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. Investment Readiness breaks down the process by introducing 18 questions 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. Investment Readiness provides you with the tools and structured accountability you need to be confident in front of investors (templates, checklists, and more), as well as a community network of peers who are also working to become investment ready. 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.
The Investment Readiness program was developed by David W. Wright of Cassio Capital Advisors in collaboration with Angel One and Equation Angels. It is primarily focused on preparing early-stage companies for raising capital; whether that involves pitches to individual angel investors, venture capitalists or corporations (M&A activity). 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.
Offered semi-annually, each cohort 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.
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.
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.
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.
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.
- 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
Online Module 1
Session 1 (live via zoom)
Online Module 2
Session 2 (live via zoom)
Online Module 3
Session 3 (live via zoom)
Online Module 4
Session 4 (live via zoom)
Online Module 5
Session 5 (live via zoom)