WCC Academy

The Series A Mindset Shift

Written by Michael Bambrick | Jul 30, 2025 3:59:24 PM

 

You've cracked the code on product-market fit. Your Series Seed is deployed, customers are paying, and your metrics are climbing. But here's the uncomfortable truth: Series A isn't just "more money" - it's a completely different game.

Many founders approach Series A like an upgraded Seed round. This is a fundamental mistake that can cost months of runway, result in down rounds or failed rounds. The investors you're now courting operate with different criteria, different timelines, and different risk tolerances than your Seed backers.

Where Seed investors bet largely on potential and founding teams, Series A investors bet on proven business models and scalable unit economics. They're not asking whether you can build something people want - they're asking whether you can build a business that generates predictable, recurring revenue at scale.

 Metrics

The transition from Seed to Series A requires a fundamental shift in how you measure and present your business. Your Series A presentation must demonstrate not just growth, but sustainable, scalable growth with clear visibility into future performance.

Monthly / Annual Recurring Revenue should demonstrate substantial scale with a clear trajectory toward meaningful enterprise value. Net Revenue Retention should show that existing customers are expanding their usage, proving the stickiness and growth potential of your product. Your Customer Acquisition Cost payback period should demonstrate that your sales and marketing investments generate positive returns within a reasonable timeframe to fuel continued growth.

Gross margins tell the story of your business model's fundamental economics. Software companies, for example, should demonstrate healthy margins that reflect the scalable nature of their offering.

However, presenting these metrics in isolation misses the point entirely. Series A investors invest in trajectories, not snapshots. They want to see consistent improvement, understand the drivers behind your growth, and believe in your ability to maintain momentum as you scale. You're not selling them your product - you're selling them a story about the future.

 The Goldilocks Principle

Valuation strategy at Series A requires delicate balance. Price your company too low, and (aside from more dilution for you) investors might question your ambition or suspect hidden problems. Price too high, and you might eliminate the most eligible investors.

The optimal Series A valuation typically reflects a reasonable multiple of your annual recurring revenue, adjusted for growth rate, market size, and competitive positioning. It can be tough to get right as usually no two businesses are the same and sectors vary. Recently, a client of ours was seeking an aggressive valuation that would have priced out most institutional investors. After repositioning at a more market-appropriate level with a compelling growth story, they closed more quickly with strong interest. 

The key lies in understanding that valuation is not just about maximising the number - it's about attracting the right investors at a price that allows for meaningful future rounds without creating insurmountable expectations.

 Your Series A Readiness Assessment

Before engaging with Series A investors, founders should complete comprehensive preparation across legal, commercial, and presentation dimensions. Preparation often determines the difference between a successful raise and a failed process; a quick raise and a neverending raise.

  1. Legal Foundation - Begin with a thorough cap table audit to identify and resolve any discrepancies or complications that could derail due diligence. Ensure all intellectual property assignment agreements are properly executed - problems or uncertainty with IP ownership is a likely deal-killer. Review employment contracts for compliance with current regulations, and verify that all board resolutions and corporate governance documents are current and properly maintained.

  2. Commercial Readiness - Develop a comprehensive financial model that presents conservative, base, and optimistic scenarios with clear assumptions underlying each projection. Analyse customer concentration to ensure no single customer represents a disproportionate share of revenue - high customer concentration might signal unacceptable risk to institutional investors. Conduct thorough churn analysis by customer cohort to understand retention patterns and identify early warning indicators. Prepare a comprehensive competitive positioning memo that honestly assesses your market position and differentiation.

  3. Investor Materials - Craft a concise pitch deck that tells your story without overwhelming investors with unnecessary detail. Remember: you're selling the future, not demonstrating your product. Organise your data room by category with clear labelling and easy navigation - disorganised data rooms can be offputting and will delay the process. Identify and prepare reference customers who can speak credibly about your product's value and their satisfaction with your service. Rehearse management presentations until they feel natural and confident, anticipating likely questions and preparing thoughtful responses.

Fundraising in 2025

At our firm, we work with founders and investors at every stage of the fundraising journey — from term sheet to cash in the bank.

We help you prepare and negotiate term sheets, structure investment rounds, implement share option schemes, and resolve founder equity arrangements.

We also help you tell your story, in a way that builds confidence on both sides of the table.

If you’re thinking about raising capital this year — or advising a team who is — we’d be happy to speak with you about how to frame your position, protect your interests, and strengthen your outcome.