Ajax DRIVE

Ajax DRIVE

Mon, July 29

Company Life Cycle: Idea to IPO to LBO

Tues, July 30

Entrepreneurship

Wed, July 31

Venture Capital

Thurs, Aug 1

Growth Equity & Scale

Mon, Aug 5

Investment Banking & IPOs

Tues, Aug 6

Public Companies & Corporate Leadership

Wed, Aug 7

Private Equity

Thurs, Aug 8

Now what?

Recommend Books and Podcasts

Duke Rohlen (’90)

CEO, Ajax Health

Ryan O’Hara (’91)

CEO, 2-10 Home Buyers Warranty

  • Startup
  • Venture Capital
  • Growth Equity
  • Initial Public Offering (IPO)
  • Public Company
  • Private Equity
  • Skill vs. Capabilites
  • The 4Qs
  • Activity-Impact
  • Grind to Greatness
  • Asynchronous Synchrony
  • Practice Outside of Practice
Return to schedule

Cason Kynes (’13)

VP, Ajax Health

Duke Rohlen (’90)

CEO, Ajax Health

  • Business Plan
  • Lean Startup Methodology
  • Begin with the End in mind
  • Clear Mission Statement
  • Strategic Pyramid
  • Valuation Inflection Points
  • Vesting Schedule
  • Exercise Price
  • Cliff Vesting
  • Anti-Dilution Provisions
  • Convertible Notes
  • Drag-Along Rights
  • Pre-/Post-Money Valuation
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Doug Koo (MBA ’92)

CFO and Managing Director, Ajax Health

Maurice Werdegar (’86, MBA ’92)

Chairman, WTI

  • Seed Funding
  • Series A, B, C Funding
  • Valuation
  • Equity Dilution
  • Exit Strategy
  • Burn Rate
  • Convertible note
  • Portco/Newco
  • Syndication
  • Revenue
  • Gross Profit
  • Operating Expenses
  • Net Income
  • Operating Margin
  • Cost of Goods Sold (COGS)
  • Depreciation and Amortization
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Shane Kreidel

VP, Ajax Health

Will Griffith (MBA ’00)

Founding Partner, ICONIQ Growth

  • Growth Capital
  • Revenue Growth
  • Market Penetration
  • Operational Efficiency
  • Customer Acquisition Cost (CAC)
  • Churn Rate
  • Assets
  • Liabilities
  • Shareholders’ Equity
  • Current Assets
  • Current Liabilities
  • Working Capital
  • Capital Expenditures
Return to schedule

Luke Rohlen

Associate, Ajax Health

Lauren Webster

Managing Director, Piper Sandler

  • Underwriting
  • Initial Public Offering (IPO)
  • Due Diligence
  • Prospectus
  • Book Building
  • Roadshow
  • Equity Research
  • Retained Earnings
  • Dividends
  • Equity Financing
  • Debt-to-Equity Ratio
  • Return on Equity (ROE)
  • Price-to-Earnings (P/E) Ratio
  • Book Value Per Share
Return to schedule

Duke Rohlen (’90)

CEO, Cordis

Scott Drake

CEO, Cordis

  • Corporate Governance
  • Board of Directors
  • Earnings Per Share (EPS)
  • Corporate Social Responsibility (CSR)
  • Shareholder Value
  • Strategic Planning
  • Leadership Styles
  • Discounted Cash Flow (DCF)
  • Comparable Company Analysis (Comps)
  • Precedent Transactions
  • Synergy
  • Due Diligence
  • Accretion/Dilution Analysis
  • Enterprise Value (EV)
Return to schedule

David Beylik

VP, Ajax Health

Gary Swart

General Partner, Polaris Partners

  • Leveraged Buyout (LBO)
  • Management Buyout (MBO)
  • Private Equity Fund
  • Exit Strategy
  • Portfolio Company
  • Capital Call
  • Carried Interest
  • WACC
  • Debt Financing
  • Equity Financing
  • Cash Flow Forecasting
  • Internal Rate of Return (IRR)
  • Debt-to-Equity Ratio
  • Exit Strategy
  • Interest Coverage Ratio
Return to schedule

Duke Rohlen (’90)

CEO, Ajax Health

TBD

TBD

  • Review key takeaways from the program to prepare for exam
  • Review key terms from the program to prepare for exam
Return to schedule
Return to schedule