Series B funding is 3x harder than Series A. Institutional DD complexity overwhelms 70% of scaling companies. You built growth metrics—but you didn't build institutional readiness. Most scaling founders underestimate what Tier 1 VCs actually evaluate.
No Scaling Clarity
Growth stalls without institutional roadmap; expensive pivots & executive team confusion.
One package. All 3 modules. One institutional-grade report—way deeper than a deck, fully usable as Pre-DD material. Everything you need to scale systematically through Series A, B, and C. Perfect for growth-stage climate companies.
Scaling Diagnostic
Your Compete Scaling Report
Readiness Heatmap: 8-dimension scan across key investor areas—beyond TRL/CRL
Leadership Archetype: Founder-market fit and team readiness assessment
Business Model Archetype: Revenue model validation and viability check
Scaling Archetype: Growth potential and operational readiness analysis
KPI Benchmarked: Evaluates traction, burn, and margin KPIs against VC and non-VC gate expectations
Risk Radar: Identifies hidden scaling blockers through KPI-readiness pair checks, execution bottlenecks, and institutional red flags
Scaling Bottlenecks: Critical blockers that kill deals immediately
Capital Navigator
Your Institutional Capital Strategy
Key Funding Signals: What institutional investors actually evaluate at Series A-C stages
Stage Assessment: Series A/B/C progression readiness and institutional gaps
Capital Structure & Exit: Advanced cap table optimization and exit path strategy
Ask vs Need Analysis: Institutional funding amounts with detailed ROI justification
Funding Path Ranking: Institutional VC, growth equity, strategic options ranked for your scaling phase
Investor Persona Targeting: Tier 1 VCs, growth funds, corporate venture arms for your sector
Round Sequencing: Next two funding rounds strategy with milestone-linked progression
1-S-Sentence Pitch: Investment committee-ready company summary for institutional presentations
Masterplan
Your 6-Quarter Scaling Roadmap
Scaling Roadmap: Prioritizes execution bottlenecks, then builds systematic growth plan with institutional milestones
OKR-Based: Advanced roadmap with institutional KPIs and scaling targets aligned to next two rounds
Owner-Led: Assigns clear owners, actions, critical unlocks, and executive hires for scaling
Phase-Mapped: Structured by quarter and funding phase for institutional traction and trust
Capacity-Aware: Filters plan to match actual scaling bandwidth—no overcommitment during growth
Investor-Aligned: Builds from what institutional investors flag in DD—not what founders guess matters
What You Can Expect:
Delivery
48-hour turnaround. Upload data, join 90-minute session, get report in 2 days.
Security
Secure EU data room. Confidential handling with enterprise-grade protection.
Clarity Guarantee
No clear answers? Let us know within a week. We'll fix it or give you full credit.
