Financial Readiness for Fundraising
Founders often approach fundraising with strong ideas but without the financial readiness and operational visibility that investors expect. This interactive, two-hour workshop brings together both sides of the table: the investor lens from Matthew Phillips from Palm Venture Studios and the fractional CFO perspective from Priya Chanduraj from Finteam One, giving founders a clear roadmap of what truly matters when raising capital.
You will learn how to prepare financially, understand investor decision-making, and identify operational gaps that can slow or prevent a successful fundraise. By combining strategic insight with hands-on exercises, this session will show you how to strengthen your organization ahead of investor conversations.
This is not a lecture-style event. Bring your laptop and your current pain point. You will participate in a real use-case breakout session, allowing you to apply concepts directly to challenges within your organization.
What You Will Learn
– How investors evaluate early-stage companies beyond the pitch deck
– The essential components of financial readiness
– How operational visibility influences investor confidence
– How to structure internal metrics, reporting, and cash visibility
– Real-world examples of how founders prepare for fundraising
– Practical steps you can implement immediately
Interactive Use Case (Workshop Format)
Attendees will be divided into two working groups:
– Group A (with Priya): Financial Excellence & Fundraising Readiness
– Group B (with Matt): Operational Visibility & Scaling Challenges
About your host:
Palm Venture Studios is the only venture studio focused on "second-chance" capital for early-stage startups. We partner with leaders whose startups are stuck, and we provide the critical funding and strategic support needed to help their businesses succeed.
FinTeam One is the financial operations partner for founders who are tired of guessing. We help companies move from reactive spreadsheets to clear, strategic finance. With fractional CFO leadership and a full finance team behind you, we provide the structure, visibility, and discipline needed to scale, raise capital, and run a healthier business.