Cover Image for UBS Rooftop Panel on Exit Regrets (ProperRoom NYC · Series A+)
Cover Image for UBS Rooftop Panel on Exit Regrets (ProperRoom NYC · Series A+)
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About Event

​An invitation-only panel for Series A+ founders and operators, hosted atop the private UBS Rooftop on Avenue of the Americas and sponsored by MongoDB Ventures.

​Guests will gather in an intimate rooftop setting overlooking Manhattan, with small plates and a curated selection of drinks served throughout the evening.

​An intimate evening of candid conversation, hospitality and curated founder deal flow.


​The Panel

​Moderated by Jack Payne, CFP®, CEPA®, Pre-IPO & Equity Compensation Advisor at UBS, the discussion features:

​Tony Panico
Partner, Technology & Emerging Growth Services · Withum


​James Steinberg · Co-Founder, pools.events

​Acquired Y Combinator Founder · 2x YC Founder (S15 & W18) · 2x Exited Founder · Forbes 30 Under 30 Recipient

​Together, they’ll examine what founders wish they had understood, and engineered differently, before an exit became imminent.


​Topics Covered

  • ​Preparing the company and founder for an eventual liquidity event

  • ​QSBS, tax planning and decisions that become costly when addressed too late

  • ​Building the right legal, financial and advisory team

  • ​Operational and financial mistakes founders commonly make before an exit

  • ​The emotional realities of selling a company and stepping away

  • ​Lessons from an exited Y Combinator founder and advisors to high-growth companies


​Evening Schedule

​5:30–6:00 PM — Private arrival, reception, small plates and drinks
6:00–6:05 PM — Opening remarks from MongoDB Ventures
6:05–6:45 PM — Executive panel and audience Q&A
6:45–8:00 PM — Curated networking and deal flow

​This event is designed for founders actively raising a Series A, preparing for their Series A, or operating beyond Series A.

​Private invitation only. Approval required. Capacity is intentionally limited.


​Why 'Exit Regrets'?

​Following our flagship tech week gathering—which brought together over $1.15B+ in venture backing.

​Most venture-backed founders understand how to build and scale. But we noticed few understand how to handle the psychological and structural friction of the actual exit.

​So ProperRoom NYC is assembling an elite, private group of Series A+ founders for unfiltered insights on the structural, financial, and emotional realities of liquidity events from the founders and advisors who’ve Exited.

​We are bypassing the generic networking format, to host this intimate session that will explicitly address what founders wish they had engineered differently before the letter of intent arrived.


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Location
1285 Avenue of the Americas - Private Wealth Management - UBS Financial Services Inc.
17th, & 18th Floors, 1285 6th Ave 15th, 16th, New York, NY 10019, USA
Rooftop of UBS's NYC Headquarters
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