Project Details
Investment Readiness Launch
Lumen Analytics wanted liquidity for a seed raise while still funding R&D and team bonuses.
Goldenleaf built an investment readiness plan--opening brokerage accounts, modeling burn, and documenting KPI reporting for investors.
Client
Lumen Analytics
Category
Investments & Growth
Budget
27,500$
Date
September 18, 2024
We designed a liquidity ladder that balanced emergency reserves, operating cash, and deployable capital for the round.
The founders now have investor-friendly dashboards plus automation that keeps transfers and contributions on schedule.
How the plan came together
The launch plan aligned money movement with the story they share in every pitch deck.
Liquidity Ladder Build
Segmented reserves across checking, HYSA, and treasury ladders to protect runway.
Brokerage Onboarding Kit
Handled custodial paperwork, compliance steps, and user permissions for the founding team.
Investor KPI Pack
Created recurring reports for ARR, churn, and burn so updates take minutes, not days.
Execution Dashboard
Shared tracker showing every capital task, owner, and due date so nothing slips.