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The Key to Successful Investment for Your Startup

Do you plan to raise money? Expect to sell your company one day? Going through the due diligence process can be daunting, whether it is your first investment round or you are preparing to sell your entire company. Investment Readiness with David W. Wright breaks down the process by introducing 18 questions investors want answers to. Preparing for these will strengthen your pitch and help you better understand your valuation drivers.

In this exclusive program, David W. Wright will share with you his best kept secrets on how to conduct yourself in the capital markets to maximize your potential outcome. Investment Readiness provides you with the tools and structured accountability you need to be confident in front of investors (templates, checklists, and more), as well as a community network of peers who are also working to become investment ready. David has 30 years’ experience as an equity research analyst, investment banker and advisor, working with thousands of technology companies and providing well informed investment advice.

Program Details

The Investment Readiness program was developed by David W. Wright of Cassio Capital Advisors in collaboration with Angel One and Equation Angels. It is primarily focused on preparing early-stage companies for raising capital; whether that involves pitches to individual angel investors, venture capitalists or corporations (M&A activity). You will work with proven tools and templates for gathering the information necessary to close a deal! You will pitch, get feedback and gain skills and knowledge required to satisfy potential investors.

Offered semi-annually, each cohort will commit to 3 hours over 5 weeks of on-demand video modules through our e-learning platform powered by Enable Education.  Each module will be followed by an interactive tutorial with the cohort members, delivered by the expert, David W. Wright of Cassio Capital Advisors.


Original Article on Haltech

Haltech is at the nexus of Halton Region’s innovation ecosystem, working with technology companies to accelerate innovation for business growth. We help technology entrepreneurs and companies to connect, collaborate and transform good ideas and product innovations into well positioned, growing ventures. Haltech offers a wide range of FREE services for qualifying tech entrepreneurs and businesses including business accelerating advising, entrepreneur development, and corporate innovation support.

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