About Us
Financial Advisory Services for Business Owners Raising Capital
You can take advantage of the more than 30 years of experience we have had helping business owners raise capital from:
- Venture Capital Funds
- Private Equity Funds
- Family Offices
- Pension Funds
- Angel Investors
As your independent financial advisor, we can identify the best qualified investor source for your business.
Comprehensive Approach
You will receive personal service on your capital raising project from our team of highly qualified and successful advisors who are able to advise on preparation of all appropriate presentation materials including the Executive Summary, the Investor Deck, the Corporate Video, and the Financial Model.
Committed to Service
All clients receive open and regular communication in order to ensure that they are kept fully informed on progress throughout the capital raising process. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can help you raise the capital your business needs to achieve its goals.
Project Stages
Preparation
Initially we will spend time with you and your management team learning about your business and helping to determine the strategy and business model. We will then work with you to complete the necessary presentation documentation for investors
Marketing the Opportunity
Following selection of the appropriate potential investors from a combination of our existing network of contacts, search of our online investor database, and other online research, we make initial contact on your behalf to identify parties interested in receiving the Investor Deck. We then arrange Roadshow investor meetings with your management team.
Due Diligence and Closing
As your advisor we assist you to provide Due Diligence responses to investors, and then coordinate review of Term Sheets and selection of the investor or investor syndicate most appropriate for your company. The final step is to assist you in completing documentation for the closing of the transaction.