Capital Raising

Capital Access Advisory

Ideal for: Developers, entrepreneurs, and asset owners seeking to raise funds frequently or across multiple projects.

Scope:

• Ongoing fundraising readiness review

• Deal positioning & investor strategy alignment

• Continuous investor targeting and feedback support

• Capital stack optimization & financing structure advice

• Ongoing investor relations guidance

Deliverables:

• Monthly investor-readiness scorecard

• Access to investor updates, templates, and pitch best practices

• Bi-weekly strategy calls

• Quarterly capital strategy review

Capital Raise Accelerator

Ideal for: Clients needing a full fundraising toolkit for a single project.

Scope:

• Capital raising document preparation (pitch deck, teaser, financial model)

• Investor list research and shortlisting

• Deal presentation coaching

• Data room setup for investors

• Support during investor calls & negotiations

Deliverables:

• Investment package (Deck + Model + Teaser)

• Curated investor contact list

• Investor outreach templates

• Capital strategy report

Deal Structuring Partner

Ideal for: Firms managing multiple deals or joint ventures and needing recurring structuring support.

Scope:

• Ongoing capital stack and partnership structure review

• Strategic advice on tax-efficient entity and share structures

• Term sheet and waterfall model guidance

• Risk allocation & investor return optimization

Deliverables:

• Monthly structuring consultation

• Access to sample JV, equity, and debt templates

• Quarterly deal review sessions

Deal Structuring Blueprint

Ideal for: A single development or acquisition deal needing structuring advice and documentation.

Scope:

• Legal/financial structure mapping

• Equity & debt allocation modeling

• Profit waterfall creation

• Draft term sheet and investor presentation

Deliverables:

• Structuring report

• Financial waterfall model

• Term sheet draft & key deal metrics summary

Strategic Growth Partner

Ideal for: Founders or executives who want ongoing guidance on scaling their portfolio, business, or fund.

Scope:

• Strategic roadmap development & oversight

• Periodic business model review

• Investment strategy alignment

• Operational efficiency tracking

Deliverables:

• Quarterly strategy review deck

• Monthly check-ins and action tracker

• Access to advisory templates and KPIs dashboard

Strategic Plan Development

Ideal for: Clients needing a defined strategic or business plan for investors, lenders, or internal execution.

Scope:

• Business model & growth analysis

• SWOT & competitive positioning

• Implementation roadmap

• Funding & resource alignment

Deliverables:

• 3–5 year strategic plan (Word + PDF + Pitch Summary)

• Investor-ready executive summary

• One presentation session