Investor-Ready Finance
in 60 to 90 Days.
You've got traction. You've got the term sheet conversation coming. You don't have the finance function to back it up — cohort data is in a spreadsheet, your metrics don't match your investor updates, and your forecast was built in panic for the last board meeting. We fix that before the diligence starts.
What Series A Investors Actually Look For
The bar is higher than it was three years ago. Companies that can't answer diligence questions cleanly lose the deal — or lose price.
Unit Economics That Hold Up to Scrutiny
CAC, LTV, payback, cohort retention, gross margin after allocated costs. Not the ones in your pitch deck — the ones calculated correctly from actual transaction-level data. Investors will recalculate these. You need to know they'll match.
Revenue Recognition That's Defensible
ASC 606 compliance. Deferred revenue schedules. Bookings vs. billings vs. revenue clarity. If an auditor or QoE firm can't reconcile your revenue to your MRR in 15 minutes, the deal slows down.
A Forecast That Isn't Hopium
A three-statement model with real assumptions, scenario ranges, and the analytics to back up how you got there. Investors read 100 decks a month. They can smell spreadsheet fiction.
Board-Grade Reporting Today
Not for the fundraise — for the two years after it. Your Series A investors will sit on your board. What they see month one of month two sets their expectations for month 24.
The 90-Day Scope
Specific deliverables. Defined timeline. End state: you can answer any finance question a Series A investor throws at you.
Days 1–30
Audit the current state. Fix revenue recognition. Rebuild the monthly close so it produces clean numbers. Document accounting policies.
Days 30–60
Build the cohort and SaaS metrics engine. Construct the three-statement model. Validate unit economics from raw data. Stand up the KPI dashboard.
Days 60–90
Produce the first investor-grade board package. Prep the data room. Write the narrative that connects numbers to strategy. Rehearse the pitch.
During the Raise
Answer diligence questions directly. Defend the model in investor meetings. Support your CEO through term sheet negotiations with real financial grounding.