Preparing for Early Stage Investment Due Diligence

Event Type

Conference/Workshop

Sponsor

Research Park

Location

EnterpriseWorks, 60 Hazelwood Drive

Date

Feb 13, 2024   11:30 am - 2:00 pm  

Contact

Cathy McArthur

E-Mail

mcarthur@illinois.edu

Views

128

Originating Calendar

Research Park Events

Raising capital can be a lengthy process that requires a lot of planning to be successful. Most entrepreneurs receive training or utilize readily available resources to prepare a compelling pitch. Few, however, know what to expect if a potential investor is interested in moving forward to a necessary due diligence stage, which occurs before a commitment to fund. In this workshop, Dr. Evaline Tsai, a Principal at Gigascale Capital, will show you, from an investor’s perspective, how to prepare to ace the diligence process and get a commitment to fund. 

Who Should Participate:

• Founders
• Founding Teams
• Management Teams

Outcomes:

• Know the best practices for managing the diligence process
• Identify the best tools for setting up and managing your data room to make it as investor-friendly as possible
• Understand the importance of reference calls and how to set them up correctly
• Know how to transition from diligence to closing
• What Gigascale is looking for in an investment
• Best practices for managing the diligence process
• How to set up a data room to help investors review materials
• How to set up reference calls to help investors understand the customers' POV

Eligibility:

• You are a good candidate for this workshop if you are currently raising or plan to raise a pre-seed, seed, or Series A funding round within the next 12 months.
• Participants must be able to attend the workshop for its entire duration (11:30 AM to 2:00 PM).

Email to gwilson@illinois.edu or lwbleill@illinois.edu if you have questions concerning the program. We will reach out to you by Tuesday, February 6 if you are accepted to participate.

Space is limited for this hands-on workshop, so please apply for consideration here: https://forms.illinois.edu/sec/112202505