Скачать или смотреть Alignment Matters: A CFOs Guide to Preparing for External Investment and the Investor’s Perspective

More businesses than ever are turning to external capital to accelerate growth or pursue strategic goals. For companies raising funds, especially for the first time, the CFO plays a pivotal role.

In this session, CFOs gained practical insights into how venture capital and private equity investors assess company financials and what that means for preparing financial models and forecasts. Preparing the right type of financial information is critical to ensure a strategic alignment between the company and potential investors.

Ben Steven, an experienced investor and advisor in both VC and PE, shared his insights from participating in over 40 investment transactions in the industrial technology and automation sectors.

Drawing on his experience as a public and private market investor, and former entrepreneur, Steven explored:

Perspectives of different type of investors and companies
Tailoring financial models to fit VC vs. PE investment approaches
The CFO’s role in aligning strategic vision with investor expectations
Best practices in data room preparation