Raise Roadmap

They’re betting on you. Show them what you’ll build with it.

You found something that works. Now you’re raising, and every investor in the room is making the same bet: on you.

What they need to see is what you’ll do with the money that isn’t just more of you.

Start with a Clarity Map

90 minutes. $499, credited toward your next step.

Imagine your raise with the homework done

One clear story the whole raise runs on
Numbers you can defend line by line, because they’re yours
A data room ready before anyone asks for it
Momentum you can point to before the first meeting
A plan for who you’ll hire and what each person will own

And you, walking into every room ready

The pitch is you. The plan is everyone you’re about to bring in.

Most founders walk into a raise with a story and a spreadsheet. Investors have heard a thousand stories.

You know the moment. The meeting goes great until they open the model, and you can watch their eyes change.

That’s the homework

What they almost never see is a founder who can show, in detail, who they’re going to hire, what those people will own, and what the business looks like when it’s bigger than the person who started it.

The go-to-market that says who you’re for and how you’ll reach them
The model that says what a hire produces
The data room where every claim in the deck has something underneath it

When it’s there, the conversation changes. They stop testing the story and start pricing the company.

One founder we’re working with right now heard it from a prospective investor in the first meeting: they’d never seen someone show their homework so well. The Raise Roadmap is a new product. He’s the first one through it, and he’s mid-raise. We’d rather tell you that than dress it up.

What you get

The Raise Roadmap is the story, the numbers and the materials your raise runs on, built with you before the first meeting.

Tap any part of the plan or the data room to see an example.

Go-to-market plan

Sample

Who you are, what you say, and how you answer every objection. Everything else is written from it.

Positioning

For operations leaders who can’t afford downtime, we’re the service partner that fixes it the first time.

Voice

We say “here’s what we found.” We never say “per our assessment.”

Objection reframe

“You’re more expensive.”

“We are, by about 12%. Last year the cheaper option meant a second visit, three times out of ten.”

Origin story
Positioning
Voice
Elevator pitches
Objection reframes

Marketing

What your buyers believe, fear and push back on, mapped with our proprietary Psychographic Matrix system

The ops lead 1 of 3 personas

Believes: Downtime is the only number the boss reads
Fears: Another vendor who needs babysitting
Pushes back: “We already have someone for this”
Decides on: Response time, then price

Every alternative your buyer weighs, and where you win

Alternative	Their pitch	Where you win
National chain	“Coverage everywhere”	Response time
Local shop	“We’re cheaper”	Fixed the first time
In-house team	“We know the building”	Specialist depth

Every channel run through the math, from money in to customers out, so you only fund what pays back

Money inreachclickscustomersreturn

Partner referrals	5.4×	Fund
Email list	6.4×	Fund
Industry events	1.9×	Fund
Influencers	1.0×	Test
Podcast ads	0.6×	Skip
Paid social	0.2×	Skip

Every channel you’re weighing, from dollars spent to customers won. Sample numbers.

Sales

Your customer’s whole journey, from never having heard of you to doing everything you hoped they would, with what your CRM tracks at each step

Never heard of youMarketing
Knows the problemMarketing · 30%
First callSales · 40%
SignsSales · 55%
OnboardedResults · 95%
Gets resultsResults · 85%
Sends a referralResults · 35%

Every step from your customer’s side, well past the signature, with its owner, its rate and what your CRM tracks there. Sample numbers.

What to say at each step of the Perfect Pipeline, written from the way you already sell

Step 3 · First call

Open: “What made you look for help now?”
Listen for: What the last breakdown cost them
If they say: “We tried someone like you.” Ask what went wrong, then show how you’d handle it
Next step: Book the site visit before the call ends

Team and systems

The company your plan needs, every seat with the numbers it owns

CEOStrategy

RevenueNew revenue
- MarketingQualified leads
- SalesWin rate
ResultsReferrals
EmpowermentTeam capacity

What good looks like in each seat, built from the org chart

Head of Revenue

Fill the pipeline so the CEO doesn’t have to.

Qualified meetings24 / mo
Win rate30%
Pipeline$1.2M

30 days: Learn the Perfect Pipeline
60 days: Run discovery calls alone
90 days: Own the forecast

Every tool you use, how they connect, and what to automate first, ready for the build

Automate first: New form lead goes to the CRM and books a call
Then: Signed proposal starts billing

The plan says what to automate. The build wires it up.

Pitch data room

Sample

The story your raise runs on, in your voice, with something in the data room under every claim

01
The problem
Every hour a line is down costs a plant $12,000
Backed by Market research
02
Why us
Fixed on the first visit 92% of the time, against a 70% industry average
Backed by Customer proof
03
The plan
Three new regions in 18 months, one seat at a time
Backed by Org chart and hiring plan
04
The ask
$3M for the team, the channels and 18 months of runway
Backed by Pro forma

The five-year model behind the deck, built with you line by line

	Y1	Y2	Y3	Y4	Y5
Revenue	$1.2M	$2.9M	$5.4M	$9.1M	$14.6M
EBITDA	−$0.8M	−$0.2M	$1.1M	$2.7M	$4.9M

Use of funds

Team 45%
Growth 35%
Product 12%
Reserve 8%

Sample numbers. In your model, every number is yours to set and stand behind.

Resources

Go-to-market strategy
Brand Codex
One-pager
Org chart and hiring plan
Channel validation
Market research
Customer proof
Investor questions

What stays yours

The numbers
We build the model with you and bring our best research. Every number you show investors is yours to set, and yours to stand behind.
The investors
You find them, take the meetings, and decide who you take money from and on what terms.
The legal side
We’re not a broker, and we don’t give legal or securities advice. Your lawyer handles that side of the round.

Build the homework. Then you raise. Then build the company.

Everyone has advice. Almost nobody will build the thing with you. We build.

1.Discovery
We talk to your team before we talk to you about your team. We lock the raise number together.
2.The Visionary Clarity Event
Three days, offsite, just you and our founder. We find the one clear thesis the raise runs on. It’s already in your head. We get it out and give it structure.
3.Go-to-market plan, at raise depth
Enough go-to-market to be investable: who you’re for, how you reach them, what the pipeline looks like, the seats the plan needs in order with what each one owns, and a near-term revenue push you can point to before the first meeting. It lives in one place, linked straight from the data room, so an investor who wants to see the thinking can. The full rework waits until the money is in.
4.The model
The pro forma is the biggest single piece of work in the raise and it takes months to do properly (most founders budget a weekend for it). We build the model and the tools with you, line by line. The assumptions and the numbers are yours, and you’ll own every one of them in the room.
5.The raise materials
The deck, the one-pager, the data room, the investor questions you’ll get and the answers you’ll give. All in your voice. If you don’t have a deck yet, that’s fine. Most people who come to us don’t.
6.The raise
You run it. You find the investors, take the meetings, lead every conversation, and make every decision about who you take money from and on what terms. Every two weeks we check in to see how it’s going and whether anything needs to change. The changes are yours to make. We are not a broker. We don’t introduce investors, negotiate terms, or touch the securities side of your round, and we don’t want to.
7.The buildScoped separately
Once the round closes, the capital funds the systems, the roles and the infrastructure the strategy called for. Every build is different, so yours is scoped separately, and you see exactly what it covers and what it costs before you sign. The money you raised builds the company that earned it.

Most of our fee waits until the round closes

We’re in it with you. A modest monthly retainer covers the work as it happens; the larger part of what we earn only arrives after your raise does. If the raise doesn’t close, that part doesn’t either. It’s a fixed fee, never a percentage of what you raise.

That’s a lot of risk to carry for a company we didn’t start. So we don’t carry it for everyone. We take a few of these a year, and we choose them the way you’d choose a co-founder: slowly, on purpose, and with the right to say no. If it becomes clear after the event that it isn’t going to work, we’ll say so, and we’ll stop.