Capital Readiness Advisory
Financials that survive diligence.
Revenue is not the same as readiness. We build the models, the materials, and the reporting that let a business stand up to scrutiny from lenders, investors, and time.
The Problem
Financials that survive diligence starts with what is missing.
Most businesses generate revenue but cannot survive diligence. The financials are inconsistent, the projections lack a defensible foundation, and the documentation a lender or investor will request does not exist in a usable form. When capital is on the line, that gap costs time, terms, and deals. The same standard applies to owners whose balance sheets are unprotected and to trusts that were drafted but never funded.
What We Do
A defined scope, not open-ended advice.
- Fractional CFO leadership for founders and owners without a full-time finance function.
- Financial model buildout with assumptions that hold up under questioning.
- Capital raise materials, including deck narrative and supporting schedules.
- Investor and lender packaging tailored to the audience reviewing it.
- Data room preparation with a clean, defensible document index.
- Cash flow architecture that connects operations to obligations and reserves.
Deliverables
Concrete outputs you keep.
Financial Model
Integrated three-statement model with assumptions and scenarios.
Capital Raise Deck
Narrative and supporting figures built for investor review.
Use of Funds
Itemized deployment plan tied to milestones and runway.
Data Room Index
Structured, version-controlled diligence document library.
Monthly Reporting Package
Standardized investor and lender reporting cadence.
Who This Is For
Founders preparing to raise equity or debt, owners who need a credible finance function without a full-time hire, and leadership teams approaching a transaction, refinance, or recapitalization.
Engagement Structures
Priced to the scope of work.
Diagnostic
$ TBD
A focused readiness assessment and prioritized findings.
- Diligence gap analysis
- Financials review
- Readiness scorecard
- Prioritized action list
Project-Based
$ TBD
Model, materials, and data room built for a defined raise or transaction.
- Model buildout
- Raise deck and use of funds
- Data room preparation
- Lender / investor packaging
Ongoing Fractional CFO
$ TBD / mo
Embedded finance leadership with monthly reporting and advisory.
- CFO advisory
- Monthly reporting package
- Cash flow oversight
- Board and lender communication
Pricing shown as editable placeholders. Final scope and fees are set in the discovery call.
Questions
Frequently asked.
Find out where you stand.
The Gap Report maps what lenders, investors, and time will test before you do.