Before you talk to investors
Get clear on your cash, your key numbers, and a simple prep list before investor or lender meetings—not tax, legal, or investment advice. Short guided steps with plain-language help, autosave, optional collaboration, and Markdown or PDF export when your workspace allows it.
Cash snapshot, metrics table, prep checklist, Markdown/PDF planning brief
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
How it works
Orient
Confirm what you are trying to decide, how comfortable you are with numbers, and how you will use the brief with advisors or teammates.
Describe your cash
Estimate how much cash you have, typical monthly money in vs. out, and roughly how long you could keep going—ranges and plain words are fine.
Align story and numbers
Explain how you make money, list the few metrics you would show in a serious review, and flag where your pitch and spreadsheets disagree.
Plan next steps
Check which documents and data you have ready, name your biggest worry, and export a simple 30/60/90-day action list.
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.
No. Many teams use it before bank conversations, major hires, or large spend—not only equity raises. The title focuses on investors because that is the most common high-stakes money talk.
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.