Webinar: Building on Your Success – What’s Next?

Are you prepared to go through the next round of fundraising? Transitioning your business to the next stage means understanding investors’ expectations while entering a new world of standards and reporting requirements. What is involved in round two of fundraising? How do you prepare for a first-time financial statement audit?

With Cleo Capital, Hermes Robotics and Welcome on this panel, we had an open discussion on:

  • Focus areas for fundraising, round two
  • Financial reporting pitfalls for early stage companies
  • Preparing for your first audit

Weaver & Carta Webinar Series Part One: Building on Your Success – What’s Next?

Meet the speakers:

This is part one of the Weaver and Carta webinar series on Financial and Strategic Considerations for Scaling Your Business. With interest rates climbing and the changing cost of capital, now is the time to anticipate the next steps of your “early stage” business journey. This two-part webinar series focuses on the strategic considerations for transitioning your business to the next stage.

This webinar is for all levels of business professionals, accountants and CFOs. Please note that CPE credit is not awarded for recorded webinars. Keep an eye on our events page, or sign up to receive invites for future webinars.



Peter Lee

Peter Lee

Partner and West Coast Commercial Practice Leader


Peter Lee, CPA, CGMA, has more than 20 years of experience advising clients and serving emerging, middle and large…

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