Capital raises expose the same questions again and again.

01Is the story compelling?
02Is the market evidence there?
03Do the numbers and operating plan hold up?
04Is the company ready for diligence?

Most companies need work on one or two of these, not all four. We use the framework to find where the raise is exposed, then scope only that.

Bronze grille and marble columns in the Chanin Building lobby — Chanin Building lobby · 1929

01Value Proposition & PositioningIs there a compelling, defensible investment case?

Build an investment case the market can understand and believe.

We pressure-test the investment case against how the market actually makes decisions: what customers value, what competitors can credibly claim, and what investors can underwrite. Then we sharpen the positioning until the commercial and capital stories agree.

Investor positioning & story
Value proposition
Competitive positioning
Market narrative
Strategic differentiation

Capital architecture · 2023$135MTotal funding announced, May 2023Related work: Sourcepass

02Market & Go-to-Market StrategyDoes the market evidence support the growth story?

Evidence the market will say yes, before investors are asked to believe it.

We test the assumptions behind the growth story against real market behavior: customers, pricing, demand, sales motion and competitive response. The GTM plan ends up grounded in evidence, not projections alone.

Market research & diligence
Competitive landscape analysis
Product-market-fit validation
Target customer & segment selection
Pricing strategy
GTM strategy
Launch & expansion strategy

Commercialization · 20255marketsInternational distribution agreement with a subsidiary of Nasdaq-listed Jeffs' Brands, Dec 2025Related work: Scanary

03Financial & Operational ReadinessDo the numbers and operating plan support the case?

The numbers have to survive the same scrutiny as the story.

We align the financial model, operating assumptions, capital requirements and execution plan so management can defend not only where the business is going, but how it gets there. Where AI can materially improve the model, we redesign workflows and operating structures around it.

Financial modeling
Capital requirements & use of funds
Scenario planning
Operating-model design
AI-enabled operational efficiency

Commercial model & EU entry · 2021130%Customer base growth in 2021, as reported by VetaRelated work: Veta Health

Veta Health clinician dashboard and patient monitoring views

04Investor & Diligence ReadinessCan the company withstand the raise and diligence process?

Be ready before the questions start.

We prepare the complete capital case: narrative, financials, investor materials, data room and management responses, so the story holds from the first investor meeting through diligence.

Investor narrative & materials
Data room architecture
Due diligence preparation
Fundraising strategy
Management & investor Q&A preparation
Team & advisory board support
Milestone planning for the next capital event

Series B preparation · 2024$17MSeries B led by Aquiline, Dec 2024Related work: Scripta Insights

The alternatives

Three ways to prepare for a raise.

Deck shopGeneralist consultancyJetPack

What you getA designed deckA strategy reportThe company prepared underneath the raise: story, market evidence, numbers and diligence readiness

Who does the workDesigners working from your contentJunior teams, with partners at the pitchThe senior team you meet, start to finish

What it's built onYour existing narrativeFrameworks and desk researchSourced market, competitive and capital intelligence

When they step awayAt handoffAt the final presentationThrough the milestones we agree, including diligence

How it's pricedPer slide or per deckTime and materialsFixed fee or fixed quote

We don't hand off a deliverable and disappear. On Advisory engagements, the people leading the work stay involved through the milestones we agree, including the investor moments that matter.

How Advisory works

Preparing to raise?

If the story, numbers or diligence process aren't where they need to be yet, that's where we come in.

Discuss your raise See our work

30-minute intro callMatan Magril, Founder & CEO

Commitment-free consultation
The same senior team, start to finish
A reply within one business day