The Fractional CFO Live Demo

Fundraise Readiness & Data Room Pack

Generate a board-ready raise-prep pack — a diligence readiness scorecard, a normalized (adjusted) EBITDA bridge, an investor-grade financial and metrics pack, a data room index, prepared diligence Q&A, a red-flag remediation plan, cap table and dilution, use of proceeds, and valuation framing. Board-ready HTML delivered in minutes.

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Interactive demo. Press the button below to watch a complete, board-ready Fundraise Readiness & Data Room Pack generate for the fictional Vantage Analytics, Inc. — the live workflow, the pre-delivery QC review, the quality score, and the final HTML deliverable. No API key required.
Anthropic API Key
Required to generate the report. Your key stays in your browser, is sent only to run your report, and is never stored.
Key saved for this browser session.
Exact Anthropic model id (editable; auto-fills from the Model picker).
Full runs each of the 28 workflow steps as its own Claude call (most thorough). Standard groups them into ~13 calls — faster and lower cost.

Educational/illustrative output for a fractional-CFO workflow. Not investment, legal, tax, or accounting advice. Validate every figure against your own records before relying on it.

The Fractional CFO — Workflow Running

Generating your readiness pack…

Starting…
Step progress0 / 28
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API calls0
Est. cost$0.00
Live log
The Fractional CFO — Complete

Your fundraise readiness & data room pack is ready

0/ 100
Quality control score
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Scored against the 100-point rubric (Completeness 40 · Specificity 30 · Validation 20 · Presentation 10). Delivery threshold ≥ 85.
HTML deliverable preview
Tip: Print / PDF works here. Open in new tab and Download are blocked inside this embedded preview by the browser sandbox — they work when you open the downloaded file or host it (e.g., Cloudflare Pages).