How to stay investor ready: Keeping your financial model always up to date
Being investor-ready isn’t a milestone, it’s a discipline.
Founders who know their metrics cold and continuously track performance inspire more confidence, close funding rounds faster, and avoid last-minute surprises.
In this session, Lavoie CPA and Capwave AI will share practical strategies to help you:
Connect accounting and forecasting for real-time accuracy
Identify and track the metrics investors care about most, from burn and ARR to CAC and LTV
Use updated financials to strengthen investor conversations
Leverage Capwave’s new profile and data room to simplify updates and engagement tracking
You’ll also see a live demo of Capwave’s latest release, showing how founders can manage financial updates, monitor investor activity, and stay ahead of every funding conversation.
Whether you’re preparing for your first raise or scaling toward Series A, this session is your guide to continuous investor readiness.
Who should attend:
→ Founders gearing up to raise and want to look investor-ready year-round
→ Founders who have a model but struggle to keep it updated or investor-proof
→ Founders who want to turn their numbers into a story that builds real conviction
Meet your hosts:
Charlotte Ketelaar
Charlotte is the Founder & CEO of Capwave, the platform built to give founders a real edge in fundraising. After helping raise over $400M for startups, she saw firsthand: success isn't just about a great idea, it's about having the right toolkit. Capwave arms founders with smarter investor materials, better investor matches, and the long-term strategy needed to raise with confidence and win.
Matthew DeWald
As Partner and Fractional CFO at Lavoie CPA, Matt is a seasoned finance executive who specializes in helping high-growth companies build rock-solid financial foundations. He’s built dozens of financial models for early-stage founders and portfolio companies, and believes every founder can master the basics with the right guidance and the right tools.