Raise Capital.
Scale with
Confidence.

The private community and AI toolkit for first-time founders
raising $250K-$2M. Built by an ex-banker who's advised
200+ capital raises.

Raise Capital.
Scale with
Confidence.

The private community and AI toolkit for
first-time founders raising $250K-$2M. Built by an ex-banker who's advised 200+ capital raises.

― WHY RAISE & SCALE

Community, curriculum, and AI tools
built for your first raise.

Most founders spend months wrestling with pitch decks and financial models from scratch.
We give you the system — the tools, and the people who’ve done it before.

― WHY RAISE & SCALE

Community, curriculum, and AI tools
built for your first raise.

Most founders spend months wrestling with pitch decks and financial models from scratch. We give you the system
— the tools, and the people who’ve done it before.

200+
CAPITAL RAISES ADVISED

AI

FIRST IN THE SPACE

$2M

TARGET RAISE SIZE

5

STRUCTURED MODULES

200+
CAPITAL RAISES ADVISED

AI

FIRST IN THE SPACE

$2M

TARGET RAISE SIZE

5

STRUCTURED MODULES

― WHO IS THIS FOR

Built for
founders raising their
first round.

If you're building something real and ready to raise, or about to start,
this is the community for you. We built it specifically for:

Pre-seed founders

Product built, early traction, ready to raise $250K–$500K.

Seed-stage teams

Revenue or strong signals, targeting $500K–$2M.

First-time raisers

Never pitched to investors. Need structure, not theory.

Solo entrepreneurs

Can't afford $10K advisory. Need a system, not a consultant.

AI startups

Want to use AI to build decks, models, and outreach faster.

― WHO IS THIS FOR

Built for
founders
raising their
first round.

You have a business worth backing. You just haven’t done this before — no pitch deck, no financial model, no idea where to find investors. That’s exactly where we start.

Pre-seed founders

Product built, early traction, ready to raise $250K–$500K.

Seed-stage teams

Revenue or strong signals, targeting $500K–$2M.

First-time raisers

Never pitched to investors. Need structure, not theory.

Solo entrepreneurs

Can't afford $10K advisory. Need a system, not a consultant.

AI startups

Want to use AI to build decks, models, and outreach faster.

― WHAT YOU GET

Everything you need to get investor-ready, fast.

One place. Everything it takes. From first draft to funded.

01

Pitch Deck & Financial Models

Everything you need to build a deck investors actually read, not just one that looks good.

Pitch deck templates and slide-by-slide frameworks

AI prompt packs to build and refine your narrative

Financial model templates built to investor standard


CLASSROOM・ 5 MODULES

02

Investor Strategy, Research & Outreach Systems

Stop cold-emailing into the void. Use the system that gets meetings booked.

Investor targeting lists and research tools

Outreach email sequences and follow-up templates

CRM pipeline to manage every investor conversation

AI TOOLS・ TEMPLATES

03

Private Community & Live Calls With Professionals

You don't raise alone. You raise with a room full of founders who get it.

Weekly live Q&A and hot seats with Ro

Private community of founders actively raising

Guest speakers and investor access calls

COMMUNITY ・ LIVE ACCESS

― WHAT YOU GET

Everything you need to get investor-ready, fast.

One place. Everything it takes. From first draft to funded.

01

Pitch Deck & Financial Models

Everything you need to build a deck investors actually read, not just one that looks good.

Pitch deck templates and slide-by-slide frameworks

AI prompt packs to build and refine your narrative

Financial model templates built to investor standard


CLASSROOM・ 5 MODULES

02

Investor Strategy, Research & Outreach Systems

Stop cold-emailing into the void. Use the system that gets meetings booked.

Investor targeting lists and research tools

Outreach email sequences and follow-up templates

CRM pipeline to manage every investor conversation

AI TOOLS・ TEMPLATES

03

Private Community & Live Calls With Professionals

You don't raise alone. You raise with a room full of founders who get it.

Weekly live Q&A and hot seats with Ro

Private community of founders actively raising

Guest speakers and investor access calls

COMMUNITY ・ LIVE ACCESS

― HOW IT WORKS

Simple. Four steps.

1

Join

Become a founding member. Get instant access to the community, the curriculum, the AI toolkit, and live calls with Ro.

2

Learn

Follow the structured modules. Build your pitch deck and financial model using proven frameworks and AI-powered templates.

3

Raise

Go to market with a polished deck, a solid model, and a targeted investor pipeline. Raise with confidence, not guesswork.

4

Scale

Close your round and keep growing. Upgrade to DFY for professional execution, or use the community to refine and iterate.

― HOW IT WORKS

Simple. Four steps.

1

Join

Become a founding member. Get instant access to the community, the curriculum, the AI toolkit, and live calls with Ro.

2

Learn

Follow the structured modules. Build your pitch deck and financial model using proven frameworks and AI-powered templates.

3

Raise

Go to market with a polished deck, a solid model, and a targeted investor pipeline. Raise with confidence, not guesswork.

4

Scale

Close your round and keep growing. Upgrade to DFY for professional execution, or use the community to refine and iterate.

20 founding spots. Lock in $99/mo for life.

Founding members get lifetime pricing, direct access to Ro, and early access
to the full curriculum before standard pricing kicks in.

Founding members $99/mo (locked for life)・ Standard $197/mo・ Cancel anytime.

― YOUR HOST

Hi, I'm Ro.

I spent years at KPMG, UBS, CBA, and NAB — on the other side of the table. Evaluating deals, sitting in investment committees, deciding where capital goes. I know what investors look for, because I was one of the people looking.

Over 200+ capital raise engagements, I’ve seen every mistake founders make — and the patterns that get deals done. I built Raise & Scale to give first-time founders the system, tools, and community they need to raise with confidence.

KPMG, UBS, CBA, NAB — institutional finance background

200+ capital raise engagements across 5+ years

Deep expertise in pitch decks AND financial models

AI-driven workflow — tools built for speed

DFY option for founders who want it done right

200+

RAISES ADVISED

5+ yrs

IN INDUSTRY

4

TIER-1 INSTITUTIONS

Frequently asked questions.

Common questions from founders considering the community.

I’ve never raised before. Is this too advanced for me?

The opposite — this is built specifically for first-time founders. The curriculum starts from the basics (what investors look for, how to structure a pitch deck, how to build a financial model) and builds up. You don’t need any prior fundraising experience.

What makes this different from a free YouTube video or a $29 course?

Access. You get live calls with someone who’s done 200+ raises, a community of founders at the same stage, AI tools that build decks and models in hours instead of weeks, and an optional done-for-you upgrade path. Generic content can’t diagnose your specific gaps or answer your questions in real time.

How does the AI tooling actually work?

You get a curated prompt pack and templates designed for capital raising — narrative structure, financial model scaffolding, market sizing, investor outreach. Feed in your business details and the AI generates first drafts you can refine. It’s not magic — it’s a system that removes the blank-page problem.

What’s the DFY upsell?

For founders who want it done professionally, we build your pitch deck, financial model, and investor targeting strategy for a flat $3,500 — delivered by Ro’s team and reviewed by Ro. It’s optional. Most members start with the community and upgrade if they want speed.

Can I cancel anytime?

Yes. Monthly membership, cancel anytime through Skool. No contracts, no lock-in. Founding members keep their $99/mo rate for life as long as they stay active.

Your raise starts with a decision.
Make it today.

Join 20 founding members locking their $99/mo rate for life.
Limited spots, real community, and a proven system

Founding rate: $99/mo (20 spots)・ Standard $197/mo・ Cancel anytime.

© Raise & Scale with AI