NAVY Launch Private Capital Forum - Austin, TX
AUSTIN, TX EVENT--DEALS IN MOTION: DILIGENCE, STRUCTURE, AND FUNDRAISING
AGENDA
12:20 PM to 12:50 PM – Check-In
12:50 PM to 1:00 PM – Opening Remarks and Welcome
1:00 PM to 2:00 PM –Pitching & Positioning: How to Present Your Company for Success
This panel focuses on how founders position their companies for effective capital conversations. Panelists discuss what matters most in investor and lender discussions, which metrics tend to carry weight, which are less important, and what should be addressed early to build credibility. The conversation emphasizes positioning and clarity rather than pitch mechanics.
2:00 PM to 2:15 PM – Break
2:15 PM to 3:15 PM –Inside Diligence: How Investors Verify Your Company
This panel demystifies the diligence process used by private credit providers, equity investors, and strategic partners. Panelists discuss how financials, contracts, legal documentation, and operational maturity are reviewed and validated once interest is established. The discussion offers practical insight into what investors look to confirm, and where issues most often arise.
3:15 PM to 3:30 PM – Break
3:30 PM to 4:30 PM – Deal Structures: Debt, Equity & Hybrid Instruments
In this panel, speakers share real-world experiences structuring deals across debt, equity, and hybrid instruments. Panelists discuss covenants, preferred equity, valuation mechanics, and partnership-based structures, and how these terms affect control, dilution, and risk. The focus is on how deal structures work in practice and the tradeoffs companies should understand.
4:30 PM to 4:45 PM – Break
4:45 PM to 5:15 PM – Navy SBIR Innovation Spotlights