Speaker:
Jamie Blackbrow, CFO of Countex Finance
Organisation:
Countex Finance
Workshop overview:
Learn what financials to include in your data room for fundraising and how to organise it clearly for investors.
Participants:
Leadership team / finance roles within start-ups / scaleups that will require investment rounds
Agenda:
1. Welcome & Introduction (10 mins)
- Brief overview of the session
2. What Investors Expect to See (15 mins)
- Overall data room structure (including non-financials)
- Key Finance documents and categories (e.g. pitch deck, financials, cap table, legal docs
- Common red flags and gaps
3. Preparing for Due Diligence (15 mins)
- How to collate and test the information
- How to anticipate investor questions
4. Real-World Examples & Best Practices (15 mins)
- Case studies or anonymised examples
- Do's and don'ts
5. Q&A / Open Discussion (15 mins)
- Answer participant questions
- Discuss specific challenges attendees are facing
6. Wrap-Up & Resources (5 mins)
- Summary of key takeaways
- Resources to help
Learning objectives:
An understanding of how to prepare for and execute financial due diligence with investors, including setting up a data room
About Jamie:
Jamie is a fractional CFO and provides outsourced Finance functions for science and tech-led start-ups and scaleups in his role at Countex.
His role includes supporting financial due diligence for investment rounds, including delivering forecasts for investors.
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