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An Introduction to Financing


Are you growing your company? Do you have a strategic financing plan in place? Have you figured out when to seek non-dilutive debt versus equity, and how to leverage your alternative assets? Do you know how to get in front of Angel groups, and what to say when you do? 

Get answers to these questions and more in this interactive session with OKR’s Managing Partners, moderated by Deloitte’s Gi3 Partner. 


Managing Partners

Jason Neale & Randy Thompson

Jason and Randy started a fund when they struggled to get financing leveraging a SRED tax credit from traditional banks. Since then they've provided hundreds of companies with working capital, secured against government grants and tax credits. In addition to debt financing, OKR Financial now also has a Venture Fund.

Jason has raised $150 million in equity, debt, and government financing over the course of his career. He was awarded Deloitte Fast 50 Top 10 CEO (2010), E&Y Entrepreneur of the Year (2009) and NRC Leaders in Innovation Winner (2009). He has successfully led seven exits and seven turnarounds. He holds a PhD (Essex, UK), MBA (Columbia, US), and MBA (London Business School, UK).

Randy sits on six boards and has made 55 investments as an angel. He is also Founder and CEO of Valhalla Angels, Canada’s most active angel network with five chapters and investments of $59M in 220 companies to date. He was awarded National Angel Capital Organization Angel Investor of the Year (2018 )and Startup Canada Angel of the Year (2014). Early in his career he founded Alberta SuperNet & Khyber Pass Entertainment.

Please join us!

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