Service
Investor Materials & Data Rooms
Every raise is finally priced on the distance between the deck and the data room. Materials that agree with their own evidence are rarer than good businesses.
The work
What the work actually is.
The deck and the data room behind it: narrative and numbers that agree under questioning.
The standard failure has a shape: the deck written by the optimist, the data room assembled by the accountant, and diligence conducted in the gap between them. Every number that cannot be re-derived from the room costs trust; enough of them reprices the round, or ends it. The post-mortem usually blames the market.
The work runs numbers-first. A model whose assumptions are stated, sourced, and testable; then the narrative written from the model, not alongside it. Every claim in the deck traces to a tab or a document in the room. The bar is diligence-survivable: nothing goes in front of an investor that the founder would not defend with the source open.
The rule is house practice before it is advice: in the firm’s own products, no AI-drafted deal document ships without human review, and no metric publishes that cannot be re-derived from its source. The same rule applies here, by hand. Drafts are cheap; sourced claims are the asset.
Deliverables
What you keep.
- Investor narrative & deck
- The story written from the model, every claim traceable to a source in the room.
- Data room
- Organized to the diligence request list before the request arrives; complete, access-controlled, current.
- Assumptions register
- Every model assumption stated, sourced, and owned: the document that survives the hard questions.
Getting started
A claims audit of the current deck: every number traced to its source or flagged, and the gap between deck and data room listed.
The practice
The rest of Finance & CFO Advisory.
- Finance & CFO Advisory overview
- Thirteen-Week Cash Flow A direct-method cash forecast, maintained weekly: foresight as a working instrument.
- SBA Loan Packaging A 7(a) file an underwriter can say yes to: coverage reality, equity injection, the lender’s read anticipated.
- Cap Table & Scenario Modeling The ownership record kept clean, and the dilution conversations moved from someday to the calendar.
- Debt & Amortization Modeling Debt schedules that match the loan documents, and covenant headroom watched before it is news.
- Receivables & Working Capital AR aging as a cash lever: collection cadence, terms discipline, the working-capital cycle measured.
- Cost Reduction & Spend Analysis Spend taken apart line by line: vendor consolidation, renewals negotiated, the recurring-spend audit.
Get started