Funding & Investor Readiness
Valuation, financial model, cap table, and investor materials, built as one connected package. Every number in your deck traces back to the model behind it — because that's exactly what a diligence process checks first.
Most decks don't fail on the story
They fail because the numbers don't hold up under a second look. A subscriber count on slide 4 that doesn't reconcile with the ARR on slide 9. A valuation that was picked to hit a round size, then justified backward. A GMV figure that implies a take rate nobody says out loud.
An investor doing real diligence finds this in minutes — and once one number doesn't check out, every other number in the deck gets re-read with suspicion. The fix isn't a better story. It's a model and a valuation that were built to be checked, not just presented.
Everything traces back to one model
Six workstreams, delivered as a single connected package — not six separate purchases that happen to share a client.
Valuation
Scorecard, Berkus, and comparables run side by side — a defensible range, not a single number with no method behind it.
Financial model
Driver-based, multi-year, built for diligence — CAC and other key metrics are outputs of the model, not typed-in assumptions.
Cap table & dilution
Current structure plus a scenario waterfall showing dilution across likely round sizes, so there are no surprises at term sheet.
Pitch deck & investor memo
Full numerical consistency pass across every slide, plus narrative sequencing — what investors read as a proxy for founder clarity.
Market sizing
TAM, SAM, and SOM built from the same assumptions as your model — not a separate slide with numbers that don't connect to anything.
Investor Q&A prep
A live run-through of the exact questions your specific numbers will invite — so you're not meeting them for the first time in the room.
An honest fundability score, before investors give you theirs
Before we touch the deck, we score the round itself — team, traction, market, and how defensible the model actually is under questioning. If the binding constraint is traction, not narrative, you'll hear that from us before you hear it from a partner meeting.
This isn't a formality. It's the difference between polishing a deck that's ready to be shown, and polishing one that isn't ready yet — and finding that out from us, not from twenty declined meetings.
What the engagement looks like, start to close
Four to five weeks, in sequence — each stage depends on the one before it, so nothing gets rebuilt twice.
Diagnostic & fundability scoring
We review your current deck, model (if one exists), and traction to date. You get an honest fundability score before we touch anything — including whether now is the right time to raise at all.
Deliverable: Fundability assessment & scoping summary
Model & valuation build
We build (or rebuild) your driver-based financial model, then run valuation through Scorecard, Berkus, and comparables in parallel — so the number you defend has three methods behind it, not one.
Deliverable: Financial model, valuation memo, cap table
Deck & narrative rebuild
Every slide is checked against the model line by line. Subscriber counts, ARR, GMV, and market sizing all reconcile with each other and with the underlying numbers — then we sequence the narrative around the 3–4 numbers an investor will actually remember.
Deliverable: Reviewed & corrected pitch deck, investor memo
Investor Q&A rehearsal
A live run-through of the specific questions your numbers will invite — margin assumptions, valuation defense, market-size pushback — so the first time you're challenged on a number isn't in a real meeting.
Deliverable: Q&A prep notes, objection playbook
Handover
You leave with a full raise-ready package and a founder who can defend every number without checking a spreadsheet mid-meeting. Ongoing support during the raise itself is available through CFO Advisory.
Deliverable: Complete investor-readiness package
What you leave with
- Driver-based financial model, built for diligence
- Valuation memo — Scorecard, Berkus & comparables
- Cap table with dilution scenario waterfall
- Reviewed & consistency-checked pitch deck
- Investor memo with market sizing (TAM/SAM/SOM)
- Investor Q&A prep notes and objection playbook
Engagement
Confirmed after a 30-minute scoping call. Scope depends on deck stage, whether a model already exists, and round size — not billed hourly.
Book a scoping callKnow where you actually stand before the first meeting
A 30-minute scoping call gets you a fundability read and a fixed-fee scope — no obligation past that.
Funding & Investor Readiness is a fixed-fee flagship engagement, scoped after a 30-minute call. Not a substitute for a statutory valuation report. Not a SEBI-registered investment advisor or merchant banker.