SETsquared Workshop: Financial due diligence for investors

Speaker:
Jamie Blackbrow, CFO of Countex Finance

Organisation:
Countex Finance

Workshop overview:

Learn what financials to include in your data room for fundraising and how to organise it clearly for investors.

Participants:
Leadership team / finance roles within start-ups / scaleups that will require investment rounds

Agenda:
1. Welcome & Introduction (10 mins)

- Brief overview of the session

2. What Investors Expect to See (15 mins)

- Overall data room structure (including non-financials)

- Key Finance documents and categories (e.g. pitch deck, financials, cap table, legal docs

- Common red flags and gaps

3. Preparing for Due Diligence (15 mins)

- How to collate and test the information

- How to anticipate investor questions

4. Real-World Examples & Best Practices (15 mins)

- Case studies or anonymised examples

- Do's and don'ts

5. Q&A / Open Discussion (15 mins)

- Answer participant questions

- Discuss specific challenges attendees are facing

6. Wrap-Up & Resources (5 mins)

- Summary of key takeaways

- Resources to help

Learning objectives:

An understanding of how to prepare for and execute financial due diligence with investors, including setting up a data room

About Jamie:

Jamie is a fractional CFO and provides outsourced Finance functions for science and tech-led start-ups and scaleups in his role at Countex.

His role includes supporting financial due diligence for investment rounds, including delivering forecasts for investors.

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