Capital Strategy & Fundraising Plan
Are we ready to raise, and what do we need to walk into the room with?
Walk into the room ready.
Finished intelligence, not raw material. Here is what lands in your hands, every line of it linked to a capture.
- Investor-ready pitch deck: fifteen to twenty-five slides, narrative-driven, with speaker notes
- Three-statement financial model with revenue drivers, unit economics, and base, bull, and bear scenarios
- Investor targeting strategy: thesis-aligned shortlist with warm introduction pathways
- Data room preparation guide with document checklist and red flag audit
- Valuation positioning: comparable companies, precedent transactions, recommended ask range
- Q&A preparation: the thirty hardest investor questions with prepared responses
Structured method. Primary sources. A person who signs off.
A structured method decides what gets gathered: public and subscribed sources, your intake if you choose to share one, and the frameworks that fit the question. Every claim is checked against a primary source and linked to a dated capture in the Evidence Locker. A person who knows your name reviews it before it ships, and Ask Rathvane, the consultant trained on your engagement, holds the research beneath the page. AI is our infrastructure, the way imaging is a surgeon's. The judgment is ours.
You bring the decision
One brief, a multi-person intake, or nothing at all. All three produce finished intelligence.
We gather and check
Public and subscribed sources, your intake, the frameworks that fit. Every claim checked against a primary source.
You receive the one screen
What is wrong, what it costs, the one move, three fixes, and where the proof sits. The full deliverable and the locker sit behind it.
Scope and pricing, published.
The entry price covers the base scope below. Depth is a tier. Scale is an add-on with a published unit price. Published prices apply to companies up to $100M in revenue; above that we scope in the first conversation.
Investor deck strategy, a three-scenario financial model, market and competitive positioning, and a target list of twenty-five investors.
One round, one deck, one model, twenty-five target investors · Delivered in 7 to 10 daysMore is more, and the price is on the page.
Base scope: One fundraise round, one pitch deck, one three-scenario financial model, one target list of twenty-five investors.
Three things people want to know.
Can I see one before I buy?
Yes. Ask for a redacted sample and we will send a real one from a comparable engagement, with the captures intact.
What if the evidence is thin?
The deliverable says so. Where a claim cannot be checked against a primary source, it is marked as reasoning, not fact. We would rather hand you a gap than a guess.
How much do I have to share?
As much or as little as you choose. One brief, a multi-person intake, or nothing at all. The depth of calibration rises with what you share; the intelligence is finished either way.
Every claim links to a dated capture of its source.
A skeptical reader can click any sentence and land on the evidence. Ask Rathvane, the consultant trained on your engagement, answers from the research beneath the page.