Capital Strategy for Founders.
Clarity for Businesses ready to grow.
Cobalt Insight Group helps operators and founders raise their first round or refine their business model to grow with confidence.
Two Tracks. One Mission:
Strategic Growth
For founders preparing to raise external capital for the first time.
Pitch deck & financials review
Investor targeting & intros
Execution Support
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Founder-led
Revenue-generating ($2M–$20M typical)
Bootstrapped or angel-backed
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Round strategy
Pitch deck + financials refinement
Targeted investor outreach
Meeting prep + follow-up
Term sheet strategy
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Retainer or project fee
Success fee: 7% equity / 3% debt
Optional warrant or equity kicker
For business owners seeking strategic clarity and business insight
Business model & operations review
Strategic sessions & growth planning
Multi-week packages available
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1-hour strategy call
Written summary of observations + recommendations
$495 flat fee
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Business plan, org chart, and financial review
Founder interview + strategic memo
60-min debrief session
$2,000
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4–6 week engagement
Weekly 1-hour sessions
Growth roadmap + optional light deck or model
$5,000
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Founders navigating multi-phase growth
Operators who want an embedded partner to talk strategy regularly
Owners preparing to raise within the next year but not ready to sprint yet
We offer discreet, founder-first capital and strategy support for business operators on the edge of growth.
Whether you’re fundraising or fine-tuning, we help you navigate your next move with precision.
Who we are
Cobalt Insight Group is a boutique advisory firm that helps founder-led companies grow with clarity. We work with entrepreneurs raising outside capital for the first time, and business owners who need a trusted partner to analyze, refine, or accelerate their current strategy.
What Makes Us Different
Discreet and founder-first
Strategy-led, not hype-driven
Respect for ownership, optionality, and long-term thinking
