Stack 03 / Mandate
Pitch Deck · Financial Model · Exit Thesis

Pitch once.
For equity. 10x.

A four-week mandate that rebuilds your investor deck and 5-year financial model around an exit thesis the fund partner can do in 60 seconds. Fixed prep fee plus equity warrants that only convert on a successful raise. We win when you win.

§ 01
The deliverable

Six artefacts. One mandate.

  1. 01

    15-slide investor deck

    Rebuilt from your story upward. Every slide answers one investor question. Sequoia / a16z / YC architecture.

  2. 02

    5-year financial model

    Five-layer architecture: revenue engine, unit economics, cohort dynamics, working capital, scenario stress tests.

  3. 03

    Exit thesis

    Named comparable acquisitions in the last 36 months. Strategic logic. Implied multiple. 10x in 60 seconds.

  4. 04

    Use-of-funds breakdown

    Tied milestone-by-milestone to the model. Bear case still funds the next round, or we revise the ask.

  5. 05

    Two rehearsal sessions

    Live partner-style questions. Recorded. You leave with a sharper narrative — and the answers.

  6. 06

    Investor-ready data room

    Cap table cleanup, model exports, references file, founder bios. Diligence-grade from day one.

§ 02
The structure

Four weeks. Locked.

  1. Week 01

    Diagnosis

    Teardown of current deck and model. Three structural fixes you can ship this week, regardless of mandate continuation.

  2. Week 02

    Structure

    5-year model rebuilt. Unit economics, cohort retention, scenario switches. Numbers locked.

  3. Week 03

    Narrative

    15-slide deck rebuilt around the locked numbers. First rehearsal with partner-style questions.

  4. Week 04

    Polish

    Exit thesis finalised, data room assembled, second rehearsal. You leave ready to send.

§ 03
Commercials

Aligned, not transactional.

Structure

Fixed prep fee + equity warrants.

  • ·A fixed engagement fee covers the four-week build. Discussed on the call.
  • ·Equity warrants convert only on a successful raise, at the priced-round valuation.
  • ·No raise, no equity. The warrants are our skin in the game.
  • ·Capped at a small number of mandates per quarter — we cannot do this at volume.
§ 04
Not for everyone

Who this mandate is not for.

  • Pre-MVP

    Come back after the first ten paying customers. We need real data.

  • Debate over ship

    Founders who want to litigate the framework rather than ship the round.

  • No bandwidth

    If you cannot find an hour twice a week for four weeks, this will not work.