Raising Capital?
Whether presenting to strategic or financial investors, I use a proven, custom-crafted approach to position your company and its potential for high growth and market prominence.
I have cultivated and maintain relationships with a host of venture capital firms, private equity firms and corporate investors, and are attuned to their profiles and investment criteria. See a list here.
Our Process
Immerse.
Study all aspects of your business, spanning executive interviews, product and technology reviews, and detailed financial analysis supplemented by significant independent research.
Identify.
Identify and prioritize investor prospects and value prop for corporate strategic investors.
Create.
Create a customized set of marketing materials with hard-hitting teasers, slide decks and financial models.
Pitch.
Pitch to partners over all channels, leveraging existing relationships. Actively manage agendas and action items.
Cultivate.
Cultivate prospects and drive through the evaluation process to bring investors to the table concurrently. Make it competitive.
Close.
Lead negotiations, manage due diligence/data rooms and contract negotiations to close at the highest possible valuation and best possible deal structure.
Case Study
Bridge financing and a venture investment for Evolve Software
Evolve Software, then a private company, had devoted three years and several million dollars to develop solutions to automate professional service organizations, much in the way that SAP automates manufacturing-intensive industries.
What Clients Say
“Stratagem designed and executed a fundraising strategy that expertly led us through the time consuming and delicate VC process. As a result, we were able to close a highly attractive finanicng with one of the most prestigiouos VC firms. We absolutely could not have done it without their help.”
— Kirsten Mangers, Founder and CEO, WebVisible
“We interact with many investment bankers, but we were particularly impressed with Stratagem’s professionalism and high quality service. We would be happy to work with them again and recommend them to others.”
— Greg Martin, Principal, Redpoint Ventures