Financing Support For Growing Firms

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 consultants hail from top-tier investment banks and consulting firms and specialize in positioning innovative firms for investment.

CEO Coaching & Deal Structuring

  • Prepare the CEO for the rigors of raising VC and PE funds

  • Work with legal counsel to craft term sheets and SEC-friendly deal documentation

  • Prepare a list of likely investors with complete contact information

Financial Modeling

  • Operating models

  • Management dashboards & KPIs

  • Waterfall and investors returns analysis

  • Business valuation (409a)

Due Diligence Support

  • Data room creation and management

  • Investor due diligence support

  • Move a deal swiftly towards a close

  • Post-deal investor relations and reporting

*We are not a broker-dealer.