​About this event

​A two-day interactive workshop designed for PropTech founders, executives, and board members navigating recapitalizations, strategic partnerships, and M&A processes.

​Tuesday, September 23: 12:00pm–1:30pm EDT
Wednesday, September 24: 12:00pm–1:30pm EDT

​Both sessions will be recorded.

​Over two 90-minute live sessions, you’ll learn how to map the full buyer universe, position your company with strength, and run a competitive process that creates real optionality. You’ll leave with frameworks, checklists, and case studies that help you avoid costly mistakes — and maximize your leverage when it matters most.

​Participants will receive pre-read materials, including buyer landscape maps, process checklists, and narrative frameworks, and gain post-course access to Circle, where we’ll share recorded videos, example decks, and process templates.

​You’ll learn how to:

• ​Map your buyer universe — understand the differences between strategic and financial buyers, and how each evaluates value.

• ​Play offense with a hybrid approach — frame your raise to maximize valuation while leaving the door open for opportunistic M&A.

• ​Craft marketing materials that win — design decks and data rooms that build investor confidence (and avoid common mistakes).

• ​Decide on bankers — know when to hire one, what good bankers actually do, and how to negotiate their fees.

• ​Run a competitive process — structure outreach, build competitive tension, and know when to pivot, delay, or reframe.

​You’ll leave with a step-by-step framework to run your process like a world-class M&A team — even if this is your first time.

​The Workshop Will Cover:

​The Buyer Landscape

• ​Mapping strategic vs. financial buyers

• ​Understanding motivations, timelines, and valuation drivers

• ​Creating a balanced target list to drive competition

​Framing the Narrative

• ​How to position your company as raising capital, not selling

• ​Language that builds leverage vs. language that kills deals

• ​Keeping board and investor messaging aligned

​Marketing Materials & Data Room Discipline

• ​What belongs in an investor-ready deck

• ​Red flags that get decks torn apart

• ​Data room best practices to accelerate diligence

​The Banker Question

• ​When you don’t need one — and when you do

• ​What good bankers actually do in a process

• ​Fee structures, negotiation tips, and red flags

​Running a Competitive Process

• ​Stages: outreach → NDAs → management meetings → IOIs → LOIs

• ​Engineering competitive tension between buyers

• ​Knowing when to pause, pivot, or delay

​Case Studies & Pro Tips

• ​How top founders created optionality and premium valuations

• ​Lessons from stalled processes — and how to recover

• ​Insider tips to stay in control at every step

​Format & Access:

• ​Two live sessions: Each 90 minutes, split across two days

• ​Pre-read materials: Buyer maps, checklists, and frameworks shared in advance

• ​Post-workshop access: Circle community with recorded sessions, sample decks, and process templates

​Frequently Asked Questions

​Will students receive a copy of the materials?
Yes, all students will receive a copy of the materials we use.

​I can't make this time — will a recording be available?
Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.