ENGAGEMENT PROPOSAL · CARDBYTE

The opportunity is real.
The traction isn't there yet.

Investors back SaaS on traction now. A sharper deck won't change what the numbers say, and right now the numbers aren't saying enough.

How I'd approach it

Prepared for Navinn Kapur, Dhruv Kapur, and Alok Jain.

WHERE THE NUMBERS ARE $2M raise: not yet
650
Monthly active
160
Weekly active
~12K
Lifetime scans
15+
Enterprise logos
Even a $500K round needs more than this. growing weekly
THE HONEST PART

A deck won't get you funded.

Investors have gotten very traction-focused with SaaS. If you're pointing at tailwinds but can't show the growth underneath them, that reads as a problem, not a story. The numbers don't lie, and right now they aren't where they need to be, here or abroad.

If you raise ~$2M

The numbers have to be a lot better, with week-on-week growth that points to market fit. Not close today.

If you raise ~$500K

Smaller ask, but you still need more than you have, and it has to be climbing fast.

Polish still matters. The site, the design, how it all reads to an investor. You need every bit of it, and you will build it. It just won't carry a raise on its own.

THE APPROACH

So do we skip the deck, the site, the product?

No.

We build them. But in parallel with the harder work: figuring out why growth is slow. Why adoption stalls once an org is onboarded. Why people don't use it more. Why card counts stay low, and whether that can change.

I don't have that answer yet, and it isn't one you can call from the outside. If it were obvious, the growth would already be showing, or the reason it isn't would be clear. That's what the first five weeks are for.

FIRST, DISCOVERY

Five weeks getting deep into the company, the market, and the people you sell to, then back with a diagnosis and the levers worth pulling. I start most engagements here. I wouldn't skip it on this one.

  • Your company, and what you're actually building
  • The market, and who else is in it
  • The people you sell to: the buyer, the champion, the person who actually uses it
  • Customers, plus people in your market who looked and didn't buy
  • The whole path a user takes once their org is on board
  • The growth levers that could realistically work for you
  • A clear read on the opportunity, and an honest diagnosis of what's going on
  • The fixes worth trying first
Why not just build the deck?

We could. But then I take everything at face value and work with the same assumptions you already hold. You'd get a sharp deck and a clean site. It might not move growth, which is the thing actually blocking the raise.

How I work it

Alongside you, not at arm's length. On your side most of the time, arguing the other side when it earns its keep. The diagnosis is honest even when it isn't flattering.

THE PLAN

Then two things run in parallel.

Once we know what's going on, we act on it. Build everything you need to raise, and start moving the KPIs that matter, at the same time.

Discovery
wks 1-5 · fixed
Findings & decision
end of wk 5

Tap any node for detail. Both tracks run together from week 6. The diagnosis comes first because I can't tell you what to build until I know why growth is slow.

TIMELINE Hover a bar for detail. Weeks across the top.
12345678910111213
Discoveryfixed
Discovery
Traction & growthretainer
Adoption · GTM · experiments →
Build · systemfixed
Design system
Build · assetsfixed
Website · product · deck
Data roomlater
when investors bite
THE WORK

What I'd actually do.

I do the work, not just advise on it. I write, run the interviews, think through the UX, design and ship the non-core code through agents, and run the experiments. My own people handle research, content, and design, so you're not chasing vendors.

DiscoveryWKS 1-5 · FIXED
Customer interviewsFive or more accounts, several people in each: the buyer, the admin who rolls it out, the people meant to use it daily. Plus folks in your market who didn't buy.
CompetitorsWho else is in the space, where you genuinely win, and where the pitch has to get sharper.
The funnelThe real path from a seat being handed out to someone using it by habit, and where it falls apart.
The B2C appWhether the dormant consumer app can come back as a growth and data engine, and how it pays for itself without ads, since ads are what killed it last time.
Growth leversSEO, events, partners, in-product virality. Which ones could actually work for you, looked at properly.
The diagnosisAn honest read on what's going on, a sequenced plan, and the numbers a raise would need to show.
Traction & growth optional · ongoingWK 6 → ON
AdoptionRework onboarding and activation, and push real rollout inside the orgs you've already sold to. I lead the design; your team ships it into the product.
Go-to-marketA way to win logos that doesn't depend on the founder being in every room.
The growth engineProduct-led growth inside the org, and the B2C revival if discovery backs it. Consumer builds the data and the graph; enterprise builds the revenue.
ExperimentsStand up the channels discovery validates and run the tests. I own the marketing site and the experiments end to end.
The build fixed · parallelWK 6-13
Design system · 2 wksThe brand identity, tokens, and components everything else is built on. This goes first.
Website · 6 wksA site that reads like a company an investor takes seriously, built on the real story discovery surfaces.
Product design · 6 wksThe product experience reworked for adoption, running alongside the rest.
Pitch deck · 6 wksReading and presentation versions. The gaps you've already flagged in the current deck get fixed in the process.
Data roomHeld until there's serious investor interest, then put together fast.
PRICING

What it costs.

FIXED FEE · 5 WEEKS

Discovery

₹3.5L

The foundation. Ends with the findings and decision session.

MONTHLY RETAINER · SCOPED

Traction & growth

From ₹1.5L / month

The ongoing work. 40 to 50 hours a month, scoped to need. Optional.

All-inclusive

I bring my own people for research, content, and design, so the fees cover it. You're not funding or managing vendors on the side. Figures in INR; L = lakh. Paid stock imagery and font licenses aren't included, if you go with paid options.

BACKGROUND

Why me.

Fourteen years building or running growth at startups, usually as a fractional CMO or head of growth, with a small team and a network behind me. Two kinds of past work line up with what you need.

Fundraising materials

Built the pitch deck and raise materials on every one of these.

Nabhdrishti AerospaceMasonry Studio $3M · Accel
Elevator pitchIndia's first indigenous micro gas turbine — compact jet-engine power for aviation, defence, and distributed energy.
My workBuilt the pitch deck and the raise narrative.
EngagementMasonry Studio
Details$3M seed, led by Accel.
PierSightMasonry Studio $6.6M raised
Elevator pitchAll-weather maritime surveillance from space — SAR imaging paired with AIS tracking to see every ship, day or night.
My workBuilt the raise materials and stood up the investor data room.
EngagementMasonry Studio
Details$6.6M, led by Elevation Capital and Alphawave.
TeamIndusFull Time >$10M raised
Elevator pitchIndia's entry in the Google Lunar XPRIZE — a privately funded mission to land a rover on the Moon.
My workFull-time on the team; built the fundraising narrative and materials.
EngagementFull-time
Details>$10M from Nandan Nilekani; ~$2M from the TeamIndus Foundation.
KorrAIMasonry Studio >$500K
Elevator pitchYC-backed geospatial AI that turns satellite SAR data into millimetre-level ground-movement monitoring for mines and infrastructure.
My workPositioning and the fundraising materials.
EngagementMasonry Studio
DetailsYC-backed. >$500K in grants and commercial contracts.
CupickFull Time $120K raised
Elevator pitchAn online marketplace for original art, connecting independent artists with collectors.
My workMy own company — I founded it and built the raise.
EngagementFull-time (founder)
DetailsRaised $120K.
Orbitt SpaceMasonry Studio Raise in progress
Elevator pitchEx-ISRO spacetech building air-breathing electric propulsion — satellites that fly in ultra-low orbit on residual atmosphere, with no onboard fuel.
My workPitch deck and raise narrative.
EngagementMasonry Studio
DetailsRaise in progress.
Kepler AerospaceMasonry Studio Pitch deck
Elevator pitchMission-critical space infrastructure — flight-proven satellite subsystems and ground-station networks, validated with ISRO and defence.
My workNarrative and pitch deck.
EngagementMasonry Studio
DetailsBengaluru-based; subsystems proven across ISRO and national-defence missions.

Product, growth & marketing

Owned growth, product, and brand — often as the first growth hire or fractional lead.

smallcaseFull Time 200K → 1M users
Elevator pitchA platform for investing in smallcases — curated, professionally built baskets of stocks and ETFs.
My workFirst growth hire; built and grew the team to eight, seed through Series B.
EngagementFull-time
Details200K → 1M users in two years.
PierSightMasonry Studio Fractional CMO
Elevator pitchAll-weather maritime surveillance from space — SAR imaging paired with AIS tracking.
My workFractional CMO — website, content, video, and decks, end to end.
EngagementMasonry Studio
DetailsOngoing fractional CMO engagement.
CupickFull Time ~10K artists
Elevator pitchAn online marketplace for original art, connecting independent artists with collectors.
My workCofounded it and grew the platform and the marketplace.
EngagementFull-time (founder)
Details~10K artists, ~50K artworks.
Bored · SuperGamingMasonry Studio Grew to 3K orgs
Elevator pitchBored, from game studio SuperGaming — team-building games that run right inside Slack.
My workOwned growth; took it to 3,000 organisations.
EngagementMasonry Studio
DetailsGrew to 3K orgs.
SportskeedaFull Time New e-commerce line
Elevator pitchOne of India's largest sports media and content platforms.
My workSet up a new e-commerce revenue stream from scratch.
EngagementFull-time
DetailsBuilt a new e-commerce revenue line.
AtlasMasonry Studio Content & outbound
Elevator pitchYC-backed customer-support platform.
My workContent and outbound.
EngagementMasonry Studio
DetailsYC-backed.
IndieFolioMasonry Studio Growth consulting
Elevator pitchA curated market network connecting brands with India's top freelance design, video, and content talent.
My workGrowth consulting across content, product, and design.
EngagementMasonry Studio
Details350+ brands, 1,000+ independent creatives.

Same order I'd use here. Get something real moving first, then the story has something true to stand on.

More on the practice →