MATTER Lunch & Learn: Part 2: Fundraising in the Neuro Space

This is part two of a two-part series. You can register for part one here.

In this lunch and learn, NTX Services will walk through their three-part approach to support companies in the context of fundraising:

1. Preparing a data room e.g. (pitch deck, financial forecast and modeling, other company information)
2. Finding investors
3. Preparing for investor discussions

Join this lunch and learn to learn how to:

• Understand the type of documentation investors will like to see in your data room
• Recognize when you are “ready” to start raising funds
• Identify and approach the right investors
• Leverage your network to make meaningful investor connections
• Understand how to prepare for discussions with investors and develop the right hard and soft skills

As NTX Services covers their approach to fundraising, their experience is that companies will likely have several questions unique to their own business model and strategy. While NTX Services will keep some time for questions at the end of the session, they will be happy to follow up with companies individually after the session.

ABOUT THE SPEAKERS

Adam Sefler, CPA, CFA

Co-Founder & Chief Executive Officer

Adam Sefler is a strategy and finance expert with a unique knowledge of the neurotechnology industry. On top of co-founding NTX Services and becoming a trusted advisor to executives in the field of neurotechnology, Adam has cumulated over 15 years of experience across world renowned firms, including the global management consulting firm McKinsey & Company.

Throughout his career, Adam has developed expertise in strategy, corporate and transactional finance, operations, project management, risk management, as well as organizational design and change management, allowing him to tackle business problems from a wide range of angles, helping clients at different life stages, from startups to established multi-billion dollar companies.

Adam holds CPA, CFA, CAIA and PRM designations, as well as a Graduate Degree in Accounting from HEC Montreal.

Radhika Gupta, MBA, CFA

Chief Operating Officer

Radhika Gupta is a finance and marketing professional with buy-side investment experience and a passion for neurotechnology. Radhika has accumulated more than 10 years of experience across various industries in Fortune 500 companies and investment funds.

Throughout her career, Radhika has developed expertise in investments, valuation, marketing, sales and operations across a wide variety of developed and emerging countries. Prior to joining NTX Services as COO, she worked as a buy-side investment professional at a $200B+ Canadian investment fund, evaluating companies for a $1B+ equity portfolio.

Radhika has intentionally pursued education across various disciplines in business through an MBA in finance at McGill and a BCom in marketing at UBC in order to develop a holistic approach in practice. She is also a CFA Charterholder.