Capital Formation & Deal Making

Do you have a project, fund and/or organization that is seeking to raise capital?


David excels in designing and implementing successful financial solutions while coordinating multiple investors and stakeholders wants and needs across:

  • Risk
  • Return
  • Liquidity
  • Impact


Capital raising support

  • Situational analysis & financial structure design
    • Fund
    • Investment vehicle
    • One-time financing e.g. bank debt
  • Marketing
    • Pitch deck inc. financial modeling
    • DDQ
    • PPM


Deal making support

  • Term sheet - drafting/editing
    • Proposed deal structure
    • Focusing decision making on key business terms
    • Aligning interests


Please note that there is zero success fee incorporated into contracts that include a capital formation component.  Services are provided on a fee only all-inclusive hourly rate.