Capital raising advisory for growing companies
The right capital, from the right partners, on the right terms. We prepare companies to raise equity and debt with a clear plan and numbers that hold up under diligence.
When clients call us
Every raise starts with a clear purpose
Clients come to us at different stages. How much to raise, and from whom, depends on what the capital is for.
A first institutional round
You are moving beyond friends, family and angels, and need the materials and model that professional investors expect.
A growth round
The business has traction, and the next round has to fund a clear plan at a valuation you can defend.
Funding an acquisition
A deal needs financing, and the structure has to work for the business after closing.
Debt or working capital
You need a term loan, a line of credit or asset-based financing sized to your cash flow.
A recapitalization
The balance sheet needs a reset, whether to bring in a new partner or to reduce leverage.
An investor has approached you
Someone wants to invest, and you need to understand the terms and the alternatives before you respond.
How we help
Support from strategy to close
Capital raising advisory for founders and operators in Vancouver and across Canada, covering equity, debt and hybrid financing. We build the plan, the materials and the model, and support you through negotiation.
Fundraising strategy and capital stack
How much to raise, in what form and from whom, based on your stage, business model and goals.
Investor readiness and materials
Pitch decks, data rooms and financial narratives that are clear, concise and ready for diligence.
Financial models and use of funds
Models that show the key drivers, runway and capital efficiency, with a use-of-funds plan investors can follow.
Investor targeting and outreach
We identify and prioritize venture firms, family offices, private equity investors and lenders that fit your sector and stage, and prepare you for each conversation.
Term sheets and deal structure
Clear modelling of dilution, valuation, liquidation preferences and governance, so you negotiate knowing what each term costs.
Debt financing
Term loans, lines of credit and asset-backed facilities from banks, private lenders and credit funds, structured around your cash flow.
Our view
Investors fund a plan, not a pitch deck
A strong story gets the first meeting. What gets the investment is a plan that holds up: a model that ties to the financial statements, a use of funds that follows from the strategy, and terms that work for both sides.
We prepare companies for that level of scrutiny before the first conversation. It makes the raise faster, keeps the valuation discussion grounded and avoids surprises in diligence.
Watch: Convertible Notes Explained
How a raise works
Five stages from plan to close
We run a raise as one project, from the first plan to the first board meeting after closing, so management can keep running the business.
Raising debt rather than equity? The steps are similar, but the focus shifts to cash flow, collateral and covenants. See business financing.
- PlanSet the amount, the instrument, the timing and the target terms.
- PrepareBuild the model, the pitch deck and the data room, and fix the issues investors would find.
- ApproachPrioritize and approach the investors or lenders who fit the business.
- NegotiateCompare term sheets on valuation, dilution, preferences and governance.
- Close and afterSupport diligence and closing, then set the budget and KPIs the new capital will fund.
Planning a raise?
What you receive
Materials that stand up to diligence
Everything we prepare is built to be read by investors, lenders and their advisors.
- A fundraising strategy with the amount, instrument and target terms
- An investor-ready financial model and use-of-funds plan
- A pitch deck and financial narrative
- An organized data room
- A prioritized list of target investors or lenders
- Dilution and cap table analysis of each term sheet
Selected clients
Companies we have worked with
Frequently asked questions
Questions we hear most often
How much should we raise?
Enough to reach the next milestone that meaningfully changes the value of the company, with a buffer for delays. We work it out from the plan and the cash forecast, not from a round-number target.
Do you help with debt as well as equity?
Yes. We support term loans, lines of credit, asset-backed loans and other debt, as well as equity from venture firms, family offices, private equity and strategic investors. See business financing and debt financing.
Can you introduce us to investors?
We work with a network of venture firms, private equity investors, family offices and lenders, and help identify the ones that fit your sector and stage. Introductions are made where there is a genuine fit.
What do investors expect to see?
Typically a clear pitch deck, a financial model that ties to your historical financials, a use of funds, a cap table and an organized data room. The depth depends on the stage and the investor.
How do convertible notes and SAFEs convert?
They convert into equity at the next priced round, usually at a discount or at a valuation cap, whichever gives the holder the lower price. Read our guide to modelling the conversion.
Do you only work with companies in Vancouver?
No. We are based in Vancouver and work with companies across British Columbia and Canada.
How are fees set?
Fees depend on the scope and complexity of the work. We confirm them in an engagement letter after a first conversation, so the cost is clear before work begins.
Have a question that isn’t covered here? Start a conversation.
