Before you talk to investors
Clarity on cash, metrics, and prep before high-stakes money conversations—not tax, legal, or investment advice.
Get clear on your cash, your key numbers, and a simple prep list before investor or lender meetings. Short guided steps with plain-language help, autosave, optional collaboration, and Markdown or PDF export when your workspace allows it.
At a glance
Founders and small teams preparing for investor or lender conversations, major hires, or large spend who need clarity before advisors go deep.
Cash snapshot, metrics table, prep checklist, Markdown/PDF planning brief
Describe -> align -> plan -> export
What this product helps you deliver
Cash snapshot
Estimate runway and monthly in/out with honest ranges—not perfect spreadsheets.
Story vs. numbers alignment
Flag where your pitch and spreadsheets disagree before advisors go deep.
Prep checklist and export
Leave with a metrics table, document checklist, and 30/60/90-day action list.
Orient
Confirm what you are trying to decide and how you will use the brief with advisors or teammates.
Describe your cash
Estimate cash on hand, monthly in vs. out, and rough runway—ranges and plain words are fine.
Align story and numbers
Explain how you make money, list key metrics, and flag pitch vs. spreadsheet gaps.
Plan next steps
Check document readiness, name your biggest worry, and export a simple action list.
Included capabilities
Plain-language guided steps with autosave
Cash and runway snapshot with honest ranges
Metrics table and story-vs-numbers alignment checks
Document and data prep checklist
Optional collaboration with stakeholders
Markdown and PDF planning brief export when enabled
Frequently asked questions
No. It is a structured self-assessment for planning conversations. Always confirm material decisions with qualified professionals.
No. Honest ranges and short narratives are enough for a first pass—the workflow highlights gaps so you know what to tighten next.
Pitch rehearsal improves how you sound and show up. This workflow checks whether your numbers, definitions, and prep materials support what you say.
Ready before the meeting?
Start with honest ranges—not perfect spreadsheets. Export a brief you can refine with your accountant, lawyer, or advisors.