Raising Capital With Confidence: What Investors Look For & How to Deliver

This presentation will demystify the capital raise process and show founders how to build the financial infrastructure and investor-ready materials that inspire confidence and close checks. It will provide a proven framework that helps founders go from vague decks and ad-hoc spreadsheets to strategic clarity and capital readiness.
Attendees will walk away with:
-A clear understanding of the 6-phase capital raise framework
-The key materials investors expect
-How to tailor your raise to investor types (VCs vs. angels vs. friends/family)
-Tips to avoid trust-killing inconsistencies between your story and your numbers
-What “capital efficiency” means and why investors look for it
-Best practices for due diligence readiness and post-raise reporting
-Confidence in presenting your opportunity—and clarity on what comes next

Helder is a seasoned finance leader with nearly 20 years of experience across Fortune 500 corporations, boutique investment banking, and entrepreneurship. He has led strategic finance at global MedTech companies like Johnson & Johnson and Olympus, helping raise more than $27 million in capital for both institutional and founder-led ventures.

As a fractional CFO, Helder now partners with growth-stage businesses to build strong financial infrastructure, create investor-ready reporting, and guide founders through capital raises and strategic growth. Known for blending boardroom expertise with hands-on execution, he helps companies turn financial complexity into clarity, confidence, and capital-readiness.

This is a brown-bag lunch event so bring your own lunch! Soft drinks and water will be provided. This workshop is free – but you do need to register!

Know what’s Happening Next — before everyone else does.

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Host or Publisher Lisa J. Adkins, COO