Lucy Colson
Case Study

C U Health: Pre-Raise Retainer to a £3M Seed Round

A pre-raise retainer built the multi-persona buyer journey and sales playbooks that carried C U Health to a £3 million seed round.

Health TechSmallAustralia
C U Health
Key Results
£3M
seed round closed from institutional investors
11 months
from retainer start to signed term sheet
3
buyer personas mapped into repeatable sales playbooks
Use Case
Pre-Raise Retainer
Product
Retainer
Focus Area
Pre-Raise
Story OverviewAbout C U Health

The Background

C U Health's product touches several buyers inside every health system it sells to. Clinicians, procurement, and IT security each weigh a different set of concerns. Before the retainer began, the sales narrative treated them as one audience.

Lucy came on as a fractional pre-raise partner to rebuild that narrative and prepare the company for its next round.

The Challenge

One narrative, several buyers

The pitch and sales collateral spoke to a single generic buyer, blurring the distinct priorities of clinical, procurement and IT stakeholders.

No repeatable sales process

Deals depended on founder-led conversations with no documented playbook the wider team could pick up.

An unproven growth story for investors

Without a clear buyer journey, the fundraising narrative lacked the evidence investors look for at seed.

The Solution

Map each buyer persona

Ran structured sessions to separate the clinical, procurement and IT buyer journeys and identify what each needed to see before saying yes.

Build the sales playbooks

Turned each journey into a playbook the sales team could run without founder involvement in every call.

Align the fundraising narrative

Rebuilt the investor narrative around the same evidence, connecting go-to-market traction directly to the round being raised.

The Transformation

£3 million seed round closed

C U Health closed a £3 million seed round from institutional investors within 11 months of the retainer starting.

A sales process the team can run

The multi-persona playbooks gave the wider sales team a repeatable process, rather than a founder-dependent one.

A narrative investors could underwrite

The same buyer-journey work that improved sales also gave investors a clear, evidenced growth story.


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