Fundraising x GTM for Technical Founders & Teams with Traction
You've got PMF. You've cracked 1M ARR (or are well on your way). Your team executes with excellence. How do you turn that into compelling investor narratives. We help you demonstrate repeatable GTM strategy and scaleable motions. We bring you investor intelligence and a top of class prep partnership to help you raise from the right investors, at premium terms, without derailing momentum.
The Callosum Difference
Most Fundraising Advisors
  • Focus on investor introductions
  • Generic pitch deck templates
  • Transactional relationships
  • Process-driven timelines
Callosum Approach
  • GTM strategy + investor strategy integrated
  • Custom positioning grounded in competitive advantage
  • Partnership model with founder agency
  • Outcome-driven with strategic timing

The Key Insight: The story you tell investors should flow from real GTM strategy. We speak both languages fluently.
Our Four-Phase Methodology
A comprehensive 3-month engagement model designed to transform your fundraising journey from positioning to close.
Position for Premium Terms
3-4 weeks: Transform your story into investor catnip that creates competitive dynamics
Execute with Precision
4 weeks: Convert interest into committed capital through systematic outreach
Close Strong
3-4 weeks: Navigate negotiations and diligence to successful close
Build Long-Term Relationships
Ongoing: Transform investors into strategic assets for future growth
Phase 1: Position for Premium Terms
Foundation for Success
Strategic Positioning
  • Define category and competitive wedge
  • Identify highest-value ICP segments
  • Craft investor-ready positioning
  • Build 12-18 month roadmap narrative
Materials & Strategy
  • Pitch deck optimized for target investors
  • Financial model with scenario planning
  • Competitive landscape positioning
  • Go-to-market strategy roadmap
  • Target investor list (15-20 funds)
Deliverables: Deck, financial model, competitive doc, GTM roadmap, investor list, pitch training
Phase 2: Execute with Precision
01
Systematic Outreach
Warm introductions and strategic cold outreach to target investors
02
Meeting Preparation
Customized prep for each investor conversation
03
Pipeline Management
Create competitive dynamics through parallel conversations
04
Real-Time Iteration
Refine pitch based on investor feedback
05
Data Room Setup
Organize materials for efficient due diligence
Phase 3: Close Strong
Navigate to Success
We coordinate parallel diligence processes, support term sheet negotiation, and maintain urgency throughout. Our expertise helps you navigate investor concerns and manage closing logistics efficiently.
  • Coordinate parallel diligence processes
  • Support term sheet negotiation
  • Maintain urgency and momentum
  • Navigate investor concerns
  • Manage closing logistics

Goal: 10+ meetings → 3-5 deep conversations → term sheets → close at premium terms
Phase 4: Long-Term Value
Strategic Asset Management
Investor Relations Framework
Monthly/quarterly update templates, communication systems, and strategic ask framework for intros, partnerships, and hiring.
Strategic Value Extraction
Map investor networks to potential customers and partners. Coordinate investor intros for GTM opportunities and leverage investor brands in marketing.
Future Positioning
Build advisor and board strategy for next phase. Set up for strong terms in your next funding round.
Meet The Team
Ashley Trick
Seasoned venture capitalist with expertise in early-stage investment, portfolio growth, and strategic fundraising. Raises closed for technical founders in AI/crypto/B2B SaaS. Deep investor network across smart money funds. Founder experience with focus on positioning, storytelling, and investor fit. LinkedIn
Carl Hinrichsen
Expert in sales and business expansion who built global channel programs at Meta and led expansion initiatives at Amazon. Specialization in positioning, narrative, and competitive strategy. B2B SaaS, Media, marketplaces, and international founders expertise. A Global Startup Awards jury member.LinkedIn
Together: Callosum — Story for investors = story for customers (just framed differently). Partnership model that respects founder agency. Integration of fundraising + GTM strategy.
What We Deliver
Concrete Outputs
Core Deliverables
  • Investor pitch deck (designed, multiple versions)
  • Financial model with scenarios
  • Competitive positioning document
  • GTM strategy roadmap (12-18 months)
  • Target investor list with intro strategy (15-20 funds)
  • Founder pitch training & Q&A prep
Ongoing Support
  • Data room setup and management
  • Weekly pipeline reviews and strategy adjustments
  • Meeting prep docs and post-meeting summaries
  • Term sheet guidance and closing support
  • Investor update templates and communication systems
What You Get Beyond Documents: Strategic thinking, real-time adaptation, expert guidance through every conversation and decision.
Investment Structure
Aligned Incentives
Hybrid model combining monthly retainer with success fee at close. Either party may terminate monthly with 10 days notice. Success fee only paid if round closes.
Option A: Balanced
Higher monthly retainer + Moderate success fee. Predictable costs, lower contingent risk.
Option B: Performance-Weighted
Lower monthly retainer + Higher success fee. Minimizes upfront commitment, aligns on outcome.
Time Investment Required
What We Need From You
1
Phase 1: Intensive
6-8 hours/week for story development, materials review, customer validation, pitch coaching
2
Phase 2: Active
4-6 hours/week for investor meetings, coordination, post-meeting debriefs
3
Phase 3: Responsive
3-5 hours/week for due diligence responses, term discussions, coordination
4
Phase 4: Maintenance
1-2 hours/month for investor updates, strategic planning

Our Commitment: We handle the heavy lifting so you can stay focused on building.
When We're The Right Fit
You Have:
  • Strong product with clear traction metrics (breaking even or $500K+ ARR)
  • Self-awareness about what you need help with
  • Urgency balanced with desire for quality
  • Willingness to invest time in the process
You Want:
  • Help articulating your competitive advantage clearly
  • Strategic approach, not just investor intros
  • Partnership that respects your expertise
  • Speed without sacrificing positioning quality
  • The right capital partners, not just any capital
You're Raising: $3-10M Series A or growth round with proven product-market fit
When We're NOT The Right Fit
Honest Assessment
You're pre-product or pre-traction (too early for our approach)
You want someone to do everything without your input (we're partners, not outsourced)
You're not ready to commit 4-8 hours/week (quality requires engagement)
You need validation of product-market fit first (we accelerate, not discover)
Timeline is extremely compressed to <6 weeks (quality takes time)
Why This Matters: We're selective because the partnership model only works with mutual commitment. Better to know early if there's not alignment.
Our Principles
How We Work
Partnership, Not Prescription
We advise and execute; you drive. Your company, your decisions.
Founder Agency First
We push back if we think something's a mistake, but you always have final say.
Transparency
Pricing, process, expectations—everything is clear upfront.
Speed With Quality
3 months is aggressive but achievable with focused execution and strategic timing.
Integration of Disciplines
GTM strategy and fundraising aren't separate—we do both because they're inseparable.
Honest Communication
If we're not the right fit or timing's wrong, we'll tell you.
Ready to Explore?
What Happens Next
If this resonates, let's have a conversation about your specific situation and see if there's a fit. No pressure—if we're not the right fit or timing isn't right, we'll tell you honestly.
Initial Conversation
30 minutes to understand your situation, assess mutual fit, discuss approach and investment structure
Detailed Proposal
Within 1 week: specific deliverables, timeline, custom pricing, clear success metrics
Kickoff
Within 7 days of agreement: intensive working session, materials audit, detailed roadmap
Phase 1 Sprint
Immediate start: 3-4 week intensive positioning work with weekly sessions and rapid iteration
The Goal: Mutual clarity on whether this partnership can help you raise the right capital, at the right terms, without derailing your momentum.
Contact: Carl Hinrichsen & Ashley Trick | Callosum