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August 13th • 4:00 PM PT at the Expensify Lounge

Top 5 Things to Know When Preparing to Raise a Series A

An evening for founders who've recently raised — or are preparing to raise — a Series A. Hear from a VC, a tax accountant, an attorney, and Expensify on what it really takes.

The Expensify Lounge: 88 Kearny St, 16th floor • San Francisco, CA 94108

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About the event

Raising a Series A means simultaneously passing scrutiny from investors, lawyers, and even your own finance team During this panel, we will bring together four experts who sit on different sides of the table to break down the top 5 takeaways founders should consider before starting the process: what investors actually diligence, how to avoid tax and equity landmines, what financial rigor is expected, and which legal issues most often stall deals.

Panel

Stephen Estes

CliftonLarsonAllen LLP

Principal & National Tax Leader for the Technology Industry

Rahul Prakash

NOMO Ventures

Managing Director

Ariana Shaffer

Mignano Law Group

Senior Corporate Counsel

Pete Lopez

CliftonLarsonAllen LLP

Consulting CFO

David Barrett

Expensify

Founder and CEO

Topics: Challenges of Raising Your Series A • Top 5 Things to Know When Preparing to Raise a Series A

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