Active or upcoming fundraise
You are preparing for customer diligence while investor interest is live or close.
Start the process
Tell us what the live situation looks like
This intake is for founders and operators preparing for an active or upcoming customer diligence process.
Nothing here starts customer outreach. We use the context to recommend a practical process that creates structure, reduces customer fatigue, and helps investors get clearer proof.
- Share the current situation in a few sentences.
- Add customer count, timing, or stage if it helps.
- Flag any strategic or sensitive relationships early.
Next Steps
What happens after you reach out
We review your situation
We look at your fundraising stage, customer mix, timeline, and goals.
We recommend a process
We suggest the right package, expected scope, and likely workflow.
We begin with founder intake
If there is a fit, we start with account mapping, reference planning, and a proposed diligence path.
Fit signals
This is a fit if?
Focused customer base
You have a small number of meaningful customer accounts that matter most.
Repeated investor outreach
You want to reduce duplicate requests before customers get pulled into too many calls.
Sensitive relationships
You need a more controlled process for strategic, regulated, or high-value customers.
Neutral proof
You want credible customer signal without making the team look evasive.
What to prepare
Have a few details ready
You do not need a perfect plan before reaching out.
- your fundraising stage
- your target timing
- an estimate of how many meaningful customer accounts you have
- any known sensitive or strategic accounts
- whether investors are already asking for customer access