SOLUTIONS / RAISE CAPITAL
A clear story.
A grounded funding ask.
Prepare a financial model and pitch deck that connect your business, growth plan and capital request. Add a written business plan when the audience or project needs it.
01 / THE WORK BEHIND THE MATERIALS
A clear objective.
A connected approach.
For founders and entrepreneurs preparing investor conversations, a funding round or an investment presentation.
Connect the story to the business
Explain the customer, product, business model and evidence behind the opportunity. Distinguish what is already demonstrated from what the plan assumes.
Build the financial case
Connect revenue drivers, costs, hiring and cash flow. Link the size and timing of the funding request to the milestones it is intended to support.
Prepare consistent materials
Use the same forecast period, scenario and definitions across the model and presentation. Make the underlying assumptions easy to discuss.
TURN THE OBJECTIVE INTO A WORKING BRIEF
What needs to be clear
before the next decision.
The financial model and presentation should answer the same questions: what has been demonstrated, what the next stage requires and how the funding supports it.
| The question | The work behind it | The useful output |
|---|---|---|
| What is the capital for? | Connect hiring, product development, commercial activity and other commitments to the operating timetable. | A use-of-funds schedule linked to the financial forecast and proposed milestones. |
| How much is needed, and when? | Compare starting cash, the planned operating cash flows and alternative growth or cost assumptions. | A funding requirement with its timing, cash low point and underlying assumptions visible. |
| What supports the story? | Distinguish historical traction, sourced market evidence and management assumptions. | A narrative and financial slides that can be traced back to their supporting material. |
A USEFUL STARTING POINT
Build the basis for the decision.
Establish one agreed operating plan and funding basis before refining the presentation. This prevents the deck from making a different funding request or promising different milestones from the model.
FOR OUR FIRST CONVERSATION
Three things to clarify.
- The audience and purpose of the funding conversation.
- Current traction and the date covered by each metric.
- The spending commitments and milestones the capital is intended to support.
02 / MATERIALS FOR THE NEXT STEP
The right documents.
One consistent basis.
The products follow the project. I can focus on one deliverable or connect several in an agreed scope.
USEFUL INPUTS AFTER OUR FIRST CALL
- Existing deck and business description
- Traction and historical performance if available
- Revenue model, pricing and operating assumptions
- Team and product roadmap
- Target raise, use of funds and intended audience
ILLUSTRATIVE PROJECT SCENARIO
See the decision
in context.
A SaaS founder is choosing between two hiring plans before a round. The model shows the cash required for each plan; the presentation connects the selected plan to milestones and the use of funds.
Explore the project exampleA FEW PRACTICAL DETAILS
Before we work together.
LET’S MAKE THE NEXT MOVE CLEARER
Let’s make the next
decision clearer.
Three quick questions. Then choose a time to talk with Henry.