Five steps, and a decision at the end of each
Preparation is paid professional work. Capital raising follows only under a separate mandate, and nothing in it is promised.
From a first call to capital
-
Step 1
Book a call
Twenty minutes, complimentary, on the firm's own booking page.
- You do
- Choose a time. There is nothing to prepare.
- You get
- A confirmed call, and the same questions every project is asked.
-
Step 2
Intake
Send what already exists: email it, upload it, or connect your document system.
- You do
- Share the documents you have. Nothing new is prepared.
- You get
- A written response within 3 business days.
-
Step 3
Assessment
The Investment Readiness Assessment: AI-assisted research on the project and its sponsor, reviewed and approved by a professional before release.
- You do
- Answer any clarifying question, then pay the fee to release the report.
- You get
- A Preliminary Readiness Profile in words, a gap analysis and a recommended package.
-
Step 4
Preparation
One of three packages: the model, the memorandum, the deck and the teaser, each reviewed by a professional.
- You do
- Attend the workshop with the people who can decide, and approve the output.
- You get
- The investor materials of the package you contracted.
-
Step 5
Capital raising
Only under a separately accepted mandate, which can be declined.
- You do
- Be available for investor questions, diligence and negotiation.
- You get
- A managed process, with no guarantee of interest, terms or completion.
After intake, one of three answers
In writing, within 3 business days.
An invitation to the assessment
The project appears to fit what the firm does. You are told what the assessment costs before anything is charged.
A decision referred to a director
Something is not settled by the standard review. A director reads the submission and decides personally.
A decline
On current information the project is not one the firm can take towards institutional capital. You are told so in writing.
Paying for preparation does not buy a mandate
Preparation is bought as a package, and capital raising runs under a mandate. The two are contracted separately.
Preparation
- Bought as one of three packages
- A fixed fee, defined deliverables and a stated delivery period
- Completing it entitles you to the deliverables
Capital raising mandate
- Accepted, or declined, after the project is prepared
- An activation fee on acceptance, a success fee only at financial close
- No mandate, interest, terms or close is guaranteed
What this work is not
Investors, lenders and counterparties make their own decisions and do their own due diligence.
- A guarantee of funding, terms or completion
- An investor list, a database or a set of names
- Success-fee-only work
- Regulated, legal, tax or personal investment advice
- An offer or solicitation in respect of any security
Questions about the process
How long does each step take?
The discovery call is twenty minutes. The firm responds to an intake within 3 business days. The assessment is completed within 5 business days of the last document being lodged. Each package has its own estimated delivery period, which is on the Services page.
Is the discovery call recorded?
It runs on the firm's Microsoft Teams and is recorded and transcribed with your agreement. It follows a standard brief, so every project is asked the same questions. It is not an investor meeting and not a written assessment.
Does paying for preparation guarantee a mandate?
No. Completing a package entitles you to its deliverables and to nothing beyond them. A mandate is assessed on the prepared opportunity, and it can be declined.
Who reviews the work?
AI-assisted outputs always receive human review. A Projects RH professional reviews and approves every report and document before it is released.
What does a decline mean?
A decline is not a judgement on the asset, and it does not imply future acceptance. You are told in writing, and nothing further is sent.
What are the usual reasons a raise fails?
- Approaching the market too early, with a rough model and a pitch built on optimism.
- A model that does not hold together: hard-coded numbers, no single source of truth, assumptions that cannot be traced.
- No clear ask. Investors cannot act on a raise they cannot size.
- Talking to the wrong capital: a debt story pitched to equity, or a fund whose mandate does not fit.
- Inconsistent materials. The model, the memorandum and the deck tell three different stories.
Start with twenty minutes.
The discovery call is complimentary, and there is nothing to prepare.