THE FOUNDER'S DILEMMA
Most founders know they need a data room to raise, but they don't know how to make sure it's done right.
Most founders know they need a data room to raise, but they don't know how to make sure it's done right.
Data rooms are black boxes
Data rooms are black boxes
No examples
Data rooms are confidential so you won't find one online.
Data rooms are confidential so you won't find one online.
No programming
Programs to help you raise money focus on pitching, not the work that comes after.
Programs to help you raise money focus on pitching, not the work that comes after.
No feedback
Without global feedback, you'll never know if you got it right.
Without global feedback, you'll never know if you got it right.
WHY A DATA ROOM ANYWAY?
WHY A DATA ROOM ANYWAY?
A data room isn't just a repository of documents that an investor needs—it's your greatest sales tool.
It's your chance to tell a compelling story about your business and make investors want to be part of it. It's your chance to develop your authority and stand firm under the scrutiny of due diligence.
Your data room is the foundation you need to go from interest to investment.
A data room isn't just a repository of documents that an investor needs—it's your greatest sales tool.
It's your chance to tell a compelling story about your business and make investors want to be part of it. It's your chance to develop your authority and stand firm under the scrutiny of due diligence.
Your data room is the foundation you need to go from interest to investment.
But with little guidance available, founders are left tossing something together, totally uncertain about whether their data room is enough to get the job done.
But with little guidance available, founders are left tossing something together, totally uncertain about whether their data room is enough to get the job done.
WHEN THE STAKES ARE THIS HIGH
hoping for the best isn't good enough
hoping for the best isn't good enough
You need a data room
To prove you're the team to do this.
To prove you're the team to do this.
With it, you'll be able to
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Get clear on the story you're telling.
Get clear on the story you're telling.
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Move fast through diligence with the confidence you need.
Move fast through diligence with the confidence you need.
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Impress investors with your depth of knowledge and the clarity of your plans.
Impress investors with your depth of knowledge and the clarity of your plans.
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Be ready to answer their toughest questions.
Be ready to answer their toughest questions.
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Empower your team by co-creating your plans for the future.
Empower your team by co-creating your plans for the future.
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Rest easy knowing you've done everything possible to prepare.
Rest easy knowing you've done everything possible to prepare.
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Improve your chances of a successful raise.
Improve your chances of a successful raise.
This is why I created the
This is why I created the
Frictionless Data Room Training Program
Frictionless Data Room Training Program
Get your data room done in just 4 weeks. I'm going to provide you what you need to get there.
Get your data room done in just 4 weeks. I'm going to provide you what you need to get there.
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see inside the black box
see inside the black box
I've created a complete data room for a fictitious company called Oyster Tech with 19 templated files that you can use to model your own after.
I've created a complete data room for a fictitious company called Oyster Tech with 19 templated files that you can use to model your own after.
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a data room that works for your company
a data room that works for your company
Created during my years as a fractional CFO, learn my process in our weekly one-on-one sessions and build what matters to your unique business.
Created during my years as a fractional CFO, learn my process in our weekly one-on-one sessions and build what matters to your unique business.
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We'll build it together
We'll build it together
In our 2-hour weekly sessions, you'll learn what to do, why you're doing it, and you'll get my real-time review to make sure it's done right.
In our 2-hour weekly sessions, you'll learn what to do, why you're doing it, and you'll get my real-time review to make sure it's done right.
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learn by DOING
learn by DOING
Learn how startups grow, how investors make decisions, how to create fundraising strategies that work for you, and make your raise a success.
Learn how startups grow, how investors make decisions, how to create fundraising strategies that work for you, and make your raise a success.
THIS IS WHERE IT ALL COMES TOGETHER
You want to put something in front of investors that’s such high quality that they have no choice but to seriously consider investing in you.
Every editable file you'll access in the completed Oyster Tech data room is designed for best practices raising pre-seed, seed, and series A capital and is always up-to-date.
Here's some of the highlights:
You want to put something in front of investors that’s such high quality that they have no choice but to seriously consider investing in you.
Every editable file you'll access in the completed Oyster Tech data room is designed for best practices raising pre-seed, seed, and series A capital and is always up-to-date.
Here's some of the highlights:
Executive summary
Executive summary
Investment memo
Investment memo
Scale-up plan
Scale-up plan
Product roadmap
Product roadmap
Technology appendix
Technology appendix
Hiring plan and org chart
Hiring plan and org chart
Competitive landscape
Competitive landscape
Market size analysis
Market size analysis
Go-to-market strategy
Go-to-market strategy
Sales pipeline
Sales pipeline
5-year cashflow model
5-year cashflow model
3-year operating budget
3-year operating budget
Cap table and other legal docs
Cap table and other legal docs
How we'll get this done
How we'll get this done
4-week training program
4-week training program
Live, private 2-hour weekly training sessions
Live, private 2-hour weekly training sessions
Learn by doing with working sessions
Learn by doing with working sessions
Bring up to 2 team members
Bring up to 2 team members
Getting help saves founders 2/3 of their time
Getting help saves founders 2/3 of their time
Expect 1 day of self-paced work each week
Expect 1 day of self-paced work each week
Access the completed Oyster Tech data room
Access the completed Oyster Tech data room
Get a final data room review and miss nothing
Get a final data room review and miss nothing
Gov't grants cover 66% - 80% of fees depending on your province.
Gov't grants cover 66% - 80% of fees depending on your province.
THIS ISN'T JUST FOR PEOPLE INVESTING IN YOU
THIS IS ABOUT developing your authority
THIS IS ABOUT developing your authority
When you've got the data to back you up:
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You go into the meeting and own it.
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You're quick to answer in real-time.
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You're never caught off-guard.
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You back yourself up with specific information.
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You have compelling strategies and stories to share.
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You're a professional others want to work with.
here's what customers are saying
here's what customers are saying
Across the data room training program, my fractional CFO clients, and monthly workshop attendees, I've helped over 50 founding teams get their data room done right.
Across the data room training program, my fractional CFO clients, and monthly workshop attendees, I've helped over 50 founding teams get their data room done right.
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
"This is the most valuable asset I've created for my business. Now I'm more confident that I've ever been making proposals to potential investors and partners. My co-founder is now more committed to what we are doing. I have what I need to grow my business to its next level."
Jana Boyko
Founder, Hey Dreamer
"Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked. David was very willing to help in any way, going above and beyond the expectations set."
Wim Kerkhoff
Founder & CEO, TopLeft
Two ways to get your data room done:
Two ways to get your data room done:
4 live, private, collaborative sessions
$800
after 80% grant
4 weeks, 2-hour sessions / week
4 weeks, 2-hour sessions / week
Founder + up to 2 team members
Founder + up to 2 team members
Access to Oyster Tech data room
Access to Oyster Tech data room
A data room review for peace of mind
$1,500
taxes incl.
Full data room review
Full data room review
Get an action plan to finish it right
Get an action plan to finish it right
2-hour meeting after to talk strategy
2-hour meeting after to talk strategy
1 week turnaround time
1 week turnaround time