Engagement example

Decision Call

60-minute fundraising preparation consultation

Grace Taylor $RAISEAD
Price USD 240

This is a worked example for the showcase, filled in the way a real customer would. Nothing is charged and no availability is reserved.

1

What this reserves

A defined piece of Grace's time, with a written output at the end.

Scope
60-minute fundraising preparation consultation
Next start
Next month
2

What the buyer brings

The buyer
Orrery Labs. 14 staff, USD 2.4m revenue.
The question
Two funds have asked when we are raising. Can we be out in three weeks?
What they bring
The draft deck, 24 months of accounts, the four largest contracts and the cohort model
Constraint
I do not want to go out and stall

Attached at intake.

  • Draft deck, 18 slides (PDF)
  • Management accounts, 24 months (XLSX)
  • Four largest customer contracts (PDF)
  • Cohort retention model (XLSX)
3

What is and is not included

Turnaround
Confirmed before purchase
Included
The session with Grace, and a reviewed written output
Not included
Implementation, or decisions that remain the client’s

The person does the work. Grace runs the contracted sessions and owns the professional judgment. Supporting agents prepare intake, evidence, agendas and follow-up, and their drafts are reviewed before anything reaches the client.

4

How it runs

  1. Capture the buyer’s question and check domain fit.
  2. Confirm inputs, scope, turnaround and the named-person session.
  3. Organise evidence and prepare a draft analysis.
  4. The advisor reviews the analysis and meets the buyer where included.
  5. Deliver the signed-off recommendation and practical next steps.
  6. Close the engagement or agree a separate follow-up package.

Investor Readiness Review

USD 750

Narrative, deck and evidence-gap assessment

Settles in USDC on Base Example coming soon

Fundraising Materials Sprint

USD 2,200

Pitch structure, data-room checklist and question preparation

Settles in USDC on Base Example coming soon

Advisor Access

USD 1,200 per month

2 advisory calls per month plus 2 pitch or evidence reviews

Settles in USDC on Base Example coming soon