SERVICE · 04
Finance & Fundraising
Models, board narratives and investor processes that close - run by people who have sat on both sides of the table.
OVERVIEW
Raise with a story that holds up.
Investors back clarity. We build the model, the narrative and the process with you, so every meeting moves the round forward and the board understands the plan before you raise.
TYPICAL OUTCOMES
A model the board and investors trust
A narrative that survives diligence
A tight, well-run investor process
A round closed on your timeline
DELIVERABLES
What you get.
01
Financial model
Three-statement model with clear, defensible assumptions.
02
Investor narrative
The deck and the story behind every slide.
03
Process plan
Target list, sequencing and a weekly pipeline review.
04
Data room
Everything diligence will ask for, ready before they ask.
TIMELINE
How a sprint runs.
WEEK 1
Model
Rebuild the numbers and the assumptions behind them.
WEEK 2
Narrate
Write the story and stress-test it with friendly investors.
WEEK 3
Prepare
Data room, target list and meeting plan.
WEEK 4
Run
Weekly pipeline reviews until the round closes.
Other services.
Strategy questions.
Anything else - just ask on the call, or drop us a note.
Do you introduce us to investors?
+
Where it helps, yes. But the process, the story and the relationships stay yours.
When should we start preparing?
+
Ideally six to twelve months before you plan to raise.
Do you take equity?
+
No. We work on fixed fees and retainers only.