Investment package first, then meetings with interested investors
Investment readiness is a two-stage job. First we bring your investment package to the level at which an investor is willing to talk: project logic, market, economics, financial model, offer and deal structure, risks. Then we run investor search as a managed funnel: we find interested investors and arrange meetings; whether you agree on terms is decided in the negotiations.
“Not our profile”, asked for materials and disappeared, the meeting fell apart on basic questions — the reason is usually the package, not the idea. An investor is not obliged to decipher a raw project: they simply do not reply.
What fails an investor’s entry filter
How deep the package needs to go depends on the size of the next round: the bigger the amount, the higher the bar for documents. We build the package from scratch or review and improve yours.
We move to investor search only with a ready package: approaching investors with a raw project burns contacts. Search is not a mass mailing but a funnel with reporting.
Who prepares the project
Founder and CEO of Finetic Consulting
Over 30 years of executive experience in corporate finance and operations at major corporations and banks with annual revenues exceeding $1 billion: financial management, strategic planning, risk management and corporate restructuring.
Not included: review or improvement of documents
Discuss package A →Not included: package built from scratch
Discuss package B →Not included: Your team writes the documents using our method
Discuss package CNot included: guarantee of the investor’s decision
Discuss package D →Each package includes the result of the previous one. Stage 2 is paid separately: a fixed monthly retainer, payment by milestone, or payment per qualified lead and meeting with an interested investor, including a success fee. We quote the price after the introductory call.
| Next round | What the investor needs |
|---|---|
| up to €250k · pre-seed, seed | compact package: ask, logic, basic economics, risks, offer |
| €250k – €2M · early growth | full package: facts, forecast, financial model, offer |
| €2M+ · scaling | verifiable package: scenarios, readiness for due diligence |
The larger the amount, the higher the standard of evidence in the documents.
We came to Finetic Consulting for a business plan and financial model for our project IMSKIPPER.NET. We liked how quickly Vladislav prepares documents and how deeply he works them through. It is comfortable to work together: every question can be discussed at online meetings while the work is in progress.Georgy Im, owner of IMSKIPPER · Translated from Russian.
15–30 minutes: project stage, round size, the materials you already have. We suggest the package and quote the price after the call.
No. We find interested investors and arrange meetings, run the funnel and report on it. Whether you agree on terms is decided in the negotiations — it depends on the project and the investor.
It depends on the package: from a basic set of materials to a turnkey investment package. Investor search is paid separately — by retainer, by milestone or per qualified meeting. We quote the price after the introductory call.
Project concept and logic, financial model, the offer to the investor — amount, instrument, valuation, use of funds — a pitch deck, a risk map and answers to investor questions. The contents depend on the size of the round.
Only if the package is already ready. Approaching investors with a raw project burns contacts: investors rarely answer the same email twice. If you have materials, we start by reviewing them — package B.
A viability assessment answers whether the project is worth packaging for investors at all. Investment readiness is the next step: the package and reaching investors.
