Investment Readiness

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Investment Readiness

A program designed to coach entrepreneurs and business owners on the preparation necessary for raising all forms of capital.

When and where

Date and time

Location

Online

Refund Policy

About this event

Participant Eligibility and Information:

This program is for Haltech clients and other Regional Innovation Centre clients only.

The program cost covers all five sessions at a 50% discounted rate for clients ($199.99 for all five sessions). Reach out to hannah.fritchley@haltech.ca for your promo code!

Best suited to businesses in Validation or Efficiency stage.

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**PLEASE NOTE: WHILE THE FIRST SESSION STARTS OCT 13TH, PARTICIPANTS ARE EXPECTED TO COMPLETE MODULE 1 ONLINE BEGINNING OCT 6TH PRIOR TO ATTENDING SESSION 1**

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.

This course is delivered in a hybrid model using online video modules and five weekly sessions with one of the course leaders. Special thanks to Enable Education for providing the learning platform and for working with the course leaders to refine and record the online video modules.

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This program is recommended for founders who:

  • Want to understand the due diligence process
  • Have interest in raising money or selling their company
  • Have a product in market
  • Are generating revenue
  • Have a pitch deck
  • Want strategies for enhancing corporate valuation

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Session Overview*

Mensotrhip Circle 1: October 13th from 10-11:30AM (VIRTUAL)

  • In this introductory session of the course, participants will introduce themselves and their company’s offerings, we will overview the program, provide insight into investors frame of mind, and conduct general Q and A

Mentorship Circle 2: October 20th from 10-11:30AM (VIRTUAL)

  • This session will put participants' answers to the fundamental questions regarding their personal motivation and business concept and discuss why investors should care. We will talk about the a-ha moment, unique product/solution selling propositions and go to market strategies

Mentorship Circle 3: October 27th from 10-11:30AM (VIRTUAL)

  • In this session we will focus on technology and innovation of the participant’s business. We will address IP strategy, product roadmap and competition

Mentorship Circle 4: November 3rd from 10-11:30AM (VIRTUAL)

  • This session will discuss financial positioning. We will address revenue models, forecasting, funding milestones, investment and exit strategies

Mentorship Circle 5/Pitch Practice: November 10th from 10-11:30AM (IN PERSON)

  • In the final session of the course, participants will be immersed in a mock investment meeting setting, conducting a business pitch to receive constructive criticism from the panel of industry experts

After completing the program all participants will have opportunity for further 1:1 coaching with mentors of their choice.

*Registration closes October 6th at 12AM. Registered clients will be admitted to the ThinkScape platform October 6th for 1-week prior early access. Clients should complete respective program modules prior to each session.

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Presenter

David W. Wright, ICD.D, Founder, Cassio Capital Advisors Inc., Former Executive Director, Angel One Network Inc.

Through Cassio Capital Advisors, David provides advice regarding all aspects of capital markets activities. David is the Former Executive Director at Angel One Network. Prior to launching the advisory business, David spent almost two decades as a highly ranked sellside Equity Research Analyst at BMO Nesbitt Burns and two independent brokers. David has advised numerous corporations on fund raising and acquisition strategies, as well as authored Business Valuation reports identifying value creation strategies. He has analyzed hundreds of technology companies, writing research and investment recommendations and advising institutional clients on equity transactions. In 2002, David was named the Top Stock Picker in North America in the Software Sector by Starmine.

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Investment Readiness is brought to you by:

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Investment Readiness is developed by:

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$399.99