📈 Building Your Investment Case – From Numbers to Narrative 📖
Join us for an engaging and practical session on how to craft a compelling investment case that resonates with the right investors.
Whether you're preparing for your first raise or refining your pitch for a new round, this workshop will help you move beyond just the numbers and shape a narrative that sticks. 💡
What to Expect:
🧠 The Investor Mindset
Understanding what different types of investors want
How to position your company effectively
Common misconceptions and pitfalls
🛠️ Creating Your Materials
Crafting an effective executive summary
Building a compelling pitch deck
Financial projections that tell your story
The power of your unique value proposition
📁 Due Diligence Preparation
Essential documentation
Risk management and mitigation
Building a data room
🎤 Mastering the Art of the Pitch
❓ Q&A
Presenters:
William Lieberman: Founder & Managing Partner of The CEO's Right Hand. An experienced founder/entrepreneur, Chief Executive Officer, and Chief Financial Officer available to provide strategic and financial consulting services as a trusted advisor to the Founder/CEO or Board of Directors.
Kim Petry: A seasoned CFO with an extensive and versatile background. Kim’s experience ranges from large CFO and Controller Executive roles at Fortune 100 companies to building start-ups from the ground up. She has extensive experience in traditional industries – Financial Services, Software as a Service (SAAS), Payment Processing, Credit Cards, B2C/B2B – but also has unique experience in cutting-edge industries such as Learning Platforms, Education, Apps, Crypto and Digital Currencies, NFTs, Blockchain, Gaming, Tokenization and innovative Retail, B2B, B2C, Healthcare, Music and Entertainment platforms.
Renee Wong: CFO and Operating Partner at SuperLayer, a venture studio that incubates and invests in early stage technology companies. Renee has 20 years of experience as Chief finance & operating officer in startups across stages with a consistent track record of scaling businesses and leading high performance teams. Renee specializes in fundraising, equity and debt structuring, token sales, and global M&A transactions.
Whether you're pitching tomorrow or just starting to map out your fundraising journey, this session will give you the tools, clarity, and confidence to move forward. 💼✨ We can’t wait to see you there!
🌟 Special Features:
🎤 Guest speakers who have successfully raised capital
📊 Real-world examples and case studies
📝 Practical worksheets and templates to apply what you learn
🤝 Follow-up resources and networking opportunities
We have one more upcoming workshop in this series:
May 22: ⚡ Execution and Negotiation – Closing the Deal 🤝https://lu.ma/gto6sn5w
About The CEO's Right Hand:
We solve the affordability problem – providing financial expertise and strategic HR support at a fraction of the cost of full-time resources. With our team of seasoned executives, we can tailor our solutions to your industry, business stage, and corporate model, from growth to scale to exit.
About The Fourth Effect:
We help startups scale faster and fundraise smarter by helping you build, and leverage high-impact advisory and governing boards and connect you with top-tier, game-changing advisors, board directors, and investors.
📚 Build Strong Boards – Access educational programming, templates, and guides to create effective advisory and governing boards.
🎯 Match with Industry Experts – Connect with 2,900+ senior executives (C-Suite, GCs, VPs) ready to support your growth.
💰 Unlock Funding Opportunities – Get direct access to 150+ Angels and VCs.
🤝 Leverage a Powerful Peer Network – Join a community of 800+ startups to share insights, strategies, and connections.
Build smarter, scale faster, and fundraise better with the right board and investors by your side.
💡 Learn more at a platform tour.
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