Fundraising Support

Formation Financial builds clear and detailed financial models as well as supporting fundraising decks for prospective investors. We can translate your vision into financial presentations that are easy to follow based on our experience with similar startups and knowledge of what investors value. In preparation for fundraising, we construct an equity model to run scenarios which provide insight into various dilution outcomes and inform your optimal financing strategy.

During the diligence process, we prepare data rooms and work with counsel to bring the financing rounds to completion.

After diligence, the work isn’t complete. We operationalize your financial model for your ongoing metrics and Board meeting presentations.