Getting investment ready - A founder's guide to the next 18 months

For founders approaching a capital raise or personal liquidity event - this is your roadmap.

Taking on external capital is one of the biggest inflection points in a founder's journey. The risk isn't the investment itself - it's stepping into the process underprepared, without a clear view of what's ahead or where to turn for advice.

Business Leader and RBC Wealth Management’s invite-only masterclass is built specifically for founders navigating this stage: 

• What it takes to get investment-ready
• How to structure a deal that works for you
• What life looks like once the transaction is done.

Why attend

Most founders only go through this once. The mechanics of a transaction - deal structure, valuation, buyer diligence - are unfamiliar territory and the personal side such as wealth planning, tax, what your day-to-day looks like afterward, is often overlooked until it's too late to plan properly.

This session brings both sides together in one room.

What you'll learn

• How to tell if your business is genuinely investment-ready
• The range of investment structures available to founders today
• How to set a realistic valuation
• What investors and buyers scrutinise most closely during diligence
• How to prepare for a longer, more demanding process than most founders expect

Who you'll hear from

An expert advisory panel, including voices from private equity, tax and estate law, and wealth management - covering the technical mechanics of a deal alongside the personal financial planning that goes with it.

A founders' panel, featuring three founders at different points in their own journey - one weighing whether to raise, one mid-process, and one on the other side of a transaction. Between them, a full picture of what the process actually involves, the decisions that matter most along the way, and what changes for you personally once the deal is done.

Event details

This is an invitation-only, free-to-attend event for founders considering an investment or personal liquidity event within the next 18 months.

Places are strictly limited to 50 attendees to keep the discussion relevant and the room valuable.