Helping Ștefan turn technical ideas into an investment case

Ștefan knew he could build the technology. Through his software development business, he had the knowledge to develop complex AI solutions, and his technology had reached an advanced MVP stage, with several modules already in testing. What he did not know was which of his ideas to take to market, or how to present it so that an investor “would immediately understand and trust” it.

Choosing a direction

He had several ideas but no clear way to compare their commercial potential. We examined the markets, the competing solutions and the opportunity behind each idea. This helped Ștefan narrow the focus and explain why the chosen direction could stand out.

From there, we developed the positioning and brand, built the financial model and created the pitch deck and one-pager. We also organised the supporting information in a data room, so the materials investors would need were ready in one place. “You gave us clarity but also very much space to challenge and refine our own assumptions,” Ștefan says.

Making the numbers make sense

Valuation, financial modelling and investor expectations were largely new to Ștefan. “You translate the financial complexity… into simple actionable steps,” he says. “Instead of just numbers, you showed us also how investors… think.” The financial model became part of how he tells the story: “The financial models that you put in Excel sheets, they became part of our narrative.”

Preparing for investor conversations

With the investment case in place, we built a relevant investor list, wrote the outreach messages and helped Ștefan get into meetings. We prepared him to present the opportunity, anticipate investor questions and respond to them clearly.

We also identified events where he could meet relevant people and develop investor relationships of his own. After meetings, we reviewed the feedback together and used it to improve the pitch and the next conversations.

“It is a journey where our vision was translated into numbers and stories that investors can actually believe in.”Ștefan Tecuceanu

What changed

Ștefan moved from several possible ideas to a clear commercial direction, a complete investment case and a process for approaching investors, and he has since entered discussions with investors. His advice to other founders: “Don’t underestimate how much these materials matter… it is not a cost. I believe it’s an investment in the company’s future.”