Flagship project · 30 days
Investor Ready in 30 Days
Model, valuation, investor deck and data room — all of it, in 30 days.
OngoingMonthly engagementScoped upfront
Investor Outreach & Raise Support
A structured fundraising process, with support beyond the materials.
An optional monthly engagement for founders whose materials are ready and whose raise is going live. Scope and fees agreed upfront.
What this is
Preparing the model and deck is only the beginning. We help founders identify suitable investors, prepare tailored communications and keep fundraising conversations organised, from the first approach through follow-up and diligence.
This is an optional monthly engagement. The scope — research volume, communication support, meeting cadence and duration — is agreed upfront, before anything starts.
At a glance
- Fee
- Scoped upfront, monthly
- Shape
- Monthly engagement
- Builds on
- Investor Ready in 30 Days
- Outreach
- Founder-led, supported
- Tracker
- Shared, with review cadence
- Scope
- Defined in the proposal
How we work together
Four steps, repeated as the process develops.
- Step 1
Agree the objectives
The fundraising objectives, investor criteria and responsibilities are agreed before work begins.
- Step 2
Prepare the shortlist
The shortlist, messages and tracker are prepared so the approach starts organised.
- Step 3
Support the outreach
Founder-led outreach and follow-up, supported by Compass & Ledger throughout.
- Step 4
Review and coordinate
Feedback is reviewed and next steps coordinated as the process develops.
What you get
Everything delivered, listed.
Scope and fee agreed upfront, in the proposal.
- Extended investor research and prioritisation — contact-level research that builds on the investor target list in Investor Ready in 30 Days, prioritised against your criteria and refreshed as investor feedback comes in. Researched prospects, distinguished from existing relationships.
- Outreach and introductions — tailored introductory messages, forwardable introduction requests and follow-up communications. You lead investor engagement, supported by Compass & Ledger. Relevant introductions may be facilitated where available.
- Pipeline and follow-up coordination — a shared tracker showing conversations, feedback, next steps and responsibilities, supported by an agreed review cadence.
- Meeting preparation — briefing notes, presentation rehearsal and help addressing likely investor questions.
- Diligence and financial communications — coordination of information requests, financial explanations and consistency between the model, investor materials and subsequent communications.
- Progress reviews — review of investor responses, recurring objections and next actions to improve the approach as the process develops.
- Fee
- Scoped upfront, monthly
- Shape
- Monthly engagement
- Builds on
- Investor Ready in 30 Days
- Outreach
- Founder-led, supported
- Tracker
- Shared, with review cadence
- Scope
- Defined in the proposal
Scope agreed upfront
Investor research volume, communication support, meeting cadence, duration and any additional materials are all defined in the proposal before work begins.
Common questions
Asked before every one of these.
Do you introduce us to investors?
We build a prioritised target investor list and make initial introductions. Where there is a genuine fit, we may also introduce you to investors in our own network. We do not guarantee meetings, investor access or funding.
How are the fees set?
Scope and fees are agreed upfront and set out in the proposal — research volume, communication support, meeting cadence and duration — before any work begins.
Do we need Investor Ready in 30 Days first?
It helps, because this engagement builds on the investor target list and materials produced there. If your materials already exist and are sound, we can start from those — we will tell you straight on the call.
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Next step
Twenty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.