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Services

We’ve helped clients raise tens of millions of dollars and enjoy many positive business outcomes.  From this position of experience and track record of success, we may be able to help you raise the money you need.  All of our services are focused on making you highly prepared to raise capital from investors.                                        

                       

There’s a huge difference between reading about how to raise money, and actually doing it successfully.  In addition to the effort and investment required, one major challenge many people have is adapting what they’ve read to their own situation.  How do you know if you’ve done a good job of it?  Have you presented your company and opportunity in a way that has the best potential for attracting capital?  We can help ensure that you do.                                       

Essential Questions We Can Help You Answer                                       

  • Does my company have a realistic chance of raising capital?
  • What is the fastest and best way for me to start raising capital in my current situation?
  • What kind of phased capital raising approach makes the most sense for me to pursue?
  • How much is my company worth now?
  • How much could my company be worth in a few years if it achieves its financial projections?
  • What kind of deal should I offer that will be fair to me and attractive to angel investors?
  • How much of the company should I expect to sell to investors for the money I need?
  • What is the most ideal capitalization structure for my company so that it will be appealing to angel investors?
  • Do my current financial projections help or hinder my ability to raise investment capital?
  • Are the assumptions built into my financial projections reasonable, defensible, and properly described?
  • Are there any red flags in my financial projections that need to be resolved?
  • Will investors believe I am looking for the right amount of money?
  • What are the weak points of my company, and how should I address them?
  • Does my business plan address the right issues in the right ways to attract capital?
  • What is the right amount of information to include in my business plan?
  • What is the most effective way to use my business plan?
  • What is the best way for me to find and approach potential investors?
  • What is the most effective strategy for presenting my opportunity to potential investors?
  • How should I respond to challenges and objections raised by potential investors?
  • How can I motivate interested but uncommitted investors to put the first money into the business and thereby catalyze my whole capital raising process?

Your Specific Needs                                       

We provide consulting and coaching services to support you every step of the way during your capital raise.  The specific services we recommend to you will vary depending on where you are in the process.  In most cases, we are integrally involved in actually doing the work.  Each service we provide will be based on delivering what you need most to take you to the next level, while maximizing your chances of success.  Our services are focused on preparing you to raise capital from angel investors and include:                                       

  • Preliminary review and evaluation services
  • Capital raising consulting
  • Dynamic financial modeling
  • Business plan co-writing and editing
  • Business opportunity valuation
  • Capitalization structure consulting
  • Investment document development and creation
  • Investor presentation materials development and creation

There is no fee or obligation for us to briefly review your opportunity and needs, and provide you with some expert feedback.  However, we reserve the right to limit or refuse this free service at any time for any reason.                                       

What’s it like to work with us?                                       

Click the audio icon below to listen to an overview of the consultation and documentation development process (5:58).

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Click on the spreadsheet page below to see a small sample from the revenue model built on a detailed marketing plan.   
                              

                                   

                                    

                                    

                                    

                                    

How good are we at what we do?                                        

See what others have to say here.                

What kind of projects have we worked on?                

Our investment packaging services clients include . . .                

If you’d like to discuss the funding potential of your project, please let us know.