Services

Fundraise preparation and financial modeling. From a quick audit to a full investor materials package. Every engagement starts with a free 30-minute strategy call.

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Service	Financial Model	Pitch Deck	Data Room	Investor List	Ongoing Calls	Walkthrough	Type
Complete Model + Video	✓	—	—	—	—	✓ 1 hr	One-off
Deliverables Complete 15-sheet financial model template 1-hour video walkthrough (screen-share) Model customized to your specific metrics Recording and written notes provided afterward Best for Founders who want a professional model fast and need help adapting it to their business. You leave the session with a working model and a recording to reference.
Fundraising Readiness Audit	✓ stress-test	✓ review	✓ gap analysis	—	—	—	One-off
Deliverables Financial model stress-test (formula audit, assumption review) Pitch deck structure and narrative review Data room gap analysis with checklist Fundraise plan assessment (timing, target, strategy) Scored report with prioritized fixes Best for Founders 2-8 weeks from starting investor conversations who want an honest assessment and a concrete list of what to fix. Takes 2-3 hours; you get the report within 48 hours.
Fractional Fundraise Advisory Most Popular	✓ iteration	✓ refinement	—	✓	✓ weekly	—	Retainer
Deliverables Investor targeting and outreach strategy Pitch deck and narrative refinement (ongoing) Term sheet review and negotiation support Financial model iteration as fundraise evolves Weekly strategy calls throughout the raise Best for Founders in an active fundraise who want a dedicated advisor by their side from first outreach through close. Typical engagement runs 2-4 months.
Model Build	✓ full build	—	—	—	—	✓ 8 hrs	One-off
Deliverables Revenue drivers and unit economics COGS, headcount plan, and OpEx P&L, cash flow, and runway projections Scenario analysis (base / upside / downside) 8 hours of walkthrough and Q&A support Best for Founders who need a model built from scratch by someone who has done it dozens of times. You own the model and can update it independently after the engagement.
Investor Materials Package	✓ full build	✓ restructure	✓ setup	✓	—	✓	Project
Deliverables Pitch deck review and full restructure Complete financial model build Data room setup and population Curated investor target list (50-100 names) Pre-meeting preparation brief per investor Best for Founders who want every deliverable ready before their first investor meeting. This is the all-in-one package: model, deck, data room, target list, and prep briefs.
Stage-Specific Modeling
Pre-Seed Modeling Pre-Seed	✓ foundation	—	—	—	—	✓	Pre-Seed
Deliverables Revenue projections with your assumptions Basic unit economics (CAC, LTV, payback) 18-month runway and burn forecast Simple headcount plan Full walkthrough of every driver and assumption Best for First-time founders building their first model. You get a clean, defensible foundation that shows investors you understand your numbers.
Seed Modeling Seed	✓ cohort-based	—	—	—	—	✓	Seed
Deliverables Cohort-based revenue model with retention curves Channel economics (CAC, LTV, payback per channel) Three fundraising scenarios (base / stretch / conservative) 24-month P&L, cash flow, and runway projections Hiring plan tied to revenue milestones Best for Post-product founders with some traction who need a model that reflects real cohort behavior and channel-level economics for seed conversations.
Series A Modeling Series A	✓ multi-product	—	—	—	—	✓	Series A
Deliverables Multi-product revenue model with cross-sell/upsell Departmental headcount planning (eng, sales, ops, G&A) Unit economics analysis per product line 36-month P&L, cash flow, and balance sheet projections Board-ready reporting tab with KPI dashboard Best for Growth-stage founders preparing for Series A who need a model that handles multiple products, departmental budgets, and the level of detail institutional VCs expect.
Series B Modeling Series B	✓ enterprise	—	—	—	—	✓	Series B
Deliverables Multi-geography revenue model with regional P&Ls Currency management and FX impact analysis Full balance sheet integration (AR, AP, deferred revenue) 48-month projections with quarterly granularity M&A scenario tabs and sensitivity analysis Best for Scale-ups operating across geographies that need an enterprise-grade model with currency management, balance sheet integration, and the sophistication that Series B investors and board members require.

47+Founders advised

$38M+Capital raised

7Funding rounds

2Exits

5Books published

What founders say

“

I was two weeks from my first investor meeting and had no idea my model was broken. The audit checklist found three formula errors that would have killed my credibility. We closed our pre-seed in five weeks.

Marcus J. · CEO, Stackline Labs

“

The financial model template alone saved me a month of work. It came pre-built with the exact structure VCs expect. I just plugged in my numbers and had something I was proud to send out.

Priya S. · Founder, Carda Health

“

I hired Yanni for the readiness audit before our Series A. He rewrote our unit economics narrative and restructured the data room. Our lead investor said it was the most organised process they had seen at our stage.

Daniel R. · Co-founder, Fieldwork AI

Common questions

What is the difference between Model Build and the stage-specific packages?

Model Build is a general-purpose engagement that includes 8 hours of walkthrough support. The stage-specific packages (Pre-Seed through Series B) are scoped to the complexity your stage demands: Pre-Seed covers foundation assumptions and 18-month runway, while Series B includes multi-geography currency management, balance sheet integration, and M&A scenario tabs.

What does the Investor Materials Package include beyond a Model Build?

The Investor Materials Package bundles a full model build with pitch deck review and restructure, data room setup and population, a curated investor target list of 50 to 100 names, and a pre-meeting preparation brief per investor. It is the all-in-one option for founders who want every deliverable ready before their first meeting.

Do I need to commit before the call?

No. Every service starts with a free 30-minute strategy call. You describe your situation and goals, and we recommend the right service. There is no obligation to proceed.

Can I upgrade from one service to another?

Yes. If you start with a Readiness Audit and realise you need a full Model Build or Investor Materials Package, the audit fee is credited toward the larger engagement. Upgrades happen on every second or third engagement.

How long does each engagement take?

The Model + Video Session is a single 1-hour call. The Readiness Audit takes 2 to 3 hours with a report delivered within 48 hours. Model Build and stage-specific packages run 1 to 3 weeks. The Investor Materials Package runs 2 to 4 weeks. Fractional Advisory is ongoing for the duration of the raise, typically 2 to 4 months.

Services

Common questions

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