Workshops
Instructor canceled 9/5/24
Process Rolling Investment Closing
•
Apprentice 
Instructed by Johanna Lobo
KB
AD
RD
Rick Devine + 2 attending
Instructed in English
Live/Recorded via Zoom
Up to 5 people
You'll learn
Process Rolling Investment Closing
Process the closing of Series B Preferred Round of Investment on a rolling basis.
And the skills you'll learn
Investor RelationsInvestment ReportingInvestor CommunicationsPrivate Equity Capital Raising
Meet your instructor
Johanna Lobo
VP Business Operations at Talentsky
5 rating
1 reviews
Partnering with the CEO and VP of Finance to ensure successful business operations.
About
In this workshop we will discuss the process of administering rolling closes of Series B preferred investments.
Task assignment
After attending this workshop, you will understand how the Talentsky team handles the processing of Series B investments on a rolling basis. You'll have a better handle on what documentation is required for our closings, including the updates that we provide to current shareholder groups after each closing is conducted.
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Schedule
No dates available