Fundraising Guide

Series A Readiness Checklist

What You Need Before You Start Raising

Series A is a different beast than seed. VCs expect metrics, not just vision. Here's what you need to have locked down before you start the process.

1

Metrics That Matter

$1M+ ARR (or clear path to it)
100%+ Net Revenue Retention
3:1 or better LTV:CAC ratio
Clear evidence of product-market fit
2x+ YoY growth rate
Reasonable burn rate and 12+ months runway
2

Financial Infrastructure

GAAP-compliant financial statements
Clean books with clear revenue recognition
Monthly close within 15 days
Board-ready financial package
Accurate ARR/MRR tracking
Cohort analysis capabilities
3

Due Diligence Prep

Cap table fully documented and clean
All contracts organized and accessible
IP ownership clearly documented
Employment agreements in place
Corporate structure finalized
Any legal issues resolved
4

Materials to Prepare

Pitch deck (10-15 slides)
Financial model (3-year projection)
KPI dashboard
Customer references ready
Data room organized
Executive summary / teaser

Continue Your Fundraising Journey

Due Diligence Survival Guide

What VCs Actually Look For (And How to Ace It)

Building a Fundraise-Ready Financial Model

The Model That Gets You Funded

Investor Reporting Best Practices

How to Keep Your Investors Happy (And Get More Money Later)

Not Ready Yet? We Can Get You There.

Our Series A readiness program takes 60-90 days. We'll get your metrics, financials, and data room investor-ready.

Book Your Free Strategy Call