Strategic Advisory

The round is live and the finance story is still a patchwork

Investors will ask how revenue is built, what happens if a cohort slips, and how the processor, reserves and underwriting sit in the numbers.

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What's included

  • Investor-ready operating model with scenarios
  • Unit economics and cohort views
  • Finance slides for the deck, tied to the model
  • Diligence prep: the questions we expect and the documents to have open
  • Payments section: processor economics, reserves and underwriting

How it runs

How it's priced: Fixed-fee project

  1. Map the story

    We list the claims in the deck and the numbers that have to back them.

  2. Build the model and slides

    We construct the model, unit economics and the finance slides from the same drivers.

  3. Rehearse the engagement

    We walk the diligence questions with you so the first investor call is not the first time you open the model.

How we keep you updated

  • A written status note every week, and a call when something needs one
  • You review the draft before anyone else sees it
  • A call before findings are shared
  • Findings that affect price come with one clear recommendation

Who it's for

I have sat on both sides of this: building the model a founder takes into a raise, and tearing apart models in diligence. The payments section exists because that is the business I run.

Sushil Krishnan (Soosh), Founder

Ready to talk through the engagement

A short intro call to see if this is the right work.

Book a call