01
Narrative
Pitch Deck and Investment Narrative Engineering
We do not design slides. We engineer the story.
We rewrite the growth narrative from problem to exit. We clarify the revenue model and go-to-market motion. We position you against competitors without hype. We run you through the hardest investor questions until your answers are instinctive.
Deliverable
A ten-slide core deck, a two-page teaser, and a Q&A playbook for the fifteen hardest questions.
02
Financial Model
Financial Model Review and Term Sheet Architecture
When an investor opens your Excel file, they should understand your use of funds in two minutes.
We stress-test the model logic. We build Base, Best, and Worst-Case scenarios for the next twenty-four months. We select the right structure: SAFE, equity, revenue-based, or convertible note. We prepare you to negotiate key term sheet clauses including valuation, dilution, vesting, and board composition.
Deliverable
A dynamic financial model, a term sheet playbook, and dilution scenarios through Series B.
03
Data Room
Investment-Grade Data Room and DD Preparation
A serious investor will examine every angle of the business before wiring funds. You need to be ready before they ask.
We work through a 120-item due diligence checklist covering legal, financial, technical, team, intellectual property, and contracts. We structure the data room to institutional standards so an associate can write an investment memo in two hours. We identify red flags before an investor sees them.
Deliverable
An indexed data room, a DD checklist, and a pre-emptive red flag report.
04
Investor Mapping
Round Strategy and Investor Mapping
Raising capital is the final step. The first step is knowing who to approach, how much to raise, and when.
We define the right investor profile for your stage: angel, VC, CVC, family office, or strategic. We set the round timing based on real traction milestones. We prepare the one-pager and intro teaser. We connect you to investors only when you are ready through strategic capital introductions.
Deliverable
A six-month fundraising roadmap with weekly actions and a curated investor CRM.