“We need capital, but where do we start?”
Clarify the purpose, funding ask, timing and the next decision point before spending on materials.
面向正在准备融资、接触投资人或进入并购流程的企业主与创始人。CHODAT INVEST 将分散的信息转化为清晰诊断、优先级明确的准备计划和可治理的工作流。
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.
Clarify the purpose, funding ask, timing and the next decision point before spending on materials.
Check whether the story, evidence, economics and capital ask answer the questions investors actually screen for.
Identify what belongs in the profile, teaser, deck, VDR and what should stay private until authorized.
Map current conversations, missing proof, follow-up actions and the workflow needed to move each discussion forward.
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.
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.
预约专家时间The default structure keeps the conversation focused. Actual emphasis adapts to the company and the agreed engagement scope.
Objective, market, traction, financial context, capital requirement and timing.
Narrative, deck, evidence, financial information, team, risks and VDR gaps.
Discuss investor types, transaction paths and practical preparation choices where appropriate.
Priorities, owners, timelines, CHODAT tools/services and external professional needs.
The output is designed to stay useful inside your workflow after the meeting ends.
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.
最长 3 小时,聚焦企业诊断、投资人准备度、资本策略以及 30/60/90 天行动路线图。
企业资料标准化、投资者叙事、teaser/pitch材料、Funding Ask、Use of Funds、VDR结构与Opportunity准备。
在Essential基础上增加Investment Memorandum、情景支持、英文材料、Investor Q&A、高级VDR与创始人演示准备。
CHODAT reuses information you already submitted. You only complete the fields needed to prepare and price the session.
The service is most useful when the business wants a structured next step, not a promise of capital.
Clear scope reduces purchase anxiety and improves the quality of the session.
包括专家准备时间、对已提交信息的审阅、约定范围内的真人工作会议,以及结构化的下一步路线图。该费用是服务费,不是投资款。
不会。服务可以改善准备度和工作流程,但投资人的决定、交易条款和融资结果不由 CHODAT INVEST 控制。
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.
不是。AI 可以整理信息并准备简报;付费咨询由约定范围内被分配的真人专家完成。
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.
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.
Start with a free readiness check, or book a focused human-expert session if you want to turn uncertainty into a prioritized preparation roadmap.