Get your data, story, and materials ready before you talk to investors. From metrics packages and cohort models to pitch decks and data rooms, present a narrative backed by clean, defensible numbers.
Build consistent, defensible calculations for CAC, LTV, retention cohorts, and other investor-grade metrics.
Document how your business scales economically with clear assumptions investors can validate and stress-test.
Create decks and narratives that present your metrics story clearly and address investor questions proactively.
Compile financial reports, cohort data, contracts, and other due diligence materials before investors request them.
Founders planning to raise in the next 3-6 months who need their metrics, story, and materials to be investor-ready
Companies with revenue and growth but messy or inconsistent metrics reporting that will break down under investor scrutiny
Teams who have been rejected by investors with vague feedback like 'metrics don't tell a clear story' or 'unit economics unclear'
Businesses with complex models (usage-based pricing, multi-sided marketplaces) that need help translating operations into investor-friendly narratives
Your metrics are inconsistent—CAC and LTV calculations change depending on who's pulling the data and investors will catch discrepancies
You don't have cohort analysis—investors ask about retention curves and you don't have clean cohort data to show improving or stable retention
Your financial model is a mess—projections are hand-wavy, assumptions aren't documented, and you can't defend how you'll scale efficiently
Your pitch narrative is weak—you present metrics but don't explain what they mean or why they'll improve as you scale
Your data room is incomplete—investors request due diligence materials and you're scrambling to compile clean reports under time pressure
Build consistent, defensible metrics reporting for investor conversations
Clean up revenue recognition and billing infrastructure for due diligence
Create board decks and investor updates that build confidence
Prepare pitch materials, data rooms, and financial models for fundraising
Most companies wait too long to fix metrics before fundraising. Let's assess where your data and narrative are strong vs. where they need work.