David W. Wright, ICD.D, has spent his career supporting technology-enhanced high-growth companies as an equity research analyst, investment banker and corporate advisor. Through Cassio Capital Advisors Inc. (www.cassiocapital.com), David provides Capital Markets, Corporate Finance and Transaction Advisory and Valuation services. David has analyzed thousands of public and private technology companies, including conducting due diligence of private China-based corporations. As an investment banker, David raised capital, provided Fairness Opinions, M&A advice, as well as authored valuation assessments providing insight into companies’ value drivers.

In this Mentor Moment you will learn:

  1. How to pitch to investors
  2. Why it is important to complete your written business plan
  3. Why you should prepare 3 years of financial forecast

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