Due Diligence for Securing Investments

Posted on October 15, 2024

November 6, 2024

3:00 – 4:00 p.m. EST

Christine Clay, Founder, Sterling Birch Associates

Register in advance for this meeting here.

After registering, you will receive an email with information about joining the meeting.

Due Diligence work takes many forms. Traditional investors, venture funds, and strategic partners for anything larger than a Safe Round will all ask for your Due Diligence work before committing themselves. Starting this work early keeps it easier and more affordable than trying to assemble the documentation retroactively. This session will examine the categories of Due Diligence needed for these engagements, the overlap with your existing diligence for compliance, existing systems for creating due diligence data rooms and a due diligence checklist.

CenterState CEO

Other Member News

2025 Central New York Real Estate Conference
October 21, 2025

2025 Central New York Real Estate Conference

This one-day event offers unparalleled opportunities for networking, lead generation, and brand visibility—whether through attending, tabling, or sponsoring.

October 20, 2025

Springbrook Expands in Central New York with New Syracuse Office

The expansion marks an exciting milestone in Springbrook’s ongoing mission to provide exceptional, person-centered support across the state.

Warm, hearty meals for casual friendly get-togethers
October 17, 2025

Fulton Dining and Activity Center Menu

Reservations are encouraged and bussing is available from participants homes to the center.

Oswego Jiu Jitsu & The Mix Women's Self-Defense Seminar
October 15, 2025

Oswego Jiu Jitsu & The Mix Women's Self-Defense Seminar

Find out more information and register here.

October 15, 2025

Join SUNY Oswego for A Showcase of Innovation, Collaboration and Impact!

RSVP to join us on October 23-24, 2025 at SUNY Oswego for any or all of the following four free events.

BCBS
October 14, 2025

Excellus BCBS 2026 Enrollment

Three simple steps to finding your new plan for 2026.

Shoulder Pain? Join SOS for a Virtual Community Talk on November 12 2025
October 14, 2025

SOS to Host Virtual Community Talk: “Your Shoulder Health: Exploring Arthritis Care and Surgical Advances”

The goal of the webinar is to empower patients and caregivers with evidence-based information, demystify the treatment process, and provide a forum for questions.

John Huhtala
October 7, 2025

Tompkins Community Bank Welcomes Commercial Banking Regional Manager

Huhtala, a 28-year industry veteran known for his leadership, mentorship and community engagement, will lead operations with the goal of driving growth and value for the bank’s clients.

shake shack pic
October 7, 2025

Shake Shack Grand Opening in DeWitt

We will be donating $1 from every burger and chicken sandwich purchased to the Food Bank of Central New York.