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Raising Equity is designed to help companies make their business model investible, start assembling their financial package request, and develop a game plan to successfully raise debt and equity.

Raising Equity is right for you if:

  • You are planning to grow your business and need guidance and the right business model to successfully do so
  • You know you will need to raise money but are unsure which sources are the best fit
  • You need to raise money but are unaware of what an investor or bank expects from you

This course will get you:

  • A plan for raising debt and equity
  • An investment-worthy business model
  • An investor-ready financial package
  • Tools and resources to assist with your journey of raising money

This fast-paced immersion training includes individual consulting and business pitches — taking entrepreneurs out of their day-to-day operations and giving them the focused time they need to think about their business.

Included In This Course Are:

  • Business model benchmarks to help you gauge the state of your business.
  • Tools and Templates such as proforma and forecasting templates, our trusted and tested pitch deck, and more!
  • The list. Tera’s financial review checklist that shows you what documentation you need to prepare to approach a bank or investor for a serious financing ask.
  • Access to the Instructor through one-on-one consulting support on your specific business during the course.
  • Business Pitch Practice. You will deliver and receive feedback on your business pitch.

Upcoming Training Sessions

Check out our live training section to see if there is a Raising Equity course available to fit your schedule.

Meet Your Instructor

Raising Equity is hosted by Bartlett Durand, one of FFI’s Experts in Residence. Through his work in the law, Slow Money Wisconsin, Local Choice Marketing, Black Earth Meats, and The Conscious Carnivore, as well as independent consulting for numerous small businesses, Bartlett developed a thorough appreciation for the need for working on an entrepreneur’s business goals as part of a comprehensive strategy incorporating their entire life. Burnout among entrepreneurs is too high, and ensuring a viable financial, operational and emotional pathway towards success is critical for creating a sustainable business.

Edible-Alpha® Immersion Trainings are multi-day events limited to ten businesses or less that combine learning, focused work time, individual consulting, and business pitches. They are designed to take you out of the day-to-day operations of your business and to encourage focused, strategic business development.