Investor Materials

The materials that raise
the round, built from the model

Deck, plan and teaser drawn straight from the model, so the story and the numbers cannot contradict each other.

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Fixed fee agreed upfront | 14 business days | 2 revision rounds

Selected clients across the US, GCC and Europe

The materials

3 deliverables, 3 different readers

Each one exists to get past a specific person. The teaser earns the meeting, the deck carries the room, and the plan answers what the room could not.

Pitch Deck

  • The story lands in the first 3 slides
  • Every figure traced back to the model
  • Market, traction, unit economics, use of funds
  • Charts wired to model outputs, not screenshots
  • An appendix for the questions the deck invites
  • Read by: partners, in 10 minutes, on a phone

Business Plan

  • Written in full, with sourced market research
  • Operating plan tied to the same drivers as the model
  • Competitive position stated, not asserted
  • Risk section that names real risks
  • Formatted for lenders, grant bodies and boards
  • Read by: analysts and credit committees, slowly

Investment Teaser

  • One page, sent cold, designed to get a reply
  • The opportunity, the ask and the traction only
  • No confidential detail, so it can travel freely
  • Matches the deck it leads to
  • Read by: an inbox, in 30 seconds
Process

14 business days, 4 stages

The clock starts on the deposit and the questionnaire, not on the calendar.

4 steps
  1. Days 1 to 2
    01

    Brief

    One working call and a questionnaire. We take the raise, the audience, the traction and whatever numbers exist today.

    An agreed angle
  2. Days 3 to 8
    02
    Model

    Build

    Model first, then the narrative on top of it, so no figure in the deck has a different source to the plan.

    A first full draft
  3. Days 9 to 11
    03
    Draft

    Review

    We walk it slide by slide, argue the weak claims, and take the first of your 2 revision rounds.

    A defended draft
  4. Days 12 to 14
    04
    Release

    Handover

    Second revision, editable source files, and a run-through so whoever presents it can answer for every number.

    The files, yours
A printed deck spread, annotated against the model
Off the printer

The deck is checked against the model, page by page

Every figure on every slide is traced back to the cell it came from before the document goes near an investor.

Case studies

An equity raise, and a credit committee

The same materials, aimed at two very different readers.

Scope

Exactly what you get, and what we will not do

Stated plainly on both sides, because the boundary matters more than the brochure.

Included in every engagement
Editable source filesThe deck, the document and the model, unlocked and yours, not a flattened PDF.
2 revision roundsInside the 14 days, with further changes quoted before anyone touches the file.
Numbers from one sourceEvery figure in every document reads from the same model, so nothing can disagree.
A run-through before you presentSo whoever is in the room can answer for the assumptions, not just read the slide.
What we will not do
Introduce you to investorsWe are not a broker-dealer and we do not place capital or take success fees.
Write securities languageMaterials are commercial documents. Offering language belongs with your counsel.
Guarantee a raiseWe can make the documents defensible. The market decides the rest.
Invent tractionIf a number is not supportable it does not go in, however good it would look.

Need the model kept true after the raise? FP&A and reporting run on a monthly cadence.

See financial models & FP&A

Need someone senior in the room through diligence? Fractional CFO retainers run monthly, in 3 tiers.

See retainers
Our guarantee

What we guarantee, and what we cannot

We are answerable for the quality of the documents and their consistency with the model underneath.

We are answerable for
Internal consistencyThe deck, the plan and the teaser all quote the same model. No figure contradicts another.
Diligence readinessEvery number in the deck can be traced to a schedule in the model, on the day an investor asks.
The delivery dateA fixed date agreed before we start, met or renegotiated in advance rather than after.
The revisionsIterations within the agreed scope are included until you are ready to send it.
We are not
Whether you raiseMaterials remove the reasons to pass. They do not manufacture conviction.
Investor appetiteA cold market is a cold market. Better documents shorten the process; they do not create demand.
Your delivery in the roomWe can make the argument airtight. You still have to make it out loud.
The valuation the market awardsWe can show what the business supports. The market sets the price.
Pricing

Commissioned together, priced together

Most raises need more than one deliverable, and they are cheaper and better when one team builds them from a single model.

Fixed fees | agreed before work begins
Financial models & decks
Financial modelThree-statement and driver-based, built for diligence
from$1,250
Pitch DeckThe narrative investors read in the first 3 slides
from$1,250
Business PlanWritten in full, with sourced market research
from$1,450
Investment TeaserOne page that earns the first meeting
from$450
Fundraising suites
CoreModel, pitch deck and teaser
$2,450
SignatureModel, pitch deck and full business plan
$3,450
Full MandateAll 4 deliverables, plus data room preparation and a board-ready summary
$3,950
Get a fixed quote

Suites are priced below the sum of the parts. Every other fee we charge is published in full on the pricing page.

See all prices

Suites save against commissioning the same deliverables separately: the model is built once and everything reads from it. Fees in USD, fixed before work begins.

Questions

Asked before every engagement

Which materials do we actually need?

For equity, usually a model, a deck and a teaser. For lenders and grant bodies, a written plan does work a deck cannot.

Do we need the model if we already have one?

If it is driver-based and ties, we will build on it. If the deck's numbers cannot be traced back to it, rebuilding is faster than reconciling.

Do you design, or just write?

Both. The deck is designed as well as written, in your brand if you have one and in a restrained house style if you do not.

What file formats do we get?

Editable source files: the deck in your presentation software, the plan as a document, the model as a spreadsheet. Plus PDFs for sending.

Can you sign an NDA?

Yes, before anything is shared. We also sign your standard mutual NDA on request rather than insisting on ours.

What if the raise changes shape?

Within the 2 revision rounds we adjust. If the round becomes a different round, we requote rather than quietly stretching the scope.

How much of our time will this take?

2 calls and a review round, about 4 hours. The story is yours; the assembly is ours.

What do we keep at the end?

The editable deck, the plan, the teaser and the model behind them. Nothing is held back as leverage for the next engagement.

Will this get us funded?

No document raises money on its own. We are not in the room, and materials cannot fix a business investors do not want. They can stop a good business losing on presentation.

Contact

One team on the numbers
and the narrative

Book a call and get a fixed-fee scope within 24 hours. Bring whatever deck or model you have, however rough.

Schedule your free consultation
What happens next
  • 1

    Free consultation

    A short call on the raise, the audience and which documents it needs.

  • 2

    Fixed-fee scope

    Deliverables, timeline and price stated in writing within 24 hours.

  • 3

    Deposit and questionnaire

    50% deposit and a questionnaire start the 14 business days.

  • 4

    Review and handover

    2 revision rounds, a run-through, and the editable files are yours.