About this event
A two-day interactive workshop designed for PropTech founders, executives, and board members navigating recapitalizations, strategic partnerships, and M&A processes.
Tuesday, September 23: 12:00pm–1:30pm EDT
Wednesday, September 24: 12:00pm–1:30pm EDT
Both sessions will be recorded.
Over two 90-minute live sessions, you’ll learn how to map the full buyer universe, position your company with strength, and run a competitive process that creates real optionality. You’ll leave with frameworks, checklists, and case studies that help you avoid costly mistakes — and maximize your leverage when it matters most.
Participants will receive pre-read materials, including buyer landscape maps, process checklists, and narrative frameworks, and gain post-course access to Circle, where we’ll share recorded videos, example decks, and process templates.
You’ll learn how to:
- Map your buyer universe — understand the differences between strategic and financial buyers, and how each evaluates value.
- Play offense with a hybrid approach — frame your raise to maximize valuation while leaving the door open for opportunistic M&A.
- Craft marketing materials that win — design decks and data rooms that build investor confidence (and avoid common mistakes).
- Decide on bankers — know when to hire one, what good bankers actually do, and how to negotiate their fees.
- Run a competitive process — structure outreach, build competitive tension, and know when to pivot, delay, or reframe.
You’ll leave with a step-by-step framework to run your process like a world-class M&A team — even if this is your first time.
The Workshop Will Cover:
The Buyer Landscape
- Mapping strategic vs. financial buyers
- Understanding motivations, timelines, and valuation drivers
- Creating a balanced target list to drive competition
Framing the Narrative
- How to position your company as raising capital, not selling
- Language that builds leverage vs. language that kills deals
- Keeping board and investor messaging aligned
Marketing Materials & Data Room Discipline
- What belongs in an investor-ready deck
- Red flags that get decks torn apart
- Data room best practices to accelerate diligence
The Banker Question
- When you don’t need one — and when you do
- What good bankers actually do in a process
- Fee structures, negotiation tips, and red flags
Running a Competitive Process
- Stages: outreach → NDAs → management meetings → IOIs → LOIs
- Engineering competitive tension between buyers
- Knowing when to pause, pivot, or delay
Case Studies & Pro Tips
- How top founders created optionality and premium valuations
- Lessons from stalled processes — and how to recover
- Insider tips to stay in control at every step
Format & Access:
- Two live sessions: Each 90 minutes, split across two days
- Pre-read materials: Buyer maps, checklists, and frameworks shared in advance
- Post-workshop access: Circle community with recorded sessions, sample decks, and process templates
Frequently Asked Questions
Will students receive a copy of the materials?
Yes, all students will receive a copy of the materials we use.
I can't make this time — will a recording be available?
Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.
