Challenge

Steven came to us with an early-stage internal deck and an executive team with strong opinions. The challenge was to build a compelling growth-round narrative that could reframe a company in transformation as an acceleration story - not a turnaround - while weaving in an AI roadmap, PLG strategy, and a clear path to a $100M+ exit.

Solution

We worked through five rounds of intensive revision with Steven and his executive team - CEO, CPO, CFO, and CISO all providing detailed feedback - sharpening the narrative, rebuilding the financial highlights, refining the competitive positioning, and adding a hiring roadmap and use of funds breakdown. We also delivered a standalone one-pager based on the final deck.

Results

ShareVault walked into investor conversations with a polished, investor-ready deck and one-pager built to support a $2.5M growth round - backed by a business with 86% gross margins, 98.9% net revenue retention, and a clear path to Rule of 40.

SaaS

Legal Tech

Building ShareVault's Growth Round Investor Deck

ShareVault is a virtual data room platform with 20+ years of enterprise pedigree - trusted by dealmakers in Life Sciences, M&A, and Legal across 110 countries, with $100B+ in completed deals on its platform. Under new leadership, the company is executing a full transformation - rebuilding its GTM strategy, launching an AI roadmap, and positioning for a high-multiple exit.

Let's Plan Your Raise

Steven Monterroso

Building ShareVault's Growth Round Investor Deck

$2.5M

Growth Round Target

Deck Versions Delivered

Senior Executives Whose Feedback Was Incorporated

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