Primestone provides fractional CFO services, investor-ready materials, and capital raise support designed for startups and SMBs that need financial clarity and execution speed—without the cost of hiring in-house.
We don’t just build decks. We help you craft the narrative, validate the numbers, and get your story in front of the right investors.
No templates. Just clean, investor-first storytelling that gets attention.
3-statement, SaaS, eComm, marketplace—models VCs actually want to see.
DCF, comparables, and traction-weighted pricing—built on real market comps.
Custom databases of relevant VCs, angels, and micro funds—curated by sector and stage.
Personalized emails, intros, and investor CRM setup to get you warm conversations.
Positioning, round strategy, deck reviews, data rooms—we’re with you start to close.
Our team—comprised of investment banking professionals, ex-Big 4 analysts, CFAs, and top-tier designers—builds high-impact investor materials that move the needle.
We deliver a complete fundraising package, including:
• Investor-grade Pitch Decks
• Strategic Business Plans
• Dynamic Financial Models
• Defensible Startup Valuations
• Engaging Investment Teasers
• Fully structured Data Rooms
We don’t rely on outdated databases. Instead, we custom-build investor lists based on your sector, stage, geography, and round size—ensuring a high alignment of interest.
We provide:
• Curated Investor Lists
• Profile Scoring by Fit
• Contact Information
• Personalized Outreach Messaging
• Campaign Reporting
Access the experience of a full-time CFO—without the cost. Our fractional CFOs plug into your team and provide financial leadership, guidance, and oversight throughout your raise and beyond.
• FP&A (Financial Planning & Analysis)
• Forecasting, Budgeting, Scenario Modeling
• Cash Flow Optimization
• Fundraising Readiness & Board Reporting
• Accounting Oversight
• Strategic Advisory
Start with a free discovery call.