COAST Lunch & Learn: Frictionless Data Rooms (Part 2)
This is a hybrid online/in person event. Join us at 517 Herald St, Victoria, BC V8W 1S5.
Join COAST Lunch & Learn: Frictionless Data Rooms (Part 2)
Better valuations. Faster deals. With any kind of investor.
Data rooms close deals
Due to high demand, we're bringing back our popular 2025 session on fundraising and due diligence with a focus on getting your data room done right before you raise.
Data rooms are repositories of business assets your investors need to make an investment decision. A strong data room helps you move through diligence faster, close cheques sooner, and justify a better valuation.
Come join David Steinley, fractional CFO and CPA, for this practical 1.5-hour session to learn how to build an investor-ready data room that signals professionalism, builds trust, and removes friction from your next fundraise.
What you'll learn
We’ll cover what a data room is, why it matters, and learn how to get started building yours. You'll see real examples and leave with tools you can use immediately.
You'll walk away with:
· A curated list of priority data room files
· A clear process to get you started
· A peek into due diligence best practices
· Insight into what matters to investors
Who this is for
This session is designed for early-stage tech founders raising their first or second round of capital within the next year. It's relevant no matter if you're raising from angels, VCs, corporates, governments, or debtors.
About your instructor
David Steinley is a fractional CFO specializing in due diligence and fundraising support for early-stage companies. He has worked with more than 30 startups across biotech, cleantech, agtech, and software, supporting over $16M in capital raised. David has also led webinars and hands-on workshops on data rooms and investor diligence for more than 450 founders across British Columbia, Alberta, and Ontario.
Lunch & Learns are open to everyone. However, only COAST members enjoy the following benefits:
Access to the event recording
The ability to submit questions in advance
Any discount codes provided by the presenter
Access to the presenter’s contact information and slide deck
A live chat with the Lunch and Learn host on COAST Slack!
Interested in hosting a Lunch & Learn of your own? Speaker slots are open to COAST organizational members only. Join COAST today!
About COAST's Lunch & Learn Series:
COAST Lunch & Learn is a monthly speaker series from our Blue Pathways program, to showcase expertise from our diverse member community. These sessions provide a platform for members to share their specialized knowledge through short, engaging presentations on their subject matter.
Organizational COAST members are welcome to apply to host a Lunch and Learn by emailing [email protected].