This is the work of running a fundraise properly and building the materials that get investors to yes, from the story to the model. You bring someone in when you’re raising for the first time, raising while running the company, or sitting on a deck that isn’t landing meetings.
When to hire an external consultant
You’re raising and running the business at once, and the process needs someone whose only job is the raise.
Your deck and model aren’t getting the meetings or the terms, and you want an outside eye before you burn more investors.
It’s your first serious round and you’d rather learn from someone who’s run them than on your own cap table.
Typical activities
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Building the equity story: the narrative, the market, the why-now, in language investors move on.
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Building the model and the numbers that hold up when a fund’s analyst takes them apart.
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Making the pitch deck and the data room that carry the story without you in the room.
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Building and running the investor list and the process, so you keep tension and control the timeline.
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Prepping you for the meetings and the diligence, so the hard questions don’t land cold.