Wednesday 19th February 2025, 08:30am – 09:30am
Unlock the secrets to building and nurturing strong founder-investor relationships in this dynamic and engaging workshop. Whether you’re a founder seeking funding or an investor supporting growth, understanding the nuances of these relationships is key to long-term success.
Led by Charlotte Pearl—an exited founder and Founding Shareholder of planD, this session delves into critical elements of the founder-investor dynamic. From fostering mutual respect and transparency to handling challenging conversations, you’ll gain practical tools to strengthen your network and optimise your capital strategy. Charlotte will be joined by Caroline Flagg from Praetura, who will share expert insights into raising capital through EIS funds, VCTs, and other tax-efficient vehicles. Together, they’ll provide actionable takeaways to enhance your relationships, secure funding, and drive business growth.
Expect relatable stories, actionable insights, and tools to build trust, manage challenges, and foster collaboration.
Workshop Breakdown
- The Importance of Founder-Investor Relationships:
Explore how mutual respect, transparency, and trust form the foundation of successful collaboration between founders and investors. - Navigating Challenges and Misalignment:
Gain tools for addressing tough conversations, managing misaligned investors, and understanding the moral obligation of offering exits to those no longer aligned with your vision. - The Capital Landscape:
Get an overview of funding types—angel investors, crowdfunding, EIS funds, VCTs—and the unique relationships they entail. Learn how to match your stage of growth with the right type of investor and relationship dynamics. - Optimising Your Cap Table with planD:
Discover how planD offers innovative solutions to help founders manage investor exits and optimise cap tables, allowing you to refocus on growth with aligned stakeholders. - Raising Capital Through Tax-Efficient Investments:
Caroline Flagg from Praetura dives into EIS funds, VCTs, and what investors in these vehicles expect from founders. Gain actionable insights into leveraging these tools to fuel your business growth.
About Charlotte Pearl:
Charlotte is an exited founder who scaled a multi-million-pound business, navigated complex investor relationships, and successfully sold her company. As a Founding Shareholder of planD, she helps founders optimise their cap tables and manage challenging investor dynamics.
Additionally, Charlotte is a published author, selected by the Poetry Society, where her work addresses mental health—demonstrating an alignment between creativity and finance. This commitment to mental health advocacy is reflected in their approach to business, highlighting the importance of emotional resilience in entrepreneurial success.
About Caroline Flagg:
Caroline is a fundraising expert from Praetura, specializing in EIS funds, VCTs, and tax-efficient investment structures, helping founders access the capital they need for growth.
Tickets are available at the Members Portal
*Event might include photography and videography, if you are not keen on being filmed or photographed, please let our team know.
