Would your organization benefit from a seminar on financial management or capital raising?

These workshops are designed for entrepreneurs or for clients of accelerators and venture capital firms. 


We offer THE FOLLOWING workshops. We CAN ALSO customize a workshop specific to your organization’s needs.

 

Introduction to Financial Management

This workshop is an introduction to those who are new to running a business and who want an understanding of some of the basic financial requirements. The session will outline the role of the CEO in the financial administration of the business, review typical financial reporting requirements, discuss the purpose and composition of financial statements. We will walk through a hands-on financial forecasting process and a discussion on the importance of cash management and financing your business. We will leave you with some key takeaways that you can put into practice right away.

 

Investment Readiness & Capital Raising

This workshop is designed for individuals and organizations that are embarking on their first capital raise and want to know what to expect. We will discuss financial forecasting, what should be included in a pitch to potential investors, the due diligence process, term sheets and the closing process. We will also discuss biggest mistakes entrepreneurs make when raising capital. We will leave you with some key takeaways that you can put into practice immediately.