The Series A Review

A fund is about to check whether the last eighteen months happened the way your deck says. Check first.

The seed round bought your story. The Series A buys your numbers, and a fund’s team will open your revenue against your bank statements, your repeat customers against a raw order export, your forecast against what you actually did. Send the deck and the file as they stand. Inside five business days you get a written read of all twenty-one pages, the questions their team will ask in the first two weeks with the fix for each, and your valuation put through a real range. Then two working sessions, two weeks apart. $1,750 flat, the playbook and its twenty-three templates included.

What you get, step by step →

What you get

An investor-grade read. In writing. With the fixes.

The written review

Every one of the twenty-one pages scored on the Five Cs — clear, complete, concise, correct, compelling — what is ready, what is partial, what is missing, and the fastest fix for each. The same red pen I use on my own deals.

The pricing read

Your valuation run through the bridge — four methods, a band, and the three sentences — and your raise checked against the use of funds, so the number you ask for is derived, not chosen, and survives the second meeting.

The reasons to say no, named

What diligence will find — the concentration, the conversion surprise, the unpapered promise, the forecast with no history beside it — written down before a partner finds it, each with its countermeasure.

Two working sessions

The first walks the read and decides what you will actually fix. The second, two weeks later, reads what you fixed. A written punch list in priority order follows each.

Who reads your file

Not a junior analyst. Not a template.

Every Series A Review is done personally by Dr. Scott Kimball: twenty years as an operator, EVP of a nutrition manufacturer through its growth and its sale to private equity, then Chief People Officer of the acquirer, making six manufacturers across seven plants into one company. Since then, hundreds of founder decks and files read from the other side of the table.

One thing said plainly, because it matters. Scott also invests at seed through CLMB Ventures, which he co-owns. The two are kept deliberately separate, under one rule:

One company, one relationship. A Review is not a pitch to CLMB and does not move you up any list. It buys Scott’s work, not his check.

Flat fee. No equity. No success fee. Never a percentage of your revenue, your raise or your sale price, and no introductions for sale, to CLMB or to anyone else.

How it works

Four steps. About twenty minutes of your time.

STEP 01

Say hello

One email: your company, when the raise opens, the ask, and your score from the free readiness check if you ran it. Same day you get back a secure payment link, with the engagement terms and the mutual NDA to read first. $1,750 flat — one price, everything below.

STEP 02

Pay, then send the file

Pay through the link: one tick at checkout accepts the engagement terms and the mutual NDA, and the intake sheet follows within a business day. Then your deck and your data room as they stand — the real ones, not cleaned-up versions — and your answers to eighteen short questions, including your last six quarters by channel and every SAFE and note. The questions alone will sharpen your raise.

STEP 03

The written read

Inside five business days: the twenty-one pages scored on the Five Cs, your valuation through the bridge and your raise against the use of funds, the reasons a partner says no with their countermeasures, and a punch list in priority order.

STEP 04

Two sessions

The first walks the read with you and decides what you will actually fix. The second, two weeks later, reads what you fixed. A written punch list follows each. Mutual NDA both directions — read it here.

Book the Review →

The email is how it starts today; a same-day reply carries the secure payment link. Payment by secure card or bank link once we have said hello.

Not ready to spend? Start with The Series A Founder’s Playbook — thirty-nine chapters and the Workbook of twenty-three live templates, $399. Build the room before I read it. Or score your readiness free in five minutes.
Gaps bigger than two weeks can fix? There is The Build — $11,000: my hands on your room. The twenty-one pages, the 6×6 from your drivers, the cap table through conversion, the valuation bridge, the use of funds, the one-page roadmap deployed with your team, and the fourteen-slide deck, built with you in eight weeks. Half at the start, half when the room is complete; two companies at a time. Offered after a Review, or by application when the window is already open.
Already mid-raise with a partner circling? Say so in the email — timing gets priority.

Illustration: a founder at a warehouse table before a mountain-lake window — an archive box of folders, a one-page roadmap propped against it, and a clipboard checklist of the twelve pages. — Two files, one company. The data room proves the past; the roadmap prices the future; the use of funds connects them. The review reads both.

Partners fund evidence, not promises.

The deck gets the meeting. The room gets the check. Find out which one you are holding — before they do.

Book the Review →

Scalewrights is an advisory firm, not a broker-dealer, investment adviser, placement agent, or law or accounting firm. The Series A Review and the Build are educational and directional guidance, not an offer, valuation, or investment advice, and create no obligation for CLMB Ventures or any investor to consider or fund any company. Raising capital involves securities laws — engage qualified counsel before offering or selling any instrument.