Designing the Series B/C Deck for Living Security's $5-10M Raise

Living Security is the #1 Forrester Wave-recognized leader in Human Risk Management - an AI-native platform that quantifies workforce cyber risk across 200+ behavior, identity, and threat signals, then automates targeted interventions to reduce it. Trusted by 200+ enterprise clients including 50 of the Fortune 500, the platform delivers 50% fewer risky users, 98% reduction in data loss exposure, and 60% faster remediation - and now serves Unilever, Cleveland Clinic, Merck, Lockheed Martin, Ford, and Target.

Ashley came to us needing a polished later-stage deck for a $5-10M raise - one that could clearly communicate Living Security's category leadership, Unify platform differentiation, and path to $100M+ revenue to sophisticated institutional investors.

We designed the full deck incorporating Ashley's detailed content brief, Loom walkthroughs, and advisor feedback - structuring the narrative across the HRM category opportunity, competitive moat, GTM expansion, financial performance, and investment ask.

Ashley walked into investor conversations with a polished, professionally designed late-stage deck backed by Forrester Wave leadership, 200+ enterprise clients, and a clear path to market dominance.

Series B/C Raise Target

Forrester Wave Leader

Enterprise Customers

We start with a 30-minute call to understand where you are in the fundraising process, what you need, and what our engagement could look like.

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