Service

A Seasoned CFO
in Your Corner.

Access C-level fundraising intelligence on demand. From term sheet evaluation to board preparation, expert guidance exactly when you need it, without the full-time hire.

Who It's For

Not Every Founder Needs a Full Engagement.

The Series A Founder

You've been through one raise. You know the basics. But Series A is a different beast: bigger cheques, longer due diligence, more sophisticated investors. You need a strategic advisor, not a hand-holder.

The Term Sheet Evaluator

You've received a term sheet. It's your first. Every clause is unfamiliar. You need someone who has seen 200+ term sheets to tell you what's standard, what's a red flag, and where you have leverage.

The Pre-Round Preparer

You're 3-6 months from launching your raise. You want a strategic review: where are the gaps in your story, your metrics, your team? What do you need to fix before you go to market?

The Board Meeting Prepper

You have a board meeting with sophisticated investors next week. You want a pre-meeting prep session: tough questions rehearsed, financials reviewed, narrative sharpened.

What We Cover

Advisory Areas

01

Round Strategy

What stage are you actually at? What size should you raise? What milestones will justify the valuation you want? What investor type is right for this stage?

02

Valuation Guidance

What is a defensible pre-money valuation for your company right now? We benchmark against comparable deals and help you arrive at a number you can defend in any investor conversation.

03

Term Sheet Review

Plain-English breakdown of every clause. Liquidation preferences, anti-dilution, pro-rata rights, board composition, ESOP requirements: we translate and advise.

04

Negotiation Strategy

You've received an offer. Now what? We map which terms matter most, which are negotiable, and how to push back without damaging the relationship.

05

Pitch Coaching

One-on-one pitch rehearsal sessions. We simulate the actual investor meeting, fire the hardest questions, and debrief on what to sharpen.

06

Raise Readiness Review

A structured audit of your deck, model, metrics, team, and narrative, identifying every gap an investor will find before they find it.

How to Engage

Flexible. On Your Terms.

Book Your First Session

Strategic advice when
you need it most.

Start with a 2-hour session and get a clear view of where your raise stands and what needs to change.