Funded by the Help to Grow: Management Course, this masterclass is designed to strengthen mentors’ confidence when navigating investment-related discussions with their mentees.

The session equips mentors with practical frameworks and insight to support mentees as they consider investment at different stages of business growth. It explores when external funding can accelerate progress, and when it may introduce unnecessary risk or harm to long-term business health.

You’ll examine the mentee investment journey from early-stage ideas through to scaling businesses, gaining clarity on how funding decisions intersect with strategy, capability, and sustainability. The session also clarifies the mentor’s role in investment conversations, enabling mentors to guide thoughtfully and responsibly without needing to be investors themselves.

No prior investment experience is required. This masterclass provides structured questions, practical tools, and real-world perspectives that can be applied immediately in mentoring conversations.

In this session, we cover:

• The mentee investment journey across different stages of business growth

• When seeking investment is appropriate and when it can be detrimental

• The investor mindset versus the founder perspective

• Funding options available at different stages of development

• The mentor’s role in investment-related discussions

• Common fundraising mistakes founders make

• Practical questions to assess investment readiness

What you’ll take away:

• A clear framework for assessing investment readiness

• Confidence to navigate funding conversations without acting as an investor

• Practical tools to guide mentees safely and responsibly

About the presenter

Anna brings over 14 years of hands-on experience supporting businesses before, during, and after investment. Her work spans venture and innovation ecosystems, accelerators, investment groups, and operating businesses across multiple stages, from idea and MVP through to SMEs and scaling companies. Her approach is practical, mentor-aligned, and focused on informed decision-making and long-term business health, rather than fundraising as an end goal.

👉 Make the most of your membership and watch this recording today.