Track 1:

Fundraising Advisory

Who We Serve

Cobalt Insight Group supports a specific and underserved group of founders: those leading real businesses, ready for their first outside capital — but not interested in noisy, high-drama venture rounds.

  • Privately held companies built by operators, not influencers. You’ve grown something real — with revenue, customers, and momentum — and now you’re ready to raise from external investors for the first time.

  • You’ve never taken investor money — and you don’t want a bloated cap table or a dozen board observers. You want aligned capital, clean terms, and strategic support from someone who’s been in the seat before.

  • You’ve outgrown bootstrapping. Maybe you’re generating $2M–$20M in annual revenue, or approaching profitability — but you need capital to scale, hire, or launch a new product line. We help you raise with confidence and control.

  • You want a discreet, intelligent partner to help you shape your raise, sharpen your story, and make introductions that actually convert.

For founders preparing to raise external capital for the first time

  • Investor Strategy

    Positioning, timing, and round design based on your growth story and goals.

  • Pitch Material Support

    Refinement of your deck and financial storytelling to align with banking and investor expectations.

  • Capital Access & Outreach

    Introductions to banks, angels, family offices, and pre-seed/seed investors.

  • Execution Guidance

    Scheduling, prep, coaching, follow-ups, and term sheet feedback to help you close confidently.

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