AI · 融资准备度打开AI顾问 专业顾问WHATSAPP CHODAT
CHODAT INVEST私募资本市场 · 并购 · 融资
融资准备 · 真人专家咨询

不要再猜投资人想看什么。先明确下一步该准备什么。

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。

真人专家最长 3 小时30/60/90 天路线图不承诺融资结果
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.
企业主常见问题

大多数企业首先不缺更多文件,而是缺正确的准备顺序。

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.

01

“We need capital, but where do we start?”

Clarify the purpose, funding ask, timing and the next decision point before spending on materials.

02

“Our deck exists, but investors do not engage.”

Check whether the story, evidence, economics and capital ask answer the questions investors actually screen for.

03

“Our information is scattered everywhere.”

Identify what belongs in the profile, teaser, deck, VDR and what should stay private until authorized.

04

“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.

机构化准备逻辑

在继续投入时间和预算前,先做结构化诊断。

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.

预约专家时间
Business & 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.
最长 3 小时 · 聚焦决策

有明确议程的工作会议,而不是没有边界的咨询电话。

The default structure keeps the conversation focused. Actual emphasis adapts to the company and the agreed engagement scope.

0–45 min

Business & fundraising diagnosis

Objective, market, traction, financial context, capital requirement and timing.

45–90 min

Investor readiness

Narrative, deck, evidence, financial information, team, risks and VDR gaps.

90–135 min

Capital pathway

Discuss investor types, transaction paths and practical preparation choices where appropriate.

135–180 min

30/60/90-day roadmap

Priorities, owners, timelines, CHODAT tools/services and external professional needs.

会后你会得到什么

付费咨询必须留下可执行成果,而不只是一次谈话。

The output is designed to stay useful inside your workflow after the meeting ends.

Immediate clarity

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.
Execution after the meeting

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.
选择真正需要的支持程度

先获得清晰判断。只有在确实创造价值时再增加执行支持。

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.

界面语言不决定价格。地区价格以结算国家/商业地区为准。

结构化准备

Investor Ready Essential

该地区价格尚未启用。请联系 CHODAT INVEST 或选择其他结算地区。

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。

  • 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.
支持 My Service Credits使用 My Service Credits 支付已开具的服务账单,按固定区域价格表计算,不使用在线外汇汇率。
与专家讨论该方案
高级准备

Investor Ready Professional

该地区价格尚未启用。请联系 CHODAT INVEST 或选择其他结算地区。

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。

  • 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.
支持 My Service Credits使用 My Service Credits 支付已开具的服务账单,按固定区域价格表计算,不使用在线外汇汇率。
与专家讨论该方案
简单预约流程

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.

01选择企业并填写简短的咨询前信息。
02选择真实可用的专家时间段。
03确认服务范围和地区固定价格。
04接受商业条款并完成付款。
05参加专家咨询并获得 30/60/90 天行动路线图。
适合哪些企业

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.

该服务不用于…

  • 保证投资人一定投资。
  • 提供法律、税务、审计或受监管的投资意见。
  • 替代管理层对数据真实性和准确性的责任。
  • 制造虚假的估值、收入或投资人承诺。
付款前

企业主在预约前应该获得清晰答案的问题。

Clear scope reduces purchase anxiety and improves the quality of the session.

我支付的费用具体购买什么?

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。

CHODAT INVEST 会保证融资成功吗?

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。

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.

咨询是由 AI 完成的吗?

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。

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.

更清晰地做出下一步融资准备决策

在不清楚企业真正准备好展示什么之前,不要急着接触更多投资人。

Start with a free readiness check, or book a focused human-expert session if you want to turn uncertainty into a prioritized preparation roadmap.

预约专家