Services · Fundraising Readiness

Ready before the first investor call.

Financials, models, and structure that survive due diligence. Investors read your books before they read your deck.

US GAAP financials Data room ready Delaware topco structuring

What's included

Everything a diligence process will ask for, prepared before it's requested.

Investor-ready US GAAP financials
Financial models, projections, and unit economics
Data-room preparation and compliance cleanup
Cap-table hygiene
Pre-raise structuring, including the Delaware topco investors expect
Historical statement cleanup where books have gaps

Deals rarely die in the pitch. They die in diligence: in the books, the filings, and the structure nobody prepared.

The shape of it

The structure investors expect to fund.

US venture investors fund Delaware C-Corps. If your company was built anywhere else, the flip into this shape happens before the raise, not during diligence. We plan and run that restructuring.

In practice

A founder prepares a seed round.

A founder approached diligence with books that hadn't closed in a year. We rebuilt them to US GAAP, prepared the data room, cleaned the cap table, and put the Delaware topco in place before the first investor call. Diligence passed without a single accounting question stalling the round.

See more representative engagements →

How it works

Ready before diligence starts.

Diagnostic

We review your books, cap table, and structure against what your target investors will expect to see.

A precise list of gaps, ranked by what diligence will surface first.

Cleanup and structuring

Gaps get closed, cap tables get cleaned, and the holding structure gets put in place before diligence starts.

Nothing left for an investor's counsel to flag.

Data room and support

We prepare the data room and stay available through diligence to answer what comes up.

Questions answered in hours, not weeks.

Bookkeeping & Accounting Virtual CFO Services Bespoke Advisory

Common questions

Asked on almost every first call.

Do US investors really require a Delaware C-Corp?

For institutional venture rounds, almost always. US funds price Delaware paperwork in hours instead of weeks, and later acquirers expect the same shape. If your company was built elsewhere, the restructuring into a Delaware topco happens before the raise, not during diligence. We wrote a full briefing on the Delaware flip.

How long does fundraising readiness take?

It depends on the state of the books. A company with a current monthly close may need only data-room assembly, a few weeks of work. A company with a year of unclosed books and a cap table in spreadsheets typically needs four to ten weeks. Starting before the term sheet is what keeps the timeline calm.

Can you work alongside our existing accountant or bookkeeper?

Yes. Readiness work often runs above an existing bookkeeping arrangement. Where the books themselves need rebuilding, we take that on directly so one team is accountable for the numbers investors will read.

Not sure which of these you need?

That is exactly what the Diagnostic is for. Bring your situation; leave with a written map of every obligation and what to do about it.

Fixed fee. Yours to keep. No obligation to continue.

Start a conversation