Free Expert Webinar • October 23, 2025 • 11:00 am PT

Timely Capital Moves: Avoid Costly Mistakes Before Your Next Raise

Canadian tech companies are leaving millions on the table during fundraising and they don’t even know it.

One wrong structural decision can eliminate your access to enhanced SR&ED benefits worth 35-68% of your R&D costs. With Canada’s newly enhanced SR&ED program offering up to $525K more in annual refundable credits, the stakes have never been higher.

But here’s the opportunity: Companies that understand these pitfalls can preserve access to non-dilutive funding that could extend their runway by 8-10 months while maximizing their capital efficiency.

Free Webinar

What You’ll Learn

The Hidden Costs of Poor Capital Planning

  • How fundraising decisions directly impact your SR&ED eligibility
  • Real case studies: Companies that lost $500K-$2M annually due to structural mistakes
  • Why the enhanced SR&ED program makes these errors more expensive than ever

CCPC Status & SR&ED Eligibility Essentials

  • Technical requirements that fundraising often disrupts
  • Trigger points that catch companies off-guard (Series A rounds, board changes, management agreements)
  • How to evaluate your current risk level before approaching investors

Cross-Border Coordination Strategies

  • Why U.S.-Canada operational decisions create unexpected SR&ED impacts
  • Common coordination failures between finance teams
  • IP migration and transfer pricing pitfalls that eliminate benefits

Mitigation Strategies & Best Practices

  • Pre-fundraising planning to preserve CCPC status
  • Negotiating term sheets with SR&ED protection
  • Alternative structures that maintain benefits while attracting foreign investment

Actionable Next Steps

  • Action plan to audit your current structure
  • Integration strategies for upcoming fundraising rounds
  • Early warning systems to prevent costly mistakes

Who Should Attend

  • CFOs and Finance Leaders planning upcoming fundraising rounds or managing cross-border operations
  • Tax and Legal Advisors working with Canadian innovation companies
  • Startup Founders raising Series A or later rounds with foreign investors
  • Corporate Development Teams managing complex ownership structures
  • Anyone responsible for maximizing non-dilutive funding while scaling operations

Your Expert Hosts

Paul Davenport

Moderator

Carlos Coelho

SR&ED Expert

Mat Rutishauser

Solutions Consultant

Emily Mahannah

Principal

Camellia Ho

Partner

Register Now

  • October 23, 2025

  • 11:00 AM PT

  • 45 minutes + Q&A

  • Live online webinar with chat Q&A

Recording will be shared with registered attendees