Learn how to proactively prepare your company for a successful fundraising round—legally, operationally, and culturally. We’ll cover how to clean up your records, prepare for diligence, and build investor confidence, while keeping your internal momentum going every stage of the raise.
You’ll learn how to:
Organize key legal, financial, and business records investors expect
Spot red flags that can slow down or sour a raise
Anticipate and prep answers to common diligence questions
Communicate effectively with investors before, during, and after the raise
Keep your team aligned and confident during a high-pressure capital process
Maintain confidentiality obligations and navigate what to share internally and externally
Use structure and clarity to build long-term investor relationships
Includes intake survey and a 1-hour session with Q&A.
After the session, you’ll receive the Win Big: Fundraise-Ready Checklist—sent within 48 hours—to help you prep smart and pitch strong.
Price: $1,500
One-time purchase. Booking link provided after purchase.
Learn how to proactively prepare your company for a successful fundraising round—legally, operationally, and culturally. We’ll cover how to clean up your records, prepare for diligence, and build investor confidence, while keeping your internal momentum going every stage of the raise.
You’ll learn how to:
Organize key legal, financial, and business records investors expect
Spot red flags that can slow down or sour a raise
Anticipate and prep answers to common diligence questions
Communicate effectively with investors before, during, and after the raise
Keep your team aligned and confident during a high-pressure capital process
Maintain confidentiality obligations and navigate what to share internally and externally
Use structure and clarity to build long-term investor relationships
Includes intake survey and a 1-hour session with Q&A.
After the session, you’ll receive the Win Big: Fundraise-Ready Checklist—sent within 48 hours—to help you prep smart and pitch strong.
Price: $1,500
One-time purchase. Booking link provided after purchase.
