Frictionless Data Rooms Workshop
Frictionless Data Rooms Workshop
Brought to you by Future Standard and VANTEC Angel Network.
Join David Steinley, fractional CFO and CPA, and Aaron Stuart, investor with WUTIF Capital, for this practical 2-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 an investor's perspective on what a data room is, why it matters, and 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; and
Insight into what matters most to investors.
What founders are saying
"David, this was hands down one of the most helpful and informative I have attended. Thank you for the 201 on data rooms, this was awesome."
"An investor said to me the other day that never in his 15 years investing in startups has he seen a data room as organized and thorough as mine."
"Having everything prepared means we can not only move fast, but with confidence because we've already thought through 90%+ of the questions that will get asked."
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's worked with more than 30 startups across biotech, cleantech, agtech, and software, supporting over $30M in capital raised. David has also led webinars and hands-on workshops on data rooms and investor diligence for more than 500 founders across British Columbia, Alberta, and Ontario.
Looking for More Support?
We've created Corpus, intelligent data room software, to help you build your data room in a fraction of the time. Corpus combines expert, personal setup with built-in intelligence to help you get it right from the start. Automatic updates keep your information current and take the ongoing admin off your plate, so you can stay ready for investors and focused on building your business.