Investor Connect & Fundraising
Positioning, materials, data room, investor targeting, warm intros, diligence support, and close planning for high‑signal rounds.
Overview
A practical investor‑readiness and outreach program that aligns narrative, numbers, and governance with the right investors for the current stage. From deck and financial model to curated target lists, warm introductions, diligence preparation, and close coordination, the process is designed to reduce iteration and improve conversion.
Narrative & metrics calibration for stage and sector
Pitch deck, one‑pager, and data‑backed model
Data room setup: traction, financials, legal
Investor targeting: angels, syndicates, seed/VC, corporate
Outreach scripts and warm intro orchestration
Due diligence readiness and hygiene checks
Eligibility Criteria
- Incorporated entity with clear problem‑solution fit and early traction or compelling validation
- Defined revenue model or adoption KPIs with a credible growth plan
- Basic governance and compliance hygiene (cap table, authorizations, filings)
- Clarity on round objectives, runway, and milestone‑based use of proceeds
Required Documents
- Pitch materials: deck, one‑pager, elevator narrative
- Financials: historical (if any), 18–24 month projections, unit economics
- Cap table, ESOP pool plan, board/authorizations, basic legal docs
- Core business evidences: product, customers, traction, pipeline, IP
Simple Process
Easy steps to get started
Assess & Position
Align story, KPIs, and round sizing to stage expectations; finalize valuation logic and use‑of‑funds milestones.
Materials & Room
Build/refine deck and financial model; organize a clean data room covering traction, financials, and legal hygiene.
Target & Outreach
Curate investor lists by thesis and stage; run warm intros with tailored scripts and meeting prep.
Diligence & Terms
Coordinate diligence responses, align on round instruments (SAFE/notes/equity), and compare term sheets.
Close & Handover
Support closing checklist, board/shareholder consents, and post‑close reporting cadence for investor relations.
What You Get
Frequently Asked Questions
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