Evaluating a Venture Deal: A Total Access Fund Case Study

Thursday, February 25th, 2:00 PM EST

This 45-minute session will demonstrate how AVG evaluates a company for your Total Access Fund portfolio. Our Chief Investment Officer and VP of Investment Operations will take one deal we completed in 2020 and walk you through key points of the opportunity:

  • What is the business model and market opportunity?
  • Who’s co-investing, what do they bring to the deal?
  • What is the team’s background and track record?
  • What are the deal terms and valuation?
  • What traction and moats can the company demonstrate?

We’ll invite you to grade along with us and open the floor for your questions and observations.

Please join us for this interactive session that will give you insights into the art and science of venture investing. You can register at the right.*

*You must be accredited to invest in venture capital.

About Your Presenters

Anton Simunovic, CIO - Alumni Ventures Group

Anton Simunovic, CIO - Alumni Ventures Group

Anton has 20+ years of technology experience as a proven venture capital investor, entrepreneur and operating executive in companies ranging in size from start-up to Fortune 10. Most recently, Anton founded and led Vener8 Technologies, a technology commercialization company he started with GE. Previously in his career, Anton led the Software and Internet Infrastructure Group at GE Equity where he directly invested $72 million in 10 companies generating more than $500 million of realized gains. Anton has substantial international experience in Canada, China, Europe and Israel, and has served on the board of directors of more than 20 private and public companies. Anton has a BSc. Engineering from Queen’s University in Canada, and an MBA from Harvard Business School.

Andy Ervin, VP of Investment Operations - Alumni Ventures Group

Andy Ervin, VP of Investment Operations - Alumni Ventures Group

Andy is VP of Investments at Alumni Ventures Group, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group, and began his career as an actuary at Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.

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