Problems With Mid-Market Capital Raising
Most middle-market capital-raise consultants don't have a transparent, quantifiable and predictable method of helping clients with their capital raising campaign. Companies are left in the dark, relying on vague promises with no granular and verifiable feedback, and no way to break free from relying on intermediaries despite paying thousands to millions to broker dealers, lawyers, public-relations firms and financial analysts. The result: companies lose control of their capital raising campaign due to information hoarding from consultants.
- Closed books of business
- No detailed market feedback
- Closed information on procedures - everything on a need-to-know basis
- No funding guarantees
- No way of quantitatively measuring progress
- Expensive: ($50,000 US to $100,000 US upfront with 5%-10% backend fees)
- Holding Patterns: Brokers sending your deals to brokers with more fees
- You do not know how, when, or if they are working at all
- Brokers Using The Same Methods You Use
Self-Serve Investment Banking™
We Democratize Investment Banking With A Turn-Key Solution
We are a global boutique corporate advisory firm and inventor of Self-Serve Investment Banking™ which is a self-sovereign, turn-key system that helps companies raise up to $100m. Our team is a market leader of offering investment banking as a turn-key automated system. This turn-key solution helps companies get "institution-ready," ensures their capital-raising campaigns are quicker and more effective from all aspects ranging from compliance to cost-saving deal-structure and out-of-the-box outreach strategies. Follow a proven process: apply techniques used by top government agencies (including the military) to close your deal.
We delegate our accountants and engineers based on your business' core competencies needed to fit into your capital raise roadmap. Retrofitting and systematizing the process from top investment banks, we partner with over 500 capital markets research consultants to get the most relevant data for your campaign. We augment this with an artificial intelligence system to offer a capital markets intelligence program tailored to your company's capital raising campaign.
We also show you step-by-step how to use forensic tools to generate as many calls as you need to reach your goals by harvesting endless sources of capital markets data. Get access to the elusive information you need to work with broker-dealers, suitable investors for your deal, and everything in between without depending on intermediaries, thus saving thousands and potentially millions in legal, labour and broker fees.
- Get lifetime access to our replicable turn-key operations to chart, to become a company that can generate $1m-$100m in ultra-high predictability
- Turn-Key Dataroom™ - Build your dataroom to the standards of top investment banks (GAAP standards), and minimize the fees you have to pay advisors (save up to millions at closing) with proven strategy to use institutional tier-2 bankers to raise capital for you with their time, money and warm contacts.
- Cap Raise Mastermind™ - Lifetime deal support. Join a vibrant warm community of 100+ capital raisers globally to find ideal bankers and service providers as well as compliant and deep relationships to family offices.
- Investor Data Engine™ - The system to get endless phone calls using forensic technologies (get 25,000+ warm investor or banker contacts in six minutes of using our technology) up to millions of contacts possible
- Capital Markets Intelligence System™ - Our proprietary AI to get relevant data and contacts for your company. Exposure to the capital markets landscape with 100,000 to 500,000+ Funds, Investors, Contacts and more with our proprietary tech. Follow the procedures yourself, or delegate it to our trained network of assistants.
Get Your Free Consultation
Our team will demonstrate how to get $1m-$100m investor term sheets at ultra-high predictability with a modern turn-key capital raising system.
Turn-Key Capital Raising Unleashed
We acquire & operate 2-4 businesses in or outside our Self-Serve Investment Banking™ system a year. As a principal buyer, we seek acquisitions and partnership candidates with positive 20% EBITDA margin and proven revenues (industry agnostic). If you are a business owner looking to sell your business or want to form a strategic alliance to continue your legacy, we will see if we can continue steering the operations. For significant fundraises that meet our current mandates, we will evaluate the proposition. For the larger deals, middle-management must be in place and we can potentially issue a special agreement for completion. Financial structuring opportunities as well for strong assets then we likely have the right fit for you. To learn more about our acquisitions criteria, click here to see more.