Investment readiness
Prepare your company for an investment round.
We review your company through an investor’s lens to identify gaps and turn them into work priorities. Depending on the need, preparation may include an assessment, round strategy, investor memo, pitch, data room and a remediation plan.
Before starting investor conversations
A strong presentation needs a business and evidence behind it. This work helps when you need to organize information, test assumptions or address gaps that make the investment opportunity difficult to explain.
What we review
- Business and commercial evidence
- The problem you solve, who pays, how demand is validated and what your metrics show. We distinguish facts, assumptions and outstanding questions.
- Market and differentiation
- The segment you can reach, the assumptions behind it and why customers would choose you over their alternatives.
- Round, cash and execution
- The milestone the round will fund, how it connects to the use of funds and what the team needs to execute.
- Information and risks
- Consistency across figures and materials, ownership information and documents relevant to a future review.
From assessment to concrete priorities
The review produces a view of the gaps and what should be addressed first. We agree on owners, the evidence needed and next steps.
Depending on scope, we work on the investor memo, narrative and pitch, data-room organization or a remediation plan. Deliverables are defined for the company; they are not a mandatory package for investment access.
Preparation and execution are different tasks
Preparation organizes the opportunity and its evidence. Executing a round also requires investor selection, conversation management and follow-up. We assess where the need sits today before defining the work.
Advisory is not a prerequisite for investment
If your company aligns with our investment thesis and is ready for VC investment, it enters our deal process immediately so we can proceed with the review and reach a decision. You do not need to join a program or engage advisory services to begin this process.
Start with a review alongside your team
Our fundraising guide brings together ten questions to organize the conversation and the evidence available. Use it to identify what has been validated and what remains a hypothesis.
Questions founders ask
Before we talk.
Is an assessment an investment decision?
No. An assessment reviews the business and its readiness. Investment evaluation and decisions are separate, based on fit and a review of the opportunity.
Do I need a finished pitch or data room?
You can start with the company as it stands. We review the context in the first conversation; if we proceed, we agree on the materials and information needed.
What happens after the gaps are identified?
We prioritize what to address, who will work on it and the evidence used to review progress. The next stage depends on the need and agreed scope.
Does preparation require a later fundraising engagement?
No. Preparation and fundraising execution have their own scopes. Each is assessed against the company’s needs.
Let’s start with your company.
In an initial 15-minute conversation, we review your context and define the next step.