How We Helped a FinTech Founder Secure $9M in Growth Capital

Intro:

A Fintech SaaS business needed $9M in new funding but investors weren’t buying the numbers.

The Problem

  • Forecasts didn’t line up with actuals.

  • KPIs weren’t investor-grade.

  • Risk of down-round if confidence dropped.

What We Did

  • Delivered an investor-grade reporting pack.

  • Built KPI dashboards aligned with VC metrics.

  • Prepped the board to answer diligence questions.

The Result

  • $9M Series A fully subscribed.

  • Valuation defended.

  • Founder secured the capital needed to grow.

👉 Raising capital? Don’t let your numbers kill the deal. Book a CFO Readiness Call today.

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How We Defended a Founder’s Valuation During Buyer Diligence

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How We Extended Runway by 5 Months Without Cutting Growth