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Services ·02 · Fundraising

A process, not a scramble.

Series A through C+. Story, materials, target list, and the room itself — for growth equity and strategic investors who actually understand AI economics. Built so you walk into the close with competitive term sheets, not just a yes.

Engagement
Project-based
Lead
Daniel Bae
Timeline
3–5 months end-to-end
Best fit
Series A → C+
Process timeline · typical Series B raise
20-week shape · variances ±2 weeks per phase
W1
W5
W9
W13
W17
W20
PHASE 01
02
PHASE 03 · paced meetings · midpoint loop
competitive TS in
PHASE 04 · close
wire
Designed for competitive term sheets by week 12, not a six-month grind Run in parallel with Strategic if retained

Four phases. One close.

Materials and model first. Target list second. Process run third. Close fourth — but the close is engineered from week one.

01
Materials & model
Narrative, deck, metrics pack, operating model. The version that survives partner-meeting scrutiny and DD scrutiny — not the version designed for a first call.
3–4 weeks
02
Target list
80–120 investors, tiered by conviction and fit. Partner-level intros where we have them, warm relays where we don't. Not analyst spam.
1 week
03
Process run
Paced meetings, shared data room, midpoint feedback loop. Designed for competitive term sheets by week 6, not a six-month grind.
6–10 weeks
04
Close
Term-sheet negotiation, legal-adjacent horsepower, board-construction guidance, and the final signature.
2–3 weeks

Deliverables, named.

01
Investor narrative
The 12–18 page pitch deck and the spoken story behind every slide. Tested against partners before it leaves the building.
02
Operating model
A 3-statement model that ties to your data, projects defensibly, and answers the diligence questions a sharp investor will ask in week three.
03
Data room
Pre-built and curated, not a Google Drive dump. Designed so DD doesn't kill the momentum you spent six weeks building.
04
Tiered target list
Named investors, named partners, tier-ranked by fit and conviction. With outreach scripts and the relay map.
05
Meeting choreography
First-call structure, partner-meeting prep, mock Q&A. The choreography that gets you to "we'd like to lead" without leaking process.
06
Term-sheet negotiation
Comparison memos, redline support, and the conversations we have on your behalf with the partners on the other side.

Ready to run a proper process?

Thirty minutes, confidential, no deck required. Tell us where you are — we'll tell you honestly whether the timing and shape are right.

Book a confidential intro → Pick a slot →