When does a crypto project need fundraising preparation?
Fundraising preparation is needed when the team faces capital conversations but project facts are scattered across presentations, chats, and internal documents. The work helps assemble a verifiable project story, identify the right audience, and prepare materials for substantive investor questions.
The service suits projects at different stages, provided the product, problem, development plan, and token role can be clearly explained. Before starting, it helps to gather:
- a brief product description and current development status;
- team details, key competencies, and responsibility distribution;
- current tokenomics and token utility logic;
- a development roadmap with near-term milestones and dependencies;
- details on previous raises, partnerships, and any important constraints.
If some data is missing, we note gaps and separate confirmed facts from plans. This reduces the risk of contradictions between the deck, website, and team messages. For standalone pitch deck work, consider pitch deck preparation, and for overall launch structure, check the go-to-market strategy. At the start, we also record which wording the team is not ready to use and who approves the materials.
What materials does an investor need and what to check in them?
Investor materials should quickly explain what the team is building, why this market was chosen, and how the raise will be used. We structure the content and editing so that the presentation, summary, and Q&A all rely on the same version of facts.
The package composition depends on the stage and type of audience. We typically check the following blocks:
- Product and market: user problem, project solution, target audience, and alternatives.
- Execution: current readiness, near-term milestones, required resources, and key dependencies.
- Team: relevant experience, roles, and responsibilities without unverified claims.
- Token and economics: token purpose, key parameters, and connection to the product; wording is cross-checked with team data.
- Fundraising plan: intended use of capital, stages, and logic for further dialogue.
Before sending, verify that numbers and terms match across all versions, and that forecasts are clearly marked as plans, not accomplished facts. We help identify inconsistencies, build structure, and prepare materials for discussion. The team confirms the accuracy of source data and approves final wording. If the project needs a broader commercial framework, fundraising can be linked to crypto marketing consulting, without turning the investor presentation into advertising copy.
How are introductions to potential investors organized?
Introductions work best when the request is specific: the project stage, the type of partner needed, and the reason the conversation might be relevant are clear. We help formulate such a request and pass it to partners for consideration of relevant contacts.
Before reaching out, we define the investor profile, acceptable geography, discussion format, and materials that can be shared. The team then agrees on a brief project introduction: it should provide context without disclosing unnecessary details. Before passing details, we separately check that you have permission to disclose them and that a suitable method for document exchange is chosen.
For preparation, it helps to answer these questions in advance:
- What type of investor matches the current project stage?
- What experience or expertise of the partner is especially important beyond capital?
- What exactly do you propose to discuss at the first meeting?
- What information can be shared before signing a non-disclosure agreement?
Partner intros are a way to start a targeted dialogue, not a list of contacts for mass outreach. We agree on the wording of the request and ensure preparation for the introductions passed on. For projects considering alternative support sources, it is appropriate to separately explore grant programs; participation criteria and funding decisions remain with the respective program.
How to set up IR updates after initial meetings?
IR updates maintain working context between meetings: it is easier for investors to track progress when the team regularly reports on what has been done, plan changes, and next steps. We help choose a communication structure and rhythm that the team can realistically maintain.
Typically, an update includes a brief product status, completed and upcoming milestones, significant changes, current blockers, and requests to recipients. For each item, indicate the period and the person responsible for the data. If a milestone has shifted, explain the reason and the new plan, without substituting facts with optimistic wording. Content can be adapted for different recipient groups while maintaining a single source of confirmed information.
The workflow includes sequential steps:
- initial analysis of the goal, project stage, and existing materials;
- agreement on the audience, key messages, and list of required source data;
- preparation of document structure and editing of agreed materials;
- setup of the partner request and support for communication on relevant intros;
- launch of the IR update template and agreement on the process for its ongoing maintenance.
Timelines depend on the team's readiness to answer questions and the speed of text approval. We record the owner of each document, versions, and approval points. Ongoing maintenance can continue as a separate task for investor updates or be included in a broader plan after token launch.
What is important to consider when raising capital for a Web3 project?
Quality materials and appropriate introductions help conduct a prepared conversation but do not replace the investment decision. The investor's choice, their project due diligence, internal procedures, deal feasibility, and response time are beyond the executor's control; we do not promise a meeting with a specific fund, an investment, or a round closing. Our area of responsibility is the agreed scope of materials, organization of the partner request, and setup of the communication process.
There are also practical limitations. The partner considers the request based on its fit with their network and current interests. The investor may request additional documents, postpone the discussion, or decline without a detailed explanation. Therefore, before starting a campaign, it is useful to identify alternative segments and not base the entire plan on a single intro.
Check the project before passing materials:
- use the current version of the presentation and assign someone responsible for its changes;
- separate confirmed information from forecasts and assumptions;
- agree on which documents can be shared with external recipients;
- consult with a qualified lawyer on requirements related to jurisdiction and token offering;
- agree internally who answers questions and approves subsequent updates.
We help align communication and prepare materials but do not replace legal, financial, or technical due diligence. For related communication tasks, you can separately evaluate PR for a crypto project and presale marketing, if they match the team's stage and goals.
Prices
| Service | Price | Quote |
|---|---|---|
| Fundraising | on request |
Starting prices in USD. Custom bundles and volume discounts on request. Payment in USDT, USDC, BTC, ETH, SOL, TON or your project token.
How it works
- Task AnalysisWe discuss the project stage, fundraising goal, audience, and already prepared documents. We identify gaps and work boundaries.
- Data CollectionThe team provides confirmed information about the product, token, development, and team composition. We agree on what can be disclosed to potential investors.
- Material PreparationWe create the structure and edit the agreed documents, checking for consistency and clarity. You approve the factual content.
- Targeted Partner RequestWe refine the potential investor profile and prepare a brief project introduction for relevant partner contacts.
- IR CommunicationWe agree on the update format, data owners, and the process for preparing subsequent messages as the project develops.
Frequently asked questions
What needs to be prepared to start fundraising?
Prepare a product description, team details, current tokenomics, development roadmap, and any existing presentations or documents. If some information is not yet formalized, it does not prevent the initial analysis: we will note gaps and determine what data is needed for materials and the targeted investor request.
How long does it take to prepare investor materials?
The timeline depends on the volume of source data, the need to build a structure from scratch, and the speed of team approval. After the initial analysis, we will outline the sequence of work and approval points. It is important to designate someone in advance who can quickly verify facts and make editorial decisions.
Do you guarantee an introduction to a fund or capital raising?
No. The decision to meet, conduct due diligence, and invest is made by the investor, and the project's fit with their criteria is assessed by the investor themselves. We prepare the agreed materials and organize a targeted request through partners if a relevant direction is found; a specific response or round closing cannot be promised.
Can I only get investor relations without introductions?
Yes. You can focus on the structure of regular updates, message templates, and the data approval process. For this, it is useful to define the recipients, information owner, and frequency the team can maintain. Partner introductions are not necessary if the priority is to organize communication with existing investors.
Who is responsible for the accuracy of information in the deck and IR updates?
The project team confirms the source data and approves the final wording, as they have access to product, financial, and technical information. We help build the structure, editing, and consistent presentation, and also note areas where approval requires confirmation.
Can the same materials be used for different investors?
A base version can be shared, but the brief introduction and emphasis should be adapted to the investor type and conversation goal. Do not change facts between versions: adapt the context, terminology, and priorities. This way the team maintains consistency and answers questions within a single confirmed story.
Tell us about your project
Answer four quick questions and a manager will send you a plan, timing and a price range within the hour. Everything stays confidential.
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