[FOM] Financial Modeling + Fundraising Readiness
(***TIME OF EVENT IS TBD***)
Behind every founder who raises successfully is a financial model that actually holds up under investor scrutiny. In this session, Stephany Kirkpatrick will help you build the financial systems and fundraising story that give investors confidence and give you clarity.
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:
Build a financial forecast investors actually trust
Identify the metrics that matter most at seed and Series A
Manage limited cash while showing a credible path to growth
Know exactly what belongs in your data room before you start raising
After this session, you'll leave with a Fundraising Readiness Checklist and a founder-friendly financial model template you can adapt 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.
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