Readiness assessment and 90-day plan
Review of your business model, market, traction, financials, team, ownership, and governance, with a gap register and prioritized action plan.
Investor readiness
Prepare your business for investor conversations with a clear investment narrative, completed investor materials, an organized data room, and a prioritized readiness plan.
From $2,900
3–4 weeks core package
Researched investor contacts
90-day action plan
What you get
Materials investors expect to see
Completed investor materials
Editable pitch deck, executive summary, financial and funding summary, and investor FAQ, with shareable PDF versions.
Organized investor data room
Structured folders, a document index, and a missing-document tracker across company, financials, market, product, traction, and team.
Investor research and outreach
Screened investor contacts, email and LinkedIn messages, and an outreach tracker with follow-up cadence.
How it works
Three to four weeks, start to handoff
- 01
Share your materials
Company and funding context, financials, ownership documents, traction evidence, and investor targeting preferences. Early-stage companies can share assumptions where history is limited.
- 02
We prepare and research
We build the investor materials and data room, then research investor contacts against your approved targeting brief.
- 03
Review and handoff
An executive presentation of findings and materials, one consolidated revision round, and editable deliverables.
Engagement pricing
One fixed fee, scaled to your needs
Fixed fee
From $2,900
Every engagement includes the full readiness work. The fee scales with the number of investor contacts researched, confirmed at scoping.
One company, one funding round, and one agreed targeting brief. Financial modeling from scratch, legal drafting, audit, campaign sending, response management, and investor introductions are separately scoped. Investor interest, meetings, and funding are not guaranteed.
Request an engagement
Start with your funding objective
Send your company overview, funding objective, and preferred investor contact volume. We confirm scope and timing at scoping.
advisory@velorstrategy.com
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stratenity.com/services/advisory/investor-readiness · As of October 1, 2026