Capital Raise & Finance Operations
Clean books and a credible model. We run both.
Investors check two things before they check anything else: are the numbers real, and is the model believable. If the books are a mess, the model doesn’t matter. If the model doesn’t hold together, clean books won’t save it. The two go hand in hand, and most young companies are short on both when they start to raise.
We run both sides. We stand up and operate the day-to-day accounting that gives investors confidence in your numbers, and we build the model and the raise that turn that confidence into a closed round. This is one team doing the finance work and the fundraising, not a bookkeeper in one corner and a banker in another who never talk.
That’s the right setup for early-stage founders and the companies behind them: get the finance operations right, and the raise gets easier because the foundation is already there.
Finance operations that make you fundable
You need finance operations a fund will take seriously, run by people who know what that bar looks like.
We handle month-end close, full-cycle AP, AR, payroll, and intercompany, so your books are clean and current. We put GAAP-compliant policies and internal controls in place, with audit-ready documentation from the start. We apply a standardized approach to revenue recognition under ASC 606 and to payroll, so your reporting is consistent period over period and free of the timing issues that become restatement risks later.
And we scale the tooling to your stage. Early on, that’s a lightweight, cost-effective stack that covers the fundamentals without over-engineering. As you grow, we add automation, reporting depth, and the compliance tooling investors expect. We’ve deployed NetSuite, Sage Intacct, QuickBooks, Ramp, Rippling, and more, and we use AI to speed up close and forecasting where it helps.
A capital raise, run by your finance lead
When it’s time to raise, we run the process as your finance lead. We work in three phases.
Prepare. We refresh your three-statement model and five-year projections, rebuild the investor deck and narrative, draft the offering documents, stand up the data room, and build the target investor list.
Launch. We sharpen the messaging, script, and Q&A. We run the valuation and recommend the right investment vehicle, finalize the cap table and timeline, and lead investor outreach and adviser coordination.
Execute. We sit in investor meetings as your finance lead, manage diligence and the Q&A log, coordinate follow-ups and reference calls, and negotiate and close the commitments.
You get an operator who has been through this, in the room with you and your investors, not a set of templates and a wish of good luck.
Aligned with your outcome
Our raise fees are built around a successful close, so our incentives sit on the same side as yours. There’s a refundable engagement deposit to start, a base fee tied to the proceeds, and a performance incentive on proceeds above the target. Where it fits your capital position, equity participation can reduce the cash fees. We walk through the full structure when we scope the raise.
Proof
A telehealth company working to reduce unnecessary hospital transfers from skilled nursing facilities was struggling to raise its Series B. The existing materials and model lacked the rigor institutional investors needed. We revised the investor presentation and financial model, built a prioritized target list, led outreach, and prepared the management team for diligence. The company secured a $24M Series B led by a top healthcare investor, alongside a go-to-market plan for the markets it would expand into next.
When to bring us in
Let's talk
If a raise is ahead of you, the work starts before the pitch. Let’s get your books and your model ready, then go raise the round. We’ve sat in your seat. Now we’re in your corner.
