Attract Investors for your Business!

*Note - I use this same process when helping clients pursuing business loans. So, the word "Investors" is interchangeable with "Lenders."

I've helped companies raise over $800M in funding, through investors or business loans.

Over the years I have developed a unique process that I call getting "Investor-ready."

As part of this engagement, I will become part of your team, acting as a fractional CFO, and helping you in your fundraising efforts.

This includes:

• Review your existing documentation to make it more investor-friendly
• Build you a new pitch deck, business plan, and set of financial projects (as needed; additional cost)
• Helping you hone your value proposition
• Helping you determine how much equity you should give to investors
• Teach you ways to identify and network with potential investors.
• Develop scripts for reaching out to investors through various channels (email, phone, social media)
• Introduce you to my network of over 200+ capital allocators (when appropriate).
• Help you prepare to pitch investors
• Develop your data room (an online set of documents used in due diligence with investors).
• Guide you in negotiations with investors

Timeframe - this is a one-month engagement that includes up to 4x one-hour calls and unlimited text support.