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