Consultation on Capital-Raising
Service Overview
Raising capital from investors can be overwhelming. We can provide a consultation on capital-raising strategies, structuring investment offerings, presentation materials, and other items to consider when seeking outside capital.
Solutions We Offer
You want to run your business, not deal with investors. But raising capital is sometimes a necessary part of growing a business or purchasing real estate. We help you navigate this process so you can spend more time on your business and less time becoming a capital-raising expert.
Pitch Deck Preparation
One of the first things an investor expects to see for an investment opportunity is the pitch deck. Most times they will decide if they want to pursue an investment further based on what they read in it. We help you get the important information in your deck that investors care about and keep out the stuff they don’t.
Advice on Structuring Investments
Should I offer a 6% preferred return or an 8% preferred return? What should the splits be for the General Partner and Limited Partners? What do these terms even mean? We will help you determine the investment structure that makes sense for you based on your company or project and what you are trying to achieve.
Identifying the Target Market
Just like all consumers are not the same, all investors are not the same. Some prefer immediate cash flow, some prefer long-term upside, and others want a little of both. We help you define the investor type you are targeting so that you can focus on the investors who are more likely to invest and quickly move on from those who are not.
Ongoing Investor Relations
You raised money from investors, now you never have to talk to them again, right? Wrong. Investors expect periodic updates so they can track how their investment is performing. We guide you through the process of providing investor updates, such as knowing what information to provide and how frequently.