Raise your next round.
Eyes wide open.
Seed. Series A. Series B. Bridge. Convertible. Every round is an outcome — months of work, wrapped in scrutiny, with one shot to land it well.
A bad raise costs you six months of runway and a board seat. A good raise compounds for a decade.
From kickoff to close. Compressed, run as an outcome.
Financials, contracts, KPIs, cap table, comms.
One data room. One model. One narrative. No drift.
Why this is an outcome, not a task.
You’re running the company and the raise at the same time. Investors expect a live data room, a model that holds up to a partner meeting, and a story that ties the KPIs together. Most teams burn out their CFO doing this. We don’t.
When you flip into the outcome, everything reconfigures.
The platform reconfigures around the raise. The data room provisions itself from source. Agents staff the back office. Your senior team focuses on the conversations that matter.
Data room, live
Financials, contracts, KPIs, cap table — wired to source. No stale exports.
Model with scenarios
Base, upside, downside. ARR, gross margin, burn, runway. Investor-grade.
KPI narrative
Cohorts, retention, LTV, payback. Spoken in the language investors use.
Q&A managed
Investor questions routed, logged, answered consistently across the process.
How we run the outcome.
A defined arc, with phases, owners, deliverables. Run by your humans + our agents on the same platform.
- 01Wk 0–2
Set the round
Story, model, KPIs aligned. Term sheet target locked. Investor list built and triaged.
- 02Wk 2–4
Open the data room
Live, sourced, complete. Cap table cleansed. Contracts indexed. Financials reconciled to audit standard.
- 03Wk 4–10
Run the process
Pitches, IC sessions, DD calls. Q&A managed in-platform. Answers consistent across every investor.
- 04Wk 10–16
Term sheet to close
Legal review, CPs, closing checklist. Funds in. Cap table updated. Board reconstituted.
Deliverables.
Concrete artifacts owned by you, produced together, signed off on the platform.
- Live investor data room (sourced, not exported)
- 3-way financial model with sensitivity scenarios
- KPI narrative pack — ARR, LTV, cohorts, payback, gross retention
- Cap table, fully diluted, pre and post-money
- Board pack tuned for the round
- Investor Q&A log — every question, every answer, indexed and consistent
When to engage.
If any of these apply, the time is now. The earlier we start, the cheaper and cleaner the outcome.
- You’ve had a term sheet conversation
- You’re planning to raise in the next 6 months
- Your last raise consumed your CFO for a quarter
The full set.
Most CEOs and CFOs run two or three of these across a company’s life.
Expansion Ramp-up
New country, new product, new entity — live and reporting.
Restructuring
Reshape costs, debt, or the org — in control of the books.
Acquisition
Buy-side M&A — from target screen to day-one integration.
Service tiers
The continuous finance function underneath.
Running fund raising?
A 30-minute demo. We’ll map the outcome to our platform and tell you exactly how we’d execute it with you.