Investor conversations go differently when the financial documentation is complete, consistent, and professionally presented. This package prepares everything a serious investor will look for — before the conversation starts.
When a prospective investor asks for your financials, what happens next matters. If it takes days to pull the documents together, or the figures across different files don't quite match, or the projections look like they were drafted in a hurry — these things register.
This package produces a complete set of financial documents prepared specifically for the fundraising context. Each piece is reviewed for internal consistency, presented in a professional format, and structured around what institutional investors expect to see at Series A and beyond.
Historical financial statements reviewed, reconciled, and formatted for investor review
Forward-looking projections built on defensible assumptions and presented clearly
Cap table reconciled and confirmed accurate before it goes in front of investors
Use-of-funds summary prepared to show how raised capital will be deployed, specifically
Most founders approaching a funding round have some version of the documents investors need. There are historical records somewhere, a spreadsheet with projections, and a rough idea of the cap table. The problem is that none of it has been put together with the investor's perspective in mind.
Figures from different sources don't reconcile. The projections make assumptions that aren't visible or documented. The cap table hasn't been updated since the last SAFE closed. These gaps aren't always obvious from the inside — but they tend to surface during due diligence at exactly the wrong moment.
Financial statements for prior years exist but were prepared informally. Some figures are inconsistent between documents, and they haven't been reviewed with a fundraising context in mind.
A financial model exists, but the projections were built quickly and the assumptions behind the numbers aren't documented. Defending the figures in a detailed investor conversation would be difficult.
The cap table was last updated some time ago and may not reflect all prior rounds or option grants accurately. Reconciling it before due diligence begins would take significant effort.
The scope of this package is defined by what investors in institutional rounds expect to see — and it covers all of it. Each document is reviewed for internal consistency before anything is finalized.
Prior-period income statements, balance sheets, and cash flow statements reviewed, reconciled across periods, and formatted to a consistent professional standard.
P&L · Balance sheet · Cash flow · Period-over-period consistency
Financial projections for the next 24–36 months built on clearly stated assumptions, with revenue, expense, and headcount drivers documented so the model can be walked through with investors.
Revenue model · Cost structure · Assumption documentation · Scenario sensitivity
The existing cap table reviewed against founding documents, investment agreements, and option grants — reconciled to ensure it accurately reflects the current ownership structure before investors see it.
Equity verification · Prior round reconciliation · Option pool review
A clear breakdown of how the capital from the current round will be deployed — by category, with rationale — presented in a format that addresses the question investors always ask.
Category allocation · Deployment timeline · Strategic rationale
This is a project engagement, not a subscription. It runs from intake to final delivery, with clear stages and defined touchpoints. You'll know where things stand throughout, and the timeline is shaped around when you need the documents ready.
We ask for your involvement at specific points — sharing source materials, reviewing drafts, clarifying assumptions. The rest of the work happens on our side, and we come back to you with each stage complete.
We collect existing financial records, prior investment documents, and any existing models or cap table files. We review what's there and agree on the scope and timeline before work begins.
Historical statements are reviewed and formatted. Projections are built with documented assumptions. Cap table is reconciled. Use-of-funds is drafted. Each document goes through an internal review pass before it reaches you.
You review the draft package, we discuss any adjustments, and the final versions are prepared. The walkthrough session ensures you can speak to every number in every document with confidence.
This is a fixed-price project engagement. The scope covers all four documents described above, including one round of revisions after the review session. You receive the full package — reviewed, consistent, and ready to share.
The fee reflects the depth of work involved: source review, reconciliation, drafting, internal consistency checking, and a walkthrough session. Considered against the context of a fundraising round, the preparation it enables tends to be worth considerably more than its cost.
Financial documents prepared by founders, for founders, tend to answer the questions founders think of. Documents prepared with institutional due diligence in mind answer the questions investors actually ask — and those are sometimes different.
The structure of this package is shaped by experience with how financial documentation gets reviewed at Series A and beyond — which items get the most scrutiny, where inconsistencies tend to appear, and what level of detail the projections need to carry. Each document is prepared with that context in mind, not just as a standalone file.
Consistency across the package
Numbers that appear in more than one document are checked against each other — so there are no discrepancies for an investor to question during due diligence.
Assumptions documented, not hidden
The projections include stated assumptions so investors can engage with the model rather than simply accepting or rejecting numbers. Transparency in the model builds more confidence than optimistic figures alone.
Presentation that supports the content
Format and layout matter when documents are being reviewed quickly. Each deliverable is presented to a professional standard — clear, legible, and organized so a reader can navigate it without friction.
The review stage of this process is designed so that by the time the final documents are in your hands, you've had the chance to question every figure and understand every assumption. We won't finalize anything until you're satisfied that the package accurately represents your business.
One revision round is included in the scope. If, after the review session, adjustments are needed — to projections, to the use-of-funds breakdown, or to the presentation of the historical statements — those are included as part of the engagement. If you'd like to talk through what's involved before committing, that conversation is available with no obligation.
One full revision round is part of the scope — no additional charges for adjustments after the review session
Scope is agreed before work begins — the project fee covers everything described, with no additions at the end
Happy to discuss the timeline, process, and what your documents currently look like before you make any decision
The earlier this work begins relative to your fundraise, the more time there is to address anything that surfaces during the review process. Most founders find it useful to start four to six weeks before they expect to share documents with investors.
A brief message introducing your business and your fundraising timeline gives us enough to confirm whether this package is the right fit and discuss any specifics.
We review your existing materials, agree on the timeline and deliverables, and clarify any specifics before work begins. Scope is confirmed in writing before the engagement starts.
We prepare the full package — statements, projections, cap table, and use-of-funds — with consistency checks throughout. You review a draft before anything is finalized.
After the review session and any revisions, the final package is delivered. You receive all files and a walkthrough of each document so you can speak confidently to its contents.
If you have a fundraising conversation on the horizon and want to know your documents are in order before it starts, the contact form is the place to begin. Tell us about your timeline and your current situation, and we'll take it from there.
Send us a messageChart of accounts configuration, software setup, opening balances, and a custom reference guide for your day-to-day bookkeeping. One-time, one-off.
Ongoing bookkeeping for seed-funded startups, with burn rate and runway tracking, and investor-formatted monthly reports.