Phases & Stages (of Capital)
Funding the growth of your business over time
Equity, loans, and convertible debt each have their advantages and disadvantages depending on your company’s unique circumstances. Which one(s) you activate depends on a number of factors, including the stage and size of your business; your ideal time frame; the amount you are looking to raise and how you are planning to use it; and your long-term /short-term goals for your company. Join us for an insiders conversation with leading Bay Area finance experts to better understand the quiver of financial instruments at your fingertips and how/when to employ them.
Wednesday, May 8, 2019: 5:30pm-7:30pm
NextWorld Evergreeen, 836 Montgomery St, San Francisco, CA 94133
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Members: $25.00; Non-Members: $35.00
About the panel
Kate Danaher, Senior Director, Social Enterprise and Integrated Capital, RSF Social Finance
Kate is the senior director of Social Enterprise Lending and Integrated Capital at San Francisco–based RSF Social Finance, an impact investing pioneer that has provided loans and grants to social enterprises since 1984. Kate focuses on the development and deployment of all of RSF’s investment products including senior secured loans, program related investments, and integrated capital transactions.
Kate also specifically manages RSF’s food and agriculture portfolio, where her work includes business development and strategy around rebuilding regional food systems and raising the bar on sustainable supply chains. Kate is a frequent speaker on investment in sustainable food and agriculture and social finance. She received her MBA through the Global Social and Sustainable Enterprise program at Colorado State University.
David Fife, Partner, NextWorld Evergreen
David is a Partner with San Francisco based NextWorld Evergreen Fund, a $400mm retail & consumer oriented investment partnership providing a unique type of long-term, unconstrained growth equity to food, beverage, beauty & personal care, and health & wellness brands. NextWorld’s unique 100-year evergreen fund structure, combined with it’s strong commitment to partnering with consumer brands demanding more of themselves, the companies they are building, and the products and supply chains they are responsible for nurturing, is core to the firm’s mission. Mr. Fife is currently on the board of directors of both Alter Eco Foods and Credo Beauty. Previously, Mr. Fife was a Partner at Sandbridge Capital in New York, overseeing investments including Rossignol Ski, Farfetch (NYSE: FTCH) , Derek Lam, Thom Browne (Sold to Zegna Group), Chop’t, Bonobos (Sold to WalMart). Mr. Fife began his career at investment bank Goldman Sachs & Co, and has a BA from Duke University and an MA from Columbia University. Mr. Fife is currently on the foundation board of The American School in London (ASL) where he chairs the Audit Committee.
Jonathan Mi, Partner, Brightpath Capital
Jonathan is a Partner at Brightpath Capital, where he focuses on growth equity investments across food, agriculture, cleantech, and resource efficiency. Prior to BCP, he was an investor at Gryphon Investors, a middle-market private equity firm based in San Francisco with more than $4.5 billion in assets under management. Jonathan started his career at Merrill Lynch, where he focused on global M&A advisory services for high tech companies. Jonathan advises and mentors incubators/accelerators including Food System 6 and ICA Fund Good Jobs and is an active angel investor in healthy food/foodtech, sustainable/regenerative agriculture, renewable energy, resource efficiency, and health & wellness. Sample portfolio companies include Freeli Foods, Boba Guys, New Barn, Byte Foods, Sushirrito, Everytable, Carbon Lighthouse and others. Jonathan received his BA from the University of California, Berkeley where he was a Chancellor’s Scholar.
Matthew Sade, Founder & CEO, Freeli Foods
Matthew has spent the last 25 years building disruptive consumer brands that have challenged established categories with products that are better for people and the planet. As founder of Freeli Foods, Matthew’s current mission is to make nutritious, convenient food accessible to all families. Previously, Matthew was CEO of Kite Hill where he led the company’s transformation from launch to becoming the gold standard in plant-based dairy products. He was an early employee and CMO of Impossible Foods, a company developing plant-based options to one day replace our global reliance on industrially raised meat. He came to Impossible Foods after founding Fork in the Road Foods, a leading sustainable meat company. Matthew started his career in strategy at Starbucks and managed several food brands at The Clorox Company after earning his MBA from Cornell’s Johnson School. He and his wife also founded the first of its kind public Mandarin immersion school in California, Yu Ming Charter School. Rated one of the top charter schools in California, Yu Ming teaches Mandarin to over 450 students free of tuition
Presented in partnership with NextWorld Evergreen
NextWorld Evergreen is a San Francisco-based investment partnership providing growth capital to companies in the branded consumer & retail sectors. Our investment focus includes personal care, food, and beverage categories with emphasis on the natural sector. Our evergreen structure is a unique competitive advantage enabling us to provide flexible capital unconstrained by traditional private equity mandates. We make control and significant minority investments with a preference for building platforms by partnering with strong industry innovators, pioneers, and change agents. We seek to create long-term equity value by providing purpose-driven brands with a unique source of long-term capital.