Investment Round Preparation
Getting ready for a Seed or Series A round is more than just a pitch deck. We help you clean up your cap table, organize your data room, and sanity-check your financial projections before an investor sees them. Our team has sat through dozens of these meetings, so we know which questions usually trip people up. We spend about 3 weeks working closely with you to make sure everything is in order. It's about removing any reason for an investor to say no.
Cleaning up your cap table
Most tech founders in Aberdeen focus on the product, but investors focus on the ownership. We often find cap tables that have become messy since the company started in 2018 or 2019. Maybe you gave 1.5% to a consultant who left three years ago, or an early angel investor has a weird clause in their agreement. We go through every line of your share register to make sure it is clean. We have fixed 43 different cap tables in the last year to ensure they are ready for a clean Seed or Series A injection.
The 11-point data room audit
A data room is more than just a folder on a cloud drive. It is where a VC will spend 79.4% of their time during due diligence. We help you organize your employment contracts, IP assignments, and previous loan notes. Most startups we assist have about 19 to 26 critical documents that are either missing or unsigned. We spend roughly 14 days helping you track these down and filing them correctly. This prevents the awkward silence when an investor asks for a document you cannot find.
Sanity-checking your 18-month projections
Your financial model needs to be more than a hopeful line going up. We build out a detailed monthly cash flow forecast for the next 19 months. We look at your actual monthly burn, which for many of our local software clients sits between £12,400 and £31,800. We test your assumptions on customer acquisition costs and churn rates. Honestly, if the math does not work on a spreadsheet, it won't work in the real world. We make sure your runway calculation is accurate down to the week.
Mock Q&A sessions for founders
Before you walk into a boardroom, we put you through a 3.2-hour mock interview. We ask the blunt questions that VCs from London or Edinburgh usually ask about North East tech firms. We focus on your margins, your break-even point, and how you plan to spend the £250k or £1.5m you are asking for. It is better to stumble in our office on Queens Road than to freeze in front of a partner at a venture fund. We have run these sessions for 67 different founders since we opened our doors.
Finalizing your investor pack
The end goal of our 3-week process is a completed investor pack. This includes a 1-page financial summary, a clean cap table, and a fully populated data room. We do not write your pitch deck—you know your product better than we do—but we ensure the numbers behind the deck are solid. Most of our projects are wrapped up in exactly 17 business days. We provide a clear, written report on any remaining risks so you can address them head-on during your pitch.