Capital & Partnerships services help clients become structurally prepared, emotionally ready, and operationally credible when approaching investors, partners, capital providers, and large opportunities. These services help a client move from “informal / unclear” to fundable, organized, and partnership-ready.
Full business structural assessment
Clarification of the business model for capital conversations
High-level financial review (revenues, obligations, structure)
Identification of missing documents required by capital providers
Clear summary of “what capital providers will look for” in your situation
Recommendations for tightening operational structure
Recommendations for organizing documentation
Capital readiness checklist for your business
“Capital Access Profile” summary document
Partnership/Funding summary
Deal structure outline (high-level)
Value exchange mapping
Roles & responsibilities outline
Support documents review
Clear “Partner Overview Packet”
Alignment document for expectations
Risk/benefit framing for partner clarity
Presentation narrative structure
Outline of key points investors expect
Document organization for meetings
Short-form talking points for conversation
Overview of risk considerations
Outline of your offer positioning
Presentation rehearsal framework (if needed)
Identification of viable partnership opportunities
Value alignment assessment
Partnership roles & responsibilities outline
Long-term scaling strategy
Partnership risk mitigation overview
Communication and expectation structure
“Strategic Partnership Summary” document for potential partners
High-level negotiation preparation support
Capital request document structure
Clarification of capital amount needed
Outline of usage allocation
Supporting information organization
High-level rationale for capital provider
Summary page for quick evaluator review
Recommendations for additional clarity or documentation
Internal “Capital Request Prep Checklist”