EQUITY & INVESTORS·Part of the fractional CFO scope

Equity and investors

The raise starts before the business is ready, and diligence finds what the company should have found itself. Revenue recognition that will not survive scrutiny, a cap table with undocumented promises in it, a data room assembled in two weeks while the founders are also trying to run the business.

How we run it
01 / 05

Card by card.

The round closes slower, at a worse price, or not at all — and the reason is almost never the business itself.

01READY, AND FOR THE RIGHT REASON

Before anything: are you raising for the right reason, at the right time, and are you actually ready? We will tell you when the answer is no, which is not a popular service but it is the valuable one.

02THE WORK BEFORE THE ROUND

Then the work. Revenue policy fixed and documented before it is tested. Cap table rebuilt with every instrument, option and side letter in it, and dilution modeled across the scenarios so you understand what you are agreeing to. The model built to be interrogated, not admired. The data room assembled before the request list arrives — every diligence question we have seen before, already answered.

03AFTER THE ROUND

After the round, reporting on a fixed cadence, because the next raise is priced partly on how you behaved during this one.

What changes
02 / 05

What you can do afterwards that you cannot do now.

01

Enter diligence knowing what they will find, because you found it.

02

Model your own dilution before you negotiate.

03

Answer an investor question the same day.

Who holds the seat
03 / 05

Your CFO does not do this alone.

WHO YOUR CFO DRAWS ON
Capital markets specialists for the raise, the model and the data room
Brought in for this, at no change to the fee.

With a named controller alongside them, a named backup on every seat, and the specialist bench behind both — all inside one fixed monthly fee.

Who arrives with this
04 / 05

The sentences that bring somebody here.

“We are raising, and I do not think we are ready”
“Something happened and I do not know how far it goes”
What happens next

Tell us what your month looks like. We will tell you whether this is the first thing to fix.

One hour on your business, with the CFO who would hold the seat rather than a salesperson. Nothing to prepare and nothing to sign. A written note back within two working days saying what we heard and what we would look at first.

THE HOURWhat the business does, how the cash moves through it, and what would have to be different in a year.
THE NOTEWhat we heard and what we would look at first, in writing, within two working days.
THE PODThe CFO and controller who would hold your seats, each with a named backup behind them.
THE STANDARDClose by the seventh working day, pack on the eighth, and a published response standard in between.
ONE HOUR · NO CHARGE · A WRITTEN NOTE BACK WITHIN TWO WORKING DAYS