Investment Readiness Workshop
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Investment Readiness Workshop

Investment Readiness Workshop

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Santander Incubator

7th Floor

4 St Paul’s Square

Liverpool, United Kingdom

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Event description


An important part of growing any business is the ability to clearly and effectively pitch your business plan to investors and potential partners.  

This workshop has been designed for companies looking for early stage investment from Business Angels and other early stage investment funds. There will be a maximum of 10 businesses invited to attend the workshop, which will provide you with the required information to approach investors with the information they need to evaluate your opportunity. You’ll also get the chance to practice your pitching to a panel of angel investors and business funding advisors who will provide quality feedback.

What is covered in the workshop

  • Different types of finance
  • Different investor options
  • How to sell your proposition to an investor
  • 30 second pitch & break down of long pitch presentation
  • Valuation
  • Exit strategies
  • Due Diligence advice and process
  • Case study from a business that succesfully secured investment
  • Practice of the pitching skills

Who is it for

  • A UK-based business
  • Startup, early stage or small business with 0-5 years in business
  • Looking for early stage investment (angel/seed/early-stage venture capital fund)

Our trainers and speakers

Ian Tracey, Head of Access to Funding and Finance at the Knowledge Transfer Network

Ian Tracey

Ian is responsible for growing and developing the KTN’s strategies for assisting innovative companies through the application and raising of finance, be-it lending, grants, or equity based. As the co-creator of the UK Innovation Forum, he was responsible for finding the management required by UK research institutions to fill posts in their spinouts or otherwise participate in the commercialisation of new technologies. He has vast experience in raising finance, winning grants, gaining sales and growing management teams.

Linked In: Ian Tracey

James Pressley, Head of Corporate and Commercial at Kirwans Solicitors

james pressley

James is an Associate Solicitor at Kirwans, one of the North West’s most established law firms.

With over 17 years experience in Corporate and Commercial law, James represents businesses of all sizes throughout the UK, from Sole Traders and SMEs to Limited Companies and Partnerships.

James specialises in all aspects of corporate law, raising finance through seed funding, crowdfunding and private equity, buying and selling of businesses and companies, insolvency matters and advising Shareholders/Partnerships. He has considerable experience in preparing all types of commercial contracts.

With a particular specialism in intellectual property and e-commerce, including website terms and conditions, James understands the commercial environment and provides clients with an all encompassing service.

LinkedIn : James Pressley


We’ll be running the events in our sponsor venue at the Santander Incubator Space, 7th Floor, 4 St Paul’s Square, Liverpool, L3 9SJ


The workshop will be ran over 2 days. There will be a week break between to allow time for pitch preparation. The first session will be on Wednesday 5th October 9am till 4:30pm, and the second on Wednesday 12th October from 9am till 6pm. Applicants must be available to attend both sessions.  


Complimentary - each business may send up to two attendees.

Cancellation terms and conditions

If you have secured a place on  the workshop and cannot attend any longer, please let know ASAP as we have limited availability and you may incur a cancellation charge of £50+VAT if you fail to show up for the workshop without having given us 48 hours cancellation notification.

How to apply

To apply for a place on the workshop, please register your interest via Eventbrite booking system. We will then send you an application form. Deadline for submition of the completed application form is no later than 5pm on 21 September 2016. We will notify all applicants whether they have been selected for the workshop within 5 working days of the deadline to apply date.

Event Sponsors


Santander's first UK based business incubator, supporting fast-growth potential businesses with premises, mentoring an on-going business advice. In July 2014 the bank opened the Hub, Santander’s first co-working space dedicated to supporting a select number of Merseyside’s emerging fast-growth entrepreneurs.  A home for some of the region’s most innovation early-stage businesses, the Santander Hub provides a collaborative space where founders can develop their skills and contacts and gain vital support at such a critical stage of their business development. / Twitter: @santanderukbiz / Linked In: Santander UK Corporate & Commercial 

tech north

Accelerating growth of digital businesses in the North of England through championing the sector and connecting networks.

Established in 2015, Tech North is a government-funded initiative delivered through Tech City UK. The specific goal of Tech North is to accelerate the development of the North’s digital economy through the promotion and support of digital entrepreneurship. Our remit is to attract talent, entrepreneurs and investment to the North of England specifically the seven cities of Hull, Leeds, Liverpool, Manchester, Newcastle, Sheffield and Sunderland. / Twitter: @TechNorthHQ / LinkedIn: Tech North / Facebook: @technorthhq 


Kirwans is one of the North West’s most established and respected law firms representing private and commercial clients across the UK.

Led by Senior Partner David Kirwan, the firm has five partners supported by a team of qualified legal experts, including Higher Court Advocates.

In addition to private client services, Kirwans offer a bespoke commercial and corporate legal service, ‘Just Business’.  As a specialist division of Kirwans, ‘Just Business’ provides clients with access to industry and sector expertise, together with proactive commercial insight.

It’s not only legal excellence that puts Kirwans on the map. With a commitment to its people and processes, the firm provides effective legal support and efficiency that delivers. / Twitter: @KirwansLaw  / LinkedIn: Kirwans Solicitors / Facebook: KirwansUK

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Date and Time

Santander Incubator

7th Floor

4 St Paul’s Square

Liverpool, United Kingdom

View Map

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