THE FOUNDER'S DILEMMA
Never is a founder's cashflow anxiety more acute than when they need to raise money to unlock the next phase of their business.
Never is a founder's cashflow anxiety more acute than when they need to raise money to unlock the next phase of their business.
Data rooms are black boxes
Data rooms are black boxes
Most founders know they need a data room to raise, but they don't know where to get it from, or the best way to do it.
Most founders know they need a data room to raise, but they don't know where to get it from, or the best way to do it.
No examples
Data rooms are confidential so you won't find one online.
Data rooms are confidential so you won't find one online.
No programming
Programs to help you raise money focus on pitching, not the work that comes after.
Programs to help you raise money focus on pitching, not the work that comes after.
No feedback
Without global feedback, you'll never know if you got it right.
Without global feedback, you'll never know if you got it right.
WHY A DATA ROOM ANYWAY?
WHY A DATA ROOM ANYWAY?
The pitch gets you started and then the data room takes over. It's what gets you from interest all the way to investment.
The pitch gets you started and then the data room takes over. It's what gets you from interest all the way to investment.
But with little guidance available, founders are left tossing something together, totally uncertain whether their data room is enough to get the job done.
But with little guidance available, founders are left tossing something together, totally uncertain whether their data room is enough to get the job done.
WHEN THE STAKES ARE THIS HIGH
hoping for the best isn't good enough
hoping for the best isn't good enough
You need a detailed data room
To communicate a compelling business opportunity and show you've got the right plans to get after it.
To communicate a compelling business opportunity and show you've got the right plans to get after it.
With it, you'll be able to
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Show others where your conviction comes from.
Show others where your conviction comes from.
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Impress them with your depth of knowledge and the clarity of your plans.
Impress them with your depth of knowledge and the clarity of your plans.
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Prove your readiness to take on new capital.
Prove your readiness to take on new capital.
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Move quickly through diligence.
Move quickly through diligence.
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Run a successful fundraising process.
Run a successful fundraising process.
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Know you've done everything possible to succeed.
Know you've done everything possible to succeed.
This is why I created the
This is why I created the
Collaborative Data Room Training Program
Collaborative Data Room Training Program
You and your team will get your data room done right in just 4 weeks. I'm going to provide you what you need to get there.
You and your team will get your data room done right in just 4 weeks. I'm going to provide you what you need to get there.
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1
see inside the black box
see inside the black box
I've created a complete data room for a fictitious company called Oyster Tech that you can use to see what success looks like and to get this done quickly.
I've created a complete data room for a fictitious company called Oyster Tech that you can use to see what success looks like and to get this done quickly.
2
2
get a process to follow
get a process to follow
Created during my years as a fractional CFO, you'll get my process for creating a data room and you'll learn why and how to get your team involved.
Created during my years as a fractional CFO, you'll get my process for creating a data room and you'll learn why and how to get your team involved.
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We'll build it together
We'll build it together
In our 2-hour weekly sessions, you'll learn what to do, why you're doing it, and you'll get my real-time expert review to make sure it's done right.
In our 2-hour weekly sessions, you'll learn what to do, why you're doing it, and you'll get my real-time expert review to make sure it's done right.
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get skills to succeed
get skills to succeed
This is the perfect time for skills training for your whole team. Learn about startup strategy, investors, and how to communicate a compelling business opportunity.
This is the perfect time for skills training for your whole team. Learn about startup strategy, investors, and how to communicate a compelling business opportunity.
The data room domain
Every file in the completed Oyster Tech data room that you'll get access to is designed for best practices raising seed and series A capital and is always up-to-date. You'll get access to all the editable files in Google Drive, Figma, and Miro. Here's some of the highlights:
Every file in the completed Oyster Tech data room that you'll get access to is designed for best practices raising seed and series A capital and is always up-to-date. You'll get access to all the editable files in Google Drive, Figma, and Miro. Here's some of the highlights:
Executive summary
Executive summary
Investment memo
Investment memo
Scale-up plan
Scale-up plan
Product roadmap
Product roadmap
Technology appendix
Technology appendix
Hiring plan and org chart
Hiring plan and org chart
Competitive landscape
Competitive landscape
Market size analysis
Market size analysis
Go-to-market strategy
Go-to-market strategy
Sales pipeline
Sales pipeline
5-year cashflow model
5-year cashflow model
3-year operating budget
3-year operating budget
Cap table and other legal docs
Cap table and other legal docs
How we'll get this done
How we'll get this done
4-week training program
4-week training program
Live, private 2-hour weekly training sessions
Live, private 2-hour weekly training sessions
Learn by doing with working sessions
Learn by doing with working sessions
Bring up to 2 team members
Bring up to 2 team members
Getting help saves founders 2/3 of their time
Getting help saves founders 2/3 of their time
Expect 1 day of self-paced work each week
Expect 1 day of self-paced work each week
Access the completed Oyster Tech data room
Access the completed Oyster Tech data room
Get a final data room review and miss nothing
Get a final data room review and miss nothing
BC-based companies get 80% fees covered
BC-based companies get 80% fees covered
THIS ISN'T JUST FOR PEOPLE INVESTING IN YOU
THIS IS ABOUT you becoming the authority
THIS IS ABOUT you becoming the authority
When you've got the data to back you up:
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You go into the room and own it.
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You have compelling strategies and stories to share.
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You're quick to answer in real-time.
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You back yourself up with specific information.
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You're never caught off-guard.
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You're a professional others want to work with.
Two ways to get your data room done
Two ways to get your data room done
4 live, private, collaborative sessions
$800
after 80% grant
4 weeks, 2 hour sessions / week
4 weeks, 2 hour sessions / week
Founder + up to 2 team members
Founder + up to 2 team members
Access to Oyster Tech data room
Access to Oyster Tech data room
COMING Q4 2024: On-demand
$1,600
+ taxes
Self-paced video instruction
Self-paced video instruction
Access to Oyster Tech data room
Access to Oyster Tech data room
Advisory on-demand at $200/hr
Advisory on-demand at $200/hr
Join the waitlist for 20% off on release
Join the waitlist for 20% off on release