Your foundation for fundraising success
Your foundation for fundraising success
Your foundation for fundraising success
Find your fundraising confidence and close more deals with the Frictionless Data Rooms Program.
Find your fundraising confidence and close more deals with the Frictionless Data Rooms Program.
trusted by the best
The startup ecosystem is obsessed with pitching, but the pitch is only the first step in the fundraising process.
To close a round, founders must excel at every step that comes next: data rooms, due diligence, and dealmaking.
That's out domain. Our job is to help you show up to your most important investor meetings with unshakable confidence, ready to close deals.
The startup ecosystem is obsessed with pitching, but the pitch is only the first step in the fundraising process.
To close a round, founders must excel at every step that comes next: data rooms, due diligence, and dealmaking.
That's out domain. Our job is to help you show up to your most important investor meetings with unshakable confidence, ready to close deals.
The startup ecosystem is obsessed with pitching, but the pitch is only the first step in the fundraising process.
To close a round, founders must excel at every step that comes next: data rooms, due diligence, and dealmaking.
That's out domain. Our job is to help you show up to your most important investor meetings with unshakable confidence, ready to close deals.
Are you…
Are you…
Unclear what info and materials investors look for?
Unclear what info and materials investors look for?
Unclear what info and materials investors look for?
Not sure how to convince investors of your value?
Not sure how to convince investors of your value?
Not sure how to convince investors of your value?
Hung up in your most important conversations?
Hung up in your most important conversations?
Hung up in your most important conversations?
Ready to take your next big fundraising step?
Ready to take your next big fundraising step?
Ready to take your next big fundraising step?
Looking to make the most of all your funding options?
Looking to make the most of all your funding options?
Looking to make the most of all your funding options?
Wanting to feel prepared to raise, not afraid of it?
Wanting to feel prepared to raise, not afraid of it?
Wanting to feel prepared to raise, not afraid of it?
If this sounds like you, you're in the right place
introducing the…
Frictionless Data Rooms Program
Frictionless Data Rooms Program
30+
30+
30+
Canadian startups use our systems.
Canadian startups use our systems.
Canadian startups use our systems.
$16+ million
$16+ million
$16+ million
Participation in successful transactions.
Participation in successful transactions.
Participation in successful transactions.
350+
350+
350+
Founders at our webinars & workshops.
Founders at our webinars & workshops.
Founders at our webinars & workshops.
Be the kind of founder that gets money
Be the kind of founder that gets money
Build your investor-ready data room.
Build your investor-ready data room.
Learn what matters and get your prep done quickly.
Learn what matters and get your prep done quickly.
Uncover the most capital-efficient funding for you.
Uncover the most capital-efficient funding for you.
Speak confidently with the right investors.
Speak confidently with the right investors.
Move through due diligence faster and with less stress.
Move through due diligence faster and with less stress.
Learn useful tactics for closing your round sooner.
Learn useful tactics for closing your round sooner.
Get grounded in your own path, not someone else’s.
Get grounded in your own path, not someone else’s.
Make your next raise frictionless
Make your next raise frictionless
Online video walkthroughs
No more black box. 8+ hours of videos on a 6-week program.
No more black box. 8+ hours of videos on a 6-week program.
No more black box. 8+ hours of videos on a 6-week program.
Complete your data room
Get your data room done quickly with up to 26 templates.
Get your data room done quickly with up to 26 templates.
Get your data room done quickly with up to 26 templates.
Build your capital stack
Raise the right capital at the right time and save your equity.
Raise the right capital at the right time and save your equity.
Raise the right capital at the right time and save your equity.
Get the feedback you need
30 minute kick-off and final review sessions so you know you're ready.
30 minute kick-off and final review sessions so you know you're ready.
30 minute kick-off and final review sessions so you know you're ready.
Access Slick, our AI
Access AI trained on our hard-won insights so you can get answers quick.
Access AI trained on our hard-won insights so you can get answers quick.
Access AI trained on our hard-won insights so you can get answers quick.
Join our community
Weekly AMAs, hot seats, guest speakers, and peer support—free.
Weekly AMAs, hot seats, guest speakers, and peer support—free.
Weekly AMAs, hot seats, guest speakers, and peer support—free.
We're obsessed with how the right preparation will:
We're obsessed with how the right preparation will:
Stand out every step of the way
Stand out every step of the way
Module 1: Opportunity
What you're selling to investors is your ability to create a future with big outcomes. That's going to make your startup investable. That’s why our first module is designed to make sure you know exactly what your business opportunity is, why it’s valuable, and how to talk about it.
Module 2: Data rooms
You’ll create a focused, articulate data room that demonstrates professionalism, establishes your authority, and accelerates due diligence. Every document you make will reflect the quality investors expect. And best of all, our templates and best practices will help you prioritize what matters most and get it done quickly.
Module 3: Capital plans
Capital needs to match the business it's funding. That's why we're here to help you build a robust capital plan that saves you equity and gets your cash flow needs met, whatever your business.
Module 4: Fundraising tactics
We’ll show you how to raise from angels, VCs, corporates, and big gov't programs. Our goal is to make you expert at investor relations and closing deals, now, and for every round you do next.
Module 1: Opportunity
What you're selling to investors is your ability to create a future with big outcomes. That's going to make your startup investable. That’s why our first module is designed to make sure you know exactly what your business opportunity is, why it’s valuable, and how to talk about it.
Module 2: Data rooms
You’ll create a focused, articulate data room that demonstrates professionalism, establishes your authority, and accelerates due diligence. Every document you make will reflect the quality investors expect. And best of all, our templates and best practices will help you prioritize what matters most and get it done quickly.
Module 3: Capital plans
Capital needs to match the business it's funding. That's why we're here to help you build a robust capital plan that saves you equity and gets your cash flow needs met, whatever your business.
Module 4: Fundraising tactics
We’ll show you how to raise from angels, VCs, corporates, and big gov't programs. Our goal is to make you expert at investor relations and closing deals, now, and for every round you do next.
I'm a fractional CFO who helps founders raise money and make it last. I've worked with 30+ startups in biotech, cleantech, agtech, and software to help raise $16M+. I've also hosted raise-readiness sessions (webinars, workshops, 1:1 programs) for 350+ founders across BC, AB, and Ontario.
I'm a fractional CFO who helps founders raise money and make it last. I've worked with 30+ startups in biotech, cleantech, agtech, and software to help raise $16M+. I've also hosted raise-readiness sessions (webinars, workshops, 1:1 programs) for 350+ founders across BC, AB, and Ontario.
We're trusted by partners across canada to deliver acclaimed webinars and workshops
VANTEC | New Ventures BC | Life Sciences BC | NEXT Canada | Innovation UBC | Innovate Calgary | Thin Air Labs | Northern Innovation Network | UVic Innovation Centre | COAST | Foresight | Spring
VANTEC | New Ventures BC | Life Sciences BC | NEXT Canada | Innovation UBC | Innovate Calgary | Thin Air Labs | Northern Innovation Network | UVic Innovation Centre | COAST | Foresight | Spring
VANTEC | New Ventures BC | Life Sciences BC | NEXT Canada | Innovation UBC | Innovate Calgary | Thin Air Labs | Northern Innovation Network | UVic Innovation Centre | COAST | Foresight | Spring
Here's what people are saying:
Here's what people are saying:
Instead of second-guessing what investors wanted to see or scrambling to respond to diligence requests, I felt prepared and confident. The return on time was huge.
Instead of second-guessing what investors wanted to see or scrambling to respond to diligence requests, I felt prepared and confident. The return on time was huge.
Melissa L'Heureux-Haché, Co-founder, VEGAIN
Melissa L'Heureux-Haché, Co-founder, VEGAIN
David created a space where asking questions felt welcome, and that helped me stay engaged and confident. This training turned out to be one of the most useful and empowering learning experiences I’ve had.
David created a space where asking questions felt welcome, and that helped me stay engaged and confident. This training turned out to be one of the most useful and empowering learning experiences I’ve had.
Helia Pournasr, Product Manager, Elumind
Helia Pournasr, Product Manager, Elumind
We thought we were going to be building documents, but instead we ended up getting more clarity on what our business actually is and what we want to do for the next year or two.
We thought we were going to be building documents, but instead we ended up getting more clarity on what our business actually is and what we want to do for the next year or two.
Ryan Wenner, Director, INTUITIV
Ryan Wenner, Director, INTUITIV
Working with David on our data room saved us so much time. He did a great job helping us put together a cohesive, well-organized structure and tie it all together.
Working with David on our data room saved us so much time. He did a great job helping us put together a cohesive, well-organized structure and tie it all together.
Keith Cleland, CEO, Aqua-Cell Energy
Keith Cleland, CEO, Aqua-Cell Energy
David’s expertise has significantly enhanced our ability to raise capital.
David’s expertise has significantly enhanced our ability to raise capital.
Jesse Knight, CEO, Seawise Innovative Packaging
Jesse Knight, CEO, Seawise Innovative Packaging
A strong data room gives me confidence in the strategic plan and that the founder and their team can execute it. David is an expert on helping founders prepare to raise.
A strong data room gives me confidence in the strategic plan and that the founder and their team can execute it. David is an expert on helping founders prepare to raise.
Aaron Stuart, CEO, VANTEC, and COO, WUTIF Capital
Aaron Stuart, CEO, VANTEC, and COO, WUTIF Capital
An investor said to me the other day that never in his 15 years investing in startups has he seen a data room as organized and thorough as mine.
An investor said to me the other day that never in his 15 years investing in startups has he seen a data room as organized and thorough as mine.
Rob Tenniswood, CEO, Garde Bio
Rob Tenniswood, CEO, Garde Bio
Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked.
Having everything prepared means we can not only move fast, but with confidence because we've already completed our homework and thought through 90%+ of the questions that will get asked.
Wim Kerkhoff, CEO, TopLeft
Wim Kerkhoff, CEO, TopLeft
This program provided me with a clear understanding of what information I'll need during due diligence. I feel more prepared to raise money, whether dilutive or non-dilutive.
This program provided me with a clear understanding of what information I'll need during due diligence. I feel more prepared to raise money, whether dilutive or non-dilutive.
Jesse Hudkins, Thermaspire
Jesse Hudkins, Thermaspire
David this was hands down one of the most helpful and informative I have attended. Thank you for the 201 on data rooms, this was awesome.
David this was hands down one of the most helpful and informative I have attended. Thank you for the 201 on data rooms, this was awesome.
Innovation UBC webinar participant
Innovation UBC webinar participant
The data room is everything. This isn’t just about early stages. This is for all stages.
The data room is everything. This isn’t just about early stages. This is for all stages.
Karolina Valente, CEO VoxCell BioInnovation
Karolina Valente, CEO VoxCell BioInnovation
We had zero idea where to even begin so having you walk us through the process was the biggest help. Now we have a template we can refine and play with and use to get our fundraising done right.
We had zero idea where to even begin so having you walk us through the process was the biggest help. Now we have a template we can refine and play with and use to get our fundraising done right.
Alexander von Kaldenberg, CEO, GoChip
Alexander von Kaldenberg, CEO, GoChip
Get ready to raise
Get ready to raise
THE FRICTIONLESS DATA ROOMS PROGRAM
Coming Feb 2026
Coming Feb 2026
Complete an investor-ready data room.
Complete an investor-ready data room.
A 6-week schedule to get this done right.
A 6-week schedule to get this done right.
8+ hours of on-demand videos.
8+ hours of on-demand videos.
Up to 26 templates to get this done quick.
Up to 26 templates to get this done quick.
30 minute kick-off and final review calls
30 minute kick-off and final review calls
Learn the most efficient capital for you.
Learn the most efficient capital for you.
Get our AI, Slick, trained on hard-won info.
Get our AI, Slick, trained on hard-won info.
Join the Frictionless Fundraising community.
Join the Frictionless Fundraising community.
Have more questions?
What stage of financing is this program for?
Pre-seed and seed stages
I'm busy. How much time will I save?
Leading question: Yes. You can spend months trying to figure out how to get ready without being successful. With our program, all you need is 2 days a week for 6 weeks and enough time to watch all 8 hours of content.
I don't know what to prepare. Can you help?
Another leading question: Yes. The point of this program is to show you not just the files you need, but which are most important so you can focus your time on what matters.
Can I get a refund if I decide I don't want to raise?
Yes. If you don't feel you've recieved serious value from this program you can get a full refund within 14 days. However we recommend doing our free Investability Assessment first and making sure this path is for you.
Can I get one-on-one support with this?
Yes. Your program includes a 1 hour session you can book anytime with us. We recommend you do this when you are done the program and are ready for a data room review and a review of your raise terms. Otherwise come out to the community weekly AMAs anytime.
What systems do you use?
We use Google Drive to deliver the templated files and Google Suite to edit. You can always download your templates to Word and Excel if you prefer.
Can I get a payment plan?
Yes. You can select multiple payments via the Stripe payment gate.
Will I be completely ready to raise by the end of this program?
Yes. You do not need anything more than what's included in this highly-curated training program for early-stage founders. That said, once you get into market and start speaking with investors and receiving feedback you will continue to make adjustments, but now from a solid foundation.
What stage of financing is this program for?
Pre-seed and seed stages
I'm busy. How much time will I save?
Leading question: Yes. You can spend months trying to figure out how to get ready without being successful. With our program, all you need is 2 days a week for 6 weeks and enough time to watch all 8 hours of content.
I don't know what to prepare. Can you help?
Another leading question: Yes. The point of this program is to show you not just the files you need, but which are most important so you can focus your time on what matters.
Can I get a refund if I decide I don't want to raise?
Yes. If you don't feel you've recieved serious value from this program you can get a full refund within 14 days. However we recommend doing our free Investability Assessment first and making sure this path is for you.
Can I get one-on-one support with this?
Yes. Your program includes a 1 hour session you can book anytime with us. We recommend you do this when you are done the program and are ready for a data room review and a review of your raise terms. Otherwise come out to the community weekly AMAs anytime.
What systems do you use?
We use Google Drive to deliver the templated files and Google Suite to edit. You can always download your templates to Word and Excel if you prefer.
Can I get a payment plan?
Yes. You can select multiple payments via the Stripe payment gate.
Will I be completely ready to raise by the end of this program?
Yes. You do not need anything more than what's included in this highly-curated training program for early-stage founders. That said, once you get into market and start speaking with investors and receiving feedback you will continue to make adjustments, but now from a solid foundation.
Fundraising confidence.
Fundraising confidence.
Fundraising confidence.
Coming your way.
Coming your way.
Coming your way.
Join the waitlist today and get access to product discounts, beta release materials, and fundraising insights.
Join the waitlist today and get access to product discounts, beta release materials, and fundraising insights.
Join the waitlist today and get access to product discounts, beta release materials, and fundraising insights.
