Fundraising Strategy


Frame your raise based on current market conditions for your stage, sector & traction






Investor Portal
Simple access to all materials and deeper dive white papers, videos and investor memos
Expand basic sequence with unique elements:
Genesis Story, Defensible Edge and Validation
Closing Strategy
Frame the Ask
Enhance the Story
Use custom CRM stages to track every engaged investor from "Soft Circle" to Close
AI Enhancements
Agent Experience


Use Agents in product and customer experience to qualify for AI mandates




AI Content & Press Releases
Content strategies to create high intent in-bound investor and customer interest
Craft compelling CIMs and Business Plans to streamline due diligence
Intelligent Investor Memos
Defensible IP & Brands


AI-ehanced IP and branding strategies to create a defensible edge




Deal Structuring
Build LOI, MOU and JV agreements to enhance credibility and channels
Optimize your messaging and use of communication channels
Smart Investor Outreach
Market & Financials
Market & Competitor Research


Quickly assess existing market research to establish TAM/SAM/SOM for any duration




Revenue Scenarios
Input-driven revenue and unit economics to show a realistic range of scenarios
Locate most relevant comparables and valuation multiples to support your Ask