Operating model
Assumptions, runway, and the operating plan behind the raise.
An illustrative model memo explains revenue drivers, hiring assumptions, and cash requirements. It helps the reader distinguish actual results from management estimates.
Your investor website, secure diligence room, and the preparation behind them. Built to make a complex company clear to the people deciding whether to invest.
THE WORK BEHIND A GOOD FIRST IMPRESSION
An investor follows a claim into a model, a test report, a contract. An adviser needs to know the materials agree. A founder needs to know what is ready to share—and with whom.
We design that entire experience. A clear introduction, a controlled route into the evidence, and a company-owned environment your team can keep using after the raise.
01 / EXPLORE THE EXPERIENCE
Good diligence connects the investment case to the evidence. Explore a company-branded room, control access, and see the questions a careful reviewer would raise.
Assumptions, runway, and the operating plan behind the raise.
An illustrative model memo explains revenue drivers, hiring assumptions, and cash requirements. It helps the reader distinguish actual results from management estimates.
Try the controls. Search a document, change an access group, or open a review note. This is a guided demonstration of the experience—not a live client room.
02 / THREE DISCIPLINES. ONE DELIVERY.
The interface should be beautiful. The access rules should be deliberate. The company’s story should hold together when someone reads closely.
Investor login, approval and revocation, document workflows, and activity visibility. Deployed on your domain with source, accounts, and a documented handoff.
Explore the platformTypography, information hierarchy, and a considered investor journey. Core complements your existing identity. Signature goes deeper into the experience and the documents.
Explore SignatureSignature examines consistency, missing information, assumptions, and likely investor questions. Your company and qualified advisers supply and approve the facts.
See the review approach03 / CHOOSE YOUR ENGAGEMENT
Both include the investor website and secure VDR. The decision is who prepares the materials and how much access control the process needs.
A complete investor environment, built for your company. You manage your folders and documents, with 1 administrator and a single investor access level.
Explore Core Start with Core; upgrade at any time for $5,000. Third-party infrastructure costs may continue.Compare every inclusion →FOR THE PEOPLE MAKING THE INTRODUCTION
For counsel, finance advisers, fractional CFOs, and the people helping founders get ready: the scope is explicit, the pricing is public, and professional responsibilities stay clear.
Understand the delivery processWe build and prepare the environment. The company and its advisers own the underlying facts and professional judgments.
Core $5,000. Signature $10,000. No success fee or percentage of the raise.
Source, applicable provider accounts, and documentation stay with the client. Third-party running costs are disclosed.
YOUR NEXT INVESTOR CONVERSATION
Bring your company, your materials, and the raise ahead. Choose the investor environment your team can manage—or the complete preparation engagement.