What Investors Want: Financials & Term Sheets That Win Funding
When you’re in front of an investor (whether it’s your first raise or a Series A) the conversation isn’t just about your pitch. It’s about whether your financials tell the right story and your term sheet holds up under scrutiny. Those two things can make or break the deal.
In this fast-paced, founder-focused session, we’ll show you how to get them right.
Inside the Numbers (with Michael Budnow, Standard Ledger)
Your financials aren’t just paperwork – they’re proof of how you think and how you run your business. We’ll cover:
- The documents investors expect to see – and why they matter: forecast/3-way model, historical P&L, burn rate, runway, unit economics
- How to present numbers so they speak the investor’s language
- The patterns and metrics that trigger deeper interest
- Deal-killers hidden in your financials (and how to fix them before anyone spots them)
Cracking the Term Sheet (with Bill Cogan, Seven Legal)
A term sheet sets the rules of the game – and the wrong terms can cost you far more than equity. We’ll unpack:
- What’s standard vs. what’s up for negotiation
- Key clauses in plain English: valuation, equity/dilution, liquidation preferences, investor rights, founder vesting, clawbacks
- The subtle wording that shifts control away from founders
- How to prepare so you can negotiate with confidence, not guesswork
Why attend?
- Understand the real investor decision-making process around your numbers and terms
- Learn how to strengthen your position before talks even start
- Leave with practical steps to avoid common traps and keep more control in your raise
If you’re serious about closing your round on the right terms, this session will give you the insight and confidence to get there.
Register now – it’s free! Plus, get bonus resources, templates and the replay straight to your inbox after the session.
🎥 Can’t attend live? Register anyway and we’ll send the recording your way.
📅 Date: Wednesday 24 September 2025
⏰ Time: 12pm – 1pm BST
