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