Fundraising

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

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

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

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

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Messy data room – Missing contracts, outdated financials, or unstructured files delay diligence.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

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).

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.

Investor‑Grade Financial Model