Ask a Chief of Staff: Preparing for Your Next Fundraise: A Chief of Staff’s Guide to Readiness & Execution
🗓️ Join us on January 27th!
A fundraising round is more than a deck and a few meetings - it’s a critical, cross-functional operating project that can meaningfully impact the company’s future. Chiefs of Staff are often at the core of this process, ensuring that the company is investor-ready while protecting the business from distraction. In this session, we’ll walk through what a fundraise requires of the company, how to partner with your exec team to prepare, and how Chiefs of Staff can turn fundraising into a structured company project that protects bandwidth while increasing the odds of a strong outcome.
Please submit questions when you register so the talk and Q&A can be tailored to what your team is facing right now!
✅ You should attend this workshop if...
you’re a Chief of Staff (or operating in a CoS-like role) at a startup preparing for an upcoming fundraising round
your team is thinking about fundraising, but readiness and ownership aren’t clearly defined yet
you want to understand what investors will scrutinize most at your next stage
you expect to coordinate materials and diligence and want a structured way to run the process
you’re trying to balance fundraising work with keeping the business on track
you want a practical operator-plus-investor view of what makes a process go smoothly
🎟️ Please note, there will be a 100-person limit on this event. This event is not recorded.
🎙️ More about the Speaker
Sarah Choi is the Founding Head of Operations at a seed-stage startup, leading finance, HR, project management, sales, and the operating cadence for a lean team. She previously led a Series C fundraise end-to-end, partnering with the CEO to shape the narrative, run the investor process, and drive diligence through close. Before operating, Sarah worked in growth equity, evaluating companies from Series C through growth buyout, giving her a clear view of what investors expect in readiness, metrics quality, and storytelling.
💜 Ask a Chief of Staff
Ask a Chief of Staff is a premier executive search and career development platform dedicated to placing top-tier Chiefs of Staff and empowering professionals in strategic leadership roles. We serve ambitious professionals and high-growth companies by offering executive recruiting, mentorship programs, and career resources tailored to Chiefs of Staff. By addressing the lack of structured career paths for this role, we provide guidance, connections, and opportunities that accelerate leadership development and organizational success.
Learn more at askachiefofstaff.com.