Investor Readiness Series

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Location

TechPlace

5500 North Service Road (suite #801)

Burlington, ON L7L 6W6

Canada

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Event description
Designed to coach entrepreneurs and business owners through making the proper preparations to receive funding from angel investors.

About this Event

This program consists of five sessions to best support entrepreneurs in their path to becoming investor ready!

Prior to the start date, each participant will receive a list of crucial questions that every business owner must know before engaging in conversation with investors. Questions will be grouped in 3 sections: 1) Motivation/Idea, 2) Technology/Innovation, 3) Financials/Plan.

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Session 1: October 2nd, 9-11am

• In the first session participants will be guided through the questions. This session will include introduction of the participants and presenters, DOs and DON’Ts of the proper conduct when engaging with investors, and general Q and A.

Session 2: October 9th, 9-11am

• Mock interviews/due diligence sessions with Angel Investors drilling down with the participants on their proposed answers

Session 3: October 23rd, 9-11am

• Mock interviews/due diligence sessions with Angel Investors drilling down with the participants on their proposed answers

Session 4: October 30th, 9-11am

• Mock interviews/due diligence sessions with Angel Investors drilling down with the participants on their proposed answers

Session 5: November 6th, 9-11am

• Mock investment meeting. Participants will be asked to “pitch their deal” and receive constructive criticism.

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Criteria : Haltech and other RIC clients must have pitch deck and at either Validation, Efficiency or Scale stage.

Haltech EiRs and/or Mentors will be available to provide advisory services between sessions when requested by participants

FREE for Haltech and other RIC clients, please contact communications@haltech.ca for promo code

Presenters:

Karen Grant, Executive Director, Angel One

A passionate advocate of angel investing in Canada, Karen has launched three Angel Groups in her career: Angel One Investor Network (2011), Northern Ontario Angels (2005), and Toronto Angel Group (2001). Karen is an entrepreneur, company director, and mentor. She has founded companies and has worked in the commercialization field for over 20 years. Earlier in her career, Karen ran the Toronto Venture Group, working with hundreds of companies seeking capital. Karen is a director of the National Angel Capital Organization (2016 - present) and Northern Ontario Angels (2005 - present).

David Wright, Manager, Investor Services, Angel One

Currently the Manager, Investment Services at Angel One Investor Network, 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.

Date and Time

Location

TechPlace

5500 North Service Road (suite #801)

Burlington, ON L7L 6W6

Canada

View Map

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