Fundraising Prep: Metrics Investors Actually Trust

A 4-6 week sprint to clean up your RevOps, dashboards, and data room so investors see confidence and clarity instead of chaos

Week 1: Metrics Audit & Baseline

  • Discovery session with founder and finance team to understand fundraising timeline and goals

  • Audit current CAC, LTV, churn, and NRR calculations for accuracy and consistancy

  • Review existing dashboards and investor reporting materials

  • Assess data quality across CRM billing, and analytic platforms

  • Identify gaps between what you track and what investors expect to see

Week 2-3: Clean Up & Standardize

  • Standardize revenue recognition and cohort analysis methodologies

  • Build investor-ready dashboards with reliable, real-time metrics

  • Clean up RevOps data flows and eliminate reporting inconsistencies

  • Create simplified KPI summaries that tell your growth story clearly

  • Prepare historical trend analysis and forward-looking projections

Week 4-6: Data Room & Story Preparation

  • Organize clean, complete data room with all required investor documents

  • Create executive summary of key metrics and growth trajectory

  • Develop talking points for common investor questions about operations

  • Build runway utilization plan showing disciplined capital deployment

  • Deliver final investor data pack with metrics that support your valuation story

INVESTMENT: $15-25K (based on complexity and timeline urgency). OUTCOME: Clean metrics, organized data room, investor-ready materials that protect valuation and speed diligence. PERFECT FOR: SaaS companies at $1-10M ARR preparing for Seed or Series A rounds where clean operational metrics are critical for investor confidence.