Capital Raising

Get to term sheet
in 60 days.

Most founders waste 6+ months in conversations that never lead to a check. Investor Readiness condenses the timeline: financial model built for diligence, pitch deck designed for rooms not decks — supported by Business Development Consulting to source the right partners once funded, and a data room that closes questions before they're asked. Start with a Financial Planning review to sharpen your numbers. Raises $500K–$5M. Starting at $998.

60 daysTo term sheet ready
$998Starting price
3.8×Faster close vs. self-built

What We Do

Built for operators.
Priced for outcomes.

📊

Financial Model

5-year model built for investor scrutiny: unit economics, cohort analysis, scenario planning, and sensitivity tables. We build the model that survives a 2-hour diligence call.

🎯

Pitch Deck

12–15 slide deck built for in-person delivery — not email forwarding. Narrative-driven, evidence-backed, and formatted to generate the follow-on meeting.

🗂️

Data Room

Organized, indexed, and investor-ready in Notion or Google Drive. Cap table, contracts, IP assignments, financials, and supporting diligence docs — ready to share in one link.

How It Works

Four steps.
Zero ambiguity.

1

Business Deep-Dive

4-hour session covering your business model, metrics, team, market, and raise narrative. We ask the questions investors will ask.

2

Model & Deck Build

We build your financial model and pitch deck in parallel. Timeline: 14 days to first draft, 21 days to final.

3

Data Room Setup

We organize and index your existing documents, identify gaps, and help you fill them. Data room live in 30 days.

4

Raise Strategy

Investor targeting list, warm intro strategy, and term sheet evaluation framework. Coaching on first meetings included.

Packages

Choose your engagement.

Essentials
Ready Pack
$997
one-time project
  • Financial model (3-year)
  • Pitch deck (12 slides)
  • One revision round each
  • Investor FAQ document
  • Basic data room setup
  • 1 strategy session
Get Started
Done-With-You
Raise Partner
$2,497
project + retainer
  • Everything in Term Sheet
  • Cap table modeling
  • Term sheet review & negotiation
  • Due diligence support
  • Board deck (post-close)
  • Ongoing CFO support (3 months)
Get Started

FAQ

Common questions.

What stage is this designed for?

Pre-seed to Series A. Best fit for founders who have some traction (revenue, users, or pilot contracts) and are raising between $500K and $5M. We have limited capacity for idea-stage companies.

Do you take equity?

No. Fixed-price project fees only. We don't take a percentage of the raise or equity. Clean, uncomplicated engagement.

What if we already have a pitch deck?

We audit what you have, identify the gaps investors will find, and rebuild or improve from there. Some clients come in with solid decks that just need the financial model.

Can you make warm introductions to investors?

Introductions are not part of the scope, but we advise on your outreach strategy and help you identify warm paths through your existing network. Cold outreach templates included.

What happens after the data room is built?

We coach you on how to send it, how to follow up, and how to evaluate term sheets. The engagement extends until you receive your first term sheet or 60 days, whichever comes first.