Fundraising & Investor Readiness

Prepare your operations for due diligence and investment—so you're ready when opportunity knocks.

Investors don't just evaluate your product—they evaluate your operational maturity. I build the infrastructure, documentation, and reporting that makes due diligence seamless and signals you're ready to scale with their capital.

What's included:

  • Operational audit identifying due diligence gaps
  • Data room preparation (legal docs, financials, contracts, compliance records)
  • Financial model review and KPI dashboard development
  • Organizational documentation (org charts, role definitions, compensation frameworks)
  • Compliance verification (entity structure, employment, regulatory)
  • Pitch deck operational sections and supporting materials
  • Post-funding operational scaling plans and growth roadmaps

Who needs this:

  • Pre-seed to Series A startups preparing to raise capital
  • Companies in active fundraising conversations
  • Founders who've been told "your operations aren't ready"
  • Businesses receiving term sheets and entering due diligence

Typical outcomes:

  • Seamless due diligence process with organized, accessible documentation
  • Investor confidence in operational readiness and scalability
  • Faster fundraising cycles (less back-and-forth requesting documents)
  • Clear operational plan for deploying raised capital effectively

Engagement: 60-90 day sprint ahead of fundraising, embedded support during raise available