Investor Readiness

Our flagship service where we build your investor deck soup to nuts, analyze your historical and forecast performance, advise on process and make investor introductions. Our team of seasoned experts will be with you every step of the way, offering strategic advice to help you build an elevated business that will attract funding

Engagements start at $25K

6-10 weeks to complete

 
 

 The results you can expect

Insights on how to better position your business to make it compelling to 3rd parties

Meaningful business model analysis and improvements

Pitch deck with a clear and engaging story that leaves a lasting impact

Confidence that you’re fully prepared to go into pitches

Ability to communicate your value proposition effectively

Shortens the fundraising process and attracts additional investment interest

Deeper understanding of the core drivers of your business

Can improve round terms, pricing, LP quality

 
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 Sample Lyonshare investor readiness wins

 
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Testimonials

The Lyonshare professionalism is top notch. We learned more about our own company along with gaining different perspectives of how we should look at our business differently. Everyone that has seen our deck has asked who did the work, they are wowed by it.

Founder

As tech people, we get drawn into the details, Lyonshare forced us to take a step back and consider the bigger picture. We now have a top-quality deck with a clear investor message. More importantly, we walked out with a better understanding of the drivers of our business.

Founder

Lyonshare changed how we communicated our story to a much more clear, concise and compelling reason to invest. While the value proposition was there, Kelly helped us identify the true sustainable differentiators and we oversubscribed our round to the 20% max.

Founder

 
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What’s included

 

+ Business planning optimization

+ Actual and forecast FP&A

+ Financial modeling (optional)

+ Strategic investor positioning

+ Fundraising process advisory

+ Pitch practice session

+ Send-ahead investor materials

+ Bespoke investor introductions

 
 

Pitch deck workflow

 

 DiscoverY

Review existing materials, deep dive diligence with management, and data requests

Strategize

Research market, industry and competition to refine company positioning and establish investment highlights

Draft

Generate the most persuasive argument for why to invest by expanding outline into a full content draft

Pitch & Refine

 Pitch fully copywritten proposed content and allow for client review and revision

Design

Each slide is built from scratch to ensure that your deck reflects your brand & communicates your message

 
 
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Services Request

Our offering is fully customizable. Tell us more and we’ll develop a tailor-made game plan.

Looking for more accessible options?

  • Majorly uplift your existing deck with our ultra effective strategy sessions that re-position and strengthen your unique value proposition. We review, advise, and coach, you for make the edits

  • Pitch uplift plus ten additional strategic finance/content development hours for the founder who needs more hands-on help, flexible across copywriting development, financial strategy and research