ThreeTreesCenterForChange
A partnership for growth
The Challenge
As a first-time founder in the B2B mental health space, the CEO needed to build a data room from scratch and prepare for rigorous investor diligence. They lacked a clear process for managing the fundraising pipeline.
Our Approach
We ran a 2-week diligence readiness bootcamp, creating a comprehensive data room and coaching the founder on key metrics and objection handling. We implemented a CRM to track all investor interactions and manage follow-ups systematically.
The Outcome
With a polished data room and newfound confidence, the founder accelerated through diligence with multiple interested parties. They closed a $900K pre-seed round in just 35 days from the first meeting.
Key Metrics
- Amount Raised$900K
- Time to Close35 Days
- Diligence Time2 Weeks
- Lead InvestorSecured
More Success Stories
See how other founders have achieved their goals.