How it works
The right people, from seed to exit — so success stops being a long shot.
We embed fractional Financial, Investment and Commercial leadership inside your company, backed by product, tech and specialist resource when you need it — and we run every raise end to end. One team, one system, all the way through the journey.
Our North Star: beat the stats
60–80%
Seed to Series A + commercial traction
Complete the rolling seed round, reach Series A and build repeatable commercial momentum.
80%
Series A to next milestone
Progress to a follow-on raise, exit or IPO — the point where capital and the business compound.
Why the stats matter
Most early-stage companies fail because they do not have the right people around them at the right time.
Without financial, commercial and investment leadership working together, founders struggle to become investor ready, commercialise the solution, raise capital efficiently and scale.
We built Soar to fix that. Not with a process deck or a one-off adviser, but with a resourcing system that embeds the three execution seats startups most often miss — ratioed to whatever is the priority of the moment.
We don't take just anyone, either. Every company passes an initial screening — typically an intro call with Andi and Lee — followed by pre-assessments covering the data room, the numbers and the team. If you meet the criteria, we know we can help.
The journey
One circular journey — seed to exit, and back into the ecosystem.
The same four disciplines — Financial, Investment, Commercial and Product & tech — stay live around your company at every stage. Priorities rotate as you move around the circle; the team doesn't.
Seed
$5K – $2M tickets
c.10% dilution
Investor readiness, the model and the rolling round. Early tickets build momentum while commercial proof points land.
Friends & family, angels, pre-seed/seed VCs, family offices, angel groups
Series A
$1M+ tickets
c.15% dilution
Institutional capital anchors the round. The go-to-market motion becomes repeatable, instrumented and scalable.
Angels & HNWIs, Series A VCs, family offices, angel groups
Series B+
$10M+ tickets
c.15% or structured
Scale with discipline: unit economics, international expansion, senior hires — and the Soar Fund following on.
Growth VCs, low-to-mid market PE
Exit / IPO
M&A · IPO · secondaries
Value realised
Founders and investors get their return. The solution is in the market at scale, doing what it was built to do.
Strategic acquirers, public markets, PE
Give back
Success fees recycled
The full circle
A share of what we earn goes back into the ecosystem to help other businesses — and into our charitable arm, Positive Human Impact.
Next generation of founders, and Positive Human Impact
Positive Human Impact
The circle doesn't end at exit. A share of what Soar earns goes back into the ecosystem to help other businesses on their journey — and into Positive Human Impact, our charitable arm.
Investor-grade financial leadership from day one. We give founders and investors one current, credible view of the numbers, the model and the runway.
- Assessment
- Baseline review of position, structure and needs, plus a full investment assessment scored to our investability framework.
- Modelling
- A model built or rebuilt from the ground up: assumptions, forecasts, scenarios, valuation and a clear use-of-funds breakdown.
- A live data room
- The investment story in the formats investors read — pitch narrative, one-pager, full deck.
- Reporting
- Monthly and quarterly reporting: runway, burn, KPI architecture, budget vs actual.
End-to-end raise execution. We run the round from first investor contact to close, so founders stay focused on the business while capital comes in on the right terms.
- Targeting
- Research and outreach across the spectrum: angels write the early tickets, institutions anchor or close.
- Diligence
- Data room approvals and hands-on support through diligence and negotiation, where most raises stall.
- Closing
- Term sheets, subscription agreements, SHA and articles, cap table management — clean terms, ownership protected.
- Relations
- Investor communications during the round and well beyond the close.
The operating system that turns a product into repeatable revenue — a pipeline and a motion that convert, retain and grow.
- Positioning
- Go-to-market anchored on a defined ICP and value proposition, so the motion points at the right customer.
- Sales
- Sales management and CRM discipline, an instrumented pipeline, and pilots structured to convert.
- Economics
- Pricing and unit economics that hold up under diligence, with revenue optimisation as you scale.
- Growth
- Retention and churn management, strategic partners and KOLs — compounding the base.
Additional resource
The three core seats sit on top of your CEO, CTO and existing advisers — and we bring in extra specialist people around them as priorities shift. That can include:
- Business development and lead generation
- Account management and customer success
- Marketing, brand and communications
- Technical and product support
- HR, talent and people development
- Operations and finance administration
- Highly experienced sector advisers
- Non-executive directors and board support
- Other specialist capacity as the moment demands
Capital on tap
From our own angels to institutions and beyond.
Angels write the early tickets that keep you moving. Institutions write the big ones once traction is proven. And equity isn't always the first or best route.
Diamond Club
An exclusive, vetted community of angels who back the opportunities we bring them. Committed capital with existing relationships — the fastest way to put early tickets on the table and build momentum into a round.
Institutional capital
Tens of thousands of researched, validated institutions, matched to each raise by stage, sector and thesis. We hold direct relationships with partners at many of these firms, so introductions are warm — and one large ticket can anchor or close the round.
Alternative & non-dilutive
Grants, loans, R&D and innovation funding, startup competitions, accelerators and incubators — mapped before you give equity away unnecessarily.
Experience across all capital structures
- Priced equity
- SAFE / ASA
- Convertible loan notes
- Debt
- Mezzanine
- Buyouts
- Secondaries
- Rolling rounds
Spending the raise well
We don't just help you raise — we help you deploy it.
Capital from our investor network is only half the job. We work with you to build a cohesive use-of-funds plan, channel investment into the right resources, and hire wisely as the company scales. That means mapping spend against milestones, bringing in specialist capacity only when it moves the needle, and making sure the team around the founder grows at the right pace.
- Use-of-funds mapped to milestones
- Right resource at the right time
- Hiring plan tied to growth stage
- Burn and runway managed as you scale
- Operational efficiency built in
- Governance that keeps investors aligned
The Soar Fund
Following the winners into later rounds.
Angels write the early tickets, institutions write the big ones, and the Soar Fund follows on and co-invests — keeping Diamond Club members in the companies that keep proving themselves.
A rhythm that keeps momentum and visibility.
- Bi-weekly check-ins
- 30–90 minutes. Priorities, blockers, decisions, next actions.
- Monthly performance reviews
- KPIs, budget vs actual, runway, investor update, data room refresh.
- Rolling three-month planning
- Milestones review on the same clock as the rolling contract.
- Async execution
- Shared taskboard with owners and due dates, data room with version control.
- Ad-hoc reviews
- Whenever something can't wait for the next scheduled session.
Typical timing
~2 weeks
Investment assessment
~4 weeks
Investor ready
~3 months
Initial tickets
~6 months
Round closed
Illustrative. Worst case for a close is around nine months; financial cadence and commercial execution run throughout.
Pricing
A modest retainer, and a success fee only when the raise closes.
Your rate reflects the scope agreed at the outset — breadth of mandate, how much of our time it needs, and the complexity of your business, raise and cap table. Three-month rolling contracts. One monthly invoice covering retainer, expenses and any additional resource. If scope changes, we agree the revised figure before it starts.