Fundraising Simulator
Overview
This hands-on simulator places you in the role of a CFO raising funds for a high-growth company, giving you the opportunity to develop essential fundraising and leadership skills in a realistic, engaging environment. Based on a real-life fundraise involving both equity and convertible debt, you’ll lead every stage of the process—from building strategy to executing the deal. Along the way, you’ll complete key tasks like financial modelling, valuation, term sheet drafting, and contract review, while receiving expert guidance from seasoned finance leaders who’ve done it before. If you’re ready to take your next big step as a strategic finance leader, this is the perfect place to start.
Learning Objectives:
By completing the Fundraising Simulator, you will be able to:
- Lead an entire fundraising process as the CFO
- Create a financial model and a business valuation for the company
- Research and pitch to potential investors
- Evaluate and negotiate different offers
- Manage the due diligence and legal aspects of the deal
- Close the deal and celebrate your success
The Fundraising Simulator is a practical and interactive way to learn and practice the skills and knowledge that are essential for any finance leader who wants to raise funds for their company. You will also gain confidence and competence in leading and delivering a fundraising process, which can boost your career progression and prepare you for future challenges.
Don’t miss this opportunity to learn from the best and become a better finance leader.
Lessons:
Lesson 1: Foreword
You’ll complete tasks like modeling, valuations, and contract reviews—showcasing key skills. GrowCFO will store your files temporarily, but keep personal copies for future use.
Lesson 2: Business introduction
Business overview and financial information are foundational sections that outline the company’s operations, strategy, and key financial metrics to support analysis and decision-making.
Lesson 3: Business strategy
This section provides a strategy briefing from your CEO, outlines potential funding options, identifies your top strategic objective, and highlights key information needed to guide your next steps.
Lesson 4: Required funding
You’ll determine the company’s cash requirements, explore asset-based financing options, confirm overall fundraising needs, and complete a valuation model to support your funding strategy.
Lesson 5: Pitch to investors
You’ll create an elevator pitch, prepare a compelling investor pitch document, and respond to a request for additional information to support your funding outreach.
Lesson 6: Scrutinize offers
In this stage, you’ll receive three funding offers, update your financial model accordingly, and prepare an evaluation summary for your Board.
Lesson 7: Select your preferred offer
In this step, review Board feedback, choose the preferred offer, and draft a term sheet reflecting the agreed terms.
Lesson 8: Lead the deal process
Appoint advisors, manage due diligence, review agreements, and assess key negotiation points like valuation and control.
Lesson 9: Conclude the deal
Finalize the deal, update records, and celebrate your success!
Lesson 10: Key learning points
Reflect on your key takeaways—pitching, due diligence, term sheets, and closing—and ask yourself: are you ready to lead a real fundraise?
Lesson 11: Insights from your GrowCFO community
CFO and investor insights on early-stage and significant fundraising—real-world tips to help you lead with confidence at every stage.
Lesson 12: Closing thoughts
Fundraising success comes from strong planning, soft skills, and support—don’t be deterred by jargon or inexperience, as every expert once led their first deal.
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