Skip to the main content.
Login Schedule a Demo
Login Schedule a Demo

– February 25, 2025 @ 12:30 PM ET –

Fundraising 101: 7 Essentials You Cannot Ignore


With Forecastr

Join us to gain actionable insights to elevate your fundraising strategy and confidently connect with investors.

Partnered With:

Katie_Dunn_Logo-removebg-preview

The Event Begins In...

00

days

00

hours

00

minutes

00

seconds

Register Now!

We'll send a confirmation by email.

Master the essentials of fundraising.

Join us for this interactive and educational presentation.

 

As an early-stage startup founder, knowing the key elements of successful fundraising can be the difference between closing a deal or missing out. Gain practical insights and learn how to make smarter decisions to secure the capital your business needs to grow.

This will be an hour-long Q&A session.

What To Expect:

How to thoroughly research potential investors

Know your numbers: Identify the metrics that matter most

Learn more about data room

The software you can use to simplify the process

Real-time, interactive Q&A session

presentation-2

Featured Speaker

Jeff Erickson Headshot-modified-2

 

Jeff Erickson

Director of Strategic Partnerships

Forecastr-Logo-200w

Jeff leads the Partnerships Team at Forecastr, a leading software company that helps make financial modeling easy for founders raising capital.  He currently serves on the advisory boards of several startup companies and is an active angel investor.  Jeff is an experienced entrepreneur and was the founder and CEO of a successful consumer goods company that was ranked #138 on the Inc. 500 list of fastest growing companies.  He is passionate about startups and enjoys working with founders and mentoring entrepreneurs.

Featured Speaker

Katie Dunn

 

Katie Dunn

Principal

Katie_Dunn_Logo-removebg-preview

Katie is the Principal at Masthead Strategies, leveraging her extensive expertise in finance, due diligence, and strategic advisory. With 25 years of experience, she has made 17+ angel investments, holds a patent for real estate transaction evaluation, and has managed over $10 billion in commercial real estate loans. Katie's impressive academic achievements include graduating #1 in her business school, earning 3 scholarships, and completing 2 prestigious internships.

Featured Speaker

Vanessa Blanco

 

Vanessa Blanco

Head of Cap Table Sales

JP Morgan Workplace Solutions

A passionate and driven leader and Advocate for Equality. Responsible for originating and managing new and existing client and employee relationships. Skilled at building client & employee relationships and strategic networks for business acquisition, client retention and referrals.

Featured Speaker

ALAN GOULD Final

 

Alan Gould

Vice President

JP Morgan Workplace Solutions

Alan Gould is a Vice President at J.P. Morgan, bringing over a decade of experience in corporate finance and investment strategy. Known for his expertise in managing complex financial portfolios, Alan has worked extensively with both early-stage and established companies to optimize capital structure and navigate strategic growth. His commitment to innovation and deep knowledge of financial markets make him a trusted advisor in the industry. Alan holds an MSc and is passionate about helping businesses achieve their financial goals through sound investment practices.