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.
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