Service Provided
Fundraising Support & Advisory
Duration
3 Months (Initial Engagement) + Ongoing Advisory
Deliverables
- Market Research Report
- Financial Model
- Investor Journey Map
- Business Plan
- Investment Teaser
- Investor Pitch Deck
Project Overview
LazyChat is an AI-powered customer support solution designed for social commerce businesses. The startup aimed to raise early-stage capital from US-based angel investors but lacked investor-grade documentation and financial modeling aligned with international standards. Ontik Advisory partnered with LazyChat to provide end-to-end fundraising support—from strategy to execution—ensuring they were well-positioned to secure their first institutional capital.
Following the initial success, we continue to support LazyChat on a recurring basis by offering ongoing fundraising consultancy and tailoring their documents and materials to suit the preferences of different potential investor profiles, ensuring sustained momentum in their investment journey.
Project Scope
Ontik Advisory was responsible for:
- Conducting detailed market research, including TAM, SAM, SOM, customer needs analysis, and competitor benchmarking to deliver a data-rich Market Research Report that could be adapted to address different investor narratives.
- Developing a robust financial model, projecting performance across pessimistic, moderate, and optimistic scenarios. The model included detailed revenue streams, resource planning, and financial statements—designed for flexibility in presenting to multiple investor types.
- Mapping the investor journey, defining the ideal investment structure, capital allocation plan, exit strategy, and valuation logic tailored for US angel investors. This map continues to evolve as we help LazyChat approach new investor categories.
- Crafting a comprehensive business plan, clearly communicating LazyChat’s vision, competitive advantage, and funding roadmap. This plan is continually updated to align with current market feedback and specific investor interests.
- Designing a clear and concise investment teaser, summarizing all key highlights on one page. The teaser is periodically refined for investor-specific outreach campaigns.
- Creating a compelling investor pitch deck, incorporating the problem-solution narrative, projections, team credentials, and tailored messaging—continuously customized based on feedback from different investor conversations.
Project Workflow
- Discovery & Strategy Alignment:
- Conducted workshops to understand LazyChat’s product, growth goals, and target investor profiles.
- Defined fundraising narratives specific to the expectations of US-based investors.
- Identified messaging strategies adaptable for future investor types.
- Market Research & Opportunity Mapping:
- Defined TAM, SAM, SOM using credible secondary data sources.
- Mapped market gaps and benchmarked competitors, integrating insights into different investor materials.
- Financial Model Creation:
- Built 3-scenario financial forecasts with flexible inputs to easily adapt to investor feedback.
- Modeled revenue streams, expenses, and unit economics aligned with growth assumptions.
- Investor Readiness & Incorporation Support:
- Advised on incorporation in the US and selected appropriate investment instruments.
- Guided LazyChat through investor expectation alignment and legal structuring.
- Business Plan Development:
- Articulated business vision and structured growth strategy, incorporating competitive and market data.
- Outlined funding needs and valuation assumptions in a format investors could quickly absorb.
- Pitch Materials & Teaser Creation:
- Designed a high-conversion pitch deck, adaptable for both early-stage and more sophisticated investors.
- Created a modular investment teaser format for targeting angels, micro-VCs, and accelerator programs.
- Ongoing Fundraising Consultancy (Post-Delivery):
- Provided continued support to iterate on all fundraising materials.
- Regularly tailored documents and strategy for new investor segments as LazyChat progressed toward its Seed round.
- Supported investor communication strategy and pitch rehearsal sessions.
Result
- LazyChat successfully secured $50,000 in angel investment from a US-based investor.
- Completed full US incorporation, unlocking greater funding access and startup ecosystem exposure.
- Continues to receive recurring strategic support from Ontik Advisory to refine investor materials and strategy based on the evolving fundraising journey.
- Built strong traction toward its Seed round, now equipped with investor-tested documents and a modular storytelling approach.
Final Output
- A complete investor-ready documentation suite tailored for US fundraising:
– Business Plan
– Investment Teaser
– Investor Pitch Deck
– Market Research Report
– 3-scenario Financial Model
– Investor Journey & Exit Plan
- LazyChat is now positioned for its Seed round, equipped with professional-grade investment materials and a credible US footprint.
"LazyChat came to us with a strong product and global ambition—but needed investor-grade clarity. Ontik Advisory rebuilt their fundraising narrative, strategy, and materials from the ground up—leading to a successful U.S. investment and ongoing momentum toward their Seed round."