For founders and scaleups

Successful fundraising follows a method.

Preparation decides the outcome. Investors form a view in the first meeting, often within minutes of opening your deck, and you rarely get a second first meeting. We make sure you arrive prepared.

The method

Six steps from plan to term sheet.

We work on the materials with you: we rebuild the model with your CFO, design the narrative and rehearse the investor Q&A.

  1. 01

    Define what the next round must prove

    Start from the round after this one: the milestones, metrics and team that will make it fundable. This round is sized to reach them, with a buffer.

  2. 02

    Build the equity story

    Why this market, why now and why your team, told in a way an investor can repeat to their partners.

  3. 03

    Back every claim with evidence

    Customer references, cohort data, pipeline and unit economics that hold up under scrutiny. Every claim in the deck has its source in the data room.

  4. 04

    Prepare model and data room before the first meeting

    A financial model tied to your operating metrics and a data room organised for diligence, ready before outreach starts rather than assembled under pressure.

  5. 05

    Target and sequence investors

    A list prioritised by stage, sector, ticket size and fit, with meetings sequenced to build momentum.

  6. 06

    Run the process to term sheet

    A clear timetable, disciplined follow up and prepared answers to the hard questions, through to term sheet negotiation alongside your legal counsel.

Where to start

Fundraising Readiness Review

Two weeks · fixed fee, agreed upfront

Before you speak to a single investor, we review your story, model, evidence and data room against what investors will test, and tell you plainly what will hold and what will not.

What you receive

  • A written readiness assessment across story, numbers, proof and process
  • The five fixes that matter most, in order of impact
  • Round size and use of funds tested against the milestones for the next round
  • A plan and timetable to go to market
Discuss your fundraising

When to call us

  • You plan to raise within the next six months
  • A round has stalled, or first meetings are not turning into second ones
  • You are entering a new country or region
  • Growth has slowed and the plan no longer fits
  • A licensing deal, partnership or sale is on the table
  • Investors ask for a model or data room you do not yet have
  • Your board wants a funding plan with milestones behind it

Beyond the round

Strategy, expansion and special situations.

Senior help at the moments that decide a company's direction. We work alongside your legal, tax and licensed financial advisers, never in place of them.

  • Growth strategy and product market fit

    Where to compete and how to win, decided on evidence: which customers pay, why they stay, and which few moves matter over the next 18 months.

  • International expansion

    Which market first, how to enter and with which partners. Our founder has taken companies into more than 30 markets across Europe, the Americas, Africa and the Middle East.

  • Technology licensing and commercial negotiations

    Issues lists, negotiation strategy and positions on IP, exclusivity, service levels, liability and exit.

  • Partnerships, joint ventures and preparation for a sale

    Partner selection, deal structure and the equity story, prepared alongside your legal counsel and licensed corporate finance advisers.

  • Fractional CSO and board roles

    We take on a small number of fractional CSO roles by choice, where we can commit for the long term, often with part of the compensation in equity. Each starts with a defined time commitment, a 90 day plan and clear reporting to the board.

Selected engagements

Recent work with founders and boards.

European neobankAdvisory mandate

Round design and investor process for a €40M equity raise

A neobank with a European banking licence and an AI-driven lending platform, preparing a €40M growth equity round.

What the work covers
  • Round design: size, use of funds and the milestones the capital must deliver
  • An equity story that explains both the banking franchise and the technology platform
  • Investor narrative, financial materials and data room built to institutional standard
  • Process management

DisruptIQ engagement

Clinical AI companyIn progress

Fractional Chief Strategy Officer through pre-seed and seed

A founder led clinical AI company moving from research to its first funding rounds, needing senior strategy capacity without a full time hire. Part of our fee is in equity, tied to the funding milestones. Targets: close the pre-seed round, then the seed.

What the work covers
  • Fundraising strategy, equity story and investor process for the pre-seed and seed rounds
  • Financial model and data room built for investor diligence
  • Go to market and partnership strategy for the commercial launch
  • Regular reporting to the founders and the board

DisruptIQ engagement

Fintech group and a bank led joint ventureConcluded

Licensing a lending technology platform

A technology licence at the heart of a strategic investment, between parties with different goals on control, exclusivity and economics.

What the work covers
  • A complete issues list across 21 areas, from IP and exclusivity to service levels, liability and exit
  • Negotiation strategy and positions on each point
  • Coordination with legal counsel through the negotiation

DisruptIQ engagement

Decision tools

Are you ready to raise?

Ten questions across story, numbers, proof and process. See where you stand and what investors are likely to challenge first.

Raising, expanding or at a crossroads?

Tell us where the company is and what the next round must achieve. The first conversation is free, discreet and without obligation.