Funding Roundtables

We are not currently running this program, but encourage you to explore our Impact Investor Challenge.

Funding Roundtables were 4-month support programs for entrepreneurs ready and/or actively raising capital for their businesses. Participants received active support, advice, wisdom, and mentoring from their first investor meetings all the way to receiving a cheque.

The program combined the leadership of an experienced fundraising facilitator with the collective knowledge of founders at similar business stages. Our Funding Roundtables helped purpose-driven companies raise more than $24M, with approximately 40% raised by female-led businesses. 

Spring Impact Investor Challenge Final-189_websize

Let’s be real. Raising capital from investors can often feel like a mysterious and unknown process. That’s because every day in raising a round can be extremely different from the other—your business keeps evolving, each investor has a unique agenda, and every conversation has its own nuances. 

The best way to succeed in this type of landscape is to openly share insights and knowledge with others who are going through a similar journey. But those people are not always easy to find or open to sharing what they’ve learned. That’s where our investment readiness training comes in (now run in collaboration with regional partners). 

In each Funding Roundtable, we curated a group of 10 founders who were at similar stages in the fundraising journey and teamed them up with an experienced fundraising facilitator. Together, they spent 12 weeks collaboratively addressing common fundraising challenges and questions like: 

  • What if I don’t have a lead investor?
  • How do I effectively communicate the value of my business and social impact to an investor?
  • How do I get all of my investors to agree to the same terms?
  • What’s the difference between a priced round and convertible debt?

"This program provided the opportunity to be collaborative in investment strategies with other founders who are at the same stage of business development."

It makes you focus on the areas of raising capital that typically get overlooked when trying to navigate the investment maze

Bryan Statham – CEO, LifeBooster

How a Funding Roundtable Worked

Each cohort ran virtually for 4 months. During that time, participants met every two weeks for 90 minutes with up to 10 companies and their experienced fundraising facilitator via teleconference on Zoom. Each group collaborated to discuss common fundraising hurdles and learn more about topics like: 

  • Creating a bulletproof pitch deck
  • Closing a round
  • Determining the right paperwork to use
  • Understanding key deal terms
  • Getting support with negotiations and closing
  • Understanding the capital spectrum and process
  • Getting ready to speak to investors
  • Understanding valuation
  • Learning how to prepare a good due diligence package
  • Appreciating the nuances of engaging with impact vs. mainstream investors

Investment Readiness Training Is a Great Fit If...

Your company is purpose-driven, for-profit, and focused on having a positive impact on people and/or the planet

You want to maximize your market opportunity and impact as a for-profit entity

You’ve launched and have a team supporting you

You can demonstrate traction in the form of paying customers, letters of intent, pre-sales, etc. 

You’re seeking equity financing between $150,000 and $1.5M

You have a reliable Internet connection and can meet during weekday business hours in the Pacific time zone (but you can be anywhere around the world)

Margery Moore

"Being part of the funding roundtable with other female founders and impact leaders, was amazing."

I was not only able to learn the skills I needed to raise capital, but also had the support of facilitators who knew exactly what I would be faced with. The support, friendship and straight talk was invaluable as we raised. And we did, successfully!

Margery Moore – CEO, ehsAI

We no longer run our Funding Roundtables Program, but encourage you to explore our Impact Investor Challenge or inquire about investment readiness training that we run with regional partners.

Fundraising can be challenging—that's why we're here to help!
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