Week 1–2: Strategy & Positioning

AI-powered analysis combined with founder-led strategy to prepare your raise.

• AI Fundability Score™ — Full investor-readiness assessment
• Strategy Session — Target raise, positioning, ideal investor profile
• AI Pitch Deck Builder — Investor-ready 15–20 slide deck
• Investment Thesis — AI-generated, compelling narrative
• Smart Data Room — Secure, AI-organized document hub

Week 3–8: Investor Outreach

AI-powered targeting and automation with warm introductions.

• Smart Investor Matching — AI identifies best-fit investors
• Warm Introductions — Access to 10,000+ investor network
• Automated Outreach — Multi-channel campaigns with AI optimization
• AI Pitch Coach — Real-time feedback on investor calls
• Pipeline CRM — Automated tracking, follow-ups, and scheduling

Month 2–3: Closing & Compliance

End-to-end support through diligence, closing, and post-raise setup.

• Due Diligence Support — Term sheet review & negotiation
• Investment Closing — Document coordination & wire management
• Cap Table Management — Accurate equity tracking
• 409A Valuation — Compliant equity valuation
• Cash Management & Treasury — Banking setup and capital deployment