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Fundraising Advisory

We build the financial narrative and make the connections that get founders funded

Raising capital requires more than just a pitch deck. It demands VC-friendly financial models, defensible valuation math, and access to the right investors. We partner with early-stage founders to prepare for diligence, connect them with our San Francisco Bay Area network of VC's, and close funding rounds with confidence.

The Capital Formation Process

Defensible Deal Math

We build dynamic 3-statement financial models and audit historical financials before investors request access to your data room.

Defensible Deal Math

We build dynamic 3-statement financial models and audit historical financials before investors request access to your data room.

Defensible Deal Math

We build dynamic 3-statement financial models and audit historical financials before investors request access to your data room.

Defensible Deal Math

We build dynamic 3-statement financial models and audit historical financials before investors request access to your data room.

Valuation & Cap Table Strategy

We forecast post-money dilution across multiple funding scenarios and execute the valuation math required to negotiate term sheets effectively.

Valuation & Cap Table Strategy

We forecast post-money dilution across multiple funding scenarios and execute the valuation math required to negotiate term sheets effectively.

Valuation & Cap Table Strategy

We forecast post-money dilution across multiple funding scenarios and execute the valuation math required to negotiate term sheets effectively.

Targeted VC Network

We facilitate introductions and run targeted roadshows with VC firms and family offices within our network.

Targeted VC Network

We facilitate introductions and run targeted roadshows with VC firms and family offices within our network.

Targeted VC Network

We facilitate introductions and run targeted roadshows with VC firms and family offices within our network.

Post-Raise Execution

We transition smoothly into managing your ongoing accounting and board reporting through our fractional CFO service once funding clears.

Post-Raise Execution

We transition smoothly into managing your ongoing accounting and board reporting through our fractional CFO service once funding clears.

Post-Raise Execution

We transition smoothly into managing your ongoing accounting and board reporting through our fractional CFO service once funding clears.

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

Book a Finance Strategy Call