Fundraising Support

Overview

What we deliver

We help companies prepare financial models, data rooms, and investor materials for seed through growth equity and debt fundraising.

We support founders and CFOs across the fundraising lifecycle, from readiness assessment through close. Our work covers integrated three-statement modeling, cohort and SaaS metrics, unit economics, scenario planning, and use-of-funds analysis. We prepare investor data rooms, financial sections of pitch decks, board reporting packs, and lender information memoranda. Accounting clean-up is aligned to US GAAP, IFRS, or UK FRS 102, with ASC 606 or IFRS 15 revenue policies documented before investor diligence begins. We respond to investor and lender questions, support quality of earnings reviews, and coordinate with tax advisors on structuring matters involving the IRS, HMRC, CRA, or ATO. Whether you are raising a seed round, Series B, growth equity, venture debt, or asset-based lending facility, we keep the finance workstream organized and credible. We hand off cleanly to your auditors and ongoing finance team.

Fit Check

Built for teams like yours

Who it's for

Early-stage founders
Series A to C CFOs
Growth equity portfolio companies
Family-owned businesses raising debt
Finance leaders preparing for IPO

Pain points we solve

Inconsistent financial story
Weak unit economics view
Disorganized data room
Slow response to investor questions
Accounting issues surfaced in diligence

What's included

Capabilities

Everything we cover in this engagement.

Three-statement modeling
Unit economics and cohort analysis
Use-of-funds planning
Data room preparation
Investor deck financial sections
Board and investor reporting
KPI and metrics framework
Diligence response support

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Readiness review

Assess financials, metrics, and reporting against investor expectations.

02

Story and model

Build the financial model, KPI pack, and investor narrative.

03

Data room build

Organize accounting, legal, tax, and commercial documents.

04

Live process

Respond to investor questions and update materials through diligence.

05

Close handover

Document final cap table impact, covenants, and reporting cadence.

What you get

Deliverables & outcomes

What you get

Integrated financial model
Investor data room
Pitch deck financial pages
KPI and metrics dashboard
Diligence Q&A log
Post-close reporting calendar

Outcomes you can expect

Faster investor diligence
Higher conviction from investors
Cleaner round close
Stronger board reporting cadence
Reduced founder distraction

Timeline

6 to 16 weeks per round

Engagement

Monthly retainer, Project, Sprint

Tools we use

Excel, Google Sheets, Causal, DocSend, Notion

KPIs we track

ARR growth, gross margin, CAC payback, net revenue retention, burn multiple

Client stories

What clients say

"

We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.

Kyle A.

"

Our SDRs were spending two hours a day copying lead data between Salesforce, Outreach, and a Google Sheet nobody owned. They mapped the whole flow, stitched it together in n8n, and added a dedupe step we did not even know we needed. Got 38 hours a week back across the team. The SDRs were the ones who pushed to expand it further.

Rebecca F.

Proof