Investor-Ready Fundraising Package
01
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Scope of Work
Discovery Phase
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Understand your expectations and business objectives
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Deep dive into existing financial information (financial statements, budget, unit economics) and the business plan
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Evaluate and review non-financial data: team, product, tech stack, market and competition, USP, etc.
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02
Investment Readiness
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Develop a comprehensive financial model
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Refine the model through iterative collaboration
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Perform sensitivity and scenario analysis
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Leverage model outputs to refine financial strategy
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Provide guidance on non-financial information and pitch deck content
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Advise on expected deal terms and structure
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Design a pro forma cap table
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Draft investor pitch deck
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03
Final Review and VDR Setup
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Consolidate and organize documents for VDR upload
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Establish secure access levels to ensure confidentiality
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