Whether you're preparing for your first raise or refining your pitch for a new round, this workshop will help you move beyond just the numbers and shape a narrative that sticks. 💡
What to Expect:
🧠 The Investor Mindset
Understanding what different types of investors want
How to position your company effectively
Common misconceptions and pitfalls
🛠️ Creating Your Materials
Crafting an effective executive summary
Building a compelling pitch deck
Financial projections that tell your story
The power of your unique value proposition
📁 Due Diligence Preparation
Essential documentation
Risk management and mitigation
Building a data room
🎤 Mastering the Art of the Pitc
❓ Q&A
Presenters:
William Lieberman: Founder & Managing Partner of The CEO's Right Hand. An experienced founder/entrepreneur, Chief Executive Officer, and Chief Financial Officer available to provide strategic and financial consulting services as a trusted advisor to the Founder/CEO or Board of Directors.
Kim Petry: A seasoned CFO with an extensive and versatile background. Kim’s experience ranges from large CFO and Controller Executive roles at Fortune 100 companies to building start-ups from the ground up. She has extensive experience in traditional industries – Financial Services, Software as a Service (SAAS), Payment Processing, Credit Cards, B2C/B2B – but also has unique experience in cutting-edge industries such as Learning Platforms, Education, Apps, Crypto and Digital Currencies, NFTs, Blockchain, Gaming, Tokenization and innovative Retail, B2B, B2C, Healthcare, Music and Entertainment platforms.
Renee Wong: CFO and Operating Partner at SuperLayer, a venture studio that incubates and invests in early stage technology companies. Renee has 20 years of experience as Chief finance & operating officer in startups across stages with a consistent track record of scaling businesses and leading high performance teams. Renee specializes in fundraising, equity and debt structuring, token sales, and global M&A transactions.
Whether you're pitching tomorrow or just starting to map out your fundraising journey, this session will give you the tools, clarity, and confidence to move forward. 💼✨ We can’t wait to see you there!
🌟 Special Features:
🎤 Guest speakers who have successfully raised capital
📊 Real-world examples and case studies
📝 Practical worksheets and templates to apply what you learn
🤝 Follow-up resources and networking opportunities