B2B SaaS · Seed → Series A
$14M series a raised.
Built the model and narrative; closed a $14M Series A 20% above the founder’s target valuation.
$14M
Series A closed
+20%
Above target valuation
6 wks
From term sheet to close
±5%
Forecast accuracy at close
The challenge
A founder with strong revenue growth but no finance function, a model investors didn’t trust, and a Series A target six months out. Diligence would have stalled the round.
What I did
- Rebuilt the operating model around real growth drivers and unit economics
- Cleaned the books to GAAP and built a complete data room
- Authored the financial narrative and the metrics story for the deck
- Ran point on diligence — answered every investor finance question directly
Engagement · FractionalDuration · 8 months
Dana made our numbers fundable. She sat in diligence and answered things I couldn’t have — the round closed faster and higher than I’d modeled.
Vertical SaaS platform
Illustrative results for this template — representative, not a guarantee of future outcomes.