The file your financiers expect.

Casian Partners produces your financing file to investment banking standards: credit memo, investment memo, financial modeling, pitch deck. Complete file delivered in 72 hours.

72hdelivery time for a complete file
÷10compared to investment bank fees, for the same level of rigor
Both sidesof the table: fund-side expertise and investment banking expertise

A financing file is a document built for scrutiny.

Every figure will be checked, every assumption challenged, by an analyst or a credit committee. We have read hundreds of files on the side of those who decide. We produce yours with that reading: the committee's.

Most executives walk into meetings with documents below the level financiers expect. Not because their project is weak. Because producing a file that speaks the language of a committee, credit or investment, is a profession in its own right.

Casian Partners was founded by two professionals from French venture capital and financial operations. We put that side-of-the-table reading to work for your financing.

Document engineering and committee-ready preparation.

We build one coherent file, from the credit memo to the financial appendix, where every document supports the others. Built to withstand the scrutiny of a committee, credit or investment.

01

Credit memo and banking file

The centerpiece of your bank or non-dilutive financing. A credit presentation memo built to credit committee expectations: repayment capacity, cash flow plan, guarantees, ratios. Every figure is traceable, every assumption is documented. Designed for bank scrutiny: loans, credit lines, seasonal financing.

02

Investment memo

The backbone of your raise. We structure your equity story to convince a partner in two pages: investment thesis, bottom-up market analysis, unit economics, valuation supported by recent comparables. Written from the point of view of the committee that will decide. That's the difference between a document that clears the first read and one that gets passed on.

03

Financial modeling and due diligence

A full 3-to-5-year financial model built to withstand analyst scrutiny. Documented and defensible assumptions, revenue projections by segment, granular cost structure, unit economics, pre- and post-money cap table. Line-by-line coherence with the memo or the credit note: every figure is traceable, every assumption is argued.

04

Pitch deck

The condensed version of your file, investor deck or banker deck depending on the financing sought. Produced last to ensure surgical consistency with the memo and the financial model: no financier should perceive a gap between the deck's promise and the appendix's proof. Each slide answers an implicit question from the committee.

Public offers, contractual deadlines.

From the file audit to the Series A pack, every offer has a fixed fee and a contractual deadline.

Not sure your file holds up? Start with the audit.

View offer details

Case study · Bank financing

€350,000 credit line approved. File produced in 72 hours.

European sports equipment brand, highly seasonal activity, B2C distribution and an international distributor network.

Read the full case

From eligibility assessment to file delivery.

1

Eligibility assessment

A 20-minute strategic session to assess your situation, identify structural gaps in your current file, and determine whether we can make a difference. We only take on mandates where we're confident in the outcome.

2

Engagement and onboarding

You select your package and proceed with payment. We immediately send you a structured onboarding protocol to build your data room: every piece of information requested maps to a specific question your financier will ask.

3

Structuring and document engineering

File audit, thesis structuring, financial modeling, writing. Dual internal validation before delivery: every figure is cross-checked for consistency across all documents.

4

Delivery and final review

Delivery of the complete file in PDF and source formats within the contractual deadline. One substantive revision included, to be submitted within 5 business days.

Two perspectives. One obsession.

Casian Partners was founded by two complementary profiles with direct exposure to several hundred files, from the fund side and the investment banking side.

Simon Castelain

Co-founder

Simon Castelain

Paris · San Francisco

"Investor and entrepreneur. A view from both sides of the table."

Before co-founding Casian Partners, Simon spent several years at the heart of the French venture capital ecosystem, building a portfolio of 65+ companies.

An entrepreneur since his teens, he launched his first venture at 16 and co-founded the ESSEC chapter of Europe's largest student blockchain association.

He also designed and deployed two DeFi protocols on Arbitrum, including a USDC vault for autonomous trading agents.

A graduate of ESSEC Business School and UC Berkeley Haas, his dual perspective as both investor and entrepreneur is at the core of how he reads a file.

Education

ESSEC Business School, UC Berkeley Haas

Julian Fernandez

Co-founder

Julian Fernandez

Paris · San Francisco

"Investment banking operator. A precise understanding of what financiers expect."

Julian began his career at an investment bank specializing in early-stage fundraising, structuring complete investment files on behalf of growth-stage founders, from financial modeling through committee presentations.

A dual graduate of ESSEC Business School and UC Berkeley Haas School of Business, he has worked at the heart of both the French and American VC ecosystems. This dual exposure gave him a precise understanding of what funds truly expect, and what separates a rejected file from a funded one.

Prior experience in corporate finance in Paris and business strategy in San Francisco.

Education

ESSEC Business School, UC Berkeley Haas

Frequently asked questions.

At what point in my search for financing should I reach out?

Ideally before any contact with banks or funds. Document engineering should precede the process. If you're already in a process with insufficient materials, we can step in for an audit and restructuring, but the optimal timing is always before the first outreach.

Do you produce bank and non-dilutive financing files?

Yes. Credit presentation memo, financial appendix, banker deck, complete file structuring: our bank and non-dilutive financing pack is built for the level of scrutiny of a credit committee. We also produce fundraising files, from pre-seed to Series A.

What exactly does the €400 audit include?

A complete review of your deck, business plan and data room against the analysis grid used by funds and banks. You receive a written debrief within 48 hours: the gaps in your file, ranked by criticality. It is the recommended entry point if you are not sure your file holds up.

Do you work with advisors and intermediaries?

Yes. Fundraising advisors, financing brokers, chartered accountants, incubators: we produce their clients' documentation, by referral or subcontracting. See the Partners page

What if my financial data is incomplete or nonexistent?

We build the financial model with you, starting from your operational assumptions. Most young companies start without a data track record. What matters is the coherence and defensibility of your assumptions.

How do you ensure the confidentiality of our information?

Your information is never shared with third parties, including financiers. We operate with strict confidentiality between mandates.

Do you produce files in English for international financiers?

Yes. We produce files in French, English, or both. If you're targeting international financiers (UK, US, Northern Europe), we adapt the format and vocabulary to the standards of those markets.

What exactly does the revision included in the mandate cover?

The included substantive revision covers any change in assumption, structure, or format on the delivered materials. It does not cover the addition of new deliverables or a full overhaul following a major strategic shift at your company. Additional revisions are billed at €400 per round.

Do you work across all sectors?

Yes. We have reviewed files across most sectors: B2B SaaS, marketplace, fintech, deeptech, climatetech, consumer, equipment and distribution. For highly specialized sectors (biotech, defense, industrial hardware), we assess our capacity during the eligibility session and only take the mandate if we can guarantee the analytical quality.

Your financing starts with your file.

Book a free 20-minute discovery call. We assess your file together and recommend the right package for your situation.

Book a call

Response within 24 hours. No commitment following the call.