Investment-Preparedness Lab

Target: Ventures that are preparing to take on capital (equity, debt, and/or philanthropy).

Focus: Help ventures prepare for investment and meet with our capital advisers.

1) A methodology to build and maintain lasting and meaningful relationships with mentors, funders, and partners
2) To build a plan to become investable by:

- Updating, cleaning up, and organizing historical and forward-looking financial statements
- Determining the amount of money needed
- Preparing funder due diligence documents
- Gaining feedback from “Funder Reality-Checks” where capital advisers will provide investment-related mentorship
- A strategic plan for the next 6-12 months

3) Pitching to and capital advisers for feedback
4) A fostered community of 10-12 local entrepreneurs...
Investment-Preparedness Lab

Target: Ventures that are preparing to take on capital (equity, debt, and/or philanthropy).

Focus: Help ventures prepare for investment and meet with our capital advisers.

1) A methodology to build and maintain lasting and meaningful relationships with mentors, funders, and partners
2) To build a plan to become investable by:

- Updating, cleaning up, and organizing historical and forward-looking financial statements
- Determining the amount of money needed
- Preparing funder due diligence documents
- Gaining feedback from “Funder Reality-Checks” where capital advisers will provide investment-related mentorship
- A strategic plan for the next 6-12 months

3) Pitching to and capital advisers for feedback
4) A fostered community of 10-12 local entrepreneurs
More information

Staff

Banks Benitez
Admin
Banks Benitez VP of Global Expansion
Sara Rodríguez López, MS
Admin
Sara Rodríguez López, MS Chief Operating Officer at Uncharted

Recommendations

Alison Rene

I recommend Tanya Dewey. Brilliant mind and go get em attitude. I would want her kindness, thoroughness and insight on my team.