Finance8 Months

Series A Ready

Client: Fintech Startup

The Challenge

A fintech startup with strong traction needed to raise Series A but had never fundraised before. The founding team were technical experts with no investor network, a weak pitch deck, and unclear positioning against well-funded competitors.

The Solution
01

Refined positioning and narrative to highlight unique competitive advantages

02

Rebuilt pitch deck with clear story arc and compelling data visualization

03

Developed financial model with realistic projections and clear unit economics

04

Created investor targeting strategy focused on fintech-focused VCs

05

Coached founders on pitch delivery and investor Q&A preparation

06

Facilitated introductions to 15 relevant investors from personal network

The Results
$5M

Series A raised

2.5x

Oversubscribed round

45

Investor meetings held

8

Term sheets received

60 Days

From first pitch to close

18 Mo

Runway secured

"We had no idea what we were doing with fundraising. Jotham not only helped us tell our story better, he opened doors we never could have opened ourselves."

Co-founder & CEO

Fintech Startup

Services Provided
Strategic ConsultingExecutive AdvisoryBusiness Development

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