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Fundraising can be critical & transformative, yet it comes with potential pitfalls & may be completely inappropriate for some founders (at least now). Before pursuing investment, it's essential to understand these consequential tradeoffs.
This panel will share insights from founders & investors, real-world lessons, & actionable advice to help you make the fundraising decision that best propels your vision forward.
Panelists:
Emily Zhen, Principal & Healthcare Lead at Zeal Capital Partners.
Taz Singh, LP in several VC funds & a charter member of TiE SoCal.
Sophy Li is an Investor & contributor at three startups.
Daniel Ahmadizadeh, Growth at Crustdata, led two YC companies as CEO, & Instructor at Columbia University.
Moderator: Benjamin Friedman, Founder & President of Build Scale Grow & Director, NYT CFO Group.
Schedule:
6:00-6:30 PM: Welcome networking with refreshments & light food available
6:30-7:15 PM: Panel conversation featuring prepared questions followed by audience Q&A
7:15-8:00 PM Continued networking & discussion of topics
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CTI, founded by former tax auditors & Big 4 tax professionals, helps businesses maximize tax incentives. Our expert team of CPAs, attorneys, & engineers have secured over $50B in credits, including R&D, employment, sales & use, & property incentives using advanced technology & deep expertise to drive measurable financial results.
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Stifel Financial Corp. (NYSE: SF) is a global investment bank with $500B+ AUM. Stifel Bank, Member FDIC, offers fund banking, venture lending, capital call, & tailored startup solutions. Learn more here.
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Build Scale Grow helps founders beat the odds through focused, efficient scaling. We deliver expert guidance & connections-all at a fraction of the cost of full-time hires. We specialize in helping introverted founders in Social Impact, EdTech, & Health Tech startups succeed.
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Founded in 2016, New York Tech CFO Group is a free forum where finance leaders share insights on strategic planning, benchmarking, & financial solutions. Our community includes over 200 CFOs & finance heads from NYC-based tech companies. Contact the host about membership.
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