Planning modelThis capital file is an illustrative founder planning document, not an offering memorandum, appraisal, financing commitment, or independently verified valuation. Competitor references and round figures are benchmark assumptions supplied for planning and should be re-validated during live diligence.
01 / Institutional Seed RoundInstitutional Seed Round
Capital ask$1,500,000
Post-money valuation estimate$7,500,000
Benchmark justificationEstablishes executive consulting office space, proprietary automated enterprise AI audit software, and senior AI systems engineering staff.
Physical / technical assetProprietary AI Readiness Diagnostic Engine + Executive Briefing Suite.
Target revenue / metric$2.0M ARR across 10 enterprise transformation retainers.
02 / Venture Expansion RoundVenture Expansion Round
Capital ask$4,500,000
Post-money valuation estimate$22,500,000
Facility / infrastructure growthRegional consulting offices in London/NYC, pre-built agentic workflow deployment modules, and 20-person senior technical team.
Target revenue / metric$7.5M ARR.
03 / Portfolio Series APortfolio Series A
Capital ask$12,000,000
Post-money valuation estimate$60,000,000
Industry staturePremier global enterprise advisory standard for agentic automation, AI governance, and legacy system modernization.
Target revenue / metric$22M+ ARR.
Competitor funding benchmark
Market-context assumption
Boutique AI transformation and technical advisory firms (e.g., Palantir Foundry Services, Scale AI Advisory, QuantumBlack) raise $1.5M–$3M Seed capital to build proprietary diagnostic software, secure executive office space, and hire senior AI architects.
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