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

    • Founder-led

    • Revenue-generating ($2M–$20M typical)

    • Bootstrapped or angel-backed

    • Round strategy

    • Pitch deck + financials refinement

    • Targeted investor outreach

    • Meeting prep + follow-up

    • Term sheet strategy

    • 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

    • 1-hour strategy call

    • Written summary of observations + recommendations

    • $495 flat fee

    • Business plan, org chart, and financial review

    • Founder interview + strategic memo

    • 60-min debrief session

    • $2,000

    • 4–6 week engagement

    • Weekly 1-hour sessions

    • Growth roadmap + optional light deck or model

    • $5,000

    • 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

Let’s explore how we can support your growth. Schedule a no-obligation consultation.