As a fundraising consultant we help companies, usually startups or growth companies and non-profits, raise external capital.
The scope of work typically includes the development of collateral or investor-marketing materials such as investor decks, a business plan and/or placement memorandum, financial projections, and models, etc.
It is not unusual for us to help management articulate strategy and assist with certain business development initiatives to make the company more compelling for prospective investors.
Defining the prospective investor universe, initial investor outreach and the management of follow-ups, term sheet review, and documentation of the final deal terms.