What we do in a fundraise
We sit alongside you for the entire process—from preparing the financial story to surviving the due diligence and reviewing the term sheet.
Investor-Grade Financial Model
A 3-statement model with cohort revenue build, scenario planning, headcount integration, and fully documented assumptions. Built to survive investor scrutiny, not just present well in a pitch deck.
Data Room Construction
We build and manage your data room with the structure and documents investors expect. Financials, metrics, contracts, cap table, and corporate documents—organised and investor-ready.
Financial Due Diligence Support
When the investor's accountants come in, we stand behind the numbers. We prepare for the likely questions, respond to data requests, and ensure the due diligence process does not derail the deal.
Cap Table & Dilution Modelling
Before you sign a term sheet, you need to understand what the deal does to your cap table. We model dilution, option pool impact, anti-dilution provisions, and liquidation preferences so you negotiate with full information.
Term Sheet Review
We review the financial terms—valuation mechanics, anti-dilution, liquidation preference, ratchets, and pro-rata rights. Not legal advice, but the economic analysis of what each clause means for your outcome at exit.
Investor Q&A Preparation
We run through every financial question a lead investor is likely to ask and make sure your team has confident, accurate answers. The questions that kill deals are almost always financial ones nobody prepared for.
The 6-month fundraise preparation timeline
The best-prepared SaaS companies start their fundraise preparation at least 6 months before they want to close.
Metrics audit & financial model build
We audit your existing metrics, clean up definitions, and build the investor-grade 3-statement financial model. We identify any gaps in your historical data and address them before investors see them.
Financial narrative & benchmarking
We benchmark your metrics against comparable SaaS companies at your stage, identify your strengths, and build the financial narrative that supports your valuation. We identify and address any weaknesses before they become objections.
Data room build & management
We construct your data room with all the financial materials an investor will request. Historics, model, metrics pack, board minutes, cap table, key contracts. Everything structured so the investor's team can navigate it efficiently.
Due diligence support & Q&A
We handle all financial queries from the investor's team in real time. We prepare you for investor meetings and make sure you have confident answers to every financial question. We track data requests and ensure nothing falls through the gaps.
Term sheet & cap table review
We model the economic impact of the deal: dilution, liquidation preferences, anti-dilution, and option pool mechanics. You understand exactly what you are signing before you sign it.
Your Fractional CFO
Kishen Patel ACA
ICAEW Chartered Accountant · Big Four Trained · London
Kish is the founder of Consult EFC and the CFO behind SaaSFractionalCFO.co.uk. He is an ICAEW Chartered Accountant (ACA) with over 12 years of experience across Big Four audit, investment banking, and corporate finance advisory.
He has worked with over 100 UK businesses — from pre-revenue SaaS startups raising their first SEIS round to established software companies preparing for Series B and exit. Every engagement is led personally by Kish. Your work is never passed to a junior.
As a regulated ICAEW member, Kish is held to the highest professional and ethical standards in UK accountancy — the same standards that FTSE 100 boards and global investors rely on.
12+
Years finance leadership
100+
UK businesses advised
£40m+
Capital raised
Big 4
Trained
Tell us about your fundraise
Book a free 30-minute call. We will tell you how prepared you are and exactly what needs to be done.