A fundraising advisor who has raised, and exited, before.
I help founders get ready to raise and run the process well, from how much to raise and who to ask, to the deck, the story, and the room. Twenty years in fundraising, and two exits of my own.
Every engagement starts with a paid consultation of 30 to 60 minutes, and the work that follows is scoped and priced separately once we've spoken.
What the work covers
This is the work itself, which I scope and price with you after the consultation.
- A straight read on whether you're ready to raise, and whether you should yet.
- How much to raise, and from whom, matched to your stage.
- The story, so the deck and the numbers make one case.
- If you want me to build the materials too, the pitch deck, one-pager, business plan with a financial model or market research are each scoped and priced as their own piece of work.
- Preparation for the questions investors will actually ask.
- A sounding board through the process from someone who's been on both sides, if you want one, agreed as a retainer rather than a single call.
What it doesn't cover
- Building the product, or implementation work inside the business.
- A guarantee that you'll raise, or on what terms, because that decision sits with investors.
Who this is for
Founders about to raise who want to go in prepared rather than hopeful.
Teams who have been raising for a while and are not getting the meetings or the yes.
Anyone who wants an honest second opinion on their raise before they spend months on it.
Who you'd be working with
I started at Wells Fargo in fundraising and investor relations, then led operations at CAKE Technologies through its sale to American Express. I went on to drive GTM strategy and commercial operations at Quandoo and Fresha and co-founded Reztorer, which exited in early 2025, so when I help you prepare a raise it's from the founder's and operator's side of the table rather than the consultant's.
Since 2016 I've worked with 1,500+ clients across 78 countries and territories, and they've rated the work 4.99 out of 5 across 2,051 reviews.
How I work
01
A conversation first
A paid consultation, 30 to 60 minutes, to understand the raise, the business, and where you are in the process.
02
The scope
If there's more to do than one call can cover, I set out the work and the fee before anything starts, so you know exactly what you're paying for.
03
The plan
We get clear on how much, from whom, and what has to be true before you start.
04
The materials
I make sure the deck, the numbers, and the story hold together and lead with your strongest card.
05
Through the process
I stay a sounding board as you run it, so you're 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?
- It can be either, since some founders want a single consultation to pressure-test the raise and others want an ongoing sounding board through the process, which is agreed separately as a retainer. The consultation is where we work out which fits, and it starts at $125.