“We need capital, but where do we start?”
Clarify the purpose, funding ask, timing and the next decision point before spending on materials.
Fundraising Readiness · Human Expert Advisory
Stop guessing what investors want. Know what to prepare next.
For founders and business owners preparing to raise capital, meet investors or enter an M&A process. CHODAT INVEST turns scattered information into a clearer diagnosis, an actionable preparation plan and a governed workflow.
Real human expertUp to 3 focused hours30/60/90-day roadmapNo fundraising guarantee
Less uncertaintyKnow what is missing before approaching investors.
Better structured materialsTurn scattered information into an investor-reviewable narrative.
Faster preparationReuse your profile, AI dossier and workspace data.
Controlled disclosureKeep sensitive documents behind the right permissions and NDA workflow.
Common founder problem
Most businesses do not need more documents first. They need the right sequence.
Capital preparation often fails because teams do many things at once without knowing what materially affects investor screening. The session starts by prioritizing the real gaps.
“Our deck exists, but investors do not engage.”
Check whether the story, evidence, economics and capital ask answer the questions investors actually screen for.
“Our information is scattered everywhere.”
Identify what belongs in the profile, teaser, deck, VDR and what should stay private until authorized.
“We are talking to investors but progress is slow.”
Map current conversations, missing proof, follow-up actions and the workflow needed to move each discussion forward.
Institutional-style preparation
A structured review before you spend more time or money.
The goal is not to produce more jargon. It is to reduce decision ambiguity: what is ready, what is weak, what evidence is missing and what should happen next.
Expert review lens
What will be challenged before serious capital conversations?
The expert works from your stated objectives and available information. Where legal, tax, audit or regulated investment advice is required, the session identifies the need for the appropriate external professional rather than pretending to replace them.
Reserve an expert sessionBusiness & tractionBusiness model, customers, commercial evidence and maturity.
Funding askAmount, currency, timing, transaction preference and rationale.
Use of fundsHow new capital is expected to support measurable business priorities.
Investor narrativeWhy this company, why now and what an investor needs to understand quickly.
Evidence & VDR readinessWhich claims are supported and which documents should be organized next.
Risks & next actionsKnown gaps, unresolved questions and priorities for the next 30/60/90 days.
Up to 3 hours · decision-focused
A working session with a clear agenda — not an open-ended consulting call.
The default structure keeps the conversation focused. Actual emphasis adapts to the company and the agreed engagement scope.
Business & fundraising diagnosis
Objective, market, traction, financial context, capital requirement and timing.
Investor readiness
Narrative, deck, evidence, financial information, team, risks and VDR gaps.
Capital pathway
Discuss investor types, transaction paths and practical preparation choices where appropriate.
30/60/90-day roadmap
Priorities, owners, timelines, CHODAT tools/services and external professional needs.
What you leave with
The paid session must produce usable work — not just conversation.
The output is designed to stay useful inside your workflow after the meeting ends.
Consultation Summary
- Current fundraising-readiness summary.
- Key gaps and evidence still required.
- Priority questions likely to matter in investor conversations.
- Recommended preparation path and sequencing.
- External legal/accounting/audit needs where appropriate.
30 / 60 / 90 Day Roadmap
- Actions for the next 30 days.
- Actions for days 31–60.
- Actions for days 61–90.
- Owner and status for each roadmap item.
- Links into CHODAT profile, Opportunity, CRM, VDR or services where relevant.
Choose the level of help you need
Start with clarity. Add execution support only when it creates value.
The strategy session is the lowest-friction paid entry point. Investor Ready packages support deeper preparation when the diagnosis shows that more work is needed.
Fundraising & Investment Readiness Strategy Session
Regional price is not active yet. Contact CHODAT INVEST or select another billing region.
Up to 3 hours focused on diagnosis, investor readiness, capital strategy and a 30/60/90-day roadmap.
- Real expert, not an AI pretending to be human.
- Pre-session brief generated from information you already provided.
- Focused diagnosis + roadmap.
- Potential service credit subject to active commercial rules.
My Service Credits acceptedPay the issued service invoice with My Service Credits. The conversion uses the published fixed regional price book, not a live FX rate.
Reserve an expert sessionInvestor Ready Essential
Regional price is not active yet. Contact CHODAT INVEST or select another billing region.
Profile normalization, investor narrative, teaser/pitch materials, Funding Ask, Use of Funds, VDR structure and Opportunity preparation.
- Normalize company profile and investor narrative.
- Support teaser / pitch materials, Funding Ask and Use of Funds.
- Structure VDR and prepare Opportunity data.
- Designed for businesses that need a coherent investor-facing package.
My Service Credits acceptedPay the issued service invoice with My Service Credits. The conversion uses the published fixed regional price book, not a live FX rate.
Discuss this package with an expertInvestor Ready Professional
Regional price is not active yet. Contact CHODAT INVEST or select another billing region.
Essential scope plus Investment Memorandum support, scenarios, English materials, Investor Q&A, advanced VDR preparation and founder presentation preparation.
- Includes the Essential preparation scope.
- Support for Investment Memorandum and English-language materials.
- Investor Q&A and founder presentation preparation.
- Advanced VDR and scenario support within agreed scope.
My Service Credits acceptedPay the issued service invoice with My Service Credits. The conversion uses the published fixed regional price book, not a live FX rate.
Discuss this package with an expertSimple booking flow
From “I need help” to a confirmed expert session without a 50-field form.
CHODAT reuses information you already submitted. You only complete the fields needed to prepare and price the session.
Who this is for
Designed for serious business owners who want a clearer capital-preparation decision.
The service is most useful when the business wants a structured next step, not a promise of capital.
This is likely useful if…
- You expect to raise capital or explore M&A in the coming months.
- You are unsure whether your deck, numbers or narrative are investor-ready.
- You want an experienced human to challenge assumptions before outreach.
- You need a prioritized 30/60/90-day preparation plan.
- You want to keep subsequent work inside a controlled CRM/VDR workflow.
This is not designed to…
- Guarantee that an investor will invest.
- Provide legal, tax, audit or regulated investment opinions.
- Replace your management team’s responsibility for data accuracy.
- Create artificial valuation, revenue or investor commitments.
Before you pay
Questions a business owner should be able to answer before booking.
Clear scope reduces purchase anxiety and improves the quality of the session.
What exactly am I paying for?
Expert preparation time, review of the information you submit, a live working session within the agreed scope, and a structured next-step roadmap. The fee is a service fee, not investment capital.
Will CHODAT INVEST guarantee that I raise capital?
No. The service improves preparation and workflow, but investor decisions, transaction terms and fundraising outcomes remain outside CHODAT INVEST’s control.
Do I need a complete Pitch Deck before booking?
No. Existing materials help, but the consultation can be used to identify what is missing before you invest further in a deck, memorandum or VDR.
Is the session conducted by AI?
No. AI may organize your submitted information and prepare a brief. The paid session is conducted by a real human expert assigned within the engagement scope.
Can the session cover legal, tax or audit matters?
The session may identify that specialist input is needed, but CHODAT does not represent general platform analysis as a legal opinion, tax opinion or audit. Appropriate external professionals should be engaged when required.
What happens after the session?
Your Consultation Summary and 30/60/90-day roadmap can continue into CHODAT workflow tasks, profile preparation, Opportunity, CRM, VDR or a larger service engagement where appropriate.
Make the next capital-preparation decision with more clarity
Do not approach more investors until you know what your business is actually ready to show.
Start with a free readiness check, or book a focused human-expert session if you want to turn uncertainty into a prioritized preparation roadmap.
The consultation fee covers expert time, review of submitted information and a preparation roadmap. It is not investment capital, a deposit for funding, or a guarantee of fundraising results.