Investment Readiness Program

Do you plan to raise money? Expect to sell your company one day?

Going through the due diligence process can be daunting, whether it is your first investment round or you are preparing to sell your entire company. 

You will gain with the tools and structured accountability you need to be confident in front of investors, including templates, checklists, and more – plus a community network of peers who are also working to become investment ready.

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About the Investment Readiness Program

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Why you should participate

Investment Readiness breaks down the process by introducing 18 key questions that investors want answers to. Preparing for these will strengthen your pitch and help you better understand your valuation drivers.

In this exclusive program, David W. Wright will share with you his best kept secrets on how to conduct yourself in the capital markets to maximize your potential outcome. 

You will work with proven tools and templates for gathering the information necessary to close a deal! You will pitch, get feedback and gain skills and knowledge required to satisfy potential investors.

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Built and delivered by investors

The Investment Readiness program was developed by David W. Wright of Cassio Capital Advisors in collaboration with Angel One and Equation Angels. David has 30 years experience as an equity research analyst, investment banker and advisor, working with thousands of technology companies and providing well-informed investment advice.


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Who should participate

This program will be best for you if your early stage business is preparing to raise capital; whether that involves pitches to individual angel investors, venture capitalists or corporations (mergers and acquisition activity). 

Offered semi-annually, participants will commit to 3 hours over 5 weeks of on-demand video modules through our e-learning platform. Each module will be followed by an interactive tutorial with the cohort members delivered by the expert, David W. Wright of Cassio Capital Advisors.

Program details

Delivery Model – Hybrid (On-demand modules + live sessions via Zoom)

Program Start Date – October and April

Program Duration – 6 Weeks

Program Cost – $199 for Innovation Factory clients.  Non-client participants can participate for the full price of $399.

Program Reoccurance – Semi-Annually

Module 1: Introductions – In this first module participants will be introduced to the program creators, given a brief overview of what they will learn from the program, and sources of capital that might be available before looking to external investment.

Online module + Live session on Zoom

Module 2:
 Fundamental Questions – This second module will reveal the 18 fundamental questions that investors want answered. Questions will be broken down into personal, technical, and financial.

Online module + Live session on Zoom

Module 3:
 Pitch Prep – During this module participants will polish their pitch by choosing the right details to share, become aware of mistakes to avoid, and how to target the right investors for their pitch. Included in this module is a sample of Angel One’s pitch evaluation score card, and one-pager templates.

Online module + Live session on Zoom

Module 4:
 Reality Check – This section will have participants re-evaluate their plan to source funding and their commitment after working through the 18 fundamental questions and pitch preparation. The module will discuss the importance of a valuation and uncover the reasons why investors walk away.

Online module + Live session on Zoom

Module 5:
 Pitching in a Time of Uncertainty – This last module will guide participants through the realities of pitching in a time of uncertainty. Topics will include pandemic realities and other unpredictable events, the current fundraising environment, the importance of competitive pitching, and looking forward to what the marketplace could look like in the future.

Online module + Live session on Zoom

  • Understand the information investors require and how to properly gather, present and organize that information
  • Understand how to communicate the details of your business that are most relevant for investors
  • Understand advanced fundraising terms
  • Understand the art and science of company valuation
  • Learn best practices for your investment-ready virtual deal room
  • Prepare to pitch your business in a way that engages potential investors
  • Learn to avoid the pitfalls first time founders make during the due diligence process
  • Get strategic suggestions to build a better business model, enhancing your valuation
  • Extensive access to verified tools, templates, best practises and e-learning modules developed in collaboration with Angel One and Equation Angels

Get investment ready

Enroll today to get practical feedback from industry experts, refine your business pitch, and acquire the essential skills and knowledge needed to captivate potential investors successfully.

Cohort recipients

Check out who has gone through the program already! Click to learn more about their innovative technologies and solutions.

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14th Annual LiONS LAIR Pitch Competition and in-person Gala on September 26, 2024 from 5:00pm to 9:00pm. Tickets available on

Attend the 14th annual LiONS LAIR pitch competition

Since 2011, Innovation Factory’s LiONS LAIR has helped more than 150 startups launch and scale their businesses. This fall, join over 350 entrepreneurs, investors and thought leaders to network over dinner and drinks, celebrate innovation, and watch finalists pitch live to a panel of judges to win cash and in-kind prizes.

When: September 26, 2024 | 5:00pm – 9:00pm 

Where: LiUNA Station – 360 James St. N, Hamilton, Ontario L8L 1H5

Celebrate BIG ideas that make a bigger impact at The Big DiF, Innovation Factory’s annual open house and client showcase. Join 250+ people from the Hamilton-Halton community to celebrate entrepreneurship and innovation.

Join Innovation Factory's Annual Open House - The Big DiF!

Network with 250+ industry professionals, discover emerging solutions from our innovators, and celebrate entrepreneurship within the Hamilton-Halton ecosystem.

May 9, 2024 | 4:00pm – 8:00pm | Hamilton, Ontario