This section provides founders with the essential financial documents that demonstrate preparedness, planning, and credibility — three qualities investors reward.
After 50 years advising CEOs, investors, and capital raises, one truth is universal:
Financial documents give investors clarity.Clarity creates confidence.Confidence attracts capital.
Shows projected revenue, expenses, and profit. Investors want to understand your path to profitability.
A forward-looking snapshot of your financial position.
Cash flow tells the real story — not revenue. Investors look for liquidity, burn rate, and runway.
Tracks equity over time — essential for cap table clarity.
Shows exactly how investor funds will be allocated. One of the most important pages in any PPM.
Shows how many units (or how much revenue) you need to cover costs.Investors love seeing this — it shows you understand your numbers.
Clear, realistic revenue models create trust and help justify valuation.
Shows visitors what they must maintain to stay compliant.
For larger raises or institutional investors, audits are a major asset.
Investors want to see the logic behind your valuation.
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