01Before the raise
The Strategy
Before any pitching starts, you need a fundraising strategy: how much, at what stage, on what vehicle, at what valuation, and when.
Skip one of these and the deal is dead before the first meeting is booked. Raise too close to a cash-out date and you negotiate from weakness. Misjudge your valuation, or walk into a firm that has already backed a competitor, and the meeting is over before you finish the first slide. We define all of it before anyone builds the first slide, while the fixes are still cheap.
02The first meeting
The Story
An investor decides who and what you are in the first 45 seconds, then spends the rest of the meeting confirming or dismissing those early assumptions.
Most pitch decks lose the room by walking through a company history instead of answering the question the investor came in with: what problem are you solving, and why are you novel? We fix the narrative first, then build a compelling deck and a talk track your entire leadership team can run, so the story holds up live when the hard questions start.
03Round live
The War Room
Founders build investor relations last and need it first.
Once the round is live, it runs like a weekly sales process against a tiered VC pipeline. We run a weekly War Room to mark and track all investor activity. Investors go quiet; momentum leaks between meetings. Second and third meetings are earned, not waited for. We run that process for you top to bottom, so the round keeps moving when your attention is pulled back into operating the company, a second full-time job, landing exactly when you have the least room for it.
04The data room
Diligence
A well-organized, robust data room that keeps diligence moving is the key to keeping investors engaged.
Companion summaries to your three-year financial model, sales pipeline, and cap table move conversations forward. In healthcare, the bar is higher; clinical investors ask questions a generalist data room wasn't built to answer. A diligence request that stalls for more than four days is a sign you weren't ready to raise. We build it all up front, before a single investor asks for follow-up materials.
05Term sheet → wire
The Close
Securing a term sheet is a huge win, but it isn't the finish line.
The terms decide how much of the company you keep and who controls it. There are levers you can negotiate, and we provide counsel every step of the way. Once the term sheet is signed, confirmatory diligence opens a deeper review that can still sink a deal at the last step. Previous investors may want pro rata. The syndicate still needs to be filled. We're with you through all of it, right up to incoming funds being wired, and after the close, the press funding announcement is handled by experienced press operators from our network.