Fundraising Support Services
Service Offerings
Strategic Preparation & Investor Matching for Successful Capital Raises
We equip businesses with investor-ready materials, data-driven targeting strategies, and secure matching tools to streamline fundraising—without providing regulated financial advice.
Fundraising Strategy & Preparation
Capital Structure Advisory
Analysis of optimal debt/equity mixes for your industry and growth stage. Custom recommendations for convertible notes, SAFE agreements, or traditional equity.
Investor Targeting & Profiling
Identification of ideal investor types (VCs, angels, family offices) based on your sector, traction, and funding needs.
Financial Modeling & Valuation
Build scalable, investor-grade financial models with sensitivity analysis. Benchmarking against industry valuation multiples (e.g., SaaS revenue multiples).
Pitch Deck Design
Transform complex financials into visually compelling slides. Storytelling frameworks to highlight problem-solution fit, traction, and ROI.
Business Plan Refinement
Align narratives with investor expectations (e.g., TAM/SAM/SOM, exit strategies).
Investor Outreach & Matching
Self-Service Matching Platform
Tech platform for businesses to list funding needs and investors to discover opportunities. Features: Secure messaging, document sharing, and profile filtering. Disclaimer: No advice, curation, or transaction support provided.
Curated Investor Introductions
Warm introductions to pre-vetted investors based on mutual fit. Process: 1. Client submits investment thesis (e.g., “Seeking $2M Series A for edtech”). 2.We identify 3–5 aligned investors and facilitate initial contact. 3. No involvement in negotiations or deal terms.
Post-Introduction Support
Virtual Data Room Setup
Secure, organized document sharing (financials, cap table, IP, contracts).
Term Sheet Coaching
Plain-English explanations of liquidation preferences, anti-dilution clauses, etc. Note: We do not advise on accepting/rejecting terms.
Due Diligence Project Management
Checklist-driven coordination for faster closings.
Why Choose Us?
Operational Excellence
Investor-First Approach: Materials designed to answer investor FAQs upfront.
Compliance-Focused: Clear boundaries around non-licensed services.
Tech-Enabled: Matching platform reduces friction in early-stage fundraising.