Financial Modeling · Fundraising

Series A Fundraising as a Founding Team Member

Role: Co-founder & Marketing/Financial Lead Client: Roving Planet (acquired by 3Com)

Before I was a consultant, I was a founder. As the marketing and financial lead at Roving Planet — one of the first wireless LAN security companies — I owned the business plan, financial model, and due diligence process for a Series A fundraising round.

The Challenge

We were building a new product category in a rapidly shifting technology landscape. The financial model had to make the case for a market that didn't fully exist yet, while remaining credible to sophisticated investors who would stress-test every assumption.

What I Did

Built the revenue projections, grounded in detailed analysis of our beachhead customer segment and realistic product adoption assumptions.
Owned the business plan and go-to-market strategy, translating our technical differentiation into a commercial narrative investors could evaluate.
Led financial due diligence, working directly with investors to defend assumptions and respond to scrutiny.
Maintained alignment between the financial model and our evolving product strategy as we learned from early customers — keeping the story coherent through pivots.

Outcome

Roving Planet closed its Series A. After my departure, the company went on to raise an additional $20M and was acquired by 3Com. The experience gave me a founder's understanding of what a financial model is really for — not to predict the future, but to demonstrate disciplined thinking and keep the whole team aligned as circumstances change.

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Deliverables

Financial model and revenue projections
Business plan and go-to-market strategy
Due diligence materials
Investor-ready data room documentation

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All supporting analysis is documented professionally and structured for inclusion in an investor data room.