Getting investor dollars isn’t just about the term sheet. Founders also need their legal structure and financial records to inspire confidence.

In this fast, practical session, Hastings PC and Lodestar Financials team up to show you
how to get “deal-ready” without the stress.

What you’ll learn:

From the legal side (Tyler Hastings, Hastings PC):

• Clean cap tables and founder equity restrictions
• SAFEs, convertible notes, and priced rounds
• Protective provisions, board mechanics, and entity formation essentials

From the financial side (Lodestar Financials):

• Why investors expect accrual-based, GAAP-ready accounting (not just bookkeeping)
• How to structure a chart of accounts that tells the right story
• The startup metrics that matter: burn rate, runway, unit economics, and deferred revenue
• What “Financial due diligence” really means and how clean books accelerate deals

You’ll leave with a clear, field-tested framework for what investors actually look for and
practical steps you can take now to avoid red flags and move faster when the opportunity
to raise comes.

Who Should Attend:

• Pre-seed to Series A founders preparing for fundraising
• Startup operators and finance leads
• Angel investors and advisors supporting early companies