The Soar System
Your fractional CFO, CCO and CIO — all in one.
People, not process. Three connected pillars, always live, with priority given to what the moment needs. Additional resource is hired in around us, sourced through our network and scoped to what you actually need.
The financial engine — assessed, modelled and reported to investor standard, so you and your investors share one current view of the numbers.
- 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.
- Narrative
- The investment story in the formats investors read — pitch narrative, one-pager, full deck.
- Reporting
- A live data room, plus monthly and quarterly reporting: runway, burn, KPI architecture, budget vs actual.
The commercial 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.
The end-to-end raise, from first investor contact to close — a disciplined process that secures the right capital 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 and well beyond the close.
Timely updates that maintain 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.