Data Rooms and Financial Controls for Due Diligence, Rob Ricciardelli, Escalon Services

Name: Data Rooms and Financial Controls for Due Diligence
Start: 2025-12-04 12:00:00
End: 2025-12-04 13:00:00
Location: Data Rooms and Financial Controls for Due Diligence

This session covers building an investor-ready data room that builds trust and speeds up your fundraising process.

We'll walk through the essential structure—

Corporate documents
Cap Table
Financials (P&L, balance sheet, cash flow, budgets, forecasts)
Tax
Legal (contracts, IP, licenses)
HR (equity plans, offer letters)
Product/Tech (architecture, security)
Customer & GTM metrics (MRR/ARR, churn)
Compliance
Board materials
KPI dashboards

You'll learn how to identify and fix common red flags, assign ownership for each section, establish timelines for completion, and manage Q&A responses.

We'll also cover presentation best practices, including creating an executive summary, CFO financial highlights, effective data room walkthroughs, and ensuring alignment between your pitch and supporting materials.

Speaker

“

Rob Ricciardelli

Well networked Sales Professional. Escalon Services.

More than 25 years of solution, value, and collaborative based sales leadership to Fortune 1000 companies. I achieve success through high level trust, collaboration, innovation, service, and integrity. As a progressive change agent, I help clients achieve success by thoroughly understanding their concepts, values and decision making process.

Dec

Thu

in-person

WHERE
zoom
WHEN
12:00 PM - 1:00 PM
SPEAKER
Rob Ricciardelli

You must be Pre-Qualified to Register

Apply Now

all founders,
not just ceo

People inclined to be Founders are a rare breed, and are hard to spot in society. We welcome ALL Founders, regardless of role, and generate proprietary profiles for every member so you can easily find your next team member or co-Founder.

current founders

Regardless of where you are on your journey, Founders share a unique set of challenges. Hiring, leadership, managing investors, developing products, handling customer issues, external communications, etc. This community exists to amplify your success.

TRANSITIONING FOUNDERS

So you’ve founded at least one company, and now you’re looking to refine your next great idea or find the perfect co-founder. Share and learn from a wide array of talented Founders in your area.

CURIOUS FOUNDERS

Congratulations! You’ve found success as a Founder and are now getting curious about doing it again. Now you need to find the right idea and co-founder to excite you. Share your wisdom and passion while forming new bonds within the startup ecosystem in your area.

To Pre-Qualify for participation, please fill out an application