Aeonic provides fixed-scope finance advisory for founders and boards — investor-ready models, board reporting, and cap table clarity, delivered by a former institutional finance executive who has built these exact deliverables through live raises. A defined price. A defined timeline. No open-ended retainer.
Most early and growth-stage companies reach a raise with a model that was never built to withstand real diligence, board materials assembled the night before the meeting, and no second opinion before a term sheet gets signed.
Revenue assumptions aren't defensible, the cash/runway math doesn't tie out, and the first serious investor question exposes it — right when credibility matters most.
The deck gets rebuilt from scratch every quarter, the KPIs shift definitions meeting to meeting, and the board spends the session asking for data instead of making decisions.
Dilution, liquidation preference stacking, and control terms are easy to underweight when you're negotiating your first or second raise without someone who's sat on the other side of the table.
Most advisory firms ask for an open-ended monthly commitment up front. Founders early in a raise need a defined deliverable at a defined price — not a new fixed cost before they've seen the work.
We do not run open-ended retainers. Every engagement has a defined scope, a fixed price, and a fixed timeline agreed before work begins — you know exactly what you're getting and exactly when it's done.
Before your next board meeting or before you sign a term sheet, get a focused review from someone who has sat on the institutional side of these negotiations. Dilution math, liquidation stacking, control terms, and cap table completeness — checked before it matters.
A full three-statement model with scenario cases, built or rebuilt to survive real investor diligence — not a spreadsheet that falls apart under the first hard question. Delivered with a walkthrough so your team can own and update it going forward.
The full package before a raise: the model, the data room, and the board/investor narrative, brought to institutional standard together. Built for founders heading into diligence who need it done once, correctly, on a fixed timeline.
Send everything into one folder — cap table, contracts, financials, employee agreements, IP documentation — and we return an organized, investor-ready data room with a full index, set up on a flat-rate platform (not enterprise infrastructure you don't need) under your name.
These are the most common reasons founders and boards reach out — each one a defined deliverable with a clear before-and-after, not an open-ended engagement.
We understand that a fundraising model, a term sheet, or an unannounced round is not information to be handled casually. Every engagement is built around discretion from the first document you share to the last.
We do not advise directly competing companies at the same time, and your business details, model, and terms are never referenced with any other client, past or present.
Engagements work from documents you send directly — a model, a deck, a term sheet. We never request access to banking, cap table platforms, or accounting systems beyond what's needed for the specific deliverable.
Models, decks, and cap tables are worked on in your own files where possible, stored securely, and deleted from our systems at the close of the engagement unless you ask otherwise.
Your financials, terms, and strategy are used only to deliver what you've asked for — never referenced in future work, case studies, or conversations with other founders or investors.
A mutual non-disclosure agreement is executed before any substantive document is shared — before an engagement begins. Confidentiality is not a formality; it is the foundation of every engagement.
Every engagement has an agreed end date. Nothing expands beyond what was scoped without a separate conversation and a separate quote — no surprise hours, no scope creep.
We do not request access to your banking, cap table platform, or accounting systems. Every engagement runs from the documents you choose to share, under NDA, with a fixed scope agreed before we begin.
Aeonic was founded by a financial services executive with 20+ years across institutional securities finance, capital markets, and growth-stage company leadership — including direct experience building financial models, GTM plans, and investor materials for active fundraises.
This is not a generalist advisory firm learning finance on the job. It is a practice built by someone who has built these exact deliverables under real investor scrutiny, not just reviewed them from the outside.
We take on a small number of engagements at any one time. Every engagement has a defined scope and a fixed end date — we don't take on more than we can deliver well, and we don't stretch a fixed-scope project into an open commitment.
Every client relationship begins with a conversation, not a proposal. If there is a fit, we move quickly. If there is not, we say so.
Start with a ConversationTell us a little about your company and where you are in the raise. If there is a fit, we will schedule a call and take it from there. If we are not the right match, we will say so directly.
Takes 3 minutes. Helps us understand whether there's a fit before we speak.
If there's a fit, we'll propose a 30-minute introductory call at your convenience.
If the introductory call confirms fit, we propose the Discovery Sprint. No obligation beyond that.
Your information is kept strictly confidential. We execute a mutual NDA before any substantive discussion of your office's operations. We do not share or sell contact information.