CLA Presents: Raising Capital over Happy Hour

Welcome, everyone!

Join us for an insightful presentation on raising capital, where we'll explore the various funding options available to you and help you navigate the complexities of the due diligence process and investor expectations.

In this session, we'll delve into the differences between equity and debt financing, helping you understand the pros and cons of each option and how to choose the best fit for your business. We'll also guide you through the due diligence process, ensuring you're well-prepared to meet investor requirements and secure the funding you need. Additionally, we'll discuss what investors expect from you, providing valuable insights into how to present your business in the best light and build strong, lasting relationships with your investors.

Don't miss this opportunity to gain a comprehensive understanding of the capital-raising process and equip yourself with the knowledge and tools you need to succeed. Whether you're a startup looking for initial funding or an established business seeking to expand, this presentation will provide you with the insights and strategies you need to achieve your goals.

Join us and take the first step towards securing the capital you need to drive your business forward.

We look forward to seeing you there!

About the Presenter: Keith Davidson

Keith is the Market Leader for Dallas. Previously, he led CLA’s outsourced CFO and accounting practice for technology and venture startup companies. From startup to exit, he uses experience from a variety of industries and company types to support his clients. 

 Before joining CLA, Keith was the CFO at ICS, a $6B division of Fortune 12 company AmerisourceBergen, where he led strategic business planning, forecasting, financial analysis, global M&A and accounting. Previously, he was the corporate finance leader for EndoChoice, a small-cap medical device company, where he built the corporate FP&A and investor relations teams, as well as the IPO financial model, ahead of their successful IPO.

 Prior to EndoChoice, Keith spent most of his career at Kimberly-Clark Corporation, where he held a series of progressive, global positions in finance and strategy, along with experiences in restructuring, M&A and corporate development, and strategic marketing. Keith began his career at PricewaterhouseCoopers (PwC). 

Keith is a frequent speaker and guest lecturer on startup and small-cap strategic planning, international mergers, acquisitions and business unit integration, and corporate finance organizational design.

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