Bridges helps vertical SaaS, B2B payments, and fintech founders raise Series A. We strengthen your finance foundations, sharpen the story, and get you in front of the right investors.
Our clients have raised from
Fundraising insights built from working with fintech, vertical SaaS, and B2B payments founders through every stage of a Series A raise.
A focused 2-week process to get your financials data room ready, sharpen the narrative, and plan your investor meetings.
Work with BridgesWhat you get
Accrual ASC 606-compliant books, reconciled Stripe activity, SaaS and payments metrics, and a 3-year investor-grade operating model — organized in a data room.
A credible growth story backed by a comprehensive capital allocation plan, forecasts, and scenarios — communicated through 4–6 slides.
Two weekly working sessions plus async access throughout the sprint.
Starting from
$10,000
Scoped to your company's size and complexity
Case study
Keep Financial — a fintech platform helping employers attract and retain talent through vesting bonuses — needed to raise a credit facility to fund its loan book. Tim modeled unit economics, GTM efficiency, and risk-adjusted cash flow scenarios to de-risk the facility and support favorable terms with lenders.
Read the case study$100M
debt facility negotiated
88%
advance rate
4 weeks
start to finish
“We came in pre-revenue with a thesis and a team. We left with a capital plan that tells the right story to equity investors and credit investors — without either one contradicting the other.”
Rob FrohweinCo-Founder & CEO · Keep FinancialDeliverable 1
Our controllers reconcile your Stripe, accounting system, and financial accounts; rebuild your chart of accounts around core business activities; convert statements to accrual basis; ensure ASC 606 compliance; and customize metrics to your business model.
Deliverable 2
Our analysts evaluate unit economics and GTM efficiency; build a 3-statement operating model around your core business drivers; model revenue, spend, and cash flow under multiple growth scenarios; and stress-test capital allocation and efficiency levers.
Deliverable 3
We substantiate your vision with analysis that instills confidence in 3×–5× growth. Rooted in results, data, and your customer knowledge, the story addresses capital allocation, leadership hires, the hiring plan, a repeatable sales motion, and expansion opportunities.
Deliverable 4
A well-prepared data room reflects how you run your company and helps close financing faster. We organize documents, financials, and governance records so you can follow up with every investor within hours and address every question.
4-6 weeks to fix financials and build forecasts
Share access to your Stripe and accounting system. Bridges reviews your data and proposes a plan.
We learn your business — payment flow, customers, contracts, renewals, team, and GTM motion.
Bridges rebuilds your books, customizes your metrics, and builds your operating model async.
2 weeks to a pitch-ready growth story
Monday
60 min
Bridges presents 2–3 growth story angles
Tuesday
Your team aligns on a direction
Wednesday
60 min
Refine narrative and stress-test assumptions
Thursday
60 min
Finalize the story and capital allocation plan
Friday
Bridges begins drafting pitch slides
Monday
Slides and data room ready for review
Tuesday
60 min
Walk through V1 together
Wednesday
Bridges revises the materials
Thursday
Final checks and refinements
Friday
Final materials delivered
The engagement has two phases: prep and the sprint.
Prep covers financial cleanup, building the forecast, and starting assembly of the data room. It takes as long as the work requires — some companies need two weeks, others need six. There's no shortcut: we don't start the sprint until the foundation is solid.
The sprint is where we build your growth narrative and finalize the data room. We aim for two weeks, but some sprints run longer depending on the complexity of your business and how many revision cycles the narrative requires.
The sprint starts at $10,000, scoped to your company's size and complexity. The final engagement cost depends on the state of your financials, the complexity of your business model, and what Series A investors are likely to ask.
We scope everything together before you commit to anything.
Your point of contact is always Tim Salikhov, who leads the engagement end to end. He works with a team of controllers and analysts, and he's in every working session, not just the kickoff.
Tim is a fractional CFO for fintech and B2B payments companies, a former growth equity investor, and a former VP Finance at vertical SaaS companies — he has completed over $1B in fundraises and advised more than 30 companies through the process.
The most common issue we see is Stripe not serving as a reliable source of truth. This typically happens when companies use a homegrown billing system and push payment intents into Stripe — which strips out business context and makes revenue reconciliation very difficult. When Stripe is used for billing and invoicing directly, it flows cleanly into your accounting system and downstream records follow.
Beyond Stripe, cleanup covers revenue recognition — ensuring all revenue sources are properly labeled and your payments stream is reflected at gross or net level depending on whether your company is merchant of record. We also scope the deferred revenue schedule that arises from the nature of your contracts, and book accounts receivable monthly if you're billing in arrears.
Yes. After the sprint, Bridges sets up individual data rooms for each investor and supports you in answering follow-on questions and requests as they come in during diligence.
No. Our job is to make you as strong as possible going into the market: accurate books that reflect how your business makes money, a model investors can stress-test, and a growth story backed by data.
Walking in underprepared is the one risk you can control — and it's the one we eliminate.
