Content & Messaging
- Investment thesis and market context
- Strategy, pipeline, and team credentials
- Use of proceeds and milestones
- Case studies and KPIs that matter
Investor Presentation & Offering Memorandum Creation
We prepare PPMs, investor decks, and data rooms that withstand diligence. Strategy, numbers, risks, and terms presented with clarity so investors can commit.
We build a tight capital raising package end to end. That means a clear narrative, a defensible financial model, term and waterfall summaries, risk and compliance language aligned with counsel, and a clean data room with the right exhibits. You leave with documents that answer investor questions and a schedule to first close.
Scope of Work
Financials & Terms
- Model, sensitivities, and scenarios
- Fees, carry, hurdle, and distributions
- Unit economics and downside tests
- Sources and uses with draw schedule
Design & Data Rooms
- Brand aligned deck and PPM layout
- Exhibit list, file naming, and permissions
- KPIs dashboard and reporting templates
- LP FAQs and meeting materials
Compliance & Process
- Risk factors and disclosures with counsel
- Jurisdiction and investor eligibility notes
- Subscription docs and side letter matrix
- Timeline to first close with deliverables
Deliverables
- Investor deck in PDF and editable format
- PPM or term sheet with exhibits list
- Financial model with sensitivities
- Data room structure and upload checklist
- Subscription pack and process tracker
Eligibility and Dossier
Minimums
- Target raise from USD 10,000,000
- Defined strategy and team
- Pipeline or seed assets identified
Core Dossier
- Sponsor KYC and ownership
- Track record and references
- Strategy note and model inputs
- Legal counsel and administrator contacts if appointed
Process
Scoping
Mandate and KYC. Objectives, investor profile, and timetable confirmed.
Drafting
Deck outline, PPM sections, and model built. Reviews with sponsor and counsel.
Finalization
Design, proofs, and sign off. Data room opened and exhibits uploaded.
Launch
Investor outreach materials packaged. Q and A log and revision control set.
Pricing Guidance
- Fixed fee from USD 10,000 to 30,000 based on scope
- Complex PPMs and models priced to effort
- Optional ongoing support on retainer
- Third party costs passed at cost
Final pricing reflects document complexity, model depth, and timelines.
Request a Proposal
Share strategy, raise size, and timetable. We respond with scope, deliverables, and a delivery schedule.
Include target LP profile, fee and carry targets, and any prior materials. Indicate deck only, PPM, or full package.
We are not a law firm and do not offer legal or tax advice. Documents are prepared with and subject to counsel review.
Financely prepares fundraising materials as advisor and arranger. We do not underwrite securities. Any offer is made only through final offering documents and to eligible investors.