Ohana Consulting
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StrategyCapital

Investor & board readiness

Get the model, narrative, and reporting cadence ready for fundraising or board scrutiny.

Ideal for

Companies 3–9 months from a raise, sale, or first board meeting and wanting the operations story tight.

What you get

Deliverables

  • Pitch narrative
  • Financial model
  • Board reporting pack

What moves

Outcomes

  • Smoother raises
  • Trust with the board

How we run it

Our process.

Same operating rhythm on every engagement. The work changes; the cadence doesn't.

  1. Listen

    We start with a working session to understand the goal, the constraints, and the politics. No discovery deck for its own sake.

  2. Diagnose

    We pull the data, talk to the team, and write a short plan — what's broken, what to leave alone, and the path to the metric you care about.

  3. Build

    We embed and ship the work alongside your team. Real artifacts, not recommendations to take back to your desk.

  4. Operate

    We run the program in the early innings, then transition to your team with documentation, scorecards, and a clean handoff.

Common questions

Answers, not pitches.

Related work

You might also need.

Where to play

Growth strategy

Identify the highest-leverage growth bets — channels, geos, segments — and the path to capture them.

Learn more

Identity

Brand & positioning

Sharpen the story, the audience, and the visual system so the brand actually does work.

Learn more

Economics

Business model design

Pricing, packaging, and unit economics that make the business model actually work.

Learn more

Ready to scope?

Let's talk about investor & board readiness.

Tell us what you're trying to move and where you're stuck. We'll come back with a clear plan within one business day.

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