Portfolio Strategy | Miami Angels Education Series

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Mar 21

Portfolio Strategy | Miami Angels Education Series

March 21, 2019 @ 8:00 am - 10:00 am EDT


The next topic in our Angel Investor Education series is on Portfolio Strategy.

The workshop will be led by Sanket Parekh, Managing Partner of Secocha Ventures. Sanket leads Secocha Ventures’ investments in early-stage technology companies in the US, India and Israel. Secocha Ventures has an annual deployment rate of $8M-10M.

Building on Sanket’s experience, we will explore during this fireside session the key questions relating to portfolio strategy, including: what is your investment thesis? how should you approach due diligence and diversification? what should be your ownership target and follow-on approach?

This workshop is ideal for investors who have some experience investing and are looking to confirm and refine their approach. It is also ideal for entrepreneurs looking to learn what investors think about when making investment/follow-on decisions.

8:00 am – 8:30 am Registration & Breakfast

8:30 am – 10:00 am Portfolio Strategy Chat followed by Q+A

This event is powered by Kaufman Rossin, one of the top accounting firms in the United States, serving domestic and international clients in all 50 states and dozens of countries worldwide. The CPA and advisory firm has represented businesses for over 55 years, providing traditional accounting, audit and tax services, as well as business, risk and forensic advisory services. The firm has won significant awards, including repeat honors as the Best Accounting Firm to Work For among large firms nationwide and locally. With nearly 400 team members, the firm prides itself on offering the resources of a powerhouse, personally delivered.


March 21, 2019
8:00 am - 10:00 am EDT