Investor-grade clarity to diagnose what's holding you back.
Perfect for ConTech SaaS founders preparing to raise in the next 6-12 months who need comprehensive capital readiness assessment with ongoing strategic monitoring.
What You'll Receive:
Evolving Intelligence Over 12 Months - Complete Fundraising Journey:
Months 1-3: Foundation Assessment
Capital Readiness Report - Complete metrics analysis comparing your performance against ConTech SaaS benchmarks and investor criteria
Capital Blind Spots Report - Critical gaps founders miss that investors immediately flag during due diligence
Financial Snapshot + AI Readiness Insights - Current state analysis plus future positioning for 2025+ fundraising landscape
Note: This is strategic intelligence and benchmarking analysis, not legal or financial advice.
Strategy Package - 6 Month Plan
Tailored for contech saas.
Best for ConTech SaaS founders already in conversations with VCs or planning an active raise who need sophisticated capital strategy and execution guidance.
Strategic Delivery Timeline:
Month 1: Core Strategy Package (4 Reports)
Capital Strategy Report - Comprehensive capital stack planning, use of funds deployment strategy, and risk mitigation framework (like our BuildLayer analysis)
VC Match Strategy Report - Targeted investor identification using proprietary ConTech VC database with custom approach strategies for each target
Financial Signal Analysis - Deep-dive burn multiple, CAC payback, NDR analysis, and sales efficiency metrics benchmarked against investor expectations
Term Sheet Decoder - Strategic guidance on valuation frameworks, deal terms, and negotiation positioning for ConTech SaaS rounds
Month 3: Execution Support (1 Report)
Capital Deployment Simulation - Detailed 18-month cash flow modeling, milestone tracking, and deployment phase optimization
Delivery:
Total Investment: $18,000
for institutional-grade capital strategy and execution guidance.
Developed by a practicing ConTech SaaS CRO with real fundraising experience.
01
Stage 1
Core strategy package delivered within 5-7 business days
02
Stage 2
Deployment simulation delivered at month 3
03
Format
Professional PDF reports with actionable frameworks (total 40-60 pages)
04
Support
Strategic email guidance throughout the 6-month period
Note: This is strategic intelligence and benchmarking analysis, not legal or financial advice.
Full visibility. Advanced modeling. Premium strategic support.
Best for ConTech SaaS founders preparing for institutional capital or high-stakes rounds who need comprehensive strategic advisory and ongoing CRO-level guidance.
Strategic Advisory Timeline:
Month 1: Complete Intelligence Foundation (5 Reports)
Series A Use of Funds + Budget Forecast - Detailed financial modeling and capital deployment strategy with 18-month projections
Cap Table & Term Sheet Intelligence Toolkit - Strategic guidance on valuation frameworks, deal terms, and negotiation positioning
Key Metrics Sheet - Investor-formatted dashboard with benchmarked commentary and strategic insights (like our LiftCore analysis)
Customer Proof Points - Investor-grade validation documentation with satisfaction metrics and expansion evidence
Custom CRO Strategy Report - Comprehensive strategic guidance on pricing, GTM expansion, and growth optimization (like our ContractorBI analysis)
Month 3: Strategic Update & Refinement
Updated Key Metrics Assessment - Refreshed performance analysis with progress tracking and investor positioning
Refined VC Targeting Strategy - Updated investor match analysis based on company evolution and market conditions
Strategic Advisory Session - CRO-level guidance on tactical execution and fundraising preparation
Delivery:
Total Investment: $54,000
for institutional-grade strategic intelligence and CRO advisory.
Developed by a practicing ConTech SaaS CRO with real fundraising experience.
Note: This is strategic intelligence and benchmarking analysis, not legal or financial advice.
Stage 1
Complete intelligence foundation delivered within 5-7 business days
Stage 2
Strategic updates and advisory delivered at month 3
Format
Professional PDF reports with actionable frameworks (total 60-80 pages)
Support
Ongoing strategic email advisory throughout the 6-month engagement
Full visibility. Advanced modeling. Premium strategic support.
Best for ConTech SaaS founders preparing for institutional capital or high-stakes rounds who need comprehensive strategic advisory with ongoing fractional CRO-level guidance throughout their fundraising journey.
Strategic Advisory Evolution Over 12 Months:
1
Months 1-2: Complete Intelligence Foundation
Series A Use of Funds + Budget Forecast - Detailed financial modeling and capital deployment strategy
Cap Table & Term Sheet Intelligence Toolkit - Strategic guidance on valuation frameworks and deal structuring
Key Metrics Sheet - Investor-formatted dashboard with benchmarked analysis
Customer Proof Points - Investor-grade validation documentation and expansion evidence
Custom CRO Strategy Report - Comprehensive strategic guidance on pricing, GTM, and growth optimization