Welcome to the CEM Advisory MasterClass


Transform Your Investor Meetings into Powerful Opportunities


You've come to the right place if you want to transform your investor meetings into powerful opportunities for your company. This MasterClass delivers battle-tested strategies and actionable insights focused on one critical outcome: creating exceptional investor meetings.


How to get the most from your MasterClass experience:


  • Watch the nine instructional videos
  • Engage with the hands-on Chapter Workbooks to put strategies into practice
  • Complete 'The Final Quiz' to assess your progress and reinforce key takeaways
  • Follow the sequence - each chapter builds on the last


"The real value comes from immediately applying these proven strategies to your investor meetings. To ensure you're getting the most out of this MasterClass, schedule a free consultation with me for personalized strategies to maximize your results." Patrick Finucane, Managing Director CEM Advisory

Course Preview

  Welcome to Our MasterClass
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  Chapter 1: Engagement: The First Step in Mastering the 1-1 Investor Meeting
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  Chapter 2: The Hook: Captivating Investor Attention in 2 Minutes
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  Chapter 3: The Transition: Creating a Powerful Conversation
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  Chapter 4: Visual Impact: Introducing the “Level One” Deck
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  Chapter 5: Deck Dynamics: Crafting Your Investor Roadmap to Success
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  Chapter 6: The Cap Table: Mapping Your Company's Ownership DNA
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  Chapter 7: Financial Foundations: Charting Your Financial Story for Investors
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  Chapter 8: Nailing the Q&A: Your Secret Weapon After the Pitch
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  Chapter 9: The Art of the Follow-Up: Turning Positive Meetings into Lasting Relationships
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  Chapter 10: The Quiz
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  Chapter 11: The Quiz Appendix: Understanding Your Mastery Level: Beyond the Score
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  Chapter 12: CEM Advisory MasterClass Full Workbook
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MasterClass Sign-Up


Checkout below with (1) a credit card or (2) use your complimentary coupon code to gain instant access below.


PLEASE NOTE: All existing CEM Advisory clients will receive a coupon code granting access within a few days of the launch.

Patrick Finucane

Managing Director CEM Advisory

For over three decades, Patrick has brought invaluable experience to CEOs and senior executives, guiding them through the challenges of business growth and positioning for success in the capital markets. His approach blends hands-on expertise with insights from strategy, behavioral economics, and leadership best practices.

As the co- founder of CEM Advisory, Patrick helps leaders articulate their vision, captivate investors, and drive meaningful business growth. His strategic guidance has been instrumental in transforming how CEOs navigate financial markets and manage critical stakeholder relationships.

Patrick’s role as an advisor to the CEM Partners Fund gives him a unique perspective on current market trends, which he uses to keep clients ahead of the curve.


[email protected]

604-619-6678