Your pitch deck, numbers, and data room, ready before you raise
We prepare your story, pitch deck, financial model, and data room with you before you start pitching. A due‑diligence checklist shows what is ready and what is still missing.
From $7,500, as one fixed fee
See pricing for Fundraising PreparationWhat the people you pitch will ask to see
The people you pitch ask for the same things: a story that holds together, numbers that support your ask, and documents they can check. We prepare them with you before your first meeting, so you are not assembling them while you pitch.
We start with the story and the pitch deck, then build the metrics and the financial model behind your ask. We finish with an organized data room and a checklist of what is ready and what is still missing.
- Who it’s for
- You plan to raise soon and want the deck, the numbers, and the documents ready first.
- This is your first round, and you want to know what the people you pitch will expect to see.
- Your story has moved on since your last round, and your deck and model no longer match it.
- Due-diligence requests are arriving, and your documents are spread across inboxes and drives.
The documents you take into your first meeting
- A pitch deck and the story behind it
- A one-page summary of the company
- The metrics and financial model behind your ask
- A data room, organized and filled
- A due-diligence checklist showing what is ready and what is missing
Your story first, then the numbers, then the data room
Review what you have
We go through your deck, your numbers, and your documents as they stand, and agree with you on what your raise needs.
Shape the story
We work out the story with you: the problem, the product, the progress so far, and the ask, in the order the people you pitch need to hear it.
Build the numbers
We set out the metrics that matter at your stage and build the financial model behind your ask, so each figure in the deck traces back to it.
Write the deck and the summary
We turn the story and the numbers into a pitch deck and a one-page summary of the company.
Fill the data room
We organize the data room and fill it with the documents due diligence asks for, and mark on a checklist what is ready and what is still missing.
Go through the checklist
Before you start pitching, we go through the checklist with you, so you know what is left and who on your team will finish it.
How to start and what it costs
Start with a free call. We ask where things stand and what you want to change, and you leave with a straight answer on what it would take.
Fundraising Preparation: From $7,500
One fixed fee, agreed before work starts and never tied to the amount you raise. The work is preparation only: it includes no introductions to investors and no promise of funding.
Your data and what you own
- Where is our data stored?
- In your own accounts and tools where possible, otherwise in cloud services we set up for your project and name for you before work starts.
- What happens to our data when the work ends?
- We hand over or delete what we hold, as you choose, and remove our access to your systems.
- Who owns the code you write for us?
- You own what we write for you; we keep our own pre‑existing components. What you own at the end, such as code, accounts, and content, is agreed in writing for each engagement before work starts.
A sample checklist for due diligence
Part of the checklist for a made-up software startup preparing its first round. The company, its documents, and their status are all illustrative.
Sample due-diligence checklist
Inventory software startup, first round
Company documents
Certificate of incorporation and bylaws
Ready
Cap table, with the agreement behind each line
Ready
Signed IP assignments from founders and contractors
Still to do
Product
Product demo and walkthrough
Ready
Security overview: hosting, access, and backups
Still to do
Customers
Customer list with contract terms
Ready
Customers who agree to take a reference call
Ready
Team
Founders’ and key hires’ backgrounds
Ready
Hiring plan, matched to the financial model
Still to do
Financial model
Monthly revenue and costs to date
Ready
Model with its assumptions written out
Ready
Spending plan for the round, by quarter
Still to do
Before you start pitching
Finish the IP assignments and the security overview, then match the hiring plan and the spending plan to the model.
Questions about Fundraising Preparation
Is the fee tied to how much we raise?
The fee for Fundraising Preparation at Stratyx Ventures is fixed before work starts and never tied to the amount you raise. You see it in writing before you agree to it.
Do you introduce us to the people we pitch?
Fundraising Preparation at Stratyx Ventures includes no introductions: we prepare your story, your numbers, and your data room, and you choose the people you pitch.
What goes in the data room?
The data room Stratyx Ventures prepares holds the documents due diligence asks for, grouped as company documents, product, customers, team, and the financial model. Its checklist marks each item ready or still to do.
Can you work from the deck and model we already have?
Stratyx Ventures starts from the deck, the model, and the documents you already have, and reworks what your raise needs.
Find out what your raise still needs
Early drafts are fine: we start from the deck, the model, and the documents you already have.