Investor-Ready
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Pick the modules you need: financial model, presentation materials, target list. We deliver after you complete the information request list.
30 Days to Investor-Ready
Deep Dive & Strategy
DAY_01-05
We immerse ourselves in your business, market, and vision. Through structured interviews and analysis, we identify your unique investment story.
Choose What You Need
Pick and choose from our modular components. Whether you need a single deliverable or a complete package, we tailor the scope to your situation.
Business Plan & Financial Model
Investor-ready Excel model with projections, scenarios, and key metrics. The quantitative foundation of your story.
Pitch Deck / CIM / Teaser
Compelling presentation materials that articulate your investment case. Deck, teaser, or full CIM depending on your process.
Target List
Prioritized list of investors or buyers with fit scoring, direct contact data, and approach notes.
Not sure what you need? Let's discuss your situation and scope the right package together.
Discuss Your Needs →The DIY Alternative
Not every company needs a full-service fundraising advisor. But every company needs professional materials to be taken seriously by institutional investors.
Time Saved
Skip months of document creation and research. Get institutional-quality materials in 2-3 weeks.
First Impressions
Professional materials dramatically improve response rates and set the tone for every conversation.
Target Pipeline
Leave with a researched, prioritized list of investors or buyers who are a genuine fit.
Materials Prep vs Full Advisory
Choose the right level of support for your situation.
MATERIALS_PREP
2-3 WEEKS AFTER IRL
Founders who want professional materials but prefer to run their own process.
FULL_ADVISORY
4-6 MONTH ENGAGEMENT
Companies who want end-to-end support through the entire fundraising process.
Ready to get investor-ready?
Let's scope what you need.