07 / 08 · Supporting
Fundraising & business connections
When raising is the right move, we prepare the numbers and open the right doors.
The problem“We need capital for the next step and I don’t know if it should be debt, equity, or neither.”
First an honest answer on whether to raise at all. Then a model investors trust, and warm introductions.
How we prepare a raise
- Debt vs equity vs growth from cash: the honest comparison
- Investor-grade model, data room and reporting
- Introductions to banks, funds and partners where relevant
Debt vs equity vs self-funded
- ways to finance
- 3
- answer: raise or not
- 1
- mailing lists
- 0
What you get
Not a feature list. What changes next Tuesday.
- BeforeUnclear if it should be debt or equityAfterA clear answer on whether to raise at all
- BeforeModel built the night beforeAfterA model investors trust
- BeforeInvestors ask questions with no answerAfterWarm introductions, not a mailing list
- 3ways to finance
- 20recurring questions
- 2weeks of diligence
- 0mailing lists
Why it matters
When raising is the right move, we prepare the numbers and open the right doors.
First: whether at all
Debt, equity or growth from cash. The honest comparison before talking to anyone.
A model that holds
Investors ask the same 20 questions. The model answers all of them before they are asked.
Introductions, not a list
Three right connections beat 50 emails. We know the relevant banks, funds and partners.
How it unfolds
- Week 1
The decision
How much, why, and what the alternative is. Sometimes the answer is “not now”, which saves six months.
- Week 2–4
The model
3–5 year forecast, use of funds, milestones. A tidy data room.
- Week 5–6
Preparation
Answers to the 20 questions. Rehearsal. The CEO presents, the CFO backs up.
- The process
Alongside
Introductions, meetings, follow-ups, due diligence, terms. Through to signing.
What it looks like in practice
First an honest answer on whether to raise at all. Then a model investors trust, and warm introductions.
- Meeting 1
- The CEO tells the story. The CFO stays quiet unless asked about numbers.
- After
- Follow-up answers within 48 hours. With numbers, not promises.
- Diligence
- The data room is already ready. Two weeks instead of two months.
- Terms
- What each term-sheet clause is worth, in money.
What people say, and what’s true
- They say
They say: “A raise solves the problem.”
In practiceA raise buys time. If the problem is profitability, the money runs out and the problem stays. Deep dive first, raise second.
- They say
They say: “You’ll raise for us.”
In practiceNo. We prepare and connect. Investors invest in the CEO, not the advisor.
- They say
They say: “Debt is risky, equity is safe.”
In practiceEquity is the most expensive money there is. Debt is cheap for a company with steady cash. The answer depends on your numbers.
“Strategic, hands-on, and commercial. They improved our financial clarity and decision-making fast.”
Who it’s for
A supporting service for existing CFO clients. Not for pre-revenue startups.
Who it’s for →Frequently asked
- Will you raise money for us?
- No. We prepare you and connect you. Raising is the CEO’s job; our job is making sure the numbers hold.
Not sure you need a CFO yet?
30 minutes. You tell us what’s happening; we tell you honestly whether a CFO is what you need.
Book a diagnostic call