Do you plan to raise money? Expect to sell your company one day? Investment Readiness provides you with the tools and structured accountability you need to be confident in front of investors.

David W. WrightProgram Creator

Info

Hybrid (On-demand modules + live sessions via Zoom)
Starts Oct 6th
5 Weeks
$199 (RIC Client exclusive price)
Semi-Annually

Note: If you are a Haltech or other Regional Innovation Centre Client, you are eligible for 50% off the regular price of $399. Contact hannah.fritchley@haltech.ca for promo code.

Modules Overview

1: Introductions

In this first module participants will be introduced to the program creators, given a brief overview of what they will learn from the program, and sources of capital that might be available before looking to external investment.

2: Fundamental Questions

This second module will reveal the 18 fundamental questions that investors want answered. Questions will be broken down into personal, technical, and financial.

3: Pitch Prep

During this module participants will polish their pitch by choosing the right details to share, become aware of mistakes to avoid, and how to target the right investors for their pitch. Included in this module is a sample of Angel One’s pitch evaluation score card, and one-pager templates.

4: Reality Check

This section will have participants re-evaluate their plan to source funding and their commitment after working through the 18 fundamental questions and pitch preparation. The module will discuss the importance of a valuation and uncover the reasons why investors walk away.

5: Pitching in a Time of Uncertainty

This last module will guide participants through the realities of pitching in a time of uncertainty. Topics will include pandemic realities and other unpredictable events, the current fundraising environment, the importance of competitive pitching, and looking forward to what the marketplace could look like in the future.

Program Scope

You might be thinking: “I’m not ready to raise capital.” And you might be right – but that doesn’t mean you shouldn’t be prepared. Going through the due diligence process can be daunting, whether it is your first investment round or you are preparing to sell your entire company. Investment Readiness breaks down the process by introducing 18 questions investors want answers to. If you’re looking to get an investor’s attention, you need to know what they’re looking for and have a plan for getting there. That’s why we created this program: it will give you the tools and confidence you need to make your startup investment-ready.

In this exclusive program, David W. Wright will share with you his best kept secrets on how to conduct yourself in the capital markets to maximize your potential outcome. Investment Readiness provides you with the tools and structured accountability you need to be confident in front of investors (templates, checklists, and more), as well as a community network of peers who are also working to become investment ready. David has 30 years’ experience as an equity research analyst, investment banker and advisor, working with thousands of technology companies and providing well informed investment advice.

Program Details

The Investment Readiness program was developed by David W. Wright of Cassio Capital Advisors in collaboration with Angel One and Equation Angels. It is primarily focused on preparing early-stage companies for raising capital; whether that involves pitches to individual angel investors, venture capitalists or corporations (M&A activity). You will work with proven tools and templates for gathering the information necessary to close a deal! You will pitch, get feedback and gain skills and knowledge required to satisfy potential investors.

Offered semi-annually, each cohort will commit to 3 hours over 5 weeks of on-demand video modules through our e-learning platform. Each self-guided module will be followed by an interactive mentorship circle with the cohort members, led by the expert, David W. Wright.

Dates

Watch Module 1
Oct 6 - 12
Module 1 Mentorship Circle (Live Via Zoom)
Oct 13
Watch Module 2
Oct 13 - 19
Module 2 Mentorship Circle (Live Via Zoom)
Oct 20
Watch Module 3
Oct 20 - 26
Module 3 Mentorship Circle (Live Via Zoom)
Oct 27
Watch Module 4
Oct 27 - Nov 2
Module 4 Mentorship Circle (Live Via Zoom)
Nov 3
Watch Module 5
Nov 3 - 9
Pitch Practice + Last Mentorship Circle (In-Person)
Nov 10

This program is recommended for Founders who:

  • Want to understand the due diligence process
  • Have interest in raising money or selling their company
  • Have a product in market
  • Are generating revenue
  • Have a pitch deck
  • Want strategies for enhancing corporate valuation

What You’ll Gain

  • Understand the information investors require and how to properly gather, present and organize that information
  • Understand how to communicate the details of your business that are most relevant for investors
  • Understand advanced fundraising terms
  • Understand the art and science of company valuation
  • Learn best practices for your investment-ready virtual deal room
  • Prepare to pitch your business in a way that engages potential investors
  • Learn to avoid the pitfalls first time founders make during the due diligence process
  • Get strategic suggestions to build a better business model, enhancing your valuation
  • Extensive access to verified tools, templates, best practises and e-learning modules developed in collaboration with Angel One and Equation Angels.

Ready to ace your next investment round?

Investment Readiness will get you there.

Note: If you are a Haltech Client, you are eligible for 50% off the regular price of $399. Contact hannah.fritchley@haltech.ca for promo code.

What People are Saying 

The true benefit of the Investment Readiness program is it makes you think about your business from first principles; such as the customer benefits of your offering or perhaps the distribution channels possible. This helps you describe your business better, whether it is to prospective customers, employees or investors. As such, understanding the financial investment process better provided dividends, not only in terms of raising money, but in simply helping my company grow faster.

ScriptString

Haltech's Investment Readiness program was phenomenal because it prepared me for investor questions I hadn't considered. The course was certainly an excellent program for preparing for financial due diligence.

MycoDynamix Company Ltd.

If you have built a company that needs investing you should participate. If you work on this enterprise full time, it's for you. If you need to raise capital and are willing to put in the effort, go for it! The only thing holding you back is your mindset. Go in with an open mind. Do the work and ask questions.

Haltech is a wonderful organization that offers outstanding programming for business owners. If you are a business owner in the Halton region, connect with them today. You won't be disappointed.

Pomp & Sass

I did not fully understand the time frames that investors are interested in, that they don’t always want the quick return on investment but are often looking for a longer relationship due to the amount of work it takes to find and vet a company to invest in.

Although not a hard fact, it was very insightful to hear how an investor listens, and the metrics they are using. It was very valuable to get the format needed, in the form the investor is accustomed to. Communication given is only as effective as it is understood, and giving the information in the expected form is invaluable.

In founding a company, we are our own investors to start. The course helps to clarify and acid-test our own companies from an investor point of view, giving us more energy to put into getting it ready for external investors!

Catapult Design Studios

Frequently Asked Questions

Who is this program for?

Investment Readiness is for founders looking for a deeper understanding of the elements necessary to support a successful funding round.

What is the cost?

Clients of Haltech, Innovation Factory and other Regional Innovation Centre clients receive the preferred price of $199 (regular price: $399 for non-clients). If you are a Regional Innovation Centre client, please contact hannah.fritchley@haltech.ca to request promo code.

Will the program take place in-person or virtually?

Investment Readiness follows a hybrid structure of 5 independent video modules, each followed by a live group mentorship session via zoom with other participants.

Will there be introductions to VC's or other investors as part of this program?

Introductions to VC’s and other investors are not a part of this program. However, if we deem your startup ready for investment, we may opt to connect you with an investor within our network.

Do I have to be a Haltech Client to register?

No. However, all Regional Innovation Centre receive a preferred price of $199. For non-clients – $399. Applying to be a client is free. Join here.

Still have a question? Reach out!

Investment Readiness is brought to you by:

In development with:

The Program Creators

David W. Wright

ICD.D, Founder, Cassio Capital Advisors Inc.

Founder of Cassio Capital Advisors and former Executive Director of the Angel One Investor Network, David provides advice regarding all aspects of capital markets activities and supports innovative entrepreneurs in Southern Ontario. Prior to launching the advisory business, David spent almost two decades as a highly ranked sell-side Equity Research Analyst at BMO Nesbitt Burns and two independent brokers covering public technology companies.

David has advised numerous corporations on fund raising and acquisition strategies, as well as authored Business Valuation reports identifying value creation strategies. He has analyzed thousands of technology companies, written research and investment recommendations, and advised institutional clients on equity transactions.

Karen Grant

Former Chief Operating Officer, Equation Angels 

Karen Grant has launched 4 angel groups, invested in several companies, and has served in various capacities on non-profit and privately held company boards.

She has founded companies, launched investment funds, and has worked in the commercialization field with FedNor, FedDev, Ontario Centres of Excellence and most of the Regional Innovation Centres and universities around Ontario. Early in her career she led and grew the Toronto Venture Group, working with most of the venture capital firms in Canada and hundreds of companies that were seeking capital. Karen’s corporate experience includes 12 years with IBM Canada.