Lifetime at Work: Finding the Meaning in Our Careers
Your career is more than just a job—it’s a chance to create an impact and find personal fulfillment. This podcast explores the journeys of business leaders, uncovering how work shapes our lives, the world, and what makes a career truly meaningful.
Hosted by Greg Martin, a Toronto-based investment banker and M&A advisor, the show dives into the deeper questions behind our careers—why we work, what drives success, and how our professional lives shape the world around us. In an era of AI, career freedom, and globalization, the meaning of work is evolving, leaving many to question its true purpose.
Through conversations with founders, business leaders, and investors across private equity, public markets, and venture capital, the podcast uncovers insights from those who have built, grown, and influenced some of North America's most successful companies. It also features advisors, consultants, and investment bankers who help shape the future of business, sharing lessons from their wins, losses, and defining career moments.
Lifetime at Work: Finding the Meaning in Our Careers
Mastering Startup Fundraising with Annie Bergevin
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