Investment Hygiene: Preparing for Funding and Exit

Get your startup ready to impress investors and plan your exit like a pro with this no-nonsense funding prep session.

Is Your Startup Actually Investable? The 2026 Founder’s Guide to Investment Hygiene.

Join us on Wednesday, 25th March @ 12:00 PM GMT, with experts from Angel Investment Network, LegalEdge, and RM2 for a live session designed to help founders master the essentials of "investment hygiene."

What You'll Learn:

✅ The Hygiene Checklist: Essential steps for cap tables, shareholder agreements, and IP protection.

⚠️ EMI & Share Schemes: How to incentivize your team without creating a "tax time bomb" at exit.

🔍 Due Diligence Red Flags: The common pitfalls founders miss—and how to fix them before they kill your deal.

📈 The 2026 Landscape: What active investors are actually looking for in the current market.

The Masterclass

We’ll be walking you through the essential steps that protect your valuation and ensure a smooth exit. From cap table cleanup to IP lockdowns, we’re stripping away the jargon to give you the exact "investor-ready" blueprint used by successful founders this year.

Why Attend?

Following our recent founder survey and our 'Six Resolutions for 2026' strategy, we’re committing to helping you fundraise smarter, not harder. This session is designed to tackle the #1 hurdle founders face: structural readiness.

This session is ideal for early-stage founders preparing to raise capital or looking to professionalise their corporate structure for future growth.

About Helen Goldberg
Helen is Co-Founder and COO of LegalEdge, providing fractional in-house lawyers for scaling companies, which she has built together with CEO Donna over the past 17 years. Before founding LegalEdge, Helen was Head of Legal at a number of tech and media businesses after starting her career as an M&A and private equity lawyer at a large international law firm – she still describes herself as a ‘recovering' corporate lawyer.

Helen is passionate about simplifying legal for growing companies and helping them scale faster with pragmatic, commercially focused advice. She works closely with startups and scaleups to build lean, practical legal frameworks that reduce risk without slowing businesses down. She is also a champion of flexible working and mentors founders and in-house lawyers navigating high-growth environments

About Sarah Anderson
Sarah has been working with private company owners to set up employee share plan and employee ownership trust arrangements for more than 30 years. Her focus is on guiding and supporting businesses through the establishment and ongoing life of their employee ownership arrangements

Sarah has worked with several of the leading share plans practitioners, including a period with the Office of Tax simplification when she advised on policy relating to the simplification of tax legislation governing share plans, producing reports and final recommendations, and is a regular speaker at sector events.

About Xavier Ballester

With 20 years experience driving growth for startups, Xavier Ballester is a leading figure in the UK’s startup ecosystem. As Director of Brokerage at Angel Investment Network (AIN), Xavier and his team have guided over 500 companies through the complexities of fundraising, facilitating more than £150 million in early-stage capital.