CAPITAL READINESS INFRASTRUCTURE

The capital is won
before you walk
in the room.

READINESS INDEXLIVE
0OUT OF 100READY
94%
SOURCED
88%
SIGNED
3
FLAGGED
BUILT FOR THE MOST CONSEQUENTIAL MOMENTS
01 / 06
The investor who funds the next two years
01 / THE MOMENTS

Each one is won or lost on what you put in front of the other side.

THE SPINE
One record of the truth
Revenue$2.1M ✓
Monthly burn$610K ✓
Cash$4.2M ✓
Pitch deck.pdf
Three-statement model.xlsx
Board pack.pdf
Data room.zip
01
The raise
The lead asks a hard question and your number holds.
02
The leadership hire
The VP you want says yes to a plan that's real.
03
The strategic partner
They check your runway themselves, then sign.
04
The board
The pack ties to last quarter. The meeting moves fast.
05
Diligence
They open any figure and land on its source.
02 / THE STRATEGY COCKPIT

Describe the move. Watch the consequence build.

Say the move in plain language. It runs against your governed data and renders across the model, the KPIs, and the narrative.

strategy-cockpit · governed model v14READY
YOUDelay the raise two quarters, cut burn fifteen percent.
TRY ASKING
THE MODEL
Runway14 mo
Model · Cash flow · row 42
Ending cash$4.2M
Model · Balance · row 88
Raise dateQ1 '27
Assumption · financing plan
THE KPIs
Monthly burn$610K
Analytics · opex · trailing 3mo
Default alive61%
Derived · runway ≥ 18mo
Next-round dilution18%
Model · cap table · scenario
THE NARRATIVE

Run the move to render its consequence across the model, the KPIs, and the narrative — every number sourced.

Bridge terms — not in source · flagged
PROVENANCE

Follow any figure down to the hand that signed it.

Every figure traces through six levels, ending on a person.

ENDING CASH · FY26
$5.9M
TRACING
01
VALUE
$5.9M ending cash, FY26
02
FORMULA
Beginning cash + net cash flow
03
ASSUMPTION
Monthly burn cut 15% from Q2 actuals
04
CLAIM
Runway extends to Q3 '27, default-alive
05
SOURCE PAGE
Model v14 · Cash flow · row 42
06
SIGNED BY
CEClara Ellison, CFO · Jan 14
0READY+2 ABOVE THE READY LINE
03 / READINESS INDEX

One number, zero to a hundred, for how much scrutiny you've retired.

A figure earns points only when it's sourced, and full marks only once someone signs it. One broken balance caps the whole score. The number always comes with the ranked list of what's still between you and ready, each gap tied to one action.A figure earns points once it's sourced, full marks once it's signed. One broken balance caps the score, and the gaps arrive ranked, each tied to an action.

+6Source the Q3 cohort retention figureunsourced
+4Have the CFO sign the FY25 closeawaiting attestation
+3Resolve the balance-sheet tie in Model v141 broken balance
04 / THE ENGINE

One engine routes the entire platform.

Smart Cascade sends every task to the tier built for it, staffed like a deal team, without the deal team. Volume work runs on fast models, a stronger tier audits it, judgment calls escalate to the top, and deterministic code does all the math. Underneath the cockpit, the documents, the analytics, and the financial model, every output stays traceable to its source.Every task routes to the tier built for it. Fast models handle volume, a stronger tier audits, and code runs the math. Under everything the platform makes, each output stays traceable to its source.

SMART CASCADEDETERMINISTIC
INPUTYour filesNotes, statements, old decks, spreadsheets.
01 · EXTRACTExtractFacts and figures pulled directly from your files.
02 · BUILDBuildAssembled from those facts, nothing else. The math runs in code.
03 · AUDITAudit A second model checks every claim against its source.
OUTPUTYour materialsDocuments, models, analytics, reporting.
Anything that can't be traced to a source is left blank and flagged.
ONE ENGINE POWERS
The Strategy Cockpit
Plain-language moves rendered across model, KPIs, and narrative.
Institutional documents
Decks, memos, and board packs composed, titled, and numbered.
The three-statement model
Balances that tie and scenarios that recompute on their own math.
Live analytics
KPIs and cohorts that move the moment your numbers do.
The Readiness Index
Proof scored, gaps ranked, each one tied to a single action.
The provenance trail
Every figure followed down to the page and the person who signed it.
05 / THE MODEL

A real model underneath. The balances tie.

Smart Cascade builds a three-statement operating model from your own figures under one rule. Every number is computed in code or traced to a source.

OPERATING MODELFY26
RUNWAY
34mo
to Q3 '27
EBITDA
($1.1M)
-13% margin
MONTHLY BURN
$95K
trailing 3mo
Revenue$8.4M · +42%
Cost of revenue($2.4M)
Gross profit$6.0M · 71%
Operating expense($7.1M)
EBITDA($1.1M)
Assumptions: sales cycle +60 days, win rate down 5 pts, collections +15 days.
Balance sheet ties · recomputed live
VERIFICATION

We show you where every number came from. You decide it's true. Nothing goes out the door until you've signed off on it.

INVESTOR MEMO · CONFIDENTIALv7
Momentum into FY26

The business enters the year with durable expansion.Net revenue retention was 118% in FY251, and gross margin held at 71%2even as we scaled delivery. Growth was led byseat expansion across the top quartile of accounts3, which we expect to compound through the coming raise.

C. Ellison
SIGNATURE — CHIEF FINANCIAL OFFICER
Clara Ellison
CFO
CE
PROVENANCE LEDGERUNLOCKED
1
“Net revenue retention was 118% in FY25”
Traced · FY25 billing export, row 214
ATTESTED
2
“Gross margin held at 71%”
Computed · FY26 model
ATTESTED
3
“Seat expansion across the top quartile of accounts”
No source yet
HELD
145 of 148 traced · 3 held98%
Locking requires all claims traced or held-cleared.
A
ARTEM CAPITAL
DERIVED IDENTITY · SERIES B
CONFIDENTIAL
EXHIBIT 4 — GROWTHp. 12
Net revenue retention reaches 126%, four points above plan.
TARGET 120%
FY22FY23FY24FY25FY26
126%
NET RETENTION
97%
GROSS RETENTION
142
ENTERPRISE LOGOS
PROVENANCE · Model v14, row 88Attested C. Ellison · Jan 14
06 / THE DESIGN SYSTEM

The engine holds every document to a top firm's standard.

The rules of the craft are written down, and every page follows them. Charts match the data, titles state their takeaway, scales stay honest, and every number keeps its source.

You choose your identity once. Every document keeps it.
07 / THE TIERS

Three tiers, one climb.

Each tier carries everything below it. You climb from a governed snapshot to a living loop to full oversight.

01DOCUMENTS & MODEL
Build

Your company's documents and financial model in one place, with a record of who can see what and everything that has changed.

The starting tier
COCKPIT · BUILD
Ask questions about your own company and get answers pulled only from your approved documents and model, with the source named each time.
WORKSPACEFOUNDERS
Organized by document type, with the access each person has, and a history you can scroll back through.
DOCUMENTSFOUNDERS
Pitch deck, one-pager, business plan, investor memo, partner deck, diligence brief. Upload your own or have them drafted for you.
FINANCIAL MODELFOUNDERS
One model for the company. Set your assumptions and drivers, keep every version, and lock the one you stand behind.
REVIEW & APPROVALFOUNDERS
Draft, review, approve, lock. Route work to the right people, leave comments, and keep a full record of every sign-off.
ADD ON WHEN A DEAL HAPPENS
The Transaction
Module

When you raise, sell, or get acquired, turn it on in a click. It assembles the full set of deal materials from data you have already approved. Your team clears the flagged gaps and signs off.

RaiseSaleAcquisition
ONE CLICK
The deal workspace opens
01Confidential Information Memorandum
02Management Presentation
03Lender Package
04Data Room
05Operating Model Views
06Diligence Pack
07Process Materials
08 / THE DOCUMENTS

One record. Every document.

Every document is generated from one governed record. Change the record and each document built on it regenerates for your approval.

THE GOVERNED RECORDAPPROVED
Revenue (FY25)
$8.4M
CE
Attested by Clara Ellison
Model v14 · row 12 · cited in 11 documents
PITCH DECKBUILD
Revenue (FY25) — $8.4M.
SOURCE · Model v14 · row 12
INVESTOR MEMOBUILD
Reported revenue (FY25) of $8.4M.
SOURCE · Model v14 · row 12
CIM · EXHIBIT 3TRANSACTION
Revenue (FY25), audited: $8.4M.
SOURCE · Model v14 · row 12
BUILD
Core documents
01Pitch deck
02One-pager
03Business plan
04Investor memo
05Partner deck
06Due diligence brief
GOVERN
Reporting outputs
01Board packs
02Investor updates
03Technical filings
04Capital-readiness audits
TRANSACTION
Deal materials
01CIM
02Management presentation
03Lender package
04Data room preparation
05Operating model views
06Diligence pack
07Process materials
09 / FOR FUNDS & FAMILY OFFICES

Rank a whole portfolio by one number.

Every company you back reports through the same standard. Readiness scores what each has actually proven, so you can see the whole book at a glance and know where your attention is worth the most.

82MEDIAN READINESS
2/6ABOVE THE READY LINE
RANKED BY
01
Northwind Robotics
INDUSTRIAL AI
91
28 moReady
SHARED WITH YOU
Cash on hand$12.4M
Revenue · gross margin$14.2M · 74%
Board packQ4, filed Jan 14
KPI dashboardLive
NOT YET SHARED
Cap-table detail
02
Cadence Health
DIGITAL HEALTH
88
22 moReady
SHARED WITH YOU
Cash on hand$9.1M
Revenue · gross margin$8.4M · 71%
Board packQ4, filed Jan 9
NOT YET SHARED
Cohort retention
Hiring plan
03
Meridian Freight
LOGISTICS
84
16 moBuilding
SHARED WITH YOU
Cash on hand$6.2M
Revenue · gross margin$5.1M · 63%
NOT YET SHARED
FY25 close
Unit economics
04
Loam Bio
CLIMATE
79
19 moBuilding
SHARED WITH YOU
Cash on hand$7.8M
Net burn$410K / mo
NOT YET SHARED
Revenue detail
Model summary
05
Petra Security
CYBERSECURITY
72
11 moBuilding
SHARED WITH YOU
Cash on hand$3.4M
NOT YET SHARED
ARR bridge
Board pack
06
Vesper Retail
COMMERCE
63
7 moAt risk
SHARED WITH YOU
Revenue run-rate$2.1M
NOT YET SHARED
Revenue recognition
Full model
10 / SECURITY

Your numbers never leave without your say.

Everything runs inside a closed, encrypted workspace. You decide who sees what, and nothing reaches an outside party until you approve it.

Closed workspace

Source materials enter an encrypted workspace and are classified the moment they arrive.

Encrypted throughout

AES-256 in transit and at rest, hosted across US-East and EU-West.

Role-based access

Each person sees only what you grant, and every action is written to the log.

You control distribution

Nothing crosses to an outside party until you approve it and send it yourself.

Provenance on every figure

Any number traces back to its source and the person who signed it.

Permanent audit trail

Every change, approval, and locked version is kept as a permanent record.

AI inside the boundary

Models read only what already lives in your workspace, and nothing they produce leaves until you approve and lock it.

No number is AI-made

AI extracts and drafts. Every figure is computed in code or traced to a source.

Your data stays yours

Most processing runs on zero-retention endpoints. Anything held expires within 30 days, and nothing is ever used for training.

11 / THE FIRM

Capital markets run on process discipline. Most founder-led companies don't.

Built on three vantage points that rarely meet. How investment banks read a set of materials, how private wealth decides where to commit, and what it takes to run the company under the questions. Every discipline that scrutinizes a raise, in one platform.Three vantage points that rarely meet. How banks read materials, how private wealth commits, and what it takes to run the company. Every discipline that scrutinizes a raise, in one platform.

01
$150M+
CAPITAL RAISED
02
$2.7B+
ENTERPRISE VALUE
032 PLATFORMS
$1B+
FINTECH PLATFORM VALUATIONS
04MULTIPLE
$200M+
PRIVATE COMPANIES SERVED
12 / PREMIUM ADVISORY

A senior team on the moments that decide the company.

For the moments too consequential to run software-first, the founder parachutes in and gets it done, from a raise or a sale to a strategic partnership or a board that needs convincing. The same AI that powers the platform is in our hands, so we move fast where it once took a room of analysts.For the moments too consequential to run software-first, the founder parachutes in and gets it done. A raise, a sale, a partnership, a board. The same AI powers our hands, so we move fast where it once took a room of analysts.

01THE RAISE
Capital raises

Positioning, materials, and rehearsal for the room. From the first memo to a signed term sheet.

02THE SALE
Sales and exits

Sell-side preparation and process, from the CIM and management presentation through the data room to close.

03THE BOARD
Board and investor strategy

The narrative your board and investors act on, held to the same record quarter after quarter.

13 / QUESTIONS

Straight answers.

What founders and funds ask before the first call.

Ask us directly

No. The platform is a governed record of your company, and documents, models, and reports are produced from it. AI extracts and drafts inside hard boundaries; every number is computed in code or traced to a source, and nothing is distributed until you approve and lock it.

No. Every figure is either computed by the platform's arithmetic or traced to a specific place in your own files. Anything that can't be traced stays blank and gets flagged.

Whatever exists. Notes, bank statements, old decks, spreadsheets. The platform extracts what it can prove, shows you what's missing, and builds from there.

The system proves provenance, tracing every claim to its origin. You attest the truth: approving and locking is you confirming the facts, and nothing leaves until you do.

Every published document that depends on the changed data flags itself stale and regenerates for your approval. Nothing updates silently, and nothing stays silently wrong.

Models read only what's already in your workspace. Most AI calls run on zero-retention endpoints; the rest are held by the provider for 30 days, then deleted, and never used for training.

No. The platform is self-serve, and the only people in the loop are your team. Artem Advisory is a separate practice for founder-led capital strategy, available on request and delivered entirely outside the platform.

The Transaction Module unlocks from any tier: CIM, management presentation, lender package, data room, diligence pack. Materials regenerate whenever your data changes for the life of the deal, and the fee is flat, sized to the deal, never a percentage of proceeds.

Drafts are a compute job, minutes to hours once your data is in and gaps are cleared. The pace is set by your team's review and attestation, and the platform is never the bottleneck.

Exactly what each company distributes to you, plus anonymized benchmarks. Distribution is the only path company data reaches an institution, and anything a company hasn't sent reads as not provided.

Build gets a company deal-ready. Operate keeps the numbers living and your decisions current. Govern adds board packs, investor updates, and the reporting record. Most companies start at Build and climb.

No. The platform makes your company provable: materials, model, and data room, current and traceable. It doesn't negotiate, introduce counterparties, or run a process, and fees are never tied to your outcome.

Bring it. The platform audits it, extracts the assumptions with their sources, and rebuilds them into a governed model where the arithmetic is checked and every change is tracked.

Yes. Your identity is built once from your own materials, and every document inherits it, so the whole set reads as one house.

No. Your raw data never feeds another tenant. Benchmarks are anonymized statistical aggregates, and nothing identifiable ever crosses between workspaces.

Ready, on both sides
of the table.

Tell us what you're walking into. Three ways in, one intelligence layer.