Episode 68: Mastering Startup Fundraising with Annie Bergevin

Synopsis

Episode 68. In this episode of The Lifetime at Work Podcast, host Greg Martin interviews Annie Bergevin, a fractional CFO and advisor for tech startups based in Montreal.

As the founder of On Point Business Plans and a guest lecturer at Columbia Business School, Annie shares her career journey from investment banking at Credit Suisse and CIBC World Markets to entrepreneurship. The conversation dives into her role in helping startups raise capital from VCs, tips for creating the perfect pitch, and the importance of a solid financial foundation.

Annie also discusses the evolving landscape of startup funding and educational changes for MBA students aspiring to enter the entrepreneurial world.

• 00:00 Introduction to the Podcast

• 00:16 Meet Annie Bergevin: Fractional CFO and Advisor

• 01:11 Annie's Role in Helping Startups

• 04:15 Annie's Career Journey

• 06:26 Starting On Point Business Plans

• 07:44 Navigating the VC Landscape

• 09:24 Raising Capital: Tips and Challenges

• 12:39 The Importance of Financial Organization

• 19:11 The Role of Personality in Entrepreneurship

• 21:17 The Current State of Venture Capital

• 33:22 Advice for Aspiring Entrepreneurs

• 37:26 Annie's Future Goals and Final Thoughts

• 39:04 Conclusion and Farewell

Background and Key Links

• Started her career in investment banking at Credit Suisse and CIBC

• Guest lecturer at Columbia University

• Today works as a fractional CFO focused on early stage startup companies and through her business OnPoint Business Plans

• Find Annie on Linked-In