A 25 to 35 page institutional due diligence audit that scores your deal across the same 12 pass-fail gates allocators actually use, so you stop burning your best introductions on an unready raise.
For founders and real estate sponsors raising $5M+ with a deck and model in hand.
ⓘ $5,000 one-time fee | 10 business day delivery | Fee credits toward the Foundation Build
Institutional investors do not "hear you out." They run a fast, silent filter.
→ One failed gate and the process ends before the rest of the deal is seen.
→ You rarely hear the real reason. You just get "not a fit" and silence.
→ By the time you realize it, you have spent your best introductions and your raise season.
→ The cheapest time to find the flaw is before you send the first deck.
We run your current materials through the same 12 pass-fail gates institutional investors apply in practice. Fail one and the conversation ends before the next gate opens. The Pre-Flight runs every one before you walk into the room.
Does it survive a read without you in the room to explain it?
Does it only work if nothing goes wrong?
Dead equity, misaligned incentives, structural risk.
Is your why now specific to a change you can name?
Evidenced traction versus attested traction. Two different things.
Do you have the specific people the plan requires?
Capital tied to milestones or eighteen months of runway with no map?
Incomplete, stale, or inconsistent across documents.
Deviations from institutional standard must be defensible.
An unsegmented target list spends your best introductions on the wrong capital.
Where does conviction break down in the room you are not in?
A perfect deal shown to the wrong mandate is still a no.
Output: one Institutional Readiness Score out of 100 and a Ready / Trap Zone / Rebuild verdict keyed to your raise size.
Section-by-section institutional read across all 12 gates.
One number out of 100 and a clear Ready / Not Yet call for your target raise.
Critical, high, and moderate exposures mapped to specific findings.
Each gap quantified in delay, capital under-provision, and opportunity cost.
What to fix first, second, and third, with effort levels and dependencies.
Which investor profiles match your deal, which to avoid, and why.
The questions your current materials will trigger before a check is written.
A working session to translate the audit into a concrete plan. Not a sales call.
Structured remediation required before any LP outreach.
Sample only. Your audit is built entirely from your actual materials.
✓ Founders and sponsors raising $5M–$250M+
✓ Operators with at least a deck and model in hand
✓ Teams who want institutional-standard materials before they spend their best introductions
✗ Sub-$5M friends-and-family or one-off angel checks
✗ Anyone looking for a cheap deck template or pitch coaching session
✗ Raises with no materials to review
It is a 25 to 35 page institutional-grade due diligence audit that evaluates your opportunity across 12 categories using the same frameworks applied by a senior advisory team with careers spanning institutional capital markets, sponsor finance, and structured equity. You receive a scored assessment, a risk heat map, a priority action plan, and a 30-minute debrief call.
Founders and real estate sponsors raising $5M to $250M+ who have a pitch deck and a financial model and want to know exactly how investors will evaluate their opportunity before walking into the room.
10 business days from the date you submit your materials.
At minimum, your pitch deck and a financial model. The more you provide the deeper the evaluation. Cap table, data room, investor teaser, executive summary, financial projections, business plan, and any supporting documentation will all strengthen the audit. There is no such thing as too much.
It is a focused working session on your highest-impact next steps. It is not a sales call. We walk through the audit findings and make sure you understand exactly what to do first.
Due to the time, depth, and custom analysis involved, all sales are final. This is a professional due diligence audit built on your specific materials, not a digital product.
That is the point. A low score before you go to market is infinitely better than a low score you never see while investors pass on your deal in silence. The audit tells you exactly what to fix, in what order, and why each gap matters.
A senior advisory team with careers spanning institutional capital markets, sponsor finance, and structured equity. Not junior analysts. Not AI-generated templates. Professionals who have sat across the table from allocators and know exactly what makes them lean in or walk away.
Especially if you have raised before. Founders who have closed a prior round are often the most exposed because they assume their materials still work. Markets shift. Investor expectations change between rounds. The deck that closed your seed round will not close your Series A. The Pre-Flight identifies the specific gaps between where your materials are today and where they need to be for the round you are raising now.
That is what almost every founder believes before they see the audit. A strong deck is one of 12 categories. If your financial model, cap table, deal terms, investor targeting, or data room are not equally strong, investors will pass regardless of how polished your slides look. The Pre-Flight evaluates the full picture, not just the piece you feel best about.
Because you are seeing your deal from the inside. Investors see it from the outside. Those are two fundamentally different perspectives. The Pre-Flight is built to show you your deal through the lens of the people who decide whether to write a check.
The same structural filters apply across the $5M to $250M+ range. Investors check the same boxes and look for the same red flags. The Pre-Flight is built for institutional-scale raises, which is where those filters bite hardest. Sub-$5M friends-and-family and one-off angel rounds are not what this is built for.
That is exactly when this has the most value. The worst time to discover you are not ready is after you have already started taking meetings. Every investor conversation you take with broken materials costs you credibility you cannot get back. The Pre-Flight gives you a definitive answer on whether you are ready and a specific roadmap for what to fix if you are not.
Yes. The Pre-Flight tells you exactly what is broken. The Foundation Build fixes it. It is a 30-day engagement where our team works directly with you to rebuild your pitch deck, stress-test your financial model, build out your data room, restructure your deal terms, and position your opportunity for the right investors. Your Pre-Flight fee applies as a credit toward the Foundation Build.
Invoiced at acceptance. 10 business day delivery from complete materials. 100% of the fee is credited toward our Foundation Build if both parties decide to proceed.
All sales are final. Why? Each Pre-Flight Due Diligence Audit is a one-off institutional review built on your specific financials, structure, and data room. Once the senior team has run the 12-gate process, we cannot erase what we have seen, and the audit cannot be resold or reused. This protects the integrity of the work and the confidentiality of your raise.
Apply and book a 15-minute fit call
If it is a fit, we formalize and share the materials checklist
You submit your deck, model, cap table, and data room
We run the 12-gate process and deliver your audit and debrief in 10 business days
A score of 85 or higher means your deal is ready to approach institutional capital. Below that, specific gates are closing the door. The audit names which ones.