Raise with the numbers and the plan already settled.
Seattle founders raise from funds here and in the Bay Area. Whoever leads, the diligence is the same: the model, the contracts and the cap table, read line by line. Founders who are also thinking about a secondary sale need the tax position worked out before the term sheet.
Where raises come unstuck
The meetings go well. Diligence is where it slips:
The forecast does not reconcile to the books
Revenue in the deck and revenue in the books differ, and the investor sees it first.
Usage revenue is hard to explain
Consumption contracts and committed spend need a clear policy before an investor will credit them.
Secondary sales without a tax plan
A founder selling shares in the round needs to know what they will actually take home before agreeing.
The founder is running two jobs
The business and the raise each need full attention, and one of them suffers.
A fractional CFO or revenue leader who has sat through diligence before lifts the raise off the founder. They rebuild the model, tidy the revenue policy, prepare the data room and handle the follow-up questions, with your tax adviser on the secondary. That leaves the founder free to run the company while the round moves forward.
Who this is for, and who it is not
Best for
- Preparing for a funding round in the next three to six months
- A data room or financial model that will not survive diligence
- Gaps in investor reporting, cap table or board resolutions
- A founder carrying every financial question personally
- Numbers and investor narrative that do not yet line up
Not for
- A business with no revenue or traction to diligence yet
- A one-off pitch deck or investor slide design
- A team that wants a document produced, not a leader embedded
- A round already closed that needs only bookkeeping
Support around the round
We match the operator for the raise and keep our governance around them until the money lands.
Pace checked weekly
During a live round we check in weekly and flag early if the data room or the model is behind.
Diligence experience on call
The collective includes operators who have answered an investor's diligence list line by line.
No restart if people change
If the executive has to leave mid-raise, we run the replacement search from our brief and manage the handover ourselves.
Matched to the investor
A seed round and a growth round test different things. We match on the round you are raising.
From gap to investor-ready
Calibrated to your round timeline.
Fundraise assessment
We assess your current financial infrastructure, identify gaps, and calibrate to your round timeline.
CFO deployment
Your matched Fractional CFO is embedded within two weeks and begins building investor-grade infrastructure.
Fundraise preparation
Financial model, data room, board pack, governance, built and stress-tested before you enter conversations.
Round support and post-close
Your CFO stays through the round and transitions to execution mode. Reporting infrastructure, milestone tracking, and board presence.
Before, during and after the round
What a fractional CFO owns at each stage of a raise.
A fractional CFO leads every fundraise
Most raises need only the CFO. When diligence probes operations or technology, a COO or CTO joins from the same collective.
Executives who have raised alongside
