Seed to Series A.
Build the institutional story.
The leap from angel money to institutional capital demands a different artefact. A model that reconciles to actuals. A narrative that survives diligence.
You shouldn't need a finance team to answer this
The everyday questions this module makes simple.
Angel math won't pass diligence
The model that charmed angels falls apart the moment an institutional team starts pulling threads.
The model and the books disagree
Your forecast and your actuals tell two different stories, and diligence will find the gap.
Averages hide the truth
Flattened, blended numbers bury the cohort behaviour a Series A partner actually cares about.
Explore a sample seed-to-Series-A workspace
See a diligence-ready model, every line traceable, cohorts built in, and the board pack and data room that come out of it.
A diligence-ready model, traceable lines, cohort discipline, and benchmark anchoring, that produces the board pack and data room a raise needs.
- Assumptions
- Model
- Scenarios
- Mentor Review
- Outputs
AI mentorOn plan, growth and burn multiple are in the range a Series-A lead expects.
Illustrative, capabilities and typical targets, not guaranteed outcomes.
The diligence email lands
Build the institutional story.
A partner asks for the data room and your stomach drops, except this time it doesn't. Every figure ties to a source, the cohorts hold up, and the model reconciles to your books. You answer in a day, not a fire drill.
- Every line traceable to source
- Cohort-disciplined, not averaged
- A data room that survives a top-tier team
Decisions you can make this week
Practical calls this module helps you get right, no finance background needed.
The capabilities that earn the work.
Diligence-ready
Every line ties to source. Every assumption documented. No surprises in DD.
Cohort discipline
Retention, expansion, payback, by cohort, not flattened averages.
Benchmark anchoring
Position yourself against the 12k-strong comparable set.
Round modeling
Pre-run the cap table outcomes across three plausible term sheets.
From signal to decision.
- 1
Reconcile to reality
Connect actuals so the model and the books agree at every level.
- 2
Layer the cohort logic
Move from monthly averages to true cohort behaviour.
- 3
Build the narrative
Pitch Studio composes the three-act story your partners want to see.
- 4
Run diligence
Spin up a data room that survives a top-tier diligence team.
Questions founders ask
What makes a model 'diligence-ready'?+
Every number traces to a connected source, assumptions are documented, and the model reconciles to your actuals, so there are no surprises when a partner digs in.
Can I compare myself to other companies at this stage?+
Yes. Position your metrics against an anonymised benchmark set matched to your stage and sector.
Does it handle the round itself?+
You can pre-run the cap-table and dilution outcomes of each term sheet before you sign.
Adjacent capabilities.
Make this the last spreadsheet you build
Build your plan, connect your data, and see this working on your own numbers, no finance team required.
From idea to investor-ready · built for founders, not finance teams