Case Study: Startup Looking for VC Investment

Client Needs

  • Position company to raise first institutional investment (Series B)
  • Valuation
  • Term sheet
  • Financial plan teaser

Our Offerings

  • 5 year strategic growth plan
  • Cash flow forecast
  • Market assessment
  • Product roadmap
  • Customer acquisition plan
  • Cap table cleanup
  • Valuation advisory
  • Conversion of financials to GAAP
  • Advise on managing finders fees for fund raise