AI for investor readiness: a live financial model review

​The financial model is the foundation of the fundraising story. And investors open it with exactly that expectation: do the numbers actually support what’s being said in the pitch?

​In this live session, our Head of Transactions Christoph Rohde works through a real anonymized financial model using Claude in Excel and shows how investors read, question and assess the logic behind the numbers. Together, we look at where financial assumptions and fundraising narratives start to drift apart, how weak spots can be identified earlier, and how AI can support fundraising preparation in a practical way. You see the actual workflow in Claude for Excel: the prompts, the iterations and how the model is reviewed in practice.

​What you'll take away:

​—  A clear picture of how the financial model feeds into the fundraising process

​— A framework for aligning your model and your fundraising story

​— Concrete AI prompts to read and sharpen your model through an investor lens

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​Who is this session for?

​Impact founders preparing or planning a funding round who want to sharpen their financial model, fundraising narrative and investor readiness using AI-supported workflows.

​This is your opportunity to ask any questions you may have. Bring your specific questions and topics to the session, and we will try to address them during the Q&A at the end.