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Execution and Negotiation: Closing the Deal

​You’ve built your pitch and refined your story—now it’s time to take it to market and seal the deal. This hands-on session will guide you through the critical final steps of the fundraising journey, from investor outreach to mastering the negotiation table.

🚀 Going to Market

  • ​Identifying the right investors 🎯

  • ​Building your target list 📝

  • ​Effective outreach strategies 📬

  • ​Managing the pipeline 🔄

🎤 The Art of the Pitch

  • ​Presentation techniques 🎯

  • ​Handling tough questions 💬

  • ​Common objections and how to address them 🤔

  • ​Building credibility and confidence 💪

🤝 Negotiation Strategies

  • ​Understanding term sheets 📄

  • ​Key terms to focus on 📌

  • ​When to push back and when to compromise ⚖️

  • ​Maintaining control of the process 🧭

❓ Q&A and Next Steps

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.

  • Jennifer Brown is an award-winning entrepreneur, speaker, author, and expert in diversity and inclusion. Jennifer is the bestselling author of four books, starting with "Inclusion" and culminating in her award-winning "How to Be an Inclusive Leader." now in its second edition.

Walk away with the skills, confidence, and strategy to take your deal across the finish line. 🏁🔥

​🌟 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

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May 14

Board Boot Camp