Financial Strategy

Financial Model Development

  • Clearly lay out expenses & projected revenue
  • Articulate the execution plan
  • Identify any fundraising needs
  • Create critical support documentation needed to develop trust and confidence during fundraising
  • Create living, versioned living documentation  document, that evolves as the business grows

Fundraising Support

  • Develop fundraising strategy (Valuation, Fundraising Vehicle (e.g. SAFE), etc.)
  • Review and provide feedback on pitch deck
  • Coaching for pitch competitions
  • Introductions to potential investors when appropriate
  • Willingness to be included as official advisor in materials
  • We can participate in key fundraising meetings w potential investors