About this Event
Speaker:
Jamie Blackbrow, CFO of Countex Finance
Organisation:
Countex Finance
Workshop overview:
Learn what financials to include in your data room for fundraising and how to organise it clearly for investors.
Participants:
Leadership team / finance roles within start-ups / scaleups that will require investment rounds
Agenda:
1. Welcome & Introduction (10 mins)
- Brief overview of the session
2. What Investors Expect to See (15 mins)
- Overall data room structure (including non-financials)
- Key Finance documents and categories (e.g. pitch deck, financials, cap table, legal docs
- Common red flags and gaps
3. Preparing for Due Diligence (15 mins)
- How to collate and test the information
- How to anticipate investor questions
4. Real-World Examples & Best Practices (15 mins)
- Case studies or anonymised examples
- Do's and don'ts
5. Q&A / Open Discussion (15 mins)
- Answer participant questions
- Discuss specific challenges attendees are facing
6. Wrap-Up & Resources (5 mins)
- Summary of key takeaways
- Resources to help
Learning objectives:
An understanding of how to prepare for and execute financial due diligence with investors, including setting up a data room
About Jamie:
Jamie is a fractional CFO and provides outsourced Finance functions for science and tech-led start-ups and scaleups in his role at Countex.
His role includes supporting financial due diligence for investment rounds, including delivering forecasts for investors.
to hear news and updates from the Bristol SETsquared Centre, as well as catch up on our member news, events, opportunities and more!
Event Venue & Nearby Stays
SETsquared Boardroom, Engine Shed, Station Approach, Bristol, United Kingdom
GBP 0.00 to GBP 70.00
