100 Spear Street, Suite 935
San Francisco, California 94105

Event: 'VC Breakfast: Walden Venture Capital: Focus On Digital Media, Technology-Enabled Services,and Internet Commerce'

Date: Thursday, November 30, 2006 At 08:00
Duration: 1 Hour 30 Minutes
Contact Info:
CONTACT: VCBC Chair: Jai Kumar, contact no. - 408-406-4693 Email: [email protected]
URL: www.svase.org/index.php?option=com_extcalendar&Itemid=149&extmode=view&extid=651

The featured VC will be Larry Marcus, Managing Director, Walden Venture Capital. www.waldenvc.com/

EVENT LOCATION: The Jackson Hole Group, 100 Spear Street, Suite 935, San Francisco, CA 94105

This event is co-sponsored by Bridges, SF LLC www.bridgessf.com. and Jackson Hole Group, www.jacksonholegroup.com

Walden VC
Founded in 1974 by Art Berliner, WaldenVC has consistently generated above-average returns for its investors. Some of its better-known investments include Creative Labs (IPO), Gymboree (IPO), Eagle Hardware & Garden (IPO), RasterOps (IPO), Buca Di Beppo (IPO), Printronix (IPO), Lexicon (IPO), Terayon (IPO), and Transmeta (IPO). WaldenVC owes its success in large part to the close relationships that it has formed with top entrepreneurs, many of whom it has worked with on more than one investment. With recent transactions such as Concur Technologies' (NASDAQ: CNQR) purchase of Outtask in January and Internap's (NASDAQ: INAP) agreement to acquire VitalStream (NASDAQ: VSTH) in October, WaldenVC continues its history of successful investing.

WaldenVC defines "digital media" as the broad convergence of media and technology. This category spans infrastructure, services, and content and includes companies that target both consumers and enterprises. With deeper broadband penetration and increased consumer adoption of new digital platforms, the market opportunity for digital media startups has never been greater.

Technology-Enabled Services (TES) offer enterprises greater flexibility and cost savings than software installed behind corporate firewalls. TES also guarantees entrepreneurs predictable revenue streams, significant operating leverage, and sizeable growth potential. Within TES, WaldenVC focuses on two large and fast-growing sub-sectors—Software as a Service ("SaaS") and Online Services. WaldenVC's sales expertise (particularly in the area of inside sales) enables our portfolio companies to grow quickly.

E-Commerce has come of age and now represents almost 5% of all retail transactions. As this category increasingly merges with advertising and search, WaldenVC believes that it will increase exponentially. While certain goods may never be well-suited for e-commerce, we are actively seeking to invest in companies that will improve processes for business to purchase and sell goods online and extend Internet commerce to underserved audiences.

Larry Marcus
Larry has 18 years of consumer technology and media experience.

He joined WaldenVC from Deutsche Bank Alex. Brown, where he was Director of New Media, Broadband, and Enhanced TV research. Prior to Deutsche Bank Alex. Brown, he worked in Digital Media Equity Research at Robertson Stephens. Over his research career, Larry followed companies in interactive entertainment, consumer and business software, cable infrastructure, new media, and the Internet. As an analyst, he led numerous IPOs and follow-on offerings for companies such as CBS MarketWatch, Terayon, Women.com, Edmark, Maxis, Wink, and Softnet. His coverage also included Intuit, Electronic Arts, Sierra On-line, Brøderbund, CNET, Activision, Learning Company, Softkey, Acclaim, RealNetworks, [email protected], General Instrument, Scientific Atlanta, Gemstar, and OpenTV. He was an early backer of Netflix and Virage. Before working in research, Larry served as a consultant for Digidesign and Maxis, ran a computer store, and worked as a media planner at Jordan, McGrath, Case and Taylor Advertising.

Larry is a member of the Board of Directors of MeeVee and Pandora. In addition, he is on the advisory board of IBDNetwork and serves on the Board of Directors of JazzSchool in Berkeley, CA.

Larry received both his Bachelor of Arts and Master of Business Administration degrees from the University of California at Berkeley.

COST: $25 SVASE Members; $39 Affiliates; $49 Non-members. This event is for ENTREPRENEURS ONLY, BY PREREGISTRATION ONLY.

This event is co-sponsored by Bridges, SF LLC www.bridgessf.com. and Jackson Hole Group, www.jacksonholegroup.com

CONTACT: VCBC Chair: Jai Kumar, contact no. - 408-406-4693

LOCATION: The Jackson Hole Group, 100 Spear Street, Suite 935, San Francisco, CA 94105

Official Website: http://www.svase.org/index.php?option=com_extcalendar&Itemid=149&extmode=view&extid=651

Added by svaseinfo on November 10, 2006

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