Frictionless Due Diligence Workshop
Due Diligence Workshop
Brought to you by Future Standard and VANTEC Angel Network.
Join David Steinley, fractional CFO and CPA, and Aaron Stuart, investor with WUTIF Capital, for this practical 2-hour session to learn what to expect in due diligence and how to build an investor-ready data room that signals professionalism, builds trust, and removes friction from your next fundraise.
What you'll learn
We’ll cover an investor's perspective on due diligence, as well as what a data room is, why it matters, and how to get started building yours.
You'll see real examples and leave with tools you can use immediately.
You'll walk away with:
A curated list of priority data room files;
A clear process to get you started;
A peek into due diligence best practices; and
Insight into what matters to investors.
What founders are saying
"David, this was hands down one of the most helpful and informative I have attended. Thank you for the 201 on data rooms, this was awesome."
"An investor said to me the other day that never in his 15 years investing in startups has he seen a data room as organized and thorough as mine."
"Having everything prepared means we can not only move fast, but with confidence because we've already thought through 90%+ of the questions that will get asked."
Who this is for
This session is designed for early-stage tech founders raising their first or second round of capital within the next year.
It's relevant no matter if you're raising from angels, VCs, corporates, governments, or debtors.
About your instructor
David Steinley is a fractional CFO specializing in due diligence and fundraising support for early-stage companies. He's worked with more than 30 startups across biotech, cleantech, agtech, and software, supporting over $28M in capital raised. David has also led webinars and hands-on workshops on data rooms and investor diligence for more than 500 founders across British Columbia, Alberta, and Ontario.
Looking for More Support?
We've created a Data Room Template Pack for you to go from blank page to fundraise-ready in a fraction of the time.
The pack includes 13 investor-ready templates, investors' perspectives on what matters, step-by-step instructions for you (or your AI) to follow, and a fully worked example to model from — All for less than an hour with your lawyer.