DARTMOUTH ENTREPRENEURIAL NETWORK OF DC
At the January meeting of the Dartmouth Entrepreneurial Network of DC, Professor Jan Allen Klein will describe the standard methods of valuation of existing firms, that is, how private equity firms would set a value for a company.
He will then talk about how these methods are used for valuations of early stage companies, showing how early-stage investors (like angel investors) would valuate a new startup, especially one without revenue. He will also discuss the implications of a high or low valuation and the non-quantitative Terms and Conditions of a financing deal for future rounds of fund raising and other terms in the investment deal.
Jan Klein is the Chief Financial Officer (CFO) of MCT Worldwide. Prior to his appointment as CFO, Mr. Klein was an Industry Professor of Finance at StevensInstitute of Technology for the past eight years and was the Senior Managing Director of THP, LLC that provided consulting services to MCT. In his consulting capacity, Jan has helped many early stage development companies secure financing and create strategic relationships.
Mr. Klein has over 25 years of experience in the field of finance and corporate development with Morgan Stanley Dean Witter as an equity analyst and with AT&T where he had a number of senior positions in marketing, sales and strategy, including the leading financial role in the McCaw acquisition. In addition to his corporate experience he has applied his expertise in valuation, financial management, and business planning in evaluating, structuring, and operating companies in various industries, including technology, telecommunications, and new media. He held similar financial and operating roles at Kirusa, Unomobi, Magnolia Broadband, and was instrumental in the growth of these companies.
Jan received his BS in Aerospace Engineering from Penn State and MBA (Finance) from George Washington University. Mr. Klein is a CPA (inactive in NJ) and held Series 7/63 certifications.