Business challenge

Meeting the daily demands of a business while preparing the documentation and support materials required for the due diligence process can be daunting for any founder or management team. When a growth-stage business’ success depends upon the next investment round, this process is often time consuming, nebulous, and stressful. It is critical that operations, product, personnel, and financial performance all tell a compelling story about a company’s growth.


Every stage of a company’s life cycle has an audience. Knowing how to highlight financial progress and manage investor requests is our expertise. To support your business in preparation for and during a capital raise we provide direct support to a growth-stage company as they interface with investors. Our team will help build investor materials or documentation supported by financial data, metrics, and analysis.

We validate financial model assumptions with the goal to ensure diligence readiness and optimize company valuation.