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Accounting & Finance

Fundraising Support

Finance and reporting support for equity and debt fundraising rounds.

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 were paying three agencies and a lifecycle freelancer to argue over attribution. RevoraOps absorbed all of it in 30 days, killed our worst-performing Meta ad sets, and rebuilt the welcome flow from scratch. CAC dropped 31 percent in the first full month. Honestly the relief of having one weekly call instead of four was worth it alone.

Megan W.
"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

At what stage can you help?
From pre-seed through pre-IPO, with scope adjusted to round size and investor type.
Do you act as a placement agent?
No. We support the finance workstream and do not solicit investors on your behalf.
Can you build SaaS metrics from raw billing data?
Yes. We construct ARR, cohort, and retention metrics from billing and CRM exports.
Will your model survive investor scrutiny?
Models are built with clear assumptions, audit trails, and sensitivity toggles for diligence.
Do you support debt as well as equity?
Yes. We prepare lender packs for venture debt, term loans, and asset-based facilities.

Planning your next round?

Let us walk through your fundraising timeline and finance workstream needs.