Successful transactions are rarely opportunistic. They are prepared, intentional, and often banker-enabled.

Join us for this installment of a three-part virtual series hosted by the Deal Network and the Investment Banking Subnetwork (Financial Services Network). Organized around the Deal Network pillars of RAISE, ACQUIRE, and EXIT, each session features a panel of experienced investment bankers, entrepreneurs and investors who have significant experience in that stage of the deal lifecycle.

This first installment focuses on RAISE: how entrepreneurs can partner with bankers to prepare for and execute successful growth capital raises. Through practical insights and real-world examples, panelists will unpack how bankers evaluate readiness, structure capital, assess risk, and position companies for strong market reception. YPOers will gain clarity on when to engage bankers, what bankers expect before going to market, and how founders can avoid common pitfalls that undermine valuation and momentum. Aimed at entrepreneurs, investors, and financial services professionals navigating high-stakes transactions, this session provides stage-specific guidance you can apply immediately to real deals.

Key takeaways from this event include:
- When should you hire a banker, and how do you evaluate bankers?
- What value does a banker create, and how do you align interests?
- The KPIs, metrics, and milestones bankers expect before a raise.
- Tactical steps to strengthen investor appetite and deal outcomes.
- Optimization of valuation, terms and timeline.

Raise capital with clarity, credibility, and leverage.