UpRound CFO works with venture-track founders on one thing: getting funded. Raise strategy, an investor-grade pitch deck, and a financial model that survives diligence — from a CFO who's been in the room.
Free 30 minutes. You leave with a candid read on your raise — either way.
Investors pass for predictable reasons. We fix them before your first meeting, not after your tenth pass.
You know the business cold, but the deck reads like a product manual. Investors decide fast — the narrative has to earn the second meeting by slide three.
A hockey-stick built on hope gets torn open in the partner meeting. You need a model where every assumption has a defensible answer.
Raise too little and you're back out in 12 months. Raise too much and dilution eats the cap table. Sizing the round is a strategic decision, not a guess.
A term sheet isn't money in the bank. A messy data room and slow answers kill momentum — and momentum is the deal.
No bookkeeping packages. No generic advisory retainers. Everything we do points at one outcome: your round, closed on strong terms.
Before you talk to a single investor, we build the plan the raise sits on: how much, when, from whom, and what the money proves. The goal of every round is to make the next one an up round.
We build decks that get meetings — narrative first, design second, and financial slides an investor can't poke holes in. Written with a CFO's eye for what partners actually probe.
Then we run the raise with you: the right investor list, a clean data room, a model that answers questions before they're asked, and a steady hand through term sheets and diligence.
Every engagement is scoped to your stage and round. No open-ended retainers, no surprise invoices.
For founders raising their first outside capital. Get the story, the numbers, and the ask right before you burn your best intros.
Institutional investors, real diligence. We prepare the full package and stay in your corner through close.
Metrics-driven raises where the model is the pitch. Board-grade materials and hands-on support through term sheets.
A few recent engagements. Names shared on request.
Founder had 30 passes on the old deck. We rebuilt the narrative around a wedge insight, rebuilt the model, and relaunched the raise with a targeted list.
Closed in 9 weeks · led by a top-tier seed fundStrong revenue, messy metrics. We built the cohort story and data room before outreach — diligence took 3 weeks instead of the usual 8.
2 competing term sheets · 40% valuation step-upFirst-time founder, no finance background. We sized the round to real milestones and built a deck that turned angel intros into checks.
Oversubscribed · closed pre-launchNot a full-time one. But institutional investors expect a defensible financial model, clean unit economics, and a fast, organized diligence process. A fundraising-focused CFO delivers that at a fraction of a full-time hire — and prepared founders close faster, on better terms.
A well-prepared raise typically runs 3–6 months from first outreach to money in the bank. The preparation before outreach — narrative, model, data room, investor targeting — is what compresses the timeline. Unprepared raises routinely stretch past 9 months or stall out.
Roughly 12 slides: problem, insight, product, market, business model, traction, competition, team, financials, and the ask. But the first three slides do most of the work — investors decide whether to lean in long before they reach your numbers.
Enough to hit the milestones that unlock your next round at a higher valuation, plus 18–24 months of runway. Too little and you're back out before you have new proof points. Too much and dilution eats your cap table.
We price by raise stage, not by the hour — scoped packages for pre-seed, seed, and Series A/B. You'll get an exact number on the readiness call once we understand your round. Incentives stay aligned with one outcome: your round, closed on strong terms.
Bring your deck and your numbers — or just your plan. You'll leave with a straight answer on where you stand and what to fix first. No pitch, no pressure.