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.