The Art of the Deal
Startup Finance 101 Session Five is our continuing series of financial workshops specifically created to address the unique challenges faced by entrepreneurs and start-ups. In this fifth session, we will cover the following:
What financial investors look for
What strategic investors look for
The negotiation process
Common pitfalls in the negotiation process
Due diligence basics
Closing the deal
Managing your investment partner on a long-term basis
SESSION FIVE: The Art of the Deal
Wednesday, November 20th 6pm-8pm Cost: $25 | Register here
All Startup Finance 101 Sessions will be held at institute B at 120 Columbia Street, Vancouver BC.
Workshop led by Sam Perera and David Fong, this 6 part series will cover everything from basic accounting and financial models, to capital raises, the art of the deal and little known ways to improve your own personal credit score, a secret weapon for every entrepreneur.
About Sam Perera
Sam Perera is Chief Financial Officer for institute B responsible for structuring, negotiation, monitoring transactions related to liquidity events, day-to-day cash flow management and budgeting for partner companies. Before institute B, Sam was a co-founder of LFG and held senior finance roles at HSBC Bank Canada, BMO Bank of Montreal and Noverra Capital Partners. Deal experience includes mergers & acquisitions financing, cash flow lending, hybrid debt products, construction financing, expansion capital, mezzanine financing and the public markets.
Sam has an MBA in Finance from the Sauder School of Business and is also designated as a Chartered Alternative Investment Analyst (CAIA).
About David Fong
David Fong is Controller for institute B responsible for business planning, financial modeling, regulatory compliance and business valuations, while leading all accounting engagements. Prior to institute B, Dave was a professional staff accountant at BDO Canada LLP. During his tenure there, he gained valuable experience leading audit teams under IFRS, Canadian and US GAAP for public multi-national clients in a variety of industries including mining, oil & gas, technology, manufacturing and real-estate. Dave is a Chartered Accountant and holds an Honours Degree in Finance and Accounting from the University of British Columbia.