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
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.