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 stakeholder needs across:

• Risk
• Return
• Liquidity
• Impact

 

Capital raising support

• Situational needs analysis & financial structure design
  • Fund
  • Investment vehicle
  • One-time financing e.g. bank debt
• Marketing
  • Pitch deck inc. financial modeling
  • Due diligence questionnaire (DDQ) support
  • Private placement memorandum (PPM) support
• Grant capital
  • Pipeline development
  • Grant screening scorecards
  • Application support
  • Funder reporting

 

Deal making support

• Term sheet - drafting/editing
  • Proposed deal structure; focusing decision making on key business terms; aligning interests
  • Working capital and closing cash targets, analyzed and tracked monthly to the close date

 

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.

 

Please contact David with any questions.