Fundraising
You pitch.
We handle the diligence.
The model, the metrics investors ask for, and a data room built from months already reviewed and signed off. Your CFO answers every finance question directly, so you stay in the room with investors.
What is included
Fundraising at Cabot
01
Before you raise
- Readiness review of your financials, the way an investor would read them
- Fundraise plan and timeline, from first meetings to close
- Model built with you, with the scenarios investors ask about
- Use of funds and hiring plan tied to runway
02
What investors ask for
- Package with key metrics VCs want to see
- Every metric tied back to the ledger
- Finance slides for the deck, built from the same numbers
03
During the raise
- Data room built and kept current as the process runs
- Diligence requests answered and tracked through to close
- Dilution and pro forma cap table modeled with your counsel
- Financial terms pressure-tested before you sign
- Venture debt evaluated alongside equity when it fits
04
After it closes
- Funds flow and closing numbers checked
- 409A valuation coordinated
- Investor reporting set up for your new board
Who does what
Agents do the work. Your fractional CFO leads the raise.
The same split as every Cabot service, applied here.
Agents
Keeping the data room ready at every step
- Refresh the model as actuals land
- Assemble the diligence checklist and gather documents
- Keep the data room current
- Flag numbers that will not hold up to questioning
Your fractional CFO
Leading the finance side from first meeting to close
- Build the model and the scenarios with you
- Review every number before it reaches an investor
- Answer diligence questions directly
- Pressure-test terms with your counsel
Related Strategic Finance Services
Raising in the next six months?
Book a 15-minute call. We review your financials the way an investor would and flag what won’t hold up.