Founders are asking more of their advisors than ever before. They want clarity on cash, confidence going into funding conversations, and a plan that holds up when things don't go to script — but most financial models weren't built to handle that.
In this Ask an Expert session, Roman Villard, CPA and founder of Full Send, shares the framework he uses with growth-stage founders raising institutional capital. Drawing on over a decade of real-world experience across seed rounds and Series A raises, Roman explores why precision is the wrong goal, how to build scenarios your clients can actually interact with, and what it takes to walk into an investor meeting with genuine confidence.
Roman is the Founder of Full Send, a firm delivering high-caliber accounting, automation, and AI-driven finance solutions for growth-stage businesses. With a CPA background and the heart of an entrepreneur, Roman specialises in helping founders operate with speed, clarity, and confidence; especially when navigating funding rounds, financial modelling, and scenario planning.
He believes in community-driven growth, actionable data, and building systems that give founders momentum, not spreadsheets that slow them down.
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Founders are asking more of their advisors than ever before. They want clarity on cash, confidence going into funding conversations, and a plan that holds up when things don't go to script — but most financial models weren't built to handle that.
In this Ask an Expert session, Roman Villard, CPA and founder of Full Send, shares the framework he uses with growth-stage founders raising institutional capital. Drawing on over a decade of real-world experience across seed rounds and Series A raises, Roman explores why precision is the wrong goal, how to build scenarios your clients can actually interact with, and what it takes to walk into an investor meeting with genuine confidence.
Roman is the Founder of Full Send, a firm delivering high-caliber accounting, automation, and AI-driven finance solutions for growth-stage businesses. With a CPA background and the heart of an entrepreneur, Roman specialises in helping founders operate with speed, clarity, and confidence; especially when navigating funding rounds, financial modelling, and scenario planning.
He believes in community-driven growth, actionable data, and building systems that give founders momentum, not spreadsheets that slow them down.
