Insights.

Designed and executed a successful investment strategy for a pre-revenue startup.

The Problem

Although the company had a sophisticated product with broad appeal in an expanding market, they were struggling to achieve liftoff. Burn rate was unsustainable, while a first-time team lacked the experience to see through an investment strategy. For Orchid Black, the most immediate objective was to position the company to raise funds through an end-to-end investment strategy.


The Team
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Background

- A data driven roadmap to deliver strategic growth

- Client raised $2.25mm in under 6 months.

The end-to-end roadmap and execution Orchid Black provided achieved the desired objectives for the client, helping the pre-revenue startup hit their next growth milestone through successful investment strategy and execution.

The Partnership



The Solution
  • At the outset, Orchid Black put together a thorough investment strategy, including:

  • Due diligence preparation. A complete, investor-ready data room was prepared, including pitch materials. This often overlooked aspect of investment preparedness was critical to the success of a quick fundraising cycle. The company was able to demonstrate sophistication and instil a sense of “deal FOMO” in investors.

  • An investor pipeline and outreach plan. A highly targeted investor pipeline and multi-channel outreach plan was established for the company, leading to productive meetings, driving investor interest in the company. The pipeline provided the systematic, data-driven framework required to put the company in front of the right investors and align presentations with investor interests.

  • Investor specific coaching for company leadership. While a pipeline was an essential framework for generating interest, it was also critical to establish a meeting strategy targeted to each investor. Orchid Black operators coached the founders in preparation for investor meetings by gathering critical intel, establishing a specific strategy for each meeting, and advising on how to drive the conversation forward.

    “Orchid Black was able to help us through every step of the investment process,” said the company CEO, “providing a systematic and data-driven approach to secure funding.”

The Challenge

Although the company had a sophisticated product with broad appeal in an expanding market, they were struggling to achieve liftoff. Burn rate was unsustainable, while a first-time team lacked the experience to see through an investment strategy. For Orchid Black, the most immediate objective was to position the company to raise funds through an end-to-end investment strategy.

Raising Capital Through Strategic Alignment and Operational Efficiency
The Results



Testimonial

"Orchid Black was able to come up with phenomenal insights in a matter of weeks just by analyzing the data that was already within our own company. That alone was worth every penny of the VCA (Value Creation Assessment)." 

-CEO & Founder


This project embodies the archetype of an organization built by a brilliant, visionary founder who has a good product, then builds a successful company as large as he possibly can. However, like most great founders, he eventually hit a wall and needed to bring on a growth partner to make a decision on where to go next. The Orchid Black team was the perfect complement to help take this company to the next level, increase the value of the business, and exit quickly.
–Jim Barnish, Managing Partner, Orchid Black