SF TECH WEEK 2026 · OCTOBER 5 · SAN FRANCISCO
THE DILIGENCE ROOM
Founders & Funders Due Diligence Forum
What actually gets tested after the pitch?
The pitch opens the door. Diligence decides what happens next.
Join founders, CFOs, investors, legal counsel, and transaction professionals for a practical forum on capital strategy, financial readiness, legal readiness, investor expectations, and due diligence.
Formal Program: 2:45pm – 6:45pm
Where: Optional Networking Reception
Hosted by LNB Accounting | Co-hosted with Hanson Bridgett | lnbaccounting.com | #SFTechWeek
The Event
Most events teach you how to pitch.
This one prepares you for what comes next.
Once investors become interested, the conversation changes.
They begin testing the numbers, financing history, legal documents, contracts, forecasts, capitalization, data room, and management responses.
The Diligence Room brings both sides of that process together.
Founders learn what to prepare | Investors learn what to test | Advisors show how financial and legal readiness connect.
Why Attend?
For Founders
Choose the right capital path, prepare a credible data room, strengthen your financial evidence, and avoid preventable diligence delays.
For Investors and Funders
Sharpen first-pass review, identify incomplete support, distinguish readiness gaps from material red flags, and determine when deeper Financial Due Diligence is needed.
For Advisors
See how financing documents, financial reporting, contracts, governance, IP, privacy, AI, and transaction readiness fit into one diligence process.
Program at a Glance
2:45–3:00 PM
Arrival + Red-Flag Wall
Submit one financing, readiness, data-room, or diligence question that you want the panelist and DD experts to address.
3:00–3:10 PM
Opening Remarks
LNB Accounting introduces the journey from capital choice to investor-ready evidence.
3:10–4:00 PM
Financing a Deal
Explore equity, private capital, debt, and strategic financing—and understand the documents, rights, runway, and diligence consequences each option creates.
4:00–4:50 PM
The 30-Day Data Room Sprint
Explore equity, private capital, debt, and strategic financing—and understand the documents, rights, runway, and diligence consequences each option creates.
4:00–4:50 PM
Break
Learn what can realistically be prepared in 30 days across financial reporting, legal documents, contracts, capitalization, and management Q&A.
5:00–5:30 PM
Legal + Operational Readiness
Learn what legal and operational issues are most likely to become diligence blockers, including privacy, data protection, IP ownership, AI-related legal issues, incentive compensation, and equity compensation.
5:30–6:00 PM
Investor Expectations
Hear what builds confidence, what triggers follow-up questions, and what causes an investor to request deeper review.
6:00–6:30 PM
PM From Request List to Readiness Memo – Live MyLNB DD App Mock Demo
See how diligence requests, supporting evidence, issues, management Q&A, red flags, and decision-ready reporting can be connected in one structured workflow. The demonstration uses fictional data and illustrates a proposed workflow. Final professional judgments remain human-led.
6:30–6:45 PM
Q/A & Closing Remarks
Leave with a clearer next step for financial, legal, data-room, or transaction readiness.
6:45–7:45 PM
Optional Networking Reception
Continue the conversation over appetizers with founders, funders, legal counsel, finance leaders, and transaction professionals.
Who Should Attend?
- Seed to Series A founders preparing to raise.
- Startup CFOs, controllers, and finance leaders.
- Venture investors, family offices, and private-capital professionals.
- Venture-backed and growth-stage companies.
- Startup and transaction attorneys.
- M&A, banking, and transaction advisors.
- AI, SaaS, fintech, and technology companies preparing for greater investor scrutiny.
What You Will Leave With
- A clearer capital strategy.
- A practical 30-day readiness plan.
- A sharper investor-review lens.
- A better understanding of what belongs in the data room.
- A structured view of how requests become evidence, issues, questions, and decisions.
Financial Readiness Meets Legal Readiness
LNB Accounting
LNB leads the Financial Due Diligence, financial evidence, investor red-flag, QoE preparation, and transaction-readiness discussion.
Hanson Bridgett
Hanson Bridgett brings the legal diligence perspective across financing documents, governance, contracts, IP, privacy, AI/data rights, and capitalization. Together, the co-hosts help founders prepare more effectively and help funders review companies with greater clarity.
The pitch may create interest.
Readiness creates confidence.
Bring one question · Bring one diligence concern · Leave with a clearer path forward.
ENTER THE DILIGENCE ROOM
Space is limited to preserve the quality of the discussion.