How Strong Accounting Infrastructure Attracts Debt or Investment Funding for Startups




How Strong Accounting Infrastructure Attracts Debt or Investment Funding for Startups

Thursday, February 8th

5:00 pm to 7:30 pm EDT

Are you looking to attract debt or investment funding for your startup? Do you want to show investors that your business is well-organized and has a good handle on its finances? If so, we invite you to join us for an interactive discussion on how strong accounting infrastructure can help you attract investors.

The Connecticut Entrepreneurs Forum is hosting a program titled “How Strong Accounting Infrastructure Attracts Debt or Investment Funding for Startups.”

  • This program will equip founders with essential accounting skills and provide insights on how to improve their business.
  • We will cover different approaches to presenting your financial statements, selecting software and accounting experts, various accounting and finance resources available to startups, and discuss how to add value at key points.
  • The event will have a panel of investors, accountants, and bankers to share their perspectives on what they look for when evaluating a company pre- and post-investments, covering both equity and bank debt financings.
  • This is a great opportunity to gain valuable insights and network with other entrepreneurs and investors.


5:00 PM – Reception and Networking (refreshments including beer, wine, and soft drinks will be served)
5:30 PM – Presentation
7:00 PM – Networking 


CT Innovations
District. New Haven
470 James Street, Suite 8
New Haven, Connecticut



Matt Panacali

Matthew Panicali
Investment Associate, Connecticut Innovations

Matt Panicali is an Investment Associate at Connecticut Innovations, Inc. (CI), the State’s strategic venture capital arm and the leading source of financing and ongoing support for innovative, growing companies. At CI, Matt is responsible for sourcing new investment opportunities, serving on the boards of portfolio companies, and supporting their growth and success.

Rob Cappellucci

Robert Cappellucci
Principal, CliftonLarsonAllen

Rob has more than 25 years of professional experience offering services in the areas of accounting, bookkeeping, budgeting, and forecasting, financial statement preparation, system design and implementation, and policy and procedure development—as well as assisting clients with complex accounting issues and design and implementation of QuickBooks accounting systems. His overall experience includes providing accounting and advisory services to his clients and their internal financial teams.


Steven Reisberg
Principal, CliftonLarsonAllen

Steven has more than 18 years of experience in public accounting serving a broad base of industries including, professional services, health care, manufacturing and distribution, telecommunications, and technology. Steven collaborates directly the owners, executives, and accounting personnel to provide seamless audit service and issue timely deliverables. He has helped these professionals execute on their strategic plan, including acquisitions and complex debt or equity arrangements with private equity funds.

Amanda Fuentes

Amanda Fuentes
Vice President, J.P. Morgan Chase & Co.

Amanda is a Commercial Banker within J.P. Morgan’s Technology and Disruptive Commerce team, covering businesses in the CT, NY and NJ markets. She has over 15 years of industry experience helping clients and key stakeholders drive growth, profitability and commercial effectiveness. Building collaborative partnerships and lasting relationships has been paramount to her success.

Paula Root

Paula Root
Executive Director, J.P. Morgan Chase & Co.

Paula is an Executive Director within the Commercial Bank at J.P. Morgan. She helps lead the Technology & Disruptive Commerce team for our NY, CT, and NJ markets and has spent the last decade supporting high-growth, venture-backed companies in the innovation economy ecosystem.


Matt Rizner
Vice President, J.P. Morgan Private Bank

Matt is a Vice President with J.P. Morgan Private Bank who helps families and non-profits establish and meet their goals. This starts with building a deep relationship to understand not only the financial goals, but also the impact and legacy his clients want to leave. The advice covers investment and cash management, customized borrowing, complex trust and estate structuring, and charitable giving.


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