01 · THE SCOPE
One call to map the raise
Where you are, the round you're targeting, and what those investors will actually ask. We leave the call knowing exactly what the model and data room need to carry — no generic checklist.
You know the gap — someone to own the financial model, the data room, and the investor narrative. You don't need a full-time CFO yet. You need that work done, properly, before the next investor asks. We do exactly that as a focused engagement — not a retainer you can't justify.
[Testimonial pending] — a named quote from a founder whose data room and model we built ahead of a raise goes here.
You've been searching "fractional CFO," "FP&A help," "fundraising strategy" — because you can see the shape of what's missing. The model investors will actually interrogate. A data room that doesn't surface gaps mid-diligence. A narrative that ties the numbers to the story. At pre-seed and seed, a full finance hire is premature — but the work is not.
We run it as a finite engagement. Someone who has sat on both sides of the table builds your model, organizes your data room, and pressure-tests the story — then hands it back to you raise-ready. Not a deck and a goodbye. The actual artifacts, built to the standard a real diligence process demands.
This is the fractional-CFO outcome without the hire: one call to scope the raise, a focused build of the model, data room, and narrative, and a handoff where you walk in knowing every number. Priced as a fixed engagement once we both know what you're raising.
Where you are, the round you're targeting, and what those investors will actually ask. We leave the call knowing exactly what the model and data room need to carry — no generic checklist.
We build the financial model, organize the data room, and tie the narrative to the numbers — the work a fractional CFO would do, compressed into a focused engagement instead of a monthly retainer.
You walk into the room able to defend every line. Nothing surfaces in diligence that you didn't surface first — and you own the artifacts, not us.
A financial model built on assumptions you can stand behind line by line — not a template you inherited and hope no one questions. The numbers a CFO would put in front of an investor.
Organized, complete, and structured the way diligence actually moves — so nothing surfaces in DD that you didn't already surface yourself. The room you'd be confident opening today.
The investor story that connects the model to the mission — so the raise reads as one coherent case, not a deck and a spreadsheet that argue with each other.
What's the actual funding process after investors verbally commit? No one tells you what happens next.
No — and that's the point. A fractional CFO is an ongoing monthly relationship most pre-seed and seed founders don't yet need. This is a finite engagement that produces the specific artifacts a raise requires: the model, the data room, the narrative. You get the CFO-level output without committing to a CFO-level cost.
A defensible financial model, a structured and complete data room, and an investor narrative tied to the numbers. They're yours — built to a standard that survives diligence, and handed back so you can run the raise yourself.
The scoping call covers your raise strategy — round size, target profile, and what those specific investors will want to see. The build then maps to that. We're not a placement agent, but we make sure you stop walking into rooms unprepared for the questions you'll get.
A focused engagement measured in weeks, not months — scoped on the first call against where you are and when you need to be in front of investors. Speed is part of the value: the work gets done before the next ask, not after.
Priced as a fixed engagement once we've scoped the raise on the first call — so you know the number before you commit, and it's a fraction of a full-time finance hire. No open-ended retainer.
Operators who have built and scaled companies and sat through real diligence — on both sides of the table. The same judgment a seasoned CFO brings, applied to your raise specifically, with AI-enabled WayaFrames doing the structured heavy lifting underneath.
Book a working session. We'll scope your raise, tell you honestly what the model and data room need to carry, and what it takes to get you in front of investors ready.