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 with David W. Wright 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.
What is Investment Readiness?
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.
Practical advice for start-ups raising capital
The Investment Readiness program will walk you through the exact steps investors expect you to master when preparing for investment. Here are some of the key areas you’ll dive into:
- Know your numbers: Investors expect you understand your revenue model, unit economics, and cash runway so you can answer financial questions with confidence.
- Build a strong management team: Learn how to showcase your leadership bench strength and demonstrate your ability to execute.
- Understand your valuation drivers: Identify what makes your company valuable today, and the milestones that will boost future valuation.
- Prepare for due diligence: Gain tools and templates to your financial statements, customer contracts, IP documentation, and cap table organized and investor-ready.
- Be clear on your ask: Define how much capital you’re seeking, how it will be used, and what outcomes investors can expect.
- Practice your pitch: Refine your delivery, anticipate investor questions, and get structured feedback to strengthen your presentation.
About Investment Readiness
The Investment Readiness program was developed by David W. Wright of Cassio Capital Advisors in collaboration with Angel One. 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.
Sound like a fit for you? Learn more about the Investment Readiness program.
