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Series A Fundraise Prep

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Workflow · finance

Six steps from "we're thinking about raising" to "investor-ready data room sent."

6 steps0 installs

What this workflow does

A six-step finance workflow for a Series A raise. Ledger rebuilds the model and runs the pricing pressure-test; Compass drafts the investor narrative one-pager and pitch deck; Ink polishes the deck and outbound copy; Ledger packs the data room and runs the diligence-gap audit; Echo sequences the investor outreach. Built on the demand signal from clawmart's Anna persona — Series A prep is the highest-revenue persona work on the registry.

OutcomeA complete Series A package: model, narrative, deck, data room, and a sequenced outreach plan.

Step by step

6 steps · handoff between 3 personas
ledger
CFO
Step 1 of 6

Audit & rebuild the financial model

Complex

Persona: Ledger — fractional CFO. Skill in play: financial-model

What this step does

Rebuilds the financial model from the ground up — 3-statement integration, driver-based, with explicit base/upside/downside scenarios and a sensitivity table on the front page. Runway computed as a calendar date, not a vibe.

Walk

  1. Audit the current model (if any). Note what reconciles, what doesn''t
  2. Rebuild as 3-statement integrated (P&L → BS → CF)
  3. Drive every output cell from a named assumption (no hardcoded numbers)
  4. Build base / upside / downside scenarios — each touches the same assumptions, different values
  5. Add a 2-variable sensitivity table on the front page (gross margin × CAC payback → cash zero date)
  6. Compute runway tripwires: 12-month, 9-month, 6-month — these are decision points, not status updates

Output handoff

  • Model link + the front-page summary the CEO can read in 60 seconds
  • The cash zero date — every downstream step needs to know this
Expected output: A 3-statement, driver-based financial model with base/upside/downside scenarios and runway tripwires.
Skills used:financial-model
ledger
CFO
Step 2 of 6

Pressure-test pricing

Medium

Persona: Ledger — pricing pass. Skill in play: pricing-strategy

What this step does

Pressure-tests current pricing. Most companies underprice for 3+ years and a 20% lift quietly fixes 6 months of runway. This step says explicitly: should we move now?

Walk

  1. Run the WTP analysis — van Westendorp if there''s sample, Gabor-Granger if there''s purchase data
  2. Compute the demand curve. What''s the optimum revenue-per-visitor price?
  3. Decide: change now, change post-raise, or no change. Document the why
  4. If changing: draft the grandfather plan (12 months is the canonical default)
  5. Update the model with the new pricing. Re-run runway

Output handoff

  • Pricing recommendation: current → new (or "no change") + the why
  • Updated runway in the model. Compass needs the post-pricing numbers for the narrative
Expected output: A pricing recommendation (with grandfather plan) + the updated runway figure for the narrative.
Skills used:pricing-strategy
compass
STRATEGIST
Step 3 of 6

Draft investor narrative one-pager

Medium

Persona: Compass — strategist. Skill in play: prd-writer

What this step does

Drafts the investor one-pager — the doc the lead reads first and decides whether to take the meeting. Five sections, one page, no fluff.

Walk

  1. Pull from Ledger''s output: ARR, growth, NDR, CAC payback, runway, the post-pricing trajectory
  2. Draft the five sections: market (size + why now), problem (specific), solution (your wedge), traction (3 numbers), ask (round size, post, use of funds)
  3. Pressure-test every claim — anything that won''t survive a partner question gets cut or sourced
  4. Hand off the one-pager + a list of "open questions investors will ask" so the deck answers them

Output handoff

  • One-page narrative doc, partner-meeting ready
  • Open-questions list — Compass + Ink''s deck in step 4 has to answer these
Expected output: A one-page investor narrative + a list of the partner-meeting questions the deck must answer.
Skills used:prd-writer
compass
STRATEGIST
Step 4 of 6

Build the pitch deck

Complex

Persona: Compass + Ink — co-driving this step. Skill in play: newsletter-writer (Ink) — for the prose pass

What this step does

Builds the pitch deck. 10 slides, one idea per slide, every claim sourced. Compass drives structure; Ink polishes the language so it doesn''t read like a 3am Notion doc.

Walk (Compass leads, Ink edits each slide)

  1. Title slide — company + one-sentence what
  2. Problem — specific user, specific pain, evidence
  3. Solution — your wedge, not your roadmap
  4. Why now — market shift, technical shift, regulatory shift, demand shift
  5. How it works — diagram, not paragraphs
  6. Traction — Ledger''s numbers
  7. Business model — pricing + unit economics post-step-2
  8. Market — size + path to capture
  9. Team — why this team specifically
  10. Ask — round, post, use of funds in 3 buckets

Output handoff

  • 10-slide deck (PDF + editable)
  • Speaker notes per slide for the partner meeting
Expected output: A 10-slide investor pitch deck with speaker notes.
Skills used:newsletter-writer
ledger
CFO
Step 5 of 6

Pack the data room + diligence audit

Complex

Persona: Ledger — back driving the data room. Skill in play: fundraise-prep

What this step does

Builds the data room and runs the diligence-gap audit. The standard sections (financials, metrics, corporate, customers, people, IP, legal) plus a checklist that catches the missing-IP-assignment-from-2024 type stalls before legal redlines surface them.

Walk

  1. Build the data room folders: 01 Financials, 02 Metrics, 03 Corporate, 04 Customers, 05 People, 06 IP, 07 Legal
  2. Pack each folder with the artifacts (KPI pack, cap table, board consents, customer references, IP assignments, etc.)
  3. Run the diligence gap audit — date the cap table, check 409A age, audit IP assignments, confirm customer references in writing
  4. Produce the gap report: what''s ready, what needs 24h, what needs 1 week
  5. Hand off the data room link + the gap report + the sharable URL

Output handoff

  • Data room URL + gap report
  • The 8-12 customer references confirmed willing to take an investor call
  • A list of items that MUST close before granting investor access
Expected output: A complete data room URL + diligence gap report + confirmed customer references.
Skills used:fundraise-prep
echo
MARKETER
Step 6 of 6

Sequence investor outreach

Medium

Persona: Echo — outreach orchestrator. Skill in play: x-post-writer (used for tight, hook-driven outbound copy)

What this step does

Builds the investor outreach plan. Target list, intro tracker, sequenced cold outreach for the few investors without warm paths, follow-up cadence, and a tracking sheet so the user can run the process tightly.

Walk

  1. Build the target investor list — 30-50 firms ranked by fit (stage, sector, check size)
  2. Identify warm intro paths for each (mutual connections via LinkedIn, advisors, existing investors)
  3. Draft the cold outreach template for the no-warm-path subset — 4 sentences max, hook-driven
  4. Build the tracker — who, intro path, status, next-action date, partner contact
  5. Schedule the first wave (top 8-10 priority firms) — the rest stage in week 2-3
  6. Note the "say no for now" handling — capture for the next round, don''t burn

Output

  • Tracker sheet (Sheets/Notion/Airtable) ready to run
  • Cold outreach template (used sparingly)
  • 30-day check-in schedule for status updates
Expected output: An investor tracker + outreach template + 30-day check-in schedule.
Skills used:x-post-writer

How to invoke

  • ›Run the series-a-fundraise workflow for our company
  • ›We are starting our Series A. Walk me through series-a-fundraise.
  • ›Use series-a-fundraise to get our data room investor-ready