For Founders

Read next

Masterclass

Module 4: Reviewing the Data Room & Analyzing Financial Statements

We break down what to look for in everything from a balance sheet to a convertible note ledger and operating agreements.

By Megan Ananian

Masterclass

How to Begin Diligencing a Company

We walk you through how review a pitch deck, understand the diligence process, and prepare questions for founders.

By Megan Ananian

For Female Funders

How to Critically Evaluate a Company’s Potential

Building a holistic picture of the founder is key.

By Erin Lowry

For Female Funders

Questions to Ask Every Founder Before Investing

What's the secret sauce every investor looks for in a founder? Here are 7 things to think about before handing over your money.

By Erin Lowry

For Female Funders

What to Look For—and Look Out For—In a Pitch Deck

How well does the founder actually understand the market?

By Erin Lowry

Resources

How to Craft an Investment Thesis and Understand Investment Securities

By being a Member of The Helm Investor Community, we will source and diligence opportunities for you, but we want you to have the tools necessary to be able to do this on your own as well.

By Megan Ananian