Are You Raising Capital For Your Startup and Need a Rock Solid Pitch Deck, Forecast, and CFO to Help You Close the Deal?
Pinewood’s CFOs help you execute capital raises from start to finish. Read on to see how it works.
How We Help Startups Raise Capital
Startups and established companies that seek venture capital and private equity investment need professionally designed materials, financial models, and management support to help them attract, present to, and close deals with their ideal investors.
Our venture capital consultants hail from top-tier investment banks, Big 4 accounting firms, and global consulting firms and specialize in positioning innovative startups for venture capital investment from:
Angel Investors
Venture Capital Funds
Venture Debt Funds
Family Office
Private Equity
Your free consultation:
Explore your funding options
Craft a custom funding plan
Building a timeline to get started
What is Venture Capital Consulting?
Venture Capital Consulting firms like Pinewood help startups, corporations, and investors prepare their operations, management teams, products, and financial operations to be pest positioned to raise venture capital at the best possible terms.
Typically, the firms that hire such consulting firms are led by technical founders with little to no experience in advanced financial strategies and business development that is required to raise venture capital from sophisticated investors.
By no means is this a weakness or a disadvantage to the founders, but it is an opportunity to bring on a venture capital consultant to help them raise capital faster, with less stress and disruption to the founders, and at more favorable terms and valuation than they would by doing it on their own.
Our 5 Step Capital Raise Process
Step 1: We Learn Your Story
We hold several Zoom calls to hear your story, market size, thesis, product or solution you are building, and fully understand your business model.
We need to step into your shoes to build the materials and narrative that you will then deliver in your investor meetings and pitches.
From here, we have the information we need move onto step #2, building your investment materials.
Step 2: We Build Your Materials
We work with you to prepare detailed financial reporting to help you take control of your costs, build metrics and KPIs to give you clarity over your business performance, discuss your sales and growth plans, and even restructure existing debt and investor relationships.
From here, we put the plan to action to help you reduce costs and secure capital to grow your business, in step #3.
Step 3: We Build The Investor List
Our skilled CFOs build an ideal investor list of angel investors, angel groups, seed funds, family offices, and VC firms that are most likely to invest in your company.
We scour our powerful databases for capital sources that invest in your industry, stage, and geography, complete with contact information.
Step 4: You Pitch Investors
We empower you with the investor lists, contact information, 30 second elevator pitch, pitch deck, financial model, and investor FAQs to ensure you are ready to deliver a world class pitch.
We help you structure a linear pitch process that brings investors to you, books investor meetings, and moves you to a close efficiently.
Step 5: The Deal Closes and You Get Funded
At the end of the process, you receive term sheets from investors, your attorneys get to work on the documentation, and soon you will be receiving investor checks and wires into your account.
The key to a successful capital raise is being prepared, confident, and flexible, and we help you throughout the entire process.
Investor Deck and Capital Raising Components
Executive summary
Market research
Financial projections
Sources and uses of capital
Debt service coverage (for banks)
Exit scenario (for investors)
Custom design, coloring, and branding
5-day turnaround available
Industries We Support
Technology | Business Services | Medical | Construction | Startups | Fitness | Franchise | Hotel & Hospitality | Food & Beverage | Consumer Products | Staffing | Consulting | eCommerce | Engineering | Manufacturing | Distribution | Clean Tech | All Industries!
Frequently Asked Questions
What are the benefits of having a pitch deck or business plan?
A well-designed pitch deck or business plan can help you organize and present your business idea, investment plan, or development strategy. Entrepreneurs use pitch decks to persuade investors, lenders, customers, and joint venture partners. It is our specialty to help you do the same.
How long should my business plan be?
We design business plans to serve their specific purpose. A pitch deck for angel investors or venture capital investment requires a detailed financial model, 15-25 slide pitch deck, and executive summary. We create the right plan for each client to suit their exact needs.
How many business plans have you created?
The Pinewood team has over 10+ years investment banking and startup experience and has created over 50 business plans, pitch decks, and offering memorandums that have helped companies get started, funded, or acquired.
How do I get started?
Enter your information in the form above to discuss your needs. We will create a strategy to get you the materials, coaching, and advice you need to get what you want.