
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.
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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.
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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.
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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.
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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
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Investor Strategy
Positioning, timing, and round design based on your growth story and goals.
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Pitch Material Support
Refinement of your deck and financial storytelling to align with banking and investor expectations.
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Capital Access & Outreach
Introductions to banks, angels, family offices, and pre-seed/seed investors.
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Execution Guidance
Scheduling, prep, coaching, follow-ups, and term sheet feedback to help you close confidently.
