A fundraising advisor who has raised, and exited, before.

What's included

• —A straight read on whether you are ready to raise, and whether you should yet.
• —How much to raise, and from whom, matched to your stage.
• —The story and the materials, so the deck and the numbers make one case.
• —Preparation for the questions investors will actually ask.
• —A sounding board through the process, from someone who has been on both sides.

Who this is for

How we work

1. 01

   A conversation first

   A paid 30-minute consultation to understand the raise, the business, and where you are in the process.

2. 02

   The plan

   We get clear on how much, from whom, and what has to be true before you start.

3. 03

   The materials

   I make sure the deck, the numbers, and the story hold together and lead with your strongest card.

4. 04

   Through the process

   I stay a sounding board as you run it, so you are not making the big calls alone.

Outcomes

You go into your raise knowing the number is right, the story is tight, and the questions are covered, with someone in your corner who has actually raised money and sold companies, not just advised on it.

Common questions

What does a fundraising advisor do?

Helps you get ready to raise and run the process well: whether to raise and how much, who to approach, the deck and the story, and preparation for the questions investors will ask. In my case, from the perspective of someone who has raised and exited, not just advised.

Should I raise at all right now?

Sometimes the honest answer is not yet, or not this much. Part of the value is a straight read on whether raising is the right move before you spend months on it.

Is this a retainer or a one-off?

Either. Some founders want a single session to pressure-test the raise; others want an ongoing sounding board through the process. We agree what fits in the first consultation, which is $125.