

β‘ Execution and Negotiation β Closing the Deal π€
βYouβve built your pitch and refined your storyβnow itβs time to take it to market and seal the deal. This hands-on session will guide you through the critical final steps of the fundraising journey, from investor outreach to mastering the negotiation table.
βπ Going to Market
βIdentifying the right investors π―
βBuilding your target list π
βEffective outreach strategies π¬
βManaging the pipeline π
βπ€ The Art of the Pitch
βPresentation techniques π―
βHandling tough questions π¬
βCommon objections and how to address them π€
βBuilding credibility and confidence πͺ
βπ€ Negotiation Strategies
βUnderstanding term sheets π
βKey terms to focus on π
βWhen to push back and when to compromise βοΈ
βMaintaining control of the process π§
ββ Q&A and Next Steps
βPresenters:
βWilliam Lieberman: Founder & Managing Partner of The CEO's Right Hand. An experienced founder/entrepreneur, Chief Executive Officer, and Chief Financial Officer available to provide strategic and financial consulting services as a trusted advisor to the Founder/CEO or Board of Directors.
βKim Petry: A seasoned CFO with an extensive and versatile background. Kimβs experience ranges from large CFO and Controller Executive roles at Fortune 100 companies to building start-ups from the ground up. She has extensive experience in traditional industries β Financial Services, Software as a Service (SAAS), Payment Processing, Credit Cards, B2C/B2B β but also has unique experience in cutting-edge industries such as Learning Platforms, Education, Apps, Crypto and Digital Currencies, NFTs, Blockchain, Gaming, Tokenization and innovative Retail, B2B, B2C, Healthcare, Music and Entertainment platforms.
βJennifer Brown is an award-winning entrepreneur, speaker, author, and expert in diversity and inclusion. Jennifer is the bestselling author of four books, starting with "Inclusion" and culminating in her award-winning "How to Be an Inclusive Leader." now in its second edition.
βWalk away with the skills, confidence, and strategy to take your deal across the finish line. ππ₯
βπ Special Features:
βπ€ Guest speakers who have successfully raised capital
π Real-world examples and case studies
π Practical worksheets and templates to apply what you learn
π€ Follow-up resources and networking opportunities
βAbout The CEO's Right Hand:
βWe solve the affordability problem β providing financial expertise and strategic HR support at a fraction of the cost of full-time resources. With our team of seasoned executives, we can tailor our solutions to your industry, business stage, and corporate model, from growth to scale to exit.
βAbout The Fourth Effect:
βWe help startups scale faster and fundraise smarter by helping you build, and leverage high-impact advisory and governing boards and connect you with top-tier, game-changing advisors, board directors, and investors.
βπ Build Strong Boards β Access educational programming, templates, and guides to create effective advisory and governing boards.
βπ― Match with Industry Experts β Connect with 2,900+ senior executives (C-Suite, GCs, VPs) ready to support your growth.
βπ° Unlock Funding Opportunities β Get direct access to 150+ Angels and VCs.
βπ€ Leverage a Powerful Peer Network β Join a community of 800+ startups to share insights, strategies, and connections.
βBuild smarter, scale faster, and fundraise better with the right board and investors by your side.
βπ‘ Learn more at a platform tour.
βπ² Follow us on LinkedIn