Monday, 6/19, NYC: Dinner at the Italian Consulate of New York

You are cordially invited to an exclusive, complimentary Italian dinner hosted by Versatile VC, PEVCTech, and Opportunity Network, focused on how family offices, private equity and VC funds are leveraging technology for fundraising and deal origination.

Date: Monday, June 19th, at 6PM

Venue: Italian Consulate of New York, 690 Park Avenue



  • 6:00 pm: Casual conversation
  • 6:15 pm: Intro by our hosts Fabrizio Di Michele, Consul General of Italy in New York, and David Teten, Managing Partner, Versatile VC and PEVCtech.  
  • 6.20 pm: Private equity/VC Partners and Opportunity Network’s Founder & CEO, Brian Pallas, discuss how they are using Opportunity Network
  • 6.45 pm: Q&A
  • 7:00 pm: Formal event ends 
  • 9:00pm: Room closes

With 71,000 screened members, Opportunity Network is the world’s largest network of CEOs and investors. The platform hosts 12,000 live transactions worth over $500b in aggregate. Investors have deployed over $10b in direct and LP investments via our platform.

This dinner is exclusively for:

  • Existing Opportunity Network members or applicants (Apply at )
  • Partners at private equity/VC firms with >$250m AUM
  • Principals of single family offices with >$100m AUM


Deep Dive:, the operating system for non-bank lenders

We’re now launching the first in a series of Deep Dives into companies which help investors accelerate alpha and grow. One of Versatile VC’s core investment theses is: “Look for investment processes which are highly dependent on Excel.” Here’s an example of what we’re excited about:, the operating system for non-bank lenders .

Roughly 70% of non-bank lenders are primarily tracking their activities in custom excel sheets with macros. This is not a manageable, scalable, way to operate. Hypercore provides a modern SAAS platform for running a lending business.

Read our deep dive here.

5/15, NYC: YaleFin “Investing for a Single Family Office”

YaleFin, the shared interest group for Yale alumni in finance, banking, and markets, is pleased to present the second in a two part series of panel discussions on family offices. These private wealth management vehicles manage investments and assets for high net worth individuals, and they carry unique advantages and challenges with respect to customization, flexibility, privacy. Please join us for an evening of food and drink, as we delve into this rapidly growing niche.


We will host David Teten (Founder, Versatile Venture Capital; Yale College) moderating a conversation with Jane Chen, investor at Blue 9 CapitalMark Wolfington, Partner, Business Development, The Wolfington Companies; and Morris Wheeler, Founder & Principal, Drummond Road Capital (Yale JD).

Among other topics, our panel will discuss:

  • Investment goals of the family office
  • Working with the family office community
  • How to invest: Direct vs. coinvestments vs. funds

We will finish with an audience Q&A and open the floor to mingle over refreshments and heavy hors d’oeuvres (cheese/charcuterie, mezze platter, fruit). All attendees get a digital Day Pass good for 1 day at any The Yard location.


Our speakers:

Morris Wheeler is Founder & Principal, Drummond Road Capital, an investment management company managing Venture Capital, Private Equity and other direct and portfolio investments. As Chairman and CEO of Cohesant Inc. and CEO and President of its predecessor Cohesant Technologies Inc., Mr. Wheeler delivered greater than 28% annualized return to the public investors of Cohesant. Prior to founding Drummond Road, Mr. Wheeler was the Chief Executive Officer of an Internet media company co-founded with former MTV, Island Records, and Gateway computers executives. This company was the first online music distribution company and won a Webby for Music Entertainment. Prior to April 1998, Mr. Wheeler served in various executive capacities with Clarion Capital Corporation, a Venture Capital company. Mr. Wheeler holds a degree in economics from the University of Massachusetts at Amherst and a J.D. from the Yale Law School.

Jane Chen is an investor at Blue 9 Capital, a single family office based in New York. The family comes from a manufacturing background and had been investing in mid-market PE businesses, but has shifted their strategy to investing in early stage tech-enabled businesses in the last five years. Jane was previously at PJT Partners in the M&A group, focused on the Fintech and consumer sectors. She received a BA from Harvard.

Mark Wolfington is Partner, Business Development, The Wolfington Companies. He is an experienced entrepreneur and executive. He has over 30 years of investing, operations and management experience in the US and abroad in Europe and China. During that time he has helped his businesses grow through acquisitions, mergers and organic growth. He has financed multiple companies from seed stage start-ups to public offerings and private equity.

David Teten is Managing Partner of Versatile VC, backing early-stage companies which help investors generate alpha and grow. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. He also manages Founders’ Next Move, a community for serial tech founders researching their next move. He was previously a Managing Partner with HOF Capital; Partner with ff Venture Capital; Founder of Harvard Business School Alumni Angels of NY; and a serial founder with two exits. He writes periodically at He holds a Yale BA and Harvard MBA.


  • 5:30pm – Room opens
  • 6:15pm – Introductions, panel discussion, Q&A
  • 7:15pm – 9:30pm networking reception

If you have any questions or areas of focus of particular interest to you, please feel free to share with us by emailing us at!

Our venue host, The Yard, would like to extend a special thank you to our community. They are offering a free week of co-working in any of their 11 locations. Set up your visit here. Additionally, if you are interested in hosting an event at The Yard, you can reach out to with any collaboration inquiries!


3/30, NYC: Angel Investor Bootcamp

Angel Investor Bootcamp taps decades of investor experience and research on 20,000 founders to highlight the most important factors in startup and investor success. Join fellow investors for a full day of exploration and discovery of the knowledge you will need to have to succeed and which road maps lead to success.

Built on research performed at Harvard Business School, University of Southern California and Yeshiva University over the last 20 years on thousands of startups and investors.

Led by:

Dr. Noam Wasserman is the Dean of the Sy Syms School of Business at Yeshiva University, former Harvard Business School professor and author of the bestseller The Founder’s Dilemmas: Anticipating and Avoiding the Pitfalls That Can Sink a Startup.

Bruce Taragin is a managing director at Blumberg Capital with more than 25 years of experience as a venture capital investor, entrepreneur, technology investment banker and corporate attorney. A native of New York, Bruce earned his BA in finance and communications from Yeshiva University and his MBA and JD from Fordham University.

Recommended Donation: $180


4/11, Virtual Webinar: Landing Board Seats

When: April 11, 2023, 10:00 AM, EDT

Even for accomplished CEOs, it is difficult to land the first board seat. Evaluating the right board seats can be even more challenging.

As an active CEO, when should I begin laying the groundwork for board service? How do I target and land the right seat or multiple seats? How do I determine which ones are best for me? What is the key to quickly becoming a positive, contributing board member? Are there issues with trading or jettisoning seats down the road? And why are some qualified execs eschewing boards altogether?

This panel discussion will help us understand the unwritten ground rules of navigating the board search and illuminate a path for choosing the right board placements for ourselves, our priorities, and our companies. You’ll be exposed to the considerable resources available in the CEO Trust, and what you and your peers can do to accelerate the path to board positions.


(Normally $20; get a 25% discount with code: FS4DGB2H)

MODERATOR:  Theresa Boyce, Chairman & CEO, CEO Trust

Theresa builds connections and opportunities for CEOs while drawing from multi-disciplined, multi-industry business experience. She began her career as a CPA for KPMG, earned a Wharton MBA, and obtained marketing and sales training in Procter & Gamble brand management. Theresa has a history of successfully launching high growth in a spectrum of companies, from entrepreneurial ventures to multi-billion-dollar corporations. She has been involved in every distribution/marketing channel and trained in most channels from premier companies in related industries. She serves as a director on for-profit boards with expertise in audit, finance, compensation, and governance.Theresa is known for creating fiduciary and advisory boards, with a track record of placing hundreds of board directors. Under her leadership, the CEO Trust has orchestrated thousands of CEO events and activities.

SPV Fund Administration Vendor Reviews and Comparison

If you’re managing an SPV, which fund administration vendors should you use? 

Landon Ainge gave us permission to publish his detailed evaluation of the SPV support landscape, including AngelList, Vauban, Allocations, Savvi Legal, Venture360, Finally, Sydecar, Canopy, Flow (I’m an investor via HOF Capital), Syndicately, Two12, SPV Hub, Formidium, Odin, PropelX, AM Advisors, Qualitas Fund Admin, Nth Round, SmartFunds, Loon Creek, Verivend, HC Global (my fund admin), Dealum, Specialsituations, and Sisu. He knows this space intimately, as Managing Director of Aingel Investments, one of the fastest growing angel networks. They have completed over 75 SPVs in the last 2.5 years. Landon also manages the debt advisory company, helping companies navigate which type of loan companies should utilize for free. 

Landon’s comparison spreadsheet is here. He also hosted a webinar with more details, which you can see below:

Further reading:

See Jed Ng of’s Guidance on migrating from Assure.

3/6, NYC: Access Alts Family Office Meet

I’m honored to speak at the upcoming Access Alts Family Office Meet, March 6, in NYC, on “Venture capitalists and private equity investors eating our own dog food: Using technology and analytics to make better investments”.  You can see my draft slides here; feedback welcome!

The event will focus on India, South East Asia and China, and explore unique investments, family-backed ventures, the macro climate, and cross border business expansion in Asia. We expect about 50 large family offices, endowments & foundations, and pension funds at this highly curated meeting.

Confirmed speakers include: 

  • Aysar Tayeb, architect of Prosperity7 Ventures, Saudi Aramco’s $1B diversification vehicle
  • Swapnil Agarwal, founder of Nitya Capital, one of the largest privately-held real estate investment firm in Texas. Coming from a humble immigrant family in Houston, Swapnil single-handedly built Nitya into a firm that manages over $2 billion in real estate assets across the US.
  • Derek Bills, Chief Investment Officer, International Monetary Fund.
  • Jargalsaikhan Dugar, Mongolian mining entrepreneur.

There is room for 1-2 more allocator speakers. Contact me if you’re interested.

Venue: 601 Lexington Ave, New York

To request inclusion: 

12/14/22, NYC: Private Equity US Leadership Summit

PEVCtech is proud to be a partner with Private Equity Wire in introducing an event created by GPs for GPs. We are gathering senior leaders at PE firms from across operations, finance, legal, back-office, sales, IR and technology. Speakers include senior leaders from York Capital Management, BC Partners, AEA Investors, Gatewood Capital Partners, Lerer Hippeau Ventures, and Focus Impact Partners.

There is no cost for qualified attendees.