Fundraising

Raise Capital with Confidence.

We prepare your financial story, build investor‑grade materials, and introduce you to the right investors. AI‑augmented to accelerate your round.

Dynamic financial model on a laptop screen with scenario planning graphs, illustrating an investor-grade fundraising data room preparation service.

Data Room & Due Diligence

Structure and populate a virtual data room with all legal, commercial, financial, and technical documents.

Collection of fundraising deliverables including a target investor list spreadsheet, an investor Q&A playbook document, and a term sheet comparison tool.

Investor Targeting

Map and reach the right investors for your stage, sector, and geography.

Diagram of an AI investor matching engine comparing a startup profile against a database of 1,000+ VC investment theses.

AI edge

Investor matching engine – compares your profile against 1,000+ VC investment theses.

Why Transactions Fail or Underperform

  • Weak financial story – Investors don’t trust the numbers; models are static, error‑prone, or missing scenarios.

  • Messy data room – Missing contracts, outdated financials, or unstructured files delay diligence.

  • Wrong investors – Cold outreach to uninterested funds wastes months.

“Startups that prepare a formal data room close their rounds 40% faster.”

(DocSend)

AI‑Powered Fundraising Support

We combine senior finance expertise with AI tools that automate the repetitive parts, so you focus on telling your story.

  • Human: Fully integrated P&L, Balance Sheet, Cash Flow with scenario planning (best/average/worst case).

    AI: Automated scenario generation and real‑time validation of formulas and cross‑checks.

  • Human: 5‑7 slides that translate your model into a compelling narrative for investors.

    AI: AI design assistance – suggests layouts and data visualisation based on successful decks.

  • Human: Indexed, structured virtual data room (legal, commercial, financial, tech).

    AI: NLP contract review – flags missing clauses, expirations, and change‑of‑control provisions.

  • Human: 50+ likely diligence questions with tailored answers, updated as you learn from meetings.

    AI: AI simulator that lets you practice answering questions and gives instant feedback.

  • Human: Curated list of 50‑100 VCs, angels, family offices based on your sector, stage, and geography.

    AI: Machine learning matching using Crunchbase and PitchBook data.

  • Human: Leverage our network of 100+ active investors to get first meetings.

    AI: Relationship strength scoring – prioritise the most promising connections.

  • Human: Review of valuation, liquidation preferences, anti‑dilution, governance, and other key terms.

    AI: Automated comparison against market benchmarks (PitchBook / Carta data).

Work With Us

What We Deliver

  • Investor‑Grade Financial Model

    Fully dynamic Excel/Google Sheets file with scenario manager and assumption dashboard.

  • Data Room Index & Gap List

    A structured folder tree plus a checklist of missing documents with suggested fixes.

  • Investor Q&A Playbook

    A living document with 50+ questions and answers, updated after every investor call.

  • Target Investor List

    Spreadsheet of 50‑100 relevant funds, including contact details and warm introduction paths.

  • Monthly Fundraising Progress Report

    One‑page summary of meetings, feedback, pipeline, and next steps.

  • Term Sheet Comparison Tool

    A template to compare offers across valuation, economics, and governance.

  • Mock diligence session

    A 2‑hour simulated investor Q&A with our team.

Request a Fee Quote