Your first institutional round, without the scramble.
Friends-and-angels money is forgiving. An institutional investor reads the model, the cap table and the contracts line by line. The companies that raise well have the answers ready before anyone asks.
Where first rounds stall
The meetings go well. Diligence is where it comes unstuck:
A cap table with history
Notes, side letters and informal promises from the early days, found only when the lawyers begin to read.
The model and the ledger disagree
What the deck calls revenue and what the books record differ, and the investor spots it first.
The data room is built after the term sheet
Contracts, IP assignments and employee agreements assembled in a hurry while the round is still open.
The founder is running two jobs
The company and the raise both need full attention, and one of them suffers.
A fractional CFO or revenue leader who has been through diligence runs the raise for the founder. They rebuild the model, clean the cap table with your lawyer, prepare the data room and field the follow-up questions while the founder keeps running the business.
Who this is for, and who it is not
Best for
- Preparing for a funding round in the next three to six months
- A data room or financial model that will not survive diligence
- Gaps in investor reporting, cap table or board resolutions
- A founder carrying every financial question personally
- Numbers and investor narrative that do not yet line up
Not for
- A business with no revenue or traction to diligence yet
- A one-off pitch deck or investor slide design
- A team that wants a document produced, not a leader embedded
- A round already closed that needs only bookkeeping
What sits behind the raise
You get an operator for the round and our governance around them, from the first model review to the close.
Check-ins through diligence
We check in on a set rhythm while the round is live and say early if preparation is slipping behind the timetable.
A wider set of eyes
The collective of 800+ includes operators who have sat on both sides of a data room, available for a second opinion.
The brief stays with us
If the executive has to step away mid-round, we restart the search from the brief we hold, and we manage the handover.
Matched to the round
Raising from a seed fund and from a growth investor are different jobs. We match on the one ahead of you.
From gap to investor-ready
Calibrated to your round timeline.
Fundraise assessment
We assess your current financial infrastructure, identify gaps, and calibrate to your round timeline.
CFO deployment
Your matched Fractional CFO is embedded within two to three weeks and begins building investor-grade infrastructure.
Fundraise preparation
Financial model, data room, board pack, governance, built and stress-tested before you enter conversations.
Round support and post-close
Your CFO stays through the round and transitions to execution mode. Reporting infrastructure, milestone tracking, and board presence.
Before, during and after the round
What a fractional CFO owns at each stage of a raise.
A fractional CFO leads every fundraise
Most raises need only the CFO. When diligence probes operations or technology, a COO or CTO joins from the same collective.
Executives who have raised alongside
