Startup Investment Intensive

–

Special Guest Notice

In the upcoming session exclusively, we're pleased to announce that we will be hosting Nathan Beckord at the workshop. Nathan is a Chartered Financial Analyst with an MBA in Entrepreneurship and a BSc in Finance, bringing experience from investment banking, including three technology IPOs and nearly 40 acquisitions. With over two decades raising capital, he has worked at JPMorgan Chase in New York and across Silicon Valley, and is CEO of Foundersuite, which has supported over $21B raised by startups, VCs, and institutional investors.

–

What You'll Learn in 2 Hours

This workshop is a masterclass in investor pipeline mechanics—the real work that happens before (and during) your raise.

Building Your Investor Pipeline

How to identify and qualify "perfect fit" investors for your business
Where to find investors (Foundersuite, Crunchbase, StrictlyVC, conferences, LinkedIn, ChatGPT)
How to map your 1st and 2nd degree connections to find warm intro paths
How to rank and prioritize your list so you're talking to the right people first

Getting Warm Introductions (Even Without a Large Network)

How to use Foundersuite's "Get Intro" tool to automatically get warm intros
How to map connection paths on LinkedIn to find intro routes
Cold email frameworks that actually work
How to craft the perfect intro request email

Moving Investors From Interested to Committed

How to use Investor Updates to nurture relationships and keep momentum alive
How to use your Data Room strategically (investors reveal interest through what they access)
The "permission email" technique to break the ice
How to set up a Data Room that controls what investors see and signals their interest level
Specific tactics for closing faster: pitch meeting questions, follow-up frequency, the handshake protocol, and managing rejection

Understanding the Numbers