THE FOUNDER'S DILEMMA
Never is a founder's cashflow anxiety more acute than when they need to raise money to unlock the next phase of their business.
Never is a founder's cashflow anxiety more acute than when they need to raise money to unlock the next phase of their business.
Data rooms are black boxes
Data rooms are black boxes
Most founders know they need a data room to raise, but they don't know where to get it from, or the best way to do it.
Most founders know they need a data room to raise, but they don't know where to get it from, or the best way to do it.
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?
The pitch gets you started, then the data room takes over. Adding depth, answering questions, and making the process frictionless.
The pitch gets you started, then the data room takes over. Adding depth, answering questions, and making the process frictionless.
With little information to go on about how to create a data room, founders are left tossing something together, totally uncertain whether what they've put together is enough to get the job done.
With little information to go on about how to create a data room, founders are left tossing something together, totally uncertain whether what they've put together is enough to get the job done.
WHEN THE STAKES ARE HIGH
hoping for the best isn't good enough
hoping for the best isn't good enough
You need a detailed data room
To show you're pursuing a compelling business opportunity and that you've got the plans to capture it.
To show you're pursuing a compelling business opportunity and that you've got the plans to capture it.
With it, you'll be able to
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Show your ready for what's next.
Show your ready for what's next.
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Present your company to the world.
Present your company to the world.
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Have more substantive conversations.
Have more substantive conversations.
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Move quickly through diligence.
Move quickly through diligence.
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Run a successful fundraising process.
Run a successful fundraising process.
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Know you've done everything possible to succeed.
Know you've done everything possible to succeed.
This is why I created the
This is why I created the
Collaborative Data Room Training Program
Collaborative Data Room Training Program
You and your team will get your data room done right in just 4 weeks. I'm going to provide you what you need to get there.
You and your team will get your data room done right in just 4 weeks. I'm going to provide you what you need to get there.
1
1
see inside the black box
see inside the black box
I've created a complete data room for a fictitious company called Oyster Tech that you can use to see what success looks like and to get this done quickly.
I've created a complete data room for a fictitious company called Oyster Tech that you can use to see what success looks like and to get this done quickly.
2
2
get a process to follow
get a process to follow
You'll get a data room creation process that's straight from the office of the CFO. Learn the right sequence to create these files, get your team involved, and use templates to speed you along.
You'll get a data room creation process that's straight from the office of the CFO. Learn the right sequence to create these files, get your team involved, and use templates to speed you along.
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We'll build it together
We'll build it together
In our 2-hour weekly sessions, you'll get real-time expert review of the materials you create. Learn what to do, why you’re doing it, and whether you've done it to the right specifications.
In our 2-hour weekly sessions, you'll get real-time expert review of the materials you create. Learn what to do, why you’re doing it, and whether you've done it to the right specifications.
4
4
get skills to succeed
get skills to succeed
Prepping your data room is the perfect time to learn about startup strategy, investors, and communicating your business with the world. You and your team will get the precise skills you need to successfully raise.
Prepping your data room is the perfect time to learn about startup strategy, investors, and communicating your business with the world. You and your team will get the precise skills you need to successfully raise.
The data room domain
Every file in the completed Oyster Tech data room that you'll get access to is designed for best practices raising seed and series A capital and is always up-to-date. You'll get access to all the editable files in Google Drive, Figma, and Miro. Here's some of the highlights:
Every file in the completed Oyster Tech data room that you'll get access to is designed for best practices raising seed and series A capital and is always up-to-date. You'll get access to all the editable files in Google Drive, Figma, and Miro. Here's some of the highlights:
Investment memo
Investment memo
Scale-up plans
Scale-up plans
Product roadmap
Product roadmap
Technology appendix
Technology appendix
Hiring plans and org chart
Hiring plans 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
Executive summary
Executive summary
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
BC-based companies get 80% fees paid
BC-based companies get 80% fees paid
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
COMING Q4 2024: On-demand
$1,600
+ taxes
Self-paced video instruction
Self-paced video instruction
Access to Oyster Tech data room
Access to Oyster Tech data room
Advisory on-demand at $200/hr
Advisory on-demand at $200/hr
Join the waitlist for 20% off on release
Join the waitlist for 20% off on release