Fundraising-Ready Financial Data
Prepare for fundraising with investor-ready financials. Generate the reports, projections, and metrics investors want to see. Enter pitch meetings confident that your numbers are solid and professionally presented.
What's Included
Everything you get with Finley's fundraising support service
Investor Reports
- Monthly investor update templates
- Board deck financial slides
- Key metrics dashboard (burn, runway, growth)
- Historical financial trends
- Professional formatting suitable for sharing
Financial Projections
- Revenue projections with clear assumptions
- Expense forecasts by category
- Cash flow projections showing runway impact
- Multiple scenario models (conservative, base, aggressive)
- Sensitivity analysis on key variables
Due Diligence Prep
- Organized historical financials
- Consistent categorization across periods
- Metric calculations (LTV, CAC, gross margin)
- Anomaly explanations documentation
- Data room checklist guidance
Common Problems We Solve
If any of these sound familiar, Finley can help
"Investors ask for metrics I don't know how to calculate"
Finley automatically calculates burn rate, runway, growth rates, and key SaaS metrics. You'll have the numbers investors expect without becoming a finance expert.
"My financial projections don't look credible"
Projections built on your actual data with clear, documented assumptions are far more credible than spreadsheet guesses. Investors can see your numbers are grounded in reality.
"Due diligence always uncovers problems"
Finley helps you organize clean financials and identify anomalies before investors do. Fix issues proactively rather than explaining them under pressure.
"I spend weeks preparing for each fundraise"
Keep investor-ready reports updated continuously. When an opportunity arises, you're already prepared - no last-minute scrambling.
How It Works
From upload to insights in minutes, not weeks
Upload Comprehensive Data
Provide complete financial history for thorough analysis and credible projections.
- All revenue and expense transactions
- Multiple accounts for complete picture
- 12+ months recommended for trend analysis
- Categorization and cleanup
Generate Key Metrics
Finley calculates the metrics investors care about from your actual data.
- Burn rate and runway
- Revenue growth rates
- Gross and net margins
- SaaS metrics (if applicable): MRR, CAC, LTV
Create Projections
Build financial projections with clear assumptions and multiple scenarios.
- Base case from current trends
- Upside and downside scenarios
- Clear assumption documentation
- Sensitivity on key drivers
Package for Investors
Generate professional reports and organize data for due diligence.
- Investor update templates
- Financial projection deck
- Historical data export
- Due diligence checklist
Why Choose Finley
What makes our fundraising support different
Metrics Investors Actually Want
We know what VCs and angels look for. Finley calculates and presents the metrics that matter to fundraising conversations.
Credible Projections
Projections tied to your actual data with transparent assumptions. Far more credible than hockey-stick spreadsheets disconnected from reality.
Due Diligence Ready
Clean, organized financials that stand up to investor scrutiny. Catch issues before they catch you.
Always Prepared
Maintain investor-ready reports continuously. When opportunity knocks, you're ready - no weeks of preparation needed.
Professional Presentation
Reports formatted to investor standards. Present your financials with confidence.
Multiple Scenarios
Show investors you've thought through different outcomes. Scenario modelling demonstrates strategic thinking.
Frequently Asked Questions
Common questions about fundraising support
What metrics do investors typically want to see?
Common requests include monthly burn rate, runway, revenue growth, gross margin, and historical trends. For SaaS businesses, add MRR, CAC, LTV, and churn. Finley calculates all of these automatically from your data.
Can Finley help with valuation?
Finley provides the financial data needed for valuation discussions but doesn't calculate valuations directly. Valuation depends on many factors including market conditions, comparables, and negotiation. Your projections and metrics inform these conversations.
How do I prepare for due diligence?
Finley helps you organize clean financial records with consistent categorization across periods. This makes due diligence smoother - investors can dig into your numbers without finding inconsistencies or unexplained gaps.
Can I customize the investor reports?
Yes, you can choose which metrics to highlight and customize templates to match your communication style. Enterprise users can create fully custom branded reports.
How current should my data be for investor meetings?
Investors expect recent data - typically within the last month. Keep your Finley data updated regularly so you're always ready for conversations.
Do you help with pitch decks?
Finley generates financial slides suitable for inclusion in pitch decks - charts, metrics, and projections. The storytelling and narrative is still your job, but the numbers are ready to go.
Need Urgent Help?
Unexpected investor meeting? Generate comprehensive financial reports and projections immediately. Our rapid fundraising prep mode prioritizes the metrics and reports investors ask for most.
Response Time
Key metrics in 60 seconds. Full investor package in under 15 minutes.
Available 24/7 for Pro users
Where We Operate
Fundraising support works globally. Metrics and reports adapt to local currency and can be generated in formats familiar to investors in your target geography.
Ready to Get Started?
Try fundraising support free - no credit card required. Upgrade to Pro for unlimited access.
Free tier available • Pro from £49/month • Cancel anytime