Due Diligence & Data Room Preparation
Prepare investor-ready data rooms: legal, financial, ESG, technical.
Anticipate and address red flags before investors find them.
Build concise investment memos and Q&A responses.
Transaction Execution & Support
Negotiate terms: convertible notes, SHAs, options, loan agreements.
Coordinate legal, technical, and financial advisors to close the deal.
Provide execution support through capital raises, M&A, and joint ventures.
Investor Relations & Strategic Communications
Draft ASX/LSE/TSX announcements and private investor updates.
Manage LinkedIn and social media strategies to increase deal visibility.
Position founders and executives as credible, market-facing leaders.
Maintain investor databases, track outreach, and handle follow-ups.
Investor Access & Introductions
Tap into a proprietary investor list of 100,000+
Provide warm intros to aligned capital (family offices, VCs, offtakers, debt funds).
Offer flexible mandate models: success-based, retained, or non-exclusive.
Fractional CFO Services
Serve as part-time or interim CFO to lead capital raises, restructures, or M&A.
Own financial strategy, budgeting, board reporting, and investor engagement.
Deliver high-impact support without the full-time cost or commitment.