Fundraising Support
Data room prep, cap table hygiene, and narrative support for investor or lender conversations.
Best for founders about to start investor or lender conversations who want their numbers ready first.
- Data room preparation
- Cap table hygiene check
- Narrative & pitch support
- Q&A rehearsal session
Ongoing reporting, forecasting, and decision support for businesses that have outgrown spreadsheets but aren't ready for a full-time CFO — plus project-based valuation and fundraise support.
How this can be structured.
Who this is built for.
- Founders raising or preparing to raise
- Businesses without an in-house finance lead
- Companies needing board-level reporting
About Fundraising Support.
What exactly do you help prepare?
Data room structure, cap table hygiene, and the financial narrative behind your pitch.
Do you help with investor calls directly?
We prepare the material and rehearse the numbers with you — the pitch itself stays yours.
Other services in this category.
Virtual CFO
Ongoing strategic finance leadership — reporting, forecasting, and decision support, treated as an extension of your team.
Budgeting
Annual and departmental budgets built around realistic, defensible assumptions instead of last year plus a guess.
Forecasting
Rolling forecasts updated monthly against actuals, so plans stay grounded in what's actually happening.
Cash Flow Management
Active monitoring and planning to keep cash position predictable and avoid last-minute scrambles.