We prepare and design professional materials that position your business as an investment opportunity. We support your fundraising presentation and financial model. We also support valuation and capital structure work throughout your raise.
We draw on existing relationships and paid financial subscriptions that show current deal flow. We match clients with investors using criteria such as average check size, dry powder and recent deals closed. We also work with founder clients to understand what they want in an investment partner. Some founders want a check with little ongoing contact. Others want to draw on investor relationships or operational leadership. We take a strategic approach to identifying investors and tailor each process to the client.