Capital raising, without inflated expectations.
Equity raises, senior debt, mezzanine and refinancing - run with realism about what the market will support and pace-disciplined around your timeline.
The right round is the one you close.
Too many fundraises start with a pitch deck and an aspirational ask. Ours start with a capital structure model, a defensible valuation, and a targeted investor list built for the stage and geography we are actually addressing.
Before work begins, we clarify the operating context, governance expectations, and commercial pressures behind the brief. That gives the engagement a clear purpose before technical analysis starts.
The result is a more complete advisory view: what matters now, where risk may surface next, and how recommendations can be implemented without creating unnecessary hand-offs or ambiguity.
Scope
Clarify the decision, deadline, stakeholders, and evidence standard before work begins.
Delivery
Combine partner judgement, technical review, and practical implementation planning in one workstream.
Follow-through
Convert findings into owners, actions, and next steps that leadership can track after the session.
Capital structure model
Pre- and post-money waterfall, covenant headroom analysis, scenario modelling.
Equity story & teaser
Teaser, IM and financial model built to the standard institutional investors expect.
Curated outreach
Targeted investor list with a tiered engagement plan - no mass emails.
Term sheet
Negotiation of valuation, liquidation preference, governance and covenant terms.
Diligence & close
Diligence management, SPA and shareholder agreement negotiation through completion.
Most fundraises take twice as long as founders expect. Planning for the realistic timeline usually shortens it.
Capital raise on the horizon?
A two-week capital-structure review will produce a defensible round plan and a targeted investor list.