Investment Readiness.

Get ready for investment with a stronger strategy, narrative, metrics and fundraising materials.

Who it is for
Startups and companies preparing for their next round: pre-seed, seed, or a round in which they will talk to institutional investors for the first time.

Schedule a conversation See what we do

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USD 700,000+

raised for a social enterprise (AMPLO).

Startups

How we think

We work on the demand side of capital: not just finding investors, but getting the company ready to receive them.

The problem

Rounds are lost before the meeting.

Most rounds are not lost in the investor meeting. They are lost earlier, when the company shows up without a financial model that holds up to questions, with a messy cap table, without a data room, or with a narrative that does not answer what an investment committee needs to see.

Investment Readiness solves that before conversations start. We review the company the way an investment committee would and put in order what is missing, so the first meeting is not the last.

What we do

Six areas of preparation.

Financial readiness

Modeling, valuation, unit economics, projections and scenarios.

Investment narrative

Pitch deck, one-pager, investor update, benchmarks and market research.

Capital structure

Cap table, SAFEs and convertibles, dilution and round terms.

Data room

A complete documentation checklist for due diligence.

Commercial traction

When the bottleneck is sales: ideal customer, value proposition, sales process and pilots.

Capital map

An initial map of angels, family offices, funds and non-dilutive capital aligned with your model.

Process

How we work.

Diagnosis

We review the company across the eight blocks an investment committee uses and tell you where you are strong and what will hold you back.

Fundamentals

We put your financial model, metrics, cap table and documentation in order.

Narrative

We build the materials for each investor profile you will approach.

Next step

You start conversations on solid fundamentals, or move on to Fundraising & Investor Access with us.

Who it is for

Who it is for and who it is not.

It is for you if…

You have traction, but your financial model has no scenarios or sensitivities.
Your pitch deck changes every time you present it and you do not know which part is not landing.
You are not sure how much to raise, with which instrument or how much dilution you will take.
You have SAFEs or convertible notes that are not consolidated in a fully diluted cap table.
An investor asked for your data room and you do not have one.
Your meetings end with “let's keep in touch” instead of a next step.

It is not for you if…

You are looking for someone to provide capital: we do not do that.
You do not yet have a product or a first customer to validate.

Deliverables

What you get.

Investment readiness diagnosis, with prioritiesFinancial model with scenarios and sensitivitiesReference valuation and unit economics analysisPitch deck, one-pager and investor update templateFully diluted cap table and dilution simulationInstrument recommendation and round termsOrganized data room and documentation checklistInitial map of investors and non-dilutive capital

Duration

It depends on your stage and the state of your information; we define it in the proposal.

How we work together

What we need and how we measure.

What we need from you

Available financial statements and monthly metrics: revenue, customers and costs.
Current cap table, plus signed SAFEs and convertibles.
Your current pitch deck and materials, even if incomplete.
Corporate documents and key contracts.
Someone from the founding team with time for working sessions. Everything is received under NDA.

How we measure progress

Each block in the diagnosis moves from “to fix” to “ready”.
The model, cap table and data room hold up to due diligence questions.
The narrative is tested with real investors before the full round opens.

What we do not do

We do not invest in your company or provide capital.
We do not guarantee you will close the round: we put you in a solid position to do it.
We do not replace your lawyer or accountant; we work with them when needed.

Why us

What sets this line apart.

Experience on the capital side

We know which questions come up in due diligence and in what order, because we have sat on that side of the table.

From preparation to capital

Once the company is ready, it can move on to fundraising with us without starting from scratch.

Sales count too

If the problem is selling, we work on the commercial engine before the round.

Frequently asked questions

What people ask us.

Do I need revenue to get started?

Not necessarily. The diagnosis adapts to your stage; what changes is which fundamentals take priority.

How long does it take?

It depends on your stage and the state of your information. We define it in the proposal, after the diagnosis.

Do you also help me find investors?

Yes, through Fundraising & Investor Access. Many companies do both services in sequence.

What happens to my information?

We sign an NDA before receiving it. You own the intellectual property of the deliverables.

How is it contracted?

As a fixed project based on deliverables, with fixed scope and price, or in phases: diagnosis first and full preparation afterwards, if you decide to continue. Fees are quoted in each proposal.

Cases