THE FOUNDER'S DILEMMA

Most founders know they need a data room to fundraise, but they don't know how to make sure it's done right.

Most founders know they need a data room to fundraise, but they don't know how to make sure it's done right.

Data rooms are black boxes

Data rooms are black boxes

No examples

Data rooms are confidential so you won't find one online.

Data rooms are confidential so you won't find one online.

No programming

Programs to help you raise money focus on pitching, not the work that comes after.

Programs to help you raise money focus on pitching, not the work that comes after.

No feedback

Without global feedback, you'll never know if you got it right.

Without global feedback, you'll never know if you got it right.

WHY A DATA ROOM ANYWAY?

WHY A DATA ROOM ANYWAY?

A data room isn't just a repository of documents that an investor needs—it's a communication tool that shows you have an investable business opportunity.

It's the foundation for your fundraising success. It's what gives you stability when you're being questioned. It's what allows you to move quickly in the high-pressure process of fundraising while staying organized, compelling, and in your own power.

This is how you go from interest to investment.

A data room isn't just a repository of documents that an investor needs—it's a communication tool that shows you have an investable business opportunity.

It's the foundation for your fundraising success. It's what gives you stability when you're being questioned. It's what allows you to move quickly in the high-pressure process of fundraising while staying organized, compelling, and in your own power.

This is how you go from interest to investment.

With little guidance available, founders are left tossing something together, totally uncertain about whether their data room is enough to get the job done.

With little guidance available, founders are left tossing something together, totally uncertain about whether their data room is enough to get the job done.

WHEN THE STAKES ARE THIS HIGH

hoping for the best isn't good enough

hoping for the best isn't good enough

You need a data room

To be certain that you're ready to successfully raise.

To be certain that you're ready to successfully raise.

With it, you'll be able to

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Communicate your most investable business opportunity.

Communicate your most investable business opportunity.

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Get the authority you need to convince others to invest in you.

Get the authority you need to convince others to invest in you.

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Move fast through diligence while staying organized.

Move fast through diligence while staying organized.

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Answer tough questions with confidence and clarity.

Answer tough questions with confidence and clarity.

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Empower your team by creating strategy together.

Empower your team by creating strategy together.

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Be certain you've done everything in your power to succeed.

Be certain you've done everything in your power to succeed.

This is why I created the

This is why I created the

Frictionless Data Room Training Program

Frictionless Data Room Training Program

Get your data room done in just 6 weeks. We're going to work together to get you there.

Get your data room done in just 6 weeks. We're going to work together to get you there.

1

1

see inside the black box

see inside the black box

Get access to the Oyster Tech data room with 19 templated files that you can use to model your own data room after.

Get access to the Oyster Tech data room with 19 templated files that you can use to model your own data room after.

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a data room that works for your company

a data room that works for your company

Created during my years as a fractional CFO, learn my process in our weekly, tailored, one-on-one sessions and build what matters to your unique business.

Created during my years as a fractional CFO, learn my process in our weekly, tailored, one-on-one sessions and build what matters to your unique business.

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3

We'll build it together

We'll build it together

In our 2-hour weekly sessions, we'll work together to get this done. You'll know you're doing it right with real-time feedback you always wish investors gave.

In our 2-hour weekly sessions, we'll work together to get this done. You'll know you're doing it right with real-time feedback you always wish investors gave.

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4

learn by DOING

learn by DOING

Learn about startups, the investor ecosystem, fundraising strategies, communicating clearly, and what makes a business opportunity investable.

Learn about startups, the investor ecosystem, fundraising strategies, communicating clearly, and what makes a business opportunity investable.

THIS IS WHERE IT ALL COMES TOGETHER

You want to put something in front of investors that’s such high quality they have no choice but to seriously consider investing in you. That's where the data room's competitive advantage comes in.

Every editable file you'll access in the completed Oyster Tech data room is designed for best practices raising seed capital, and it's always up-to-date.

Here's some of the highlights:

You want to put something in front of investors that’s such high quality they have no choice but to seriously consider investing in you. That's where the data room's competitive advantage comes in.

Every editable file you'll access in the completed Oyster Tech data room is designed for best practices raising seed capital, and it's always up-to-date.

Here's some of the highlights:

Comprehensive index

Comprehensive index

Executive summary

Executive summary

Investment memo

Investment memo

Scale-up plan

Scale-up plan

Product roadmap

Product roadmap

Technology appendix

Technology appendix

Hiring plan and org chart

Hiring plan and org chart

Competitive landscape

Competitive landscape

Market size analysis

Market size analysis

Go-to-market strategy

Go-to-market strategy

Sales pipeline

Sales pipeline

Cashflow model or operating budget

Cashflow model or operating budget

Cap table and other legal docs

Cap table and other legal docs

How we'll get this done

How we'll get this done

6-week training program

6-week training program

Live, private 2-hour weekly training sessions

Live, private 2-hour weekly training sessions

Learn by doing with working sessions

Learn by doing with working sessions

Bring up to 2 team members

Bring up to 2 team members

Getting help saves founders 2/3 of their time

Getting help saves founders 2/3 of their time

Expect 1-2 days of self-paced work each week

Expect 1-2 days of self-paced work each week

Access the completed Oyster Tech data room

Access the completed Oyster Tech data room

Get a final data room review and miss nothing

Get a final data room review and miss nothing

Gov't grants cover 66% - 80% of fees depending on your province.

Gov't grants cover 66% - 80% of fees depending on your province.

THIS ISN'T JUST FOR PEOPLE INVESTING IN YOU

THIS IS ABOUT developing your FOUNDER authority

THIS IS ABOUT developing your FOUNDER authority

You've got to be ready for every one of your important conversations

Your investors, grantors, employees, partners, and customers all want to see that you're the one to take a bet on.

Your investors, grantors, employees, partners, and customers all want to see that you're the one to take a bet on.

When you've got the data to back you up:

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You go into the meeting and own it.

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You're quick to answer in real-time.

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You're never caught off-guard.

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You back yourself up with specific information.

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You have compelling strategies and stories to share.

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You're a professional others want to work with.

here's what OUR customers are saying

here's what OUR customers are saying

Across the data room training program, my fractional CFO clients, and monthly workshop attendees, I've helped over 60 founding teams get their data room done right.

Across the data room training program, my fractional CFO clients, and monthly workshop attendees, I've helped over 60 founding teams get their data room done right.

How to get your
data room done:

How to get your
data room done:

6-week in-person training program

$8,000

w/ optional payment plan

Be certain you're prepared to raise successfully

Be certain you're prepared to raise successfully

Access the Oyster Tech data room

Access the Oyster Tech data room

Weekly working and learning sessions

Weekly working and learning sessions

Bring up to 2 members of your team

Bring up to 2 members of your team

Get feedback you wish investors gave you

Get feedback you wish investors gave you

Guaranteed complete cashflow model ($4K value)

Guaranteed complete cashflow model ($4K value)

Book a call

Book a call