How We Work
From Day One
to Term Sheet.
Six phases. Zero guesswork. Every step of our process is designed to maximise your probability of closing, not your number of investor meetings.
The Phases
Click Each Phase to Expand
We start where most advisors don't: with your business fundamentals. Before a single investor is contacted, we need to be crystal clear on what makes you investable and who will see it that way.
Deliverables
- Investor Persona Matrix: 3-5 ideal investor profiles
- Raise Readiness Assessment: gap analysis and fix list
- Round Architecture: size, structure, milestone mapping
- Narrative Framework: core investment thesis in 3 sentences
- Target Investor Longlist: 150+ names, pre-filtered
Great stories win rounds. We build the complete narrative stack: pitch deck, financial model, one-pager, and data room, all telling one coherent story about why your company is the obvious bet.
Deliverables
- Investor Pitch Deck: 12-15 slides, narrative-first design
- 3-Year Financial Model: P&L, cash flow, unit economics
- Teaser One-Pager: for cold outreach
- Executive Summary: 2-page narrative doc
- Data Room Structure: 20+ document checklist, organised
Systematic, personalised, and tracked. We run outreach as a pipeline, not a spray-and-pray campaign. Every investor receives a tailored message that speaks to their specific thesis and portfolio.
Deliverables
- Curated Shortlist: 50-80 investors from 150+ longlist
- Personalised Outreach Sequences: email + LinkedIn
- CRM Tracking: every investor, every touchpoint logged
- Weekly Pipeline Report: conversion rates, responses, next steps
- Warm Introduction Facilitation: leveraging network for intros
We don't just get you in the room. We make sure you're ready for the room. Every meeting is preceded by deep investor research and a Q&A prep session. Every meeting is followed by a structured debrief.
Deliverables
- Investor Briefs: background, thesis, portfolio analysis
- Mock Q&A Sessions: the 40 questions every investor asks
- Meeting Debrief Calls: signal reading, next step strategy
- Follow-Up Materials: customised for each investor post-meeting
- Pipeline Prioritisation: rank and focus on live opportunities
When an investor signals serious interest, the work intensifies. We guide you through the due diligence process, ensuring your data room is complete, your answers are consistent, and your momentum is maintained.
Deliverables
- Data Room Completion: all documents reviewed and gaps filled
- Due Diligence Question Responses: clear, consistent, compelling
- Financial Model Deep-Dive: assumption justification prep
- Reference Coordination: customer and partner references
- Legal Readiness Check: cap table, IP, contracts review
The final phase is where deals are won or lost. We help you evaluate term sheets, understand the economics, and negotiate from a position of strength while maintaining the relationship with your investor.
Deliverables
- Term Sheet Analysis: plain English breakdown of every clause
- Valuation Benchmarking: comparable deals in your sector
- Negotiation Strategy: where to push, where to hold
- Multi-Offer Management: if you have competing term sheets
- Close Coordination: managing timelines to signing day
By the Numbers
A Typical 10-Week Raise
Start the Process
Ready to run a
world-class raise?
Let's spend 30 minutes understanding your situation and mapping out your round.