Raise Capital with Confidence.
Close Rounds Faster.
From seed through Series C, Pelagic Partners prepares founders with the financial models, narratives, and data room materials that institutional investors expect — so you walk into every investor meeting ready to close.
Book a Free Strategy CallMost Founders Are Under-Prepared
When They Meet Investors
Institutional investors see hundreds of decks and models every month. The difference between a founder who closes quickly and one who spends 12 months in process is rarely the business itself — it's the quality of the financial story, the rigor of the model, and the confidence with which the founder presents their numbers.
Pelagic Partners prepares you to walk into every investor meeting with institutional-grade materials — a model that withstands scrutiny, a narrative that resonates, and a data room that signals operational maturity.
With direct experience supporting fundraises from seed through Series C at venture-backed companies, Tim Jackson knows exactly what investors look for — and how to help you present it.
Also see: Financial Modeling Services
Everything You Need
to Close Your Round
A comprehensive capital raise preparation engagement covers every financial touchpoint in the fundraising process — from the first model to the final data room.
Investor-Grade Financial Model
A three-statement financial model built to institutional standards — with driver-based assumptions, scenario analysis, and the metrics investors care about most.
Financial Narrative & KPI Story
Investors don't just read models — they read stories. We help you craft a compelling financial narrative that connects your historical performance to your forward projections.
Data Room Construction
A well-organized, complete data room signals operational maturity and reduces friction in due diligence. We build and manage your data room from the ground up.
Cap Table Modeling
Understand the dilution implications of every term before you sign. We model cap table scenarios, option pool impacts, and post-money ownership for every stakeholder.
Investor Q&A Preparation
The hardest questions come in the diligence phase. We prepare you for every financial question investors are likely to ask — with clear, confident, data-backed answers.
Term Sheet & Valuation Analysis
When term sheets arrive, you need to understand the financial implications quickly. We analyze valuation, terms, and structure to ensure you're negotiating from a position of knowledge.
Capital Raise Advisory
at Every Stage
From First Call to
Closed Round
Assessment
We review your current financials, model, and fundraising goals to identify gaps and build a preparation roadmap.
Model Build
We build or rebuild your financial model to institutional standards — with clear assumptions, scenario analysis, and investor-ready formatting.
Narrative & Materials
We develop your financial narrative, KPI story, and data room — ensuring every document reinforces the same compelling story.
Investor Readiness
We prepare you for investor Q&A, help you anticipate diligence questions, and stand by as a resource throughout your fundraise process.
Are You Ready to Raise?
How to Raise a Series A: What Investors Actually Want to See
A detailed breakdown of the six areas institutional investors evaluate most rigorously at the Series A stage — from product-market fit proof points and ARR benchmarks to financial modeling standards and running a competitive process.
Ready to Prepare for Your Next Round?
Book a free 30-minute strategy call to discuss your fundraising timeline, current materials, and how we can help you close faster.