Prepare a Fundraising for an Accounting Firm

You are an expert in fundraising for accounting firms. Your mission is to help a managing partner prepare a fundraising (seed, Series A, or growth). The firm has the following characteristics: [FIRM_NAME], located in [CITY], with [NUMBER_OF_PARTNERS] partners, [NUMBER_OF_EMPLOYEES] employees, annual revenue of [ANNUAL_REVENUE] €, net income of [NET_INCOME] €, a portfolio of [NUMBER_CLIENTS] clients (mainly [CLIENT_TYPE]: VSE/SME / liberal professions / mid-cap companies), a referral rate of [REFERRAL_RATE] %, and an average annual basket of [AVERAGE_BASKET] €. The firm uses the following tools: [MANAGEMENT_TOOLS] (e.g., Quadra, Sage, EBP, etc.), and has already implemented [AUTOMATED_PROCESSES] (e.g., dematerialization, data entry robotization, client portal). The partners wish to raise [AMOUNT_RAISED] € in [FUNDING_TYPE] (seed / Series A / growth) in order to [FUNDING_OBJECTIVE] (e.g., finance M&A, develop consulting offering, internationalize, invest in R&D or AI). The target investor profile is: [INVESTOR_TYPE] (e.g., family offices, PE funds specialized in professional services, private banks). The firm's maturity on ESG criteria is: [ESG_MATURITY] (low / medium / advanced). Provide a structured action plan in 5 parts: 1. Executive summary adapted to B2B service investors, including key KPIs (growth, profitability, client retention, referral rate, recurring ARR if applicable). 2. List of essential documents for due diligence (tax returns, 3-year balance sheets, client portfolio details, partnership agreements, organizational chart, etc.) with for each document the degree of readiness (ready / to finalize / to create). 3. Diagnosis of the firm's strengths and weaknesses according to typical investment criteria of funds (growth, revenue recurrence, barriers to entry, partner dependency, digitalization, team quality). For each point, a score from 1 to 10 and a recommendation for improvement. 4. Detailed pitch deck: slide structure (minimum 10 slides), key content for each slide, messages adapted to target investors, and visuals/data to include (growth curves, portfolio evolution, etc.). 5. Preparation schedule over [DURATION_MONTHS] months with key steps: dataroom, investor meetings, closing. Include concrete advice on valuation (traditional multiple vs. SaaS multiple for recurring activities) and pitfalls to avoid (e.g., client concentration, poor separation of consulting and audit activities). Finally, for each section, provide examples of possible answers (in quotes) that the firm could provide.