Fundraising Readiness
Most companies are not ready to raise when they think they are. The practice that closes that gap.
Where We Engage
Most companies preparing to raise institutional capital have not yet had the conversation that matters: with a senior investor, in the room, on the terms a real diligence process will run on. The result is a raise that takes longer, dilutes more, or fails to close — not because the business is bad, but because the company was not ready to be diligenced.
The Fundraising Readiness practice works with companies in the six-to-eighteen-month window before a planned raise. We bring the investor lens to the company before the investors do, name what is not yet ready, and work alongside the team to close the gap. The work ends when the company is ready to raise — not when the round closes.
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How We Engage
Readiness assessment — a structured read on where the company stands across the dimensions investors actually diligence: financial model integrity, GTM evidence, team, governance, IP, data room, and the story itself.
Financial model and operating plan — building or rebuilding the financial model the diligence team will pressure-test, and the operating plan the round funds.
Story and materials — narrative, pitch deck, and supporting materials calibrated to the investors actually being targeted, not to a generic template.
Data room build — the documents the diligence team will ask for, organized in the order they will be asked for them.
Investor mapping — identifying the firms and individuals most likely to be the right partners for this stage and this thesis, with introductions through the firm's network where the fit is real.
Mock diligence — running an internal version of the process the company will face, with senior partners playing the investor role, and surfacing the gaps before the real diligence does.
When this is the right work
If a raise is planned within the next six to eighteen months and the company is not yet certain it is ready, this is the right conversation. Reach out and we will respond within a business day.​​
Samrat Ganguly is a Partner at Advantary with over 30 years of investment and advisory experience spanning private and public markets across North America, Europe, Africa, and Asia Pacific. He has held senior roles including Head of Asia Private Equity for Lehman Brothers' Global Principal Strategies, CEO and Managing Partner of SREI Venture Capital, and Managing Partner at Capital Square Partners, after practicing cross-border private equity and special situations law at Latham & Watkins. He holds a JD from Columbia Law School and a BS from Yale, and is a Kauffman Fellow.