Wall Street-level Tailored Financial Advisory for
Fundraising and M&A projects
Eliminate M&A and Fundraising process complexities with our help!
Entrepreneurs
Having trouble expanding your business or implementing your project? We can help you get business funding.
Investors
Are you encountering challenges in identifying and assessing prospective investment opportunities? Our team of experts is at your disposal to provide professional guidance and assistance in the realm of investment decision-making.
SUCCESS STORIES
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WHAT WE DO
Investment Packaging: Data Room Prep
- Pitch Deck
- Business Plan
- Financial Model
- Startup Valuation
- Investment Teaser
- Technical Due Diligence
- Chart of Accounts Optimization
- Market and Competitors analysis
- Legal Review
- …
Business-Investor Matching
- Investor profiling
- Businesss assessment and valuation
- Deal sourcing and opportunity evaluation
- Investment material review
- Strategic investor introductions and networking
- Assistance in negotiation and deal structuring
- …
Fractional CFO
- Financial strategy and planning
- Cash flow management and forecasting
- Custom financial modeling and scenario analysis
- Financial management
- reporting during and after fundraising
- Take part in investor meetings
- Leading the finance division of company
- …
Financial Due Diligence
- Deal Modeling and Valuation
- Term Sheet Structuring
- Due Diligence on Blockchain and Alternative Assets
Deal Sourcing
- Market research and analysis
- Target identification and screening
- Industry-specific opportunity sourcing
- Deal origination and outreach
- Co-investment and syndication opportunities
M&A Advisory
- Strategy development
- Target identification and screening
- Valuation analysis
- Due diligence support and management
- Deal structuring and negotiation
- Financing and capital raising advisory
ACSESS PREMIUM RESOURCES FOR FREE
Funding Checklist
Pitch Deck for an M&A
Template Financial Model for a Public Company
Previous Clients
OUR PROCESS
01
Crafting Your Investment Package for Success
Our distinguished team, featuring experienced international investment bankers, eminent venture capitalists, acclaimed copywriters, and skilled graphic designers, diligently assesses your unique requirements to develop a tailored investment package. This comprehensive package encompasses all essential components to ensure deal-readiness, including persuasive pitch decks, investment teasers, robust business plans, financial models, and valuations.
02
Investor Hunting
Our team meticulously evaluates your specific growth objectives to identify and select investors optimally suited to your project. By leveraging our proven investor-matching capabilities, we enhance the efficiency of the fundraising process in terms of both time and cost, ultimately maximizing investor interest in your venture.
03
Managing the Fundraising Process
Our team of experts remains by your side, overseeing the entire fundraising process on your behalf and providing vital solutions to propel your growth. We offer post-raise strategic guidance and fractional CFO services to ensure continued success in your business endeavors.
01
Understanding Your Distinct Investment Objectives
Initially, we devote the necessary time to familiarize ourselves with your unique financial circumstances and investment aspirations. Our goal is to align you with the most suitable investment opportunities by utilizing our exclusive deal-sourcing access and in-house investment analysis to present an array of well-matched options.
02
Executing a Customized Due Diligence Approach
Our team designs a tailored financial due diligence process, taking into account your specific role as an individual investor, venture capital provider, or small to medium-sized business or enterprise leader. We meticulously scrutinize every aspect of the deal, develop financial models for the opportunities, and assess their valuations to empower you to make the most informed and strategic decisions.
03
Handling the Complexities
Our team provides comprehensive support to save you from laborious examination of the minutiae, ensuring responsibility throughout the deal until its finalization. We manage all aspects of the transaction, from term sheet analysis and last-minute negotiations to founder meetings, allowing you to enjoy the outcomes without the burden of the intricate process.
OUR BENEFITS FOR
More Capital to Raise
Lowered Financing Costs
Dedicated Account manager
Limited Partener Sourcing
Decreased Due Diligence Expenses
