Using Reports for Fundraising

Overview

Radley's outputs are designed to work together across a raise, whatever your business type. A quick map of what's what:

• Downloads (Build It Yourself) - Financial Model (.xlsx), Investor Deck (.pptx), Investor Memo (.pdf)
• In-app tools - the Review tab, Q&A Prep, Investor Memo tab, Rehearsal, Ask AI, and the suggested raise plan
• Free tier - the planning summary PDF and the defensibility score get you through early planning conversations

---

The Fundraising Journey

Stage 1: Preparation

• Upgrade to an Investment model and clear the Review tab - criticals first, then the "defaults a VC will challenge" list
• Take the suggested raise plan seriously: it sizes your round from the model's actual cash need and milestones, which is exactly how a fund will sanity-check it
• Study Q&A Prep and run Rehearsal until the numbers are in your head

Stage 2: Initial Outreach

• Lead with your pitch deck (with Radley's finance slides merged in)
• Keep the Investor Memo ready as the follow-up send - it answers "walk me through the model" without a meeting

Stage 3: Meetings

• Demo from the in-app grid (Core view), switching scenarios live when asked about downside
• When a partner drills into a number, the formula explorer mindset applies: know which assumption drives it and where that assumption came from

Stage 4: Due Diligence

• Send the Financial Model (.xlsx) - it's formula-linked, so analysts can trace every output to Model Inputs
• The Benchmarks sheet pre-empts the "how does this compare?" spreadsheet the associate was going to build - with verdicts already computed
• Keep model edits versioned in Radley and re-export, so there's always exactly one current file

Stage 5: Post-Term-Sheet

• Update the model with the actual round terms and re-share
• The same model becomes your board reporting baseline - and when Xero actuals ship, your forecast-vs-actuals loop

---

Matching Outputs to Audiences

Audience	Best output
Angel / pre-seed intro	Deck + planning summary PDF
Seed/Series A partner meeting	Deck + live in-app grid
"Send me the model"	Financial Model (.xlsx)
"Walk me through the business" follow-up	Investor Memo (.pdf)
Your own prep	Q&A Prep + Rehearsal

Honest Numbers Win

Radley's philosophy shows up throughout these documents: defaults are labelled, deviations from benchmark are flagged, and extreme figures render as n/m rather than pretending precision. Lean into that - investors have seen a thousand hockey sticks, and a model that knows its own weak points is rarer and more fundable than one that hides them.