|
Even
Universities Can Learn
An Interview with Richard Morganstern of Tech Coast Angels
December 1, 2003
By James Klein,
Larta VOX Editor
Richard Morganstern
serves on the Executive Committee of the Los Angeles Network of
the Tech Coast Angels, a group of investors funding early-stage,
high growth companies in Southern California, and presented on the
VC Panel Discussion breakout session titled "Transforming University
Research into Profitable Companies" at the Project T2 technology
transfer conference.
In an interview
conducted at the Project T2 conference, Morganstern discussed some
of the challenges universities have faced in the past and how they
are changing their ways in light of the growing importance of technology
transfer.
How has
the environment changed for VCs working with universities?
Many universities
are struggling to improve their methodologies in this area. A basic
problem is that universities, whether private or public, the public
perhaps more so than the private, are intrinsically bureaucratic
in nature, and a bureaucracy is not the preferred structure to evolve
and develop the entrepreneurial spirit. They understand this issue,
and are evolving various initiatives in an effort to address the
problems presented. One form of initiative is to involve organizations
such at the Tech Coast Angels in the process of evaluating technologies,
mentoring professors and otherwise attracting individuals with relevant
domain business experience to their various projects.
USC, for example,
has formed the Technology Commercialization Alliance, an organization
comprised of representatives from many of their research colleges
and institutes. It is specifically tasked at helping improve the
way in which USC facilitates the commercialization of its many research
projects. The Tech Coast Angels serve on the Advisory Board of the
Technology Commercialization Alliance. Language Weaver, one of the
companies presenting at today's conference, I was fortunate to have
had the opportunity to mentor for three years. Language Weaver was
spun out of the USC's Information Sciences Institute. It has developed
breakthrough technology in machine natural language translation
which is translating from one language to another. Language Weaver
will, in my view, be a major success for USC, the research professors
and associates and their investors.
What do
they have to do to improve their tech transfer efforts?
They have to attract organizations such as the Tech Coast Angels
to bring relevant domain experience to the process. They have to
get buy-in from the professors, who on occasion have had some bad
experiences with their administrations. The administrators are aware
of this issue and are taking steps to change this negative perspective
by adopting improved policies and procedures.
Do you
think it's just a question of money to incentivize the professors,
or is it something else?
I don't think
its money in many cases. It's getting the roadblocks out of the
way and providing a supportive environment. There are various types
of researchers in the sense of what they have the desire and ability
to do. Many are satisfied to limit their activities to the pursuit
of their research. That's their life's passion. For those you have
to bring in the rest of the facilities to get a business result,
because their interest is in doing the research, getting grants,
and making sure they're well funded for that purpose. They could
care less about the commercial part of it. This means you have to
have personnel on staff or otherwise available who will identify
the commercially significant technology and help figure out what
to do with it.
Other researchers
do have a business bent and are interested in helping put together
a management team and financing. Some have faced obstacles when
they have gone to their administration in an effort to acquire sufficient
IP rights for their projects. Now that environment is changing in
a significant way in the sense that the administrations of the more
forward looking institutions understand that they have to be more
friendly to these kinds of efforts or they'll kill them in a nascent
condition.
With Language
Weaver, for example, the Office of Technology Licensing at USC did
a magnificent job in working out a structure to provide that the
IP went where it had to so venture financing could be attracted.
USC and the researchers became founding shareholders in Language
Weaver. Language Weaver ended up with exclusive IP rights, not only
in the research that had been done up to that time, but also in
the research which will be conducted by the key researchers over
the next five years. That provided a vehicle which formed a predicate
to funding for what was, at the time, a high risk project. In December
2002 the Tech Coast Angels, The Athenaeum Fund and In-Q Tel, a VC
fund associated with the CIA, provided "A" round financing.
USC was instrumental in making the funding possible. Five years
or so ago it would have been a much more difficult proposition.
UCLA has had
a somewhat problematic reputation in terms of it being a place where
you could experience difficulty in negotiating rights on acceptable
terms. It understands the adverse consequences of such a reputation
and has brought in new leadership and a significantly expanded staff
in an effort to address the issue. This will take some time to sink
in but I think as their new approach gets disseminated among their
researchers you'll see an appreciation that a meaningful change
has occurred.
Do you
think there has been a problem or there is a problem with deals
going out the back door?
Well, historically,
that has been an issue. You can damn up so much for only so long.
Some researchers have said 'Look, we can't deal with them, so we're
just going to go off and do it ourselves.' That has created a problem,
and that's been one of the motivating factors for the universities
reevaluating their policies and appreciating perhaps that they bear
some responsibility for what's occurred in the past.
What's
the most important lesson you've learned working with universities?
You must have
patience and be willing to bring most of the business related components
to the table. You must be able to provide a quality management team.
The most important thing we did with Language Weaver was to recruit
the right management team. This implies, of course that the researchers
are open to the notion of having someone other than themselves control
the business fate of their beloved research. You need to recruit
a management team that the researchers feel comfortable working
with. If you can't solve that part of the equation you are wasting
your time.
What do
professors and researchers have to do to make their technologies
more attractive to investors?
Spend some time
considering the business issues the investors will be looking at.
What customer pain is the technology directed to? Is it a vitamin,
a painkiller or a cure? What does the market look like? What will
the first product look like and what has to be completed before
it is ready?
Most researchers
will not have the background to make significant progress themselves
on these issues but most of their related business schools will
make their students available to help, if asked. Having a sense
as to these matters will give researchers a leg up on their competition.
Finally, show
a willingness to have professional business management brought into
the equation. A lack of this element is a major reason why the Angels
have passed on a number of projects which might have otherwise qualified
for mentoring and funding. The Language Weaver founders were a 10
on this issue.
What advice
would you give venture capitalists working with universities?
Have patience
and be willing to commit significant resources to the relationships.
Most university based research is more suitable for licensing as
opposed to venture funding. You need to be willing to spend the
time to develop a win-win relationship so you are there when the
next Language Weaver comes down the pike.
Richard Morganstern
can be reached at (310) 858-7796 or rmventures@adelphia.net.
Tech
Coast Angels can be reached at www.TechCoastAngels.com
Read an article
on the Project
T2 conference
Read about the Project
T2 Techology Transfer Awards
Go
to the Project
T2 website
Go to the Technology
Transfer section of Larta's Research Archive
Return
to this week's issue of VOX >
|