Investor/Lender-Ready in 90 Days
A Specialized Capital-Raising Solution
Your Executive Team is Built to Run.
We’re Here to Help You Raise.
At Overlap Capital, we understand what a traditional fractional CFO brings to the table—cash flow management, forecasting, financial operations, and board-level reporting. We respect the value of that role.
But we do something different.
Our Fractional CFO offering is not conventional—it’s surgical, strategic, and specifically built for capital raises. We partner with CFOs, COOs, and founders who are preparing to raise funding from banks, lenders, or private investors and want a 90-day window of deep, focused financial leadership to get there.
If your team is preparing for a raise and needs additional horsepower to execute, structure, and communicate your capital story—Overlap Capital steps in as your Capital Strategy CFO.
What Makes Us Different
We don’t try to be everything.
We focus on one thing: capital readiness.
You already have a team managing operations and reporting. What you need is a temporary financial architect—someone to:
- Translate your business model into a compelling funding case
- Build forward-looking projections that hold up to lender and investor scrutiny
- Guide your team through investor conversations and diligence without losing focus on operations
- Align your growth goals with capital products that actually fit your stage
We’re not here to take over. We’re here to make the raise happen.
Our Specialty:
Capital Strategy & Investor Readiness
This 90-day engagement is built to deliver institutional-grade materials, insights, and guidance that ensure your business is taken seriously by banks, lenders, or private equity groups.
We specialize in:
✅ Capital Strategy Design
We don’t just chase checks—we help you map out the right capital structure to support your business model, cash flow, and exit plan.
✅ Financial Model Development
We design a 3–5 year model that communicates your economics clearly and credibly—whether you’re pitching for debt or equity.
✅ Pitch Deck & Executive Narrative
We work with your team to distill your financial story into a bank- or investor-facing presentation that closes the gap between “interesting” and “investable.”
✅ Due Diligence Readiness
From the cap table to customer contracts, we help prepare a data room and diligence process that shortens the time from pitch to funds received.
✅ Investor Coaching & Outreach Strategy
If needed, we can assist with introductions and provide coaching for investor meetings to keep your leadership team aligned and confident.
Who This Is For
- CFOs & COOs preparing for a capital raise and want supplemental execution support
- Founders seeking clarity around their funding strategy and structure
- Companies entering a new growth phase and needing capital to scale without misalignment
- Executive teams with a capital partner in mind, but unclear on how to present the opportunity
If your company is raising $500K–$10M, we’re built for you.
What You Get in 90 Days
| Phase | Focus Areas |
|---|---|
| Weeks 1–2 | Kickoff, capital readiness audit, goal alignment |
| Weeks 3–4 | Financial modeling and capital structuring |
| Weeks 5–6 | Pitch deck creation and narrative alignment |
| Weeks 7–8 | Due diligence preparation and supporting documents |
| Weeks 9–12 | Investor coaching, strategy review, and next-round planning |
We offer weekly working sessions, interim updates, and constant alignment with your CFO or COO to ensure nothing slips through the cracks.
Pricing & Structure
We offer this as a flat-fee or hybrid engagement:
- Standard Engagement: $18,000 (flat fee)
- Performance Hybrid: $6,000/mo + 2% success bonus if funding is secured
We are available for milestone billing or monthly invoicing, depending on your internal process.
You don’t need another generalist. You need a partner who thinks like a capital strategist. Overlap Capital was built to help businesses prepare for—and win—critical capital moments.
We’ve sat on both sides of the table: building internal models, and analyzing deals from a funder’s perspective. We know what investors and banks expect. And we know how to deliver it—quickly, credibly, and without wasting your team’s bandwidth.
Our capital advisory has directly supported:
- $5 million+ raised by enterprise teams seeking strategic expansion
- $250,000+ raised by small businesses securing their first major capital injections
Whether you’re raising growth capital or positioning for a strategic lender partnership, we specialize in building a financial case that closes.
We aren’t here forever.
We’re here to get your business funded and get out of the way.
