franchise, Healthcare PREFERRED INDUSTRIES Focus on Technology, Consumer Products/Services, Business Services, Healthcare, Manufacturing/Distribution

BEST WAY TO APPROACH FIRM To learn more, visit newspringcapital.com

NOUVEAU CAPITAL

nouveaucapital.com 975 Garrett Mill Road, Newtown Square, PA 19073

Contact: Robert Keith e/ robert.keith@nouveaucapital.com p/ 610-457-3064

OSAGE VENTURE PARTNERS

osagepartners.com 50 Monument Road, Suite 201, Bala Cynwyd, PA 19004

Contact: Nate Lentz, Managing Partner e/ nlentz@osagepartners.com p/ 484-434-2255 f/ 484-434-2256

STAGE OF DEVELOPMENT Early stage

PREFERRED INDUSTRIES B2B software, data, and technology-enabled services

BEST WAY TO APPROACH FIRM Email

ROBIN HOOD VENTURES

robinhoodventures.com 2526 Naudain Street, Philadelphia, PA 19146

Contact: Ellen Weber, Executive Director e/ eweber@antiphony.com p/ 610-246-6606

STAGE OF DEVELOPMENT .............

Early stage

INVESTMENT RANGE $250k to $1M

PREFERRED INDUSTRIES Software/Healthcare IT, Hardtech, Life Sciences, Consumer

PREFERRED GEOGRAPHIC LOCATIONS Three-hour drive of Philadelphia

BEST WAY TO APPROACH FIRM We attend most local tech events, apply on our website

SRI CAPITAL

sricapital.com

1735 Market Street, Suite A 426, Philadelphia, PA 19103

Based Location: Philadelphia and Hyderabad, India Contact: Doc Parghi, Partner e/ doc@sricapital.com p/ 609-505-2579

STAGE OF DEVELOPMENT Seed INVESTMENT RANGE ................. $500,000 to $3M INVESTMENT FOCUS The “as a service” economy and “deep tech” PREFERRED INDUSTRIES Enterprise, Consumer, and Health/Bio technology

BEST WAY TO APPROACH FIRM Send investor presentation to funding@sricapital.com

PARTNERSHIP ORGANIZATIONS

We want to thank the following PACT Partner Organizations for their help in promoting the PACT Capital Conference 2022. Thank you for all your support.

COMCAST LIFT LABS

ComcastNBCULIFT.com

LIFT Labs was created with input from more than 1,500 entrepreneurs from around the world. Our programming helps startups understand our business, test and pilot things with us, and become better storytellers.

DELAWARE CROSSING INVESTOR GROUP

delawarecrossing.org 2700 Kelly Road, Suite 300, Warrington, PA 18976 Contact: Elizabeth D. Sigety, Esq., Managing Director, Membership

Delaware Crossing Investor Group (DCIG) is a network of former and current executives and entrepreneurs who provide counsel and capital to early-stage and growth-oriented companies located in and near the Delaware Valley region (Pennsylvania, New Jersey, New York, Delaware and Connecticut) by contributing investment capital and domain expertise in a wide array of industries.

GLOBAL ENTREPRENEURSHIP WEEK: NOVEMBER 14-20, 2022 genglobal.org

Global Entrepreneurship Week is a massive campaign to celebrate and empower entrepreneurs in every country and community around the world – especially those individuals who face structural barriers or may have never considered the idea of launching their own startup. Each November, 10 million people take part in tens of thousands of activities, competitions and events that inspire them to act and provide them with the knowledge, experience and connections they need to succeed.

LIFE SCIENCES PA lifesciencespa.org 650 E. Swedesford Road, Wayne, PA 19087 e/ lifesciencespa@gmail.com p/ 610-947-6800

Life Sciences Pennsylvania (LSPA) delivers two valuable services – public policy clout and strategic connections that can advance you and your organization. Our public policy work in both Harrisburg and Washington ensures our members are heard by those who make public policy decisions.

Life Sciences Pennsylvania provides members unparalleled networking opportunities to facilitate strategic connections. Our array of programs and events keep our members connected with the resources they need to succeed.

NEW JERSEY TECHNOLOGY COUNCIL

njtc.org Contact: Dan Sullivan e/ info@njtc.org p/ 732-456-5700

The New Jersey Tech Council provides business development, education, networking and recognition opportunities as well as advocacy for the state and region’s technology businesses. By collectively representing tech, life science and tech-related companies and organizations as well as the professional firms that support them, the Tech Council has the unique ability to: offer opportunities to learn, network and grow; recognize and promote member companies and their leadership; nurture the tech and STEM talent pipeline critical to growth; provide access to financing sources and additional resources; and advocate and support public policy which strengthens our ecosystem. Our goal is to help you, your business and the ecosystem grow.

PHILLY STARTUP LEADERS

phillystartupleaders.org Contact: Isabella Kent e/ isabelle@phillystartupleaders.org

Philly Startup Leaders oversees the largest startup ecosystem for emerging entrepreneurs. Our mission is to help current and future founders succeed in Philadelphia and beyond. PSL hosts a suite of events and educational programming that facilitate innovation, growth, and resource-sharing in the startup community. From entrepreneurship workshops to the largest tech showcase in the city - we’ve got something for everyone. Learn more about this community resource at phillystartupleaders.org

REC PHILLY recphilly.com

REC is the future of creativity, and empowers independent creators to do more of what they love.

Part creative incubator, part creative agency, REC is a physical space, digital application and community designed and dedicated to providing its members with the resources, education & opportunities to build sustainable & scalable businesses around their talent.

For companies looking for creative services, click here to learn more about our agency

SAVVY INVESTORS

savvyinvestor.net

Our mission is simple - to be the world’s leading platform for the distribution of white papers and thought leadership to institutional investors. By aggregating content from around the industry in a single location, Savvy Investor enables its 50,000 members to work smarter.

We scour the internet, so you don’t have to. Every day, our team of experienced asset management professionals curates the latest and best industry thought-leadership, from over 200 organisations, categorising, tagging and rating each paper, making it easy for you to find the best research on any given topic.

TECNA

tecna.org

438 Division Street, Sewickley, PA 15143 p/ 412-545-3493

TECNA represents approximately 60 IT and Technology trade organizations that, in turn, represent more than 22,000 technology-related companies in North America.

We empower regional technology organizations and serve as their collective voice in growing the North American technology economy.

We strive to deliver valuable services to member organizations fostering collaboration, innovation, and the exchange of ideas.

TECHNICAL.LY PHILLY

technical.ly/philly

Technical.ly is a news organization that serves a community of technology professionals, including entrepreneurs, technologists and their supporters.

We help innovative professionals navigate their careers with our independent newsroom, events and services. We tell stories of work and economies in change — and how your company fits — by reporting in Philadelphia, Washington, D.C. Baltimore, Delaware, Pittsburgh and other cities. Our audience is made of technologists, entrepreneurs and other company builders, especially HR and people operations professionals. We write not just about our communities but for our communities, helping even the most senior professional advance and grow.

REGIONAL STATE ECONOMIC DEVELOPMENT OFFICES

PACT would like to thank the following Regional State Economic Development Offices for their support in promoting the PACT Capital Conference 2022. Thank you for all your support.

DELAWARE:

THE DELAWARE DIVISION OF SMALL BUSINESS, STATE OF DELAWARE

The Delaware Division of Small Business, part of the Delaware Department of State, is a service-focused agency committed to supporting businesses starting and growing in Delaware. Small businesses can reach out to the resource and advice to succeed.

Through its mission, Delaware Division of Small Business offers many programs to assist businesses of all sizes throughout the lifecycle of the company.

Whether you are a would-be entrepreneur with just the seed of an idea or an experienced business owner looking to expand, our team of Regional Business Managers can provide you one-on-one assistance and counseling to help you succeed.

The Regional Business Managers have decades of experience and can assist with a variety of needs including:

• Navigating government processes by being the liaison for you and state agencies

• Connecting with resource organizations

• Assessing capital by helping you connect with funding opportunities.

Incentive Programs

Whatever size your business, whatever industry, whatever development stage, the state of Delaware may have an incentive or tax credit that can help starting businesses secure new capital or keep more revenue. Learn more below about the state’s various programs to grow the state’s economy through helping companies:

• Delaware Strategic Fund is the Division’s primary funding source to support business retention and expansion through grants and low-interest loans to projects that grow the state’s economy in a significant way.*

• EDGE Grants provide matching grants to young Delaware small businesses through on-going rounds of a competitive selection process. STEM-based companies can receive up to $100,000 for eligible expenses, and other businesses can get up to $50,000.

• Delaware Strategic Funds to support business retention and expansion through grants and low interest loans.

• Delaware Capital Access Program and State Small Business Credit Initiative Participation Loan help lenders to provide financing to businesses deemed too risky for the traditional banking model due to minor collateral or credit issues.

• Delaware Technical Innovation Program offers transition grants for companies that have completed Phase I and applied for Phase II of the federal Small Business Innovation Research or Small Business Technology Transfer programs as they work to bring new products to market.

• Tax-Exempt Bond Financing allows the Division to act as the conduit issuer on bond for tax-exempt, non-profit organizations. (click the link to access current TEFRA notices)

• Brownfield Assistance Program offers matching grants to property owners and developers to encourage redevelopment of environmentally stressed sites.*

• Workforce Training Grant is a matching program that funds specialized training for companies of up to $100,000 per project.

• Transportation Infrastructure Investment Fund (TIIF) grants are available to new or expanding job-generating businesses in the state to help offset their transportation improvement costs. Grant funds are disbursed as reimbursement for completed transportation infrastructure work. Click here for more information on applying for an incentive.

For more information on these and other programs, contact the Delaware Economic Development Office at (302)-577-8477 or visit our website at https://business.delaware.gov

NEW JERSEY:

NEW JERSEY

ECONOMIC DEVELOPMENT

AUTHORITY, STATE OF NEW JERSEY njeda.com

The New Jersey Economic Development Authority (NJEDA) serves as the State’s principal agency for driving economic growth. The NJEDA is committed to making New Jersey a national model for inclusive and sustainable economic development by focusing on key strategies to help build strong and dynamic communities, create good jobs for New Jersey residents, and provide pathways to a stronger and fairer economy. Through partnerships with a diverse range of stakeholders, the NJEDA creates and implements initiatives to enhance the economic vitality and quality of life in the State and strengthen New Jersey’s long-term economic competitiveness.

Financing and Incentives provides a broad portfolio of economic development tools such as: jobs-based tax credits, real estate and development tax credits, community development programs, main street technical assistance, innovation economy programs, clean energy programs, and low-interest business financing (including bonds, loan participations, loan guarantees and variable/fixed-rate loans). For a full list, please visit: https://www.njeda.com/financing-and-incentives

Strategic Sector Support

NJEDA’s Strategic Sector efforts aim to accelerate the growth of New Jersey’s economy by developing and implementing programs that enhance the State’s long-term economic competitiveness in eight strategic sectors.

Opportunities include (but are not limited to)

• Angel Investor Tax Credit

• Edison Innovation Fund

• Clean Tech Seed Grant Program

• Venture Fund Investments

• Round 2 Clean Tech R&D Voucher Program

• Catalyst R&D Voucher Program

• NJ Accelerate

• NJ Founders & Funders

• NJ Ignite

• NJ Innovation Evergreen Fund

• Technology Business Tax Certificate Transfer Program

For more information visit njeda.com

PENNSYLVANIA: AGRICULTURE TECHNOLOGY INNOVATION PARTNERSHIP (ATIP)

atipfoundation.com

The ATIP Foundation’s purpose is to serve as a catalyst for the adoption and commercialization of USDA research outcomes. The Foundation supports a strategic approach to the formation of collaborative partnerships, facilitating and enabling the integration of industry, academic, and government research and discovery with venture capital and talent & know how.

BEN FRANKLIN TECHNOLOGY PARTNERS

benfranklin.org

For nearly 40 years, Ben Franklin Technology Partners has provided both early-stage, technology-based firms and established manufacturers with funding, business and technical expertise, and access to a network of innovative, expert resources.

IDEA FOUNDRY

innovationpartnership.net

IPart is a consortium of economic development, business assistance, and higher education organizations located throughout Pennsylvania. Their goal is to help early-stage technology companies win federal funding opportunities to commercialize their innovations. IPart helps Pennsylvania-based small businesses get through the pre-proposal and proposal stage with expertise, microfunding and support so they can land the funding they need to grow and commercialize their technology-focused innovations.

PENNSYLVANIA ANGEL NETWORK

paangelnetwork.com

PAN Provides resources and support to its member angel groups and the angel community throughout PA and surrounding areas. PAN actively fosters an open eco-system through best practices, collaboration and networking, among other initiatives, which therefore enriches the ability for its members and partners to fund seed and early stage companies.

PENNSYLVANIA RESOURCES FOR ECONOMIC DEVELOPMENT –COMMONWEALTH OF PA

dced.pa.gov

Serving as the first point of contact for Pennsylvania business development concerns, the Pennsylvania Business One-Stop Shop connects and guides businesses through all stages of development — from planning and startup to operating and expanding.

Programs and Funding

If you’re seeking funding for a business expansion, a community project or site revitalization in Pennsylvania, DCED offers a variety of programs to help. See the full list at https://dced.pa.gov/ programs-funding/

PA Life Sciences Greenhouse Initiative

The Life Sciences Greenhouses are models of effectiveness and efficiency. They capture the innovation potential of the life sciences industry and nurture that potential with critical early-stage funding and sector-specific business expertise. Pennsylvanians benefit directly as new companies are formed, jobs

are created, additional capital is attracted to the Commonwealth, and life-saving technologies reach patients. Learn more at https://dced.pa.gov/programs/pa-life-science-greenhouse-initiative/

How to Apply

Please contact your regional Life Science Greenhouse partner for information on how to apply for funding.

• Life Sciences Greenhouse of Central PA - lsgpa.com

• BioAdvance, the Biotechnology Greenhouse of Southeastern PA - bioadvance.com

• Pittsburgh Life Sciences Greenhouse - plsg.com

Research & Development (R&D) Tax Credit

Allows companies holding qualifying Research and Development Tax Credits to apply for approval to sell those tax credits and assign them to the buyer(s). Learn more at dced.pa.gov/rd

SMALL BUSINESS DEVELOPMENT CENTERS

pasbdc.org

The Pennsylvania SBDC provides consulting services and business training to entrepreneurs looking to start or grow their small business. SBDC consultants work with entrepreneurs in confidential, one-onone sessions to help them with a range of business issues including testing a new business proposition, shaping a business plan, investigating funding opportunities, and much more.