[FOM] Financial Modeling + Fundraising Readiness

​Most founders wait until they're in a fundraising process to get their finances in order. By then, they're scrambling at exactly the wrong moment.

​In this session, Stephany Kirkpatrick will help you build the financial foundation your company needs before you ever walk into an investor meeting. Drawing from her experience building Orum's financial infrastructure from the ground up, raising $82.2M in a heavily regulated space, and leading the company through its acquisition by Stripe, Stephany will guide you through how to:

• ​Assess whether you're actually ready to raise -- and what to build if you're not

• ​Build a financial model and projections that hold up under investor scrutiny

• ​Understand your pricing, margins, burn rate, and unit economics well enough to defend them in any room

• ​Know what belongs in your data room, when to start building it, and how to use it as a signal of operational maturity

​After this session, you'll leave with a take-home workbook and fundraising readiness checklist you can apply directly to your business.

​ABOUT YOUR HOST

​Stephany Kirkpatrick is a CFP and former founder who built Orum's financial infrastructure from the ground up, raising $82.2M in a heavily regulated fintech category before leading the company through its acquisition by Stripe. She brings a rare combination of perspectives to fundraising and financial strategy: the operator seat, the founder seat, and the finance seat all at once.