What Investors Want: Financials & Term Sheets That Win Funding
Join this free webinar for investor insights on financials and term sheets to win funding and keep control in your raise.
Date and time
Location
Online
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Highlights
- 1 hour
- Online
About this event
Date: Wednesday 24 September, 12:00pm–1:00pm (UK)
Speakers: Michael Budnow (Standard Ledger) & Bill Cogan (Seven Legal)
When you’re in front of an investor (whether it’s your first raise or a Series A) the conversation isn’t just about your pitch. It’s about whether your financials tell the right story and your term sheet holds up under scrutiny. Those two things can make or break the deal.
In this fast-paced, founder-focused session, we’ll show you how to get them right.
Inside the Numbers (with Michael Budnow, Standard Ledger)
Your financials aren’t just paperwork - they’re proof of how you think and how you run your business. We’ll cover:
- The documents investors expect to see – and why they matter: forecast/3-way model, historical P&L, burn rate, runway, unit economics
- How to present numbers so they speak the investor’s language
- The patterns and metrics that trigger deeper interest
- Deal-killers hidden in your financials (and how to fix them before anyone spots them)
Cracking the Term Sheet (with Bill Cogan, Seven Legal)
A term sheet sets the rules of the game - and the wrong terms can cost you far more than equity. We’ll unpack:
- What’s standard vs. what’s up for negotiation
- Key clauses in plain English: valuation, equity/dilution, liquidation preferences, investor rights, founder vesting, clawbacks
- The subtle wording that shifts control away from founders
- How to prepare so you can negotiate with confidence, not guesswork
Why attend?
- Understand the real investor decision-making process around your numbers and terms
- Learn how to strengthen your position before talks even start
- Leave with practical steps to avoid common traps and keep more control in your raise
If you’re serious about closing your round on the right terms, this session will give you the insight and confidence to get there.
Register now – it’s free! Plus, get bonus resources, templates and the replay straight to your inbox after the session.
🎥 Can’t attend live? Register anyway and we’ll send the recording your way.
📅 Date: Wednesday 24 September 2025
⏰ Time: 12pm - 1pm BST
MEET THE SPEAKERS
If you ever wanted a finance guy on your side, Mike is that guy. The one with more than 15 years’ experience in leading accounting and investment firms. And the one who now uses that experience to help startups and high growth SMEs expand through clever structuring, financial management, funding and tax advice.
Mike is a chartered tax adviser, registered tax agent and member of the Tax Institute. He is also a member of the Institute of Chartered Accountants.
With over 10 years of experience across finance, energy, private equity, and venture capital, Bill blends legal expertise with a strong business mindset.
As the founder of Seven Legal, Bill delivers practical, commercially focused legal advice to high-growth tech companies and their investors. His cross-industry experience enables him to help clients and investors navigate legal complexities and accelerate business growth.
His global perspective ensures that tech founders and investors receive comprehensive legal guidance tailored to their specific needs.
Frequently asked questions
Founders and leadership teams of UK startups and scaleups planning to raise investment, from first round to Series A.
No. The session will help whether you’re raising now or want to prepare well ahead of time.
Yes. Register and you’ll get the replay and bonus resources straight to your inbox.
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