DWDana WhitfieldFractional CFO
Fundraising

Fundraising & Investor Readiness

Walk into the room with numbers your lead will believe.

Fundraising & Investor Readiness

I build the model, the data room, and the financial narrative — then sit beside you through diligence so the round closes on your terms.

For: Founders raising a seed, Series A, B, or bridge.

You probably need this if…

  • You’re raising in the next 6–9 months
  • Your model is a tab nobody trusts
  • Diligence questions make you sweat
  • You’re not sure what valuation to defend
  • Investors keep asking for “the financials”

What I deliver

  • Investor-grade financial model (driver-based)
  • Data room build & cap-table hygiene
  • The financial narrative & metrics story
  • Diligence support — I answer the hard questions
  • Term-sheet & dilution modeling
Questions

Common questions

Often paired with

Related workstreams

FP&A

A single source of truth you can actually steer by.

I build real FP&A from whatever you have today: a driver-based model, a clean monthly close, and dashboards that answer “how are we doing?” in one glance.

How this works →

Board Reporting

A board package investors respect — and a CFO in the room.

I build the reporting cadence, write the board deck’s finance section, and (when you want) present it — so your board meetings build confidence instead of burning it.

How this works →
Let’s talk

Bring me in before the round.

A 30-minute discovery call — direct, no pitch. We’ll talk through where you are, what hurts, and whether I’m the right fit. If I’m not, I’ll tell you who is.