Douglass Advisory for Startups
We equip founders with investor-ready models, fundraising strategy, and scalable frameworks — combining AI precision with financial expertise.
Key Benefits:
Investor-Ready Financial Clarity from Day One, Strong Corporate Foundations That Reduce Risk, Faster Fundraising Preparation and Better Negotiation Power, Strategic Advisory That Goes Beyond Basic Startup Coaching, A Long-Term Partner for Growth and Accountability
Build a Strong Financial Foundation from Day One
Launching a business is exciting — but turning an idea into a sustainable, investable company requires more than passion. It takes strategic planning, financial modeling, and sound documentation that sets your company up for growth.
At Douglass Advisory, we help founders and early-stage companies establish a clear financial roadmap and a solid corporate foundation that investors and partners can trust. Whether you’re pre-revenue, preparing for a seed round, or raising Series A capital, we provide the structure and tools you need to operate like a seasoned company from day one.
Challenges We Solve
Removing the financial blind spots that stall fundraising, slow growth, and weaken founder credibility.
Weak Investor Materials
Limited Funding Success
Poor Runway Visibility
Structuring Uncertainty
Our Startup Readiness Suite
Our comprehensive package equips you with the essential documents, models, and strategies that every early-stage business needs to scale responsibly.
Financial & Strategic Tools
Including:
- Custom Revenue Forecast Model with multiple scenarios and expense assumptions.
- Cap Table Pro Forma showing equity distribution across founders, investors, and option pools.
- Valuation and funding strategy support, including milestone planning and investor readiness.
Corporate Formation Templates
(Provided for educational use — all templates must be reviewed by your legal counsel before execution.)
Including:
- Corporate Bylaws and Articles of Incorporation
- Common Stockholder Agreement and Preferred Stockholder Agreement
- SAFE (Simple Agreement for Future Equity) templates
- Private Placement Memorandum (PPM) outline
- Investor presentation structure and compliance checklist
Advisory Services
Including:
- Guidance on entity setup strategy and equity planning (in coordination with your attorney).
- Financial modeling for investor presentations and due diligence readiness.
- Strategic partnership introductions and fundraising preparation.
Our Role and Commitment
We’re not just consultants — we’re your financial co-pilots. Douglass Advisory focuses on the business, financial, and strategic sides of your startup journey. We’ll ensure your models, structures, and projections are ready for investor scrutiny while your legal counsel finalizes all filings and documentation.
Our goal: to give you clarity, confidence, and credibility as you grow.
Compliance and Legal Disclaimer
Douglass Advisory is not a law firm and does not provide legal advice. All templates, forms, and models are for educational and illustrative purposes only. We strongly recommend that all legal documents be reviewed by your licensed attorney before use or filing.
Learn More About Our
Process
A scalable financial foundation designed to help founders raise, operate, and grow with confidence.
Financial Modeling
Build investor-ready models that highlight growth drivers, forecast scenarios, and clarify your path to scale.
Capital Raise Support
Craft compelling materials, refine your narrative, and navigate the fundraising process with expert guidance.
Fractional CFO Advisory
Get ongoing senior-level financial insight for planning, decision-making, and strategic resource allocation.
Scaling Frameworks
Implement systems and processes that support efficient growth, operational clarity, and team alignment.
Startup Structuring Support
Set up financial and operational structures that enable stability and long-term scalability.* ⚠️ Douglass Advisory is not a law firm and does not provide legal advice.
Frequently Asked Questions
We provide sample templates and structural guidance but do not file or finalize legal documents. We coordinate with your attorney to ensure your formation and filings align with your financial model.
The package includes a revenue forecast model, cap table pro forma, sample bylaws, stockholder agreements, SAFE templates, and a private placement memorandum outline — all supported by our financial and strategic advisory sessions.
Absolutely. We help founders develop investor-ready models, strategic talking points, and supporting materials that communicate your company’s value clearly and credibly.
Yes. We are not a law firm and do not provide legal services. Your attorney should review and finalize all legal documents. We’ll make sure your financial and operational framework supports their work.
Most startups complete the initial advisory and documentation phase within 3–4 weeks. We tailor our timeline to your funding stage, investor goals, and business complexity.
Definitely. Douglass Advisory can continue supporting your company through ongoing FP&A cash-flow forecasting, and investor relations reporting — helping you stay accountable and plan for growth.
Our team brings deep experience in financial modeling, corporate strategy, and capital markets, not just business coaching. We bridge the gap between financial planning, investor readiness, and operational execution — all while working in tandem with your legal counsel.
Contact Douglass Advisory to schedule a complimentary strategy consultation. We’ll review your goals, stage, and funding plan — and customize a package that fits your path to success.
Why Douglass Advisory?
We bring institutional discipline to startup speed — giving founders a competitive edge.