

THE REAL PROBLEM
You're Not Preparing for a Raise.
You're Preparing for Diligence.
- Your model doesn't tie to your board deck.
- Your numbers don't match your accounting.
- Your data room is incomplete or inconsistent.
- Your policies and controls aren't clear.
None of these kill a deal alone. Together, they create doubt.
THE FRAMEWORK
The FFS Financial System
Seven integrated disciplines that ensure your company holds up under investor scrutiny.
-
Raise timing & amount
-
Milestone-based capital plan
-
Deal structuring & positioning
Capital Strategy
01
02
Forecasting & Scenario Modeling
-
Runway & sensitivity
-
Milestone-linked forecasts
-
Continuous updates
03
Financial Infrastructure
-
Clean books & classifications
-
Close process
-
Audit-ready financials
04
Diligence Architecture
-
Structured data room
-
Cohesive financial story
-
Diligence support
05
Governance & Controls
-
Policies & approvals
-
Board reporting structure
-
Internal discipline
06
Risk Alignment
-
Identify key risks
-
Insurance alignment
-
Investor confidence
07
Audit & Tax Integrity
-
Audit readiness
-
Financial accuracy
-
Tax compliance
Financial Model
Board Narrative
Accounting
Data Room
HOW IT COMES TOGETHER
One System.
One Story.
+ Your financial model ties to your board narrative.
+ Your numbers match your accounting.
+ Your data room reflects a complete and credible picture.
Investors don't need perfection. They need consistency.
WHO WE SERVE
Built for Companies Navigating Critical Milestones
MEDTECH & BIOTECH
Early-Stage Medtech & Biotech
Pre-clinical through early commercialization. Building credibility before the first institutional round.
Seed, Series A, Series B. Aligning your financial system to investor expectations before they ask.
CAPITAL EVENTS
Preparing for Capital Events
IND, clinical trials, FDA pathways. Connecting milestone execution to capital strategy and runway.
REGULATORY MILESTONES
Facing Regulatory Milestones
WHERE WE GET PULLED IN
Most companies don't break during fundraising.
They break during diligence.
That's where we step in - to make the entire system hold up.
