Venture Capital Advisory: Round Structuring, Investor Distribution

Venture Capital Advisory — Fundraising Strategy, Round Structuring, Investor Distribution

Venture Capital Advisory

We help post-revenue startups and growth companies plan, structure, and execute equity rounds. The mandate covers round strategy, investor materials, cap table modeling, term sheet negotiation support, coordinated outreach to lead investors and co-investors, and closing with counsel and service providers. Work is best-efforts and subject to underwriting and compliance.

Snapshot: Series Seed to Series C. Priced equity, SAFE, and convertible notes. Lead investor targeting with syndication. Model checks, KPIs, and data room build. SPV coordination for co-invest when required. Securities activity is chaperoned under applicable rules. First pass underwriting in 10 to 15 business days after full documents and cleared payment.

Where We Add Value

Round Strategy and Terms
Target size, instruments, valuation range, ownership math, option pool refresh, and covenant norms by stage and vertical
Investor Materials
Tight deck, one-pager, memo, KPI appendix, and data room index that meets lead investor standards
Model and Metrics
Unit economics, cohort analysis, revenue bridge, sensitivities, and cash runway with hiring and CAC plans
Lead and Syndicate Outreach
Shortlist by thesis and check size. Direct outreach to partners. Co-investor mapping for allocation and reserves
Term Sheet Support
Guidance on valuation, liquidation preferences, anti-dilution, pro-rata, board composition, and investor rights
Closing Management
Counsel coordination, cap table updates, SPV setup when used, escrow, and wires with trustee or paying agent if applicable

Instruments and Use Cases

Instrument Details
Priced Equity Series Seed to Series C. Preferred share terms and governance aligned to growth plan and reserves
SAFE Valuation cap, discount, MFN, and pro-rata rights. Use for speed when priced round is not ready
Convertible Note Interest, maturity, cap or discount, and conversion triggers. Bridges to a priced round
Co-Invest SPV SPV formation for angels or family offices. Subscription docs, trustee or admin, and waterfall as needed
Secondary and Tender Limited liquidity for founders or early employees, subject to consents and investor rights

Who We Approach

Venture funds, growth equity, family offices, corporate venture, and qualified angel syndicates. Selection is filtered by stage, sector, geography, ticket size, and lead capacity. Where venture debt is a better fit, we run a parallel track with private credit funds and banks.

Process and Typical Timeline

  1. Application and Screening.$500 application. KYC and sanctions checks. Scope and fee quote. 1 to 3 business days
  2. Underwriting and Readiness. Retainer paid. Credit memo, model and KPI review, deck and memo, data room map, investor list. 10 to 15 business days after full documents
  3. Soundings. Discreet partner-level checks to confirm appetite and ranges before full distribution. 1 week
  4. Distribution. Structured outreach to leads, then syndicate. Weekly pipeline reports. 2 to 4 weeks to indicative terms on straightforward files
  5. Term Sheet. Negotiation support on valuation and terms, confirm reserves and closing plan. 1 to 2 weeks
  6. Closing. Legal drafts, cap table updates, SPV if used, trustee or paying agent where needed, wires. 2 to 8 weeks by jurisdiction

Documentation Checklist

Item Details
Corporate and KYC Incorporation, cap table, charter, board minutes, UBO, IDs, and screening
Financials and KPIs GAAP or IFRS statements, management accounts, cohort and retention, revenue bridge, CAC and payback
Model and Plan Integrated model with sources and uses, hiring plan, and sensitivity cases
Legal and IP Key contracts, licenses, IP assignments, and pending matters
Data Room Structured folders with version control and read logs for diligence

Fees and What They Cover

Application Fee $500 on submission. Screening, KYC triage, and file setup. Credited to the retainer if you proceed. Non refundable once screening begins
Retainer $10,000 to $120,000 based on stage, scope, and jurisdictions. Covers underwriting, materials, investor list, and process to term sheet stage
Success Fee For equity placements the success fee is set per mandate. Payable at signing and funding based on allocation. Minimums apply
Third-Party Costs Client pays legal counsel, SPV admin, trustee or paying agent, escrow, filings, and translations where required
Refunds Fees are not refundable once underwriting begins. If we decline at screening, no retainer is charged

Legal and Regulatory Compliance

  • Advisory Status. We act as an arranger and corporate finance advisor. We are not a bank, lender, broker-dealer, or investment adviser to the public
  • United States. When a transaction involves the offer or sale of securities to U.S. persons, activity is conducted through and chaperoned by an unaffiliated U.S. broker-dealer registered with the SEC and FINRA under SEC Rule 15a-6. Private offerings rely on exemptions such as Regulation D and are limited to eligible investors
  • United Kingdom. Financial promotions to U.K. persons are made or approved by an FCA-authorised firm in line with FSMA 2000 and the Financial Promotion Order
  • European Union. Where applicable, activity is structured in line with MiFID II through licensed partners
  • KYC, AML, and Sanctions. All clients, directors, shareholders, and counterparties are screened. Files that fail are declined
  • Best-Efforts Only. No guarantees on pricing, allocation, or timing. Investor appetite and regulations can change without notice

Expert Network When Needed

We keep core work in house. Where the file requires deep specialization we bring in trade finance, project finance, M&A, and Commercial Real Estate experts under our coordination. You get one point of contact and a single execution plan.

Request Your Venture Round Plan

Submit your intake. After KYC clearance, we will issue the invoice. Underwriting starts when payment clears

Submit Intake Form

FAQ

Do You Guarantee a Lead Investor?
No. Work is best-efforts. We increase the odds by targeting fit, preparing clean materials, and controlling the process timeline
Which Stages Do You Support?
Series Seed to Series C for post-revenue companies. Earlier or later stages are considered case by case
Can You Run Co-Invest or SPVs?
Yes. We coordinate SPV formation, subscriptions, admin, and trustee or paying agent if required. Costs are borne by the client
Do You Handle Venture Debt?
Yes. Where debt fits better we run a parallel track with banks and private credit funds. Terms depend on covenants, collateral, and coverage
How Do You Protect Confidential Data?
Structured data rooms with controlled access, watermarked exports, versioning, and logged views for diligence
Are Banks or Funds Your Partners?
No. We do not present institutions as partners. Allocation depends on appetite, limits, and compliance at the time of outreach

This page targets corporate clients. It is not a solicitation to buy or sell securities and is not a commitment to raise capital. Services are provided subject to engagement, underwriting, KYC, AML, sanctions screening, and approval by third-party institutions. Pay only to bank details on our official invoice. We do not accept crypto payments.

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.


All submissions are promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.

Trade Finance

Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.

Submit a Request

Project Finance

Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.

Submit a Request

Acquisitions

Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.

Submit a Request

For Banks

Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.

Submit a Request

Once we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.

Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.

Still Have Questions? Schedule a Consultation

If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.