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.

1

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.

4

4

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

80% grant for BC-based corp.

80% grant for BC-based corp.

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

Schedule a 15-min discovery call

Schedule a 15-min discovery call