Pitch Decks & Investor Materials

A founder-ready fundraising package - pitch deck, data room, and investor update cadence - assembled from the same financial sources finance maintains, so the story you tell investors and the numbers you live with are the same ones.

What the managed workflow does

Drafts the deck end-to-end

Cover, problem, solution, market, traction, model, team, and ask - drafted to your stage and narrative, with charts pulled live from the model.

Provisions the data room

Numbered folder hierarchy mapped to standard diligence flow. Files indexed and tagged so investors find what they expect, where they expect.

Tracks investor activity

Per-firm view tracking, file open events, and time-on-doc surfaced into a dashboard so you know who's serious before the next call.

Maintains the update cadence

Monthly investor updates pre-drafted from the same source data. Edit and send - never start a new doc from a blank page.

Pitch deck spread + virtual data room · live

22-Slide Deck · 8 Folders · 87 Files · 543 MB

Deck spread shipped

Cover · brand markTraction · ARR + cohortsAsk · raise + use-of-funds22 slides total · v7 final

Data room signals

Fresh · investor opened todayViewed · earlier in sessionFolder family · 6 areasNumbered for diligence flow

Sources for the package

Operating model. Three-statement model with cohorts, drivers, and scenarios - the same one finance owns internally.
Customer evidence. Logos, case studies, references, and cohort tables sourced from CRM and customer data.
Org & hiring plan. Headcount roster, comp bands, and hiring roadmap from the people-planning workbook.
Market & competitive intel. TAM build, comp set, and competitive battle cards refreshed from intelligence pipelines.

Outputs you ship to investors

Pitch deck. Slide deck in your design system with charts wired to the live model so refreshes don't break formatting.
Data room. Provisioned folder hierarchy, indexed files, and per-investor permissioned access with view tracking.
Investor update. Monthly update template pre-filled from the model and customer data - edit, sign, send.
FAQ + diligence pack. Standard diligence questions pre-answered with sourced exhibits, ready before the second meeting.

What you get, every week