Retail X Series
Webinars and Previous Events
Season 5: Fall 2021
B2B Retail Tech Sales
December 2, 2021
Topics:
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How to target your early customers
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How to sign the critical first pilot customer
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How to convert a pilot into a contract
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Pricing models for B2B companies
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Building and managing the sales pipeline
-
Growth hacking strategies for retail tech and B2B companies
Fireside Chat with Zabe Agha, Founder of Metrical
Missed the event? Find the recording HERE
Navigating Customer Acquisition Post-iOS 14 Changes
October 28, 2021
Join us to hear how one founder dealt with iOS changes in rethinking marketing strategy including:
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Diversifying marketing channels
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Testing and incorporating new strategies
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Focusing on more than just top of funnel
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Expanding wholesale
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And more
Fireside Chat with Dave Spandorfer, Co-founder & CEO of Janji
Missed the event? Find the recording HERE
Physical Retail for DTC Brands
October 14, 2021
Topics:
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When to consider the first step into physical retail
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Pros and cons of various physical retail strategies including popups
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Key criteria for early physical retail locations
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How to measure early success in physical retail
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When a permanent store location make sense
Fireside Chat with Joy Fan, Founder & CEO of Re/Tell
Missed the event? Find the recording HERE
Season 4: Fall 2020-Spring 2021
How I Raised My Seed Round
May 19, 2021 at 1pm ET
Topics:
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Timing of the seed round
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Deciding how much to raise
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Understanding necessary proof of concept/metrics/traction
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Best practices when pitching to investors
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How to run the fundraising process
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How to find a lead investor
Fireside Chat with Cynthia Plotch, Co-founder, Stix
Missed the event? Find the recording HERE
Early Stage Fundraising from VCs
April 29, 2021
Topics:
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Getting ready to fundraise - what you need to be ready with
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How to find the right investors for your business/stage
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Best practices for pitching your business to a VC
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How to be ready for due diligence
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Tips for virtual pitching/building relationships with investors
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Current environment for fundraising
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Best timing to start a raise
Fireside Chat with Amanda Herson, Investor, Founder Collective
Missed the event? Find the recording HERE
Early Stage B2B Pilots, Sales & Pipeline
April 21, 2021
Topics:
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Targeting enterprise versus SMB customers
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How to get the critical first pilots and customers
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Managing the sales process
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How to think through pricing for B2B customers
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Building and managing the sales pipeline
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Growth strategies for retail tech startups
Fireside Chat with Eytan Daniyalzade, Co-founder & CEO, Toolio
Missed this event? Find the recording HERE
Launching a DTC Brand
March 18, 2021
Topics:
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Brand building and testing before launch
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Estimating customer demand and forecasting for launch
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Building pre-launch hype and buzz, email lists, etc.
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Planning launch marketing (especially in a pandemic)
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Thinking ahead to operations, customer service and more
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Fundraising pre-launch
Fireside Chat with Camille Varlet, Founder, Mouth Off Health
Missed this event? Find the recording HERE
Building Wholesale Relationships
February 25, 2021
Topics:
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When offline strategies can make sense for DTC startups
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Creating wholesale relationships with medium and large retailers
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What retailers ask for in typical wholesale relationships - and what to be prepared with
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Key considerations for pricing, margins, packaging, etc. when selling wholesale
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Ensuring your brand message is clear at retail
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Managing wholesale relationships once they've launched
Fireside Chat with Cora Miller, Co-founder & CEO of Young King Hair Care
Missed this event? Find the recording HERE
Raising a Preseed Round
February 18, 2021
Topics:
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Getting ready to fundraise - what are the key elements you need
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How to find the right investors for your business
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Can early stage companies raise money right now
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What sorts of companies, products, business models are interesting right now to investors
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What is happening in terms of valuation over the next 6-12 months
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Tips for virtual pitching/building relationships with investors
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Best timing to start a raise
Speakers: Sapna Shah + Jessica Peltz-Zatulove, Founding Partner, Hannah Grey
Missed this event? Find the recording HERE
Fundraising from Strategic Investors
December 17, 2020
Topics:
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How to start early stage fundraising conversations with strategics
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Pros and cons of raising from strategic investors at the early stages
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How to put together a round including strategics and other investors
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Managing a strategic investor after the investment is made
Speakers: Sapna Shah + Alissa Baier-Lentz, Co-founder & COO of Kintra Fibers
Early Stage B2B Sales
December 3, 2020
Topics:
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How to target your early customers
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How to sign the critical first pilot customer
-
How to convert a pilot into a contract
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Various pricing models for B2B companies at the early stages
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Building and managing the sales pipeline
-
Growth hacking strategies for retail tech and B2B companies
Speakers: Sapna Shah + Chelsie Lee, Co-founder & CEO of Shipsi
Missed this event? Find the recording HERE
Early Stage Financial Modeling for Startups
November 12, 2020
Topics:
Come lean how to build your early stage financial model including:
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How to model revenue assumptions for B2B and DTC startups
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How to accurately model costs
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How seasonality and other retail-specific factors play into a financial model
-
Sample excel templates will be provided ahead of the session. Be ready with your laptop!
Speaker: Sapna Shah, Principal, Red Giraffe Advisors
Missed this event? Find the recording HERE
Fundraising 101
October 29, 2020
Topics:
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Getting ready to fundraise - what are the key elements you need
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How to find the right investors for your business
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Can preseed/seed companies raise money right now
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What sorts of companies, products, business models are interesting right now to investors
-
What is happening in terms of valuation over the next 6-12 months
-
Tips for virtual pitching/building relationships with investors
-
Best timing to start a raise
Speakers: Sapna Shah + Erica Duignan Minnihan, Founder & Managing Partner of 1000 Angels & Founder of Reign Ventures
Missed this event? Find the recording HERE
Building a Curated Marketplace
October 22, 2020
Topics:
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How to build a differentiated offering via curation and exclusives
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How to manage both sides of a marketplace both pre- and post-launch
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Leveraging technology to create unique customer experiences
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Offline strategies/wholesale
Speakers: Sapna Shah + Michelle Reeves, Co-Founder & CEO of The Accessory Junkie
Missed this event? Find the recording HERE
Customer Acquisition for Early Stage Brands
October 8, 2020
Topics:
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Building hype before launch
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Channels that work best or customer acquisition at the launch and beyond
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Offline channels like wholesale, press, pop-ups and more
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Finding success in paid channels/social
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Measuring early customer acquisition efforts and scaling them
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Customer acquisition in the current environment
Speakers: Sapna Shah + Heide Iravani, Co-Founder of Piccolina
Missed this event? Find the recording HERE
A Founder's Perspective on Equity Crowdfunding with Republic
October 1, 2020
Topics:
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How equity crowdfunding works
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Kobi's experiences with the Republic platform
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Pros and cons of equity crowdfunding
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And more
Speakers: Sapna Shah + Kobi Wu, Founder & CEO, Visuwall
Missed this event? Find the recording HERE
Season 3: Fall 2019-Summer 2020
How to Build a Brand From Scratch
Thursday, July 30, 2020
Topics:
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How to build your brand and product in the earliest days
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Thinking through naming and early logos, branding, packaging
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Building brand awareness right from the beginning
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Defining a realistic product roadmap
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Targeting early customers and customer acquisition techniques
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Evolving the early successes to scale the brand
Speakers: Sapna Shah + Rooshy Roy, Founder & CEO, Aavrani
Missed this event? Find the recording HERE
Fundraising in the Current Environment
Thursday, July 23, 2020
Topics:
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Can preseed and seed companies raise money right now?
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What sorts of companies, products, business models are interesting right now to VCs?
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What is happening in terms of valuation over the next 6-12 months?
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Tips for virtual pitching/building relationships with investors given that many face to face meetings aren’t happening
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Best timing to start a raise?
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What can companies do now if they can’t raise?
Speakers: Sapna Shah + Aubrie Pagano, Partner at Corigin Ventures
Missed this event? Find the recording HERE
How to Raise a Preseed Round
June 25, 2020
Topics:
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When do I raise my preseed round?
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What proof of concept/metrics/traction are necessary
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Should I target angels, angel groups, VCs?
-
How do I know how much to raise?
-
What are the best practices for fundraising?
-
Should I use convertible debt, a SAFE or preferred stock structure?
Speakers: Sapna Shah + Kobi Wu, Founder & CEO of Visuwall
Missed this event? Find the recording HERE
Virtual: Early Stage DTC Customer Acquisition: Kickstarters & More
June 18, 2020
Topics:
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Channels for customer acquisition at the early stages
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Building a successful Kickstarter campaign
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Leveraging early successes
Speakers: Sapna Shah + Adrian Solgaard, Founder & CEO of Solgaard
Missed this event? Find the recording HERE
Virtual: Building Teams: Working with Consultants & Freelancers
May 28, 2020
Topics:
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How to think about hiring employees versus using freelancers
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Best practices in managing consultants and freelancers
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Managing teams of employees and freelancers remotely
Speakers: Sapna Shah + Claire Humphreys, Co-founder of Wethos
Missed this event? Find the recording HERE
Virtual: Equity Crowdfunding 101
May 21, 2020
Topics:
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How equity crowdfunding works
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What types of businesses make sense for equity crowdfunding
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Does equity crowdfunding make sense in the current environment
Speakers: Sapna Shah & Nico Leeper, Senior Associate at SeedInvest
Missed this event? Find the recording HERE
Virtual: Social Media Advertising in Today's Environment
May 14, 2020
Topics:
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What the social media advertising landscape looks like right now
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How early stage first should think about social media advertising
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Do's and don'ts of paid advertising
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Managing social media advertising at the early stages
Speakers: Sapna Shah & Chris Franco, Founder & CEO of Woodridge Growth
Missed this event? Find the recording HERE
Virtual: Building & Managing Teams - Even When Remote
May 7, 2020
Topics:
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How to hire your first, most critical hires
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Pros and cons of full-time vs. part-time hires and how to make those choices
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Best practices for managing teams remotely
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Growing a team while in lockdown
Format: Sapna Shah & Gertrude Allen, CEO of Pet Plate
Missed this event? Find the recording HERE
Virtual: Fundraising in an Uncertain Environment
April 30, 2020
Topics:
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What the fundraising landscape looks like right now
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Who's investing and who might not be
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How to think about creating relationships and pitching virtually
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Which business models may become most attractive to investors
Speakers: Sapna Shah & Nnamdi Okike, Managing Partner, 645 Ventures
Missed this event? Find the recording HERE
Virtual: How to Build a Beauty Brand (Especially In Uncertain Times)
April 23, 2020
Topics:
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What makes a beauty brand successful
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Tips on how to build a brand for today's customer
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How beauty brands can be resilient in uncertain times
Speakers: Sapna Shah & Susan Naci (beauty expert, advisor, investor & operator)
Missed this event? Find the recording HERE
Virtual: Fundraising in an Uncertain Environment
April 16, 2020
Topics:
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What the fundraising landscape looks like right now
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Who's investing and who might not be
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How to think about creating relationships and pitching virtually
-
Which business models may become most attractive to investors
Speakers: Sapna Shah + Robin Li, Principal at GGV Capital
Missed this event? Find the recording HERE
Virtual: Alternative Sources of Capital for DTC Startups
April 9, 2020
Topics:
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Sources of debt (microlenders, banks, friends & family, others)
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Managing accounts payable/terms to free up cash
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Customers as sources of capital
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And more
Speakers: Sapna Shah & Maria Boustead of Po Campo
Virtual: Fundraising in an Uncertain Environment
April 2, 2020
Topics:
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What the fundraising landscape looks like right now
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Who's investing and who might not be
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How to think about creating relationships and pitching virtually
-
Which business models may become most attractive to investors
Speakers: Sapna Shah & David Goldberg, General Partner at Corigin Ventures
Fundraising Tips from Founders
February 26, 2020
Topics:
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Timing of a preseed or seed round
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How much to raise
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Necessary proof of concept/metrics/traction
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Raising from angels, angel groups, VCs, family offices, strategic investors
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Best practices for fundraising and outreach to investors
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Fundraising on convertible debt vs. SAFE vs. preferred stock structure
Speakers:
Aditya Khilnani, Co-founder, Mobley
Reham Fagiri, Co-founder & CEO, AptDeco
Preparing for Your First Fundraise
January 22, 2020
Topics:
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Crafting the pitch deck and elevator pitch
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Understanding business model and unit economics
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Showing metrics and traction
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Building a targeted investor outreach list
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Creating a game plan and timeline for the fundraise
Speakers:
Katie Shea, Partner, Kairos
Rachel Stubins Wexler, Investor, New Paradigm Ventures
Del Johnson, Principal, Backstage Capital
Lean Startups: Getting Traction Before You Raise
December 17, 2019
Topics:
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Early stage sources of cash
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Bootstrapping in creative ways
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Kickstarter, pre-orders, wait lists
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And more
Speakers:
Meha Agrawal, Founder & CEO, Silk + Sonder
Jacquelyn Ward, Co-founder, Our Story Bridal
Early Stage Financial Modeling for Startups
November 19, 2019
Topics:
Come learn how to build your early stage financial model including:
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How to model revenue assumptions for B2B and DTC startups
-
How to accurately model costs
-
How seasonality and other retail-specific factors play into a financial model
-
Sample excel templates will be provided ahead of the session. Bring your laptop!
Speakers:
Sapna Shah, Principal, Red Giraffe Advisors
Getting Your First Pilots/Sales: B2B Selling
October 24, 2019
Topics:
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How to get the critical first enterprise pilot customer
-
How to convert a pilot into a contract
-
Various pricing models for B2B software companies at the early stages
-
Building and managing the sales pipeline
-
Growth hacking strategies for retail tech and B2B companies
Speakers:
Amanda Patterson, CEO, The Call List
Leigh Sevin, Co-Founder, Endear
Irene Ryabaya, Co-founder, Warmintro
Getting Your Early Customers: DTC Acquisition
September 25, 2019
Topics:
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The best channels for customer acquisition at the early stages
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Building an email list
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Considering offline channels like press, pop-ups and more
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Finding success in paid channels/social
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Measuring early customer acquisition efforts and scaling them
Speakers:
Chris Benedict, Co-Founder, Felix Gray
Meg He, Co-Founder, Aday
Elana Reinholtz, Founder & CEO, Bird + Stone
Season 2: Fall 2018-Spring 2019
Fundraising 101: Everything You Need to Know
May 22, 2019
Topics:
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When should I raise a pre-seed/seed round?
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What proof of concept/metrics/traction are necessary for each?
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How is fundraising different for B2B startups vs. DTC startups?
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Should I target angels, angel groups, VCs, family offices, high net worth individuals? How do I find the right investors?
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How do I know how much to raise?
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What are the best practices for fundraising?
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How long will it take?
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Should I use convertible debt, a SAFE or preferred stock structure?
Meghan Cross Breeden, Partner, Amplifyher Ventures
Melanie Elturk, CEO, Haute Hijab
Mona Bijoor, Partner, Kings Circle Capital, former Founder & CEO, Joor
Evan Bienstock, Partner, Fenwick & West
How to Build Your DTC Brand
April 24, 2019
Topics:
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When does brand building start? How is it different than marketing?
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What activities are critical in building a brand at the early stage?
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Do I need to hire a branding firm?
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How do I build my brand into the culture of my company?
Carolyn Rush, Partner, Worn
Rachel Cohen, Co-founder & Co-CEO, SNOWE
Offline Strategies for DTC Brands: Pop-ups, Wholesale & More
March 14, 2019
Topics:
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When do offline strategies make sense for DTC startups?
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What are the pros and cons of pop-ups vs. trunk shows vs. a longer term physical store?
-
How do I create wholesale relationships with medium and large retailers?
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What do retailers ask for in a typical wholesale relationship?
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What about all the new offline platforms for DTC brands?
Kirk Keel, Co-founder, Stantt
Victoria Flores, Co-founder, Lux Beauty Club
Lindsay Bressler, VP Finance Strategy & Operations, HATCH Collection
Straight Talk on Raising Your Seed Round & Capital Strategy
February 27, 2019
Topics:
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What is the “seed gradient?”
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What do VCs look for at the seed/pre-seed stage?
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How do I decide between preferred equity vs. notes vs. SAFEs?
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How should I think about capital structure strategy?
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What is the impact of layered notes/SAFEs on my cap table?
Caitlin Strandberg, Principal, Lerer Hippeau
David Goldberg, General Partner, Corigin Ventures
Geri Kirilova, Principal, Laconia Capital Group
Jonathan Sagot, Counsel, Fenwick & West
How to Successfully Raise Your Seed Round (From Someone Who's Done It)
Jan 23, 2019
Topics:
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When do I raise my seed round? What proof of concept/metrics/traction are necessary?
-
Should I target angels, angel groups, VCs, family offices?
-
How do I know how much to raise?
-
What are the best practices for fundraising?
-
Should I use convertible debt, a SAFE or preferred stock structure?
Guest Speakers:
Lisa Barnett, Co-founder & CMO, Little Spoon
Melanie Travis, Founder & CEO, Andie
Esosa Ighodaro, Co-founder, COSIGN
Eli Curi, Principal, Fenwick & West
Retail Experience of the Future: Trends
Dec 12, 2018
Topics:
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What is the future of bricks & mortar versus online?
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What in-store and online technologies are trending (e.g, visual search, clienteling, interactive displays)?
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What solutions and technologies are enterprise retailers focused on?
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What areas are startups most focused on?
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What are investors looking to invest in?
Guest Speakers:
Robin Li, Vice President, GGV Capital
Evan Kraut, Head of Growth, Suzy, Co-founder, Milkbox Partners, formerly Managing Director, Grey Adventures
Web Smith, Founder 2PM, formerly Co-founder, Mizzen + Main
The Hardest Thing About B2B Startups: Selling
Nov 29, 2018
Topics:
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How do I get my first enterprise customer?
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What does the sales pipeline look like? How should I manage it?
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How do I price my first pilot/integration?
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What growth hacking strategies work for retail tech and B2B companies?
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Is investing in PR worthwhile? Or other paid marketing?
Michelle Bacharach, Co-founder & CEO, Findmine
Kareen Mallet, Founder, Replika Software
Justin Stewart, Co-founder & CEO, Cherrypick
The Hardest Thing About DTC Startups: Customer Acquisition
Oct 25, 2018
Topics:
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What are the best channels for customer acquisition at the early stages?
-
What about social media? Should I build my business on Facebook or Instagram?
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Should I hire growth hackers?
-
How should I measure my early customer acquisition efforts?
KJ Miller, Co-founder & CEO, Mented Cosmetics
Polina Veksler, Co-founder & CEO, Universal Standard
Christina Carbonell, Co-founder, Primary.com
Season 1: Fall 2017-Spring 2018
Customer Acquisition: B2B
Sept 19, 2017
Join our guest panelists to understand how to sell to retailers and other business clients.
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How do I sell into retailers of all sizes?
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What are best practices for lead generation?
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What are typical timelines/processes in the funnel?
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What do retailers want to see from startups?
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What pricing models work best?
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What are the pros and cons of going after small customers vs medium size customers vs enterprise customers?
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How do I structure my sales team in the early stages?
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How do I structure compensation for my sales team?
Guest Speakers:
Michelle Bacharach, Findmine
Karen Moon, Trendalytics
Chris Langford, Lowe's
Customer Acquisition: B2C
Oct 4, 2017
Join our guest panelists to understand B2C techniques for customer acquisition.
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What are the best channels for customer acquisition at the early stages?
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Paid versus unpaid
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Influencer marketing
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Offline techniques
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Other
-
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Should I use an acquisition agency?
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What should my marketing team look like at the early stages?
-
What are metrics for CAC, LTV, churn that I should be looking at?
Guest Speakers:
Terry White, WOLACO
Erin Yogasundaram, Shopjeen
Sarah Ribner, PiperWai
Anna Palmer, Wondermile
Financial Modeling: B2B
Oct 17, 2017
Join us for a discussion of how to create your financial model for a B2B retail business.
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How do I model revenue assumptions for B2B businesses?
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How do I accurately model costs?
-
How do seasonality and other retail-specific factors play into a financial model?
Note: Attendees will receive a template excel model at the end of this session.
Primary Speaker:
Sapna Shah, Red Giraffe Advisors
Financial Modeling: B2C
Oct 24, 2017
Join us for a discussion of how to create your financial model for a B2C retail business.
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Discussion of top down versus bottoms up models
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How do I model revenue assumptions for B2C businesses?
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How to model costs for marketing and other key needs?
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How do I account for seasonality and other retail-specific factors?
Guest Speakers:
Alexandria Carroll, License to Drift
Getting to Traction: B2B
Nov 7, 2017
Join us for a discussion of how to fund your B2B business before your seed round.
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What are pre-seed sources of cash I can tap into?
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Bootstrapping, friends & family rounds
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Paid versus unpaid pilots - how to get retailers and enterprises onboard
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Strategic investors – what are the pros and cons to consider?
Guest Speakers:
Heather Marie, Shoppable
Jade Huang, Style Sage
Jonathan Sagot, Davis & Gilbert
Alexa Fleischman, Strypes
Getting to Traction: B2C
Nov 14, 2017
Join us for a discussion of how to fund your B2C business before your seed round.
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What are some pre-seed sources of cash?
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Bootstrapping, friends & family
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Using creative financing options including Kickstarter, pre-orders, wait lists
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Inventory financing/factoring
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Can I get a loan?
Guest Speakers:
Aubrie Pagano, Bow & Drape
Matt Hornbuckle, Stantt
Becca Brown, SoleMates
Allison Dorst, Pinks & Greens
Accelerators and Incubators
Dec 12, 2017
Join us to understand if and how accelerators are right for you.
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At what stage do accelerators make sense?
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How do I improve my chances during the application process?
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How to get the most of an accelerator?
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What are the differences between the local options?
Guest Speakers:
Jackie Trebilcock, NY Fashion Tech Lab
Carly-Ann Fergus, XRC Labs
Matt Jung, Trendseeder
Julia Neznanova, Friends of eBay
B2B Seed Fundraising from Angels
Jan 16, 2018
Join us to learn how to target angels for a B2B seed financing.
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How do I tailor my pitch to angels?
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What should I have ready before I begin the process?
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What questions will I get asked?
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How do I target angels that focus on B2B in this space?
-
What about angel groups?
Guest Speakers:
Lockie Anderson, HBS Alumni Angels
Barbara Raho, Golden Seeds
Alicia Syrett, Pantegrion Capital
B2C Seed Fundraising from Angels
Jan 23, 2018
Join us to learn how to target angels for a B2C seed financing.
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How do I tailor my pitch to angels?
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What should I have ready before I begin the process?
-
What questions will I get asked?
-
How do I target angels that focus on B2C in this space?
-
What about angel groups?
Guest Speakers:
Alexandra Wilkis Wilson, Gilt/Glam Squad/Fitz
Amit Sharma, Black Jays VC
Cathie Black, Madison Park Ventures
B2B Fundraising from VCs
Feb 13, 2018
Join us to learn how to target VCs for a B2B seed financing.
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How do I tailor my pitch to VCs?
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What are VCs are looking for?
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How should I prep for the VC process?
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Other resources?
Guest Speakers:
Dessy Levinson, 645 Ventures
Joseph Sartre, Bleu Capital
Jeffrey Silverman, Laconia Capital
B2C Fundraising From VCs
Feb 6, 2018
Join us to learn how to target VC for a B2C seed financing.
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How do I tailor my pitch to VCs?
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What are VCs are looking for?
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How should I prep for the VC process?
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Other resources?
Guest Speakers:
Andrew Mitchell, Brand Foundry
Sallie Jian, SeedInvest
Claire Fauquier, Corigin Ventures
Sarah Foley, SWAT Equity
Early Stage Retail Tech Sales, Pilots and Contracts
March 6, 2018
Join us to learn how to build your sales pipeline.
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How do I make that first critical sale of a pilot or annual contract?
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What are the best ways to structure my early stage sales process?
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How do I build a sales pipeline while executing pilots?
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How do I negotiate and structure a retail tech agreement/contract?
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What pitfalls do I need to avoid?
Guest Speakers Include:
Rohan Deuskar, Stylitics
Samantha Henderson, RevCascade
Trevor Sumner, Perch Interactive
Vejay Lalla, Davis & Gilbert
Building Your Retail Advisory Board
Apr 11, 2018
Join us to learn how to build your retail advisory board in preparation for a seed round.
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Can a strong Advisory Board help me raise money? How?
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How do I think about who I need on my Advisory Board?
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How do I compensate and formalize Advisory relationships?
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How do I utilize my Advisory Board?
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What pitfalls do I need to avoid?
Guest Speakers:
Alicia Syrett, Pantegrion Capital
Jill Sherman, Modalyst
Polly Rodriguez, Unbound
What Retailers Look for From Startups
May 8, 2018
Join us to hear from retailers about how they work with startups
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What does innovation mean to retailers today?
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What categories of products, technologies and customer segments are retailers looking for?
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What stage of startup will retailers work with?
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How do retailers typically work with early stage startups?
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How can your startup effectively pitch and win business with larger retailers?
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And more!
Guest Speakers:
Scott Lux, Intermix
Rima Reddy, formerly of Ralph Lauren
Sarika Doshi, Walmart Ecommerce