# Event Details - **Event Name**: SETsquared Workshop: Financial due diligence for investors - **Event Start and End Date**: Tue, 04 Nov, 2025 at 02:00 pm – Tue, 04 Nov, 2025 at 03:30 pm - **Event Description**: Learn what to include in your data room, avoid red flags, and prepare confidently for investor due diligence.About this EventSpeaker:Jamie Blackbrow, CFO of Countex FinanceOrganisation:Countex FinanceWorkshop overview:Learn what financials to include in your data room for fundraising and how to organise it clearly for investors.Participants:Leadership team / finance roles within start-ups / scaleups that will require investment roundsAgenda:1. Welcome & Introduction (10 mins)- Brief overview of the session2. What Investors Expect to See (15 mins)- Overall data room structure (including non-financials)- Key Finance documents and categories (e.g. pitch deck, financials, cap table, legal docs- Common red flags and gaps3. Preparing for Due Diligence (15 mins)- How to collate and test the information- How to anticipate investor questions4. Real-World Examples & Best Practices (15 mins)- Case studies or anonymised examples- Do's and don'ts5. Q&A / Open Discussion (15 mins)- Answer participant questions- Discuss specific challenges attendees are facing6. Wrap-Up & Resources (5 mins)- Summary of key takeaways- Resources to helpLearning objectives:An understanding of how to prepare for and execute financial due diligence with investors, including setting up a data roomAbout Jamie:Jamie is a fractional CFO and provides outsourced Finance functions for science and tech-led start-ups and scaleups in his role at Countex.His role includes supporting financial due diligence for investment rounds, including delivering forecasts for investors. to hear news and updates from the Bristol SETsquared Centre, as well as catch up on our member news, events, opportunities and more! https://cdn-az.allevents.in/events8/banners/113e4350-9a36-11f0-9676-41bc27d506f8-rimg-w740-h740-dc0d0713-gmir.jpg - **Event URL**: https://allevents.in/bristol/setsquared-workshop-financial-due-diligence-for-investors/100001720449082519 - **Event Categories**: workshops, charities - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 70, currency: GBP ## Event venue details - **city**: Bristol - **state**: EN - **country**: United Kingdom - **location**: SETsquared Boardroom, Engine Shed - **lat**: 51.4490075 - **long**: -2.5824066999999786 - **full address**: SETsquared Boardroom, Engine Shed, Station Approach, Bristol, United Kingdom ## Event gallery - **Alt text**: SETsquared Workshop: Financial due diligence for investors - **Image URL**: https://cdn-az.allevents.in/events7/banners/d45be8795bd2fa7a6466427793a99b9e483a04059e4fa2fd3f9bc0c8ba36f812-rimg-w1200-h600-dc123065-gmir.jpg?v=1758883613 ## FAQs - **Q**: When and where is SETsquared Workshop: Financial due diligence for investors being held? - **A:** SETsquared Workshop: Financial due diligence for investors takes place on Tue, 04 Nov, 2025 at 02:00 pm to Tue, 04 Nov, 2025 at 03:30 pm at SETsquared Boardroom, Engine Shed, Station Approach, Bristol, United Kingdom. - **Q**: Who is organizing SETsquared Workshop: Financial due diligence for investors? - **A:** SETsquared Workshop: Financial due diligence for investors is organized by SETsquared Bristol. - **Q**: Who is this event for? Is it right for me? - **A:** SETsquared Workshop: Financial due diligence for investors is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Bristol, this event is thoughtfully curated to deliver a standout experience worth every moment. 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