Attivo Partners provides end-to-end financial support for companies raising venture capital, debt financing, or growth capital. Their team has supported clients through multiple funding rounds from seed through late-stage equity raises and successful exits.
Financial Due Diligence Preparation
Attivo prepares companies for investor due diligence by ensuring financial statements are audit-ready, organizing historical data rooms, preparing detailed revenue and expense analysis, documenting accounting policies and procedures, and addressing any accounting issues before investors discover them. This preparation significantly accelerates the fundraising timeline and builds investor confidence.
Investor Materials and Financial Modeling
The team creates compelling financial materials including detailed financial models with investor-friendly formatting, historical financial performance analysis, KPI dashboards and metrics that matter to VCs, market sizing and unit economics validation, and use of proceeds analysis. These comprehensive financial models incorporate revenue forecasts across multiple channels and customer segments, detailed expense projections including headcount planning by department, cash flow analysis and runway tracking, unit economics and cohort analysis, sensitivity analysis for key assumptions, and scenario planning (base/upside/downside cases). For SaaS companies, models include MRR/ARR tracking, churn analysis, CAC/LTV calculations, and other critical metrics.
Ongoing Investor Relations
Beyond the initial raise, Attivo supports ongoing investor communications through quarterly board reporting, investor update preparation, and strategic financial counsel during board meetings. Their CFOs understand what metrics investors track and how to present progress in the most favorable yet honest light.
Types of Capital Supported
Attivo has experience with equity fundraising (seed through Series C+), venture debt, growth capital facilities, A/R and MRR-based credit lines, and M&A transactions. They understand the specific requirements and processes for each capital type.
Web3 Applications
For Web3 and blockchain companies, Attivo properly presents token metrics, treasury holdings, and blockchain-specific economics. Their models can incorporate token economics, vesting schedules, treasury management, and the unique revenue patterns of DeFi protocols, NFT marketplaces, and other Web3 business models.
