Materials that survive investor diligence.
Institutional capital evaluates materials before terms. Your deck is read in minutes, forwarded in seconds, and judged against every other deal in the inbox. Investor-grade packaging is not decoration, it is the difference between a reply and silence.
The deck investors expect for an acquisition
Ten to fifteen slides that answer the underwriting questions before they are asked.
- The deal: asset, price, and why this acquisition now
- Sponsor credibility: track record, team, skin in the game
- The numbers: entry basis, capital stack, base-case returns
- The structure: entity, exemption, investor terms and waterfall
- The ask and the close plan: amount, minimums, timeline to wire
The one-page investment summary
The teaser that travels ahead of the data room. One page, real numbers, no adjectives doing the work of facts. It qualifies interest fast so full materials only go to fits.
Packaging inside the full raise system
Deck and summary are built from the same CFA-built financial model that powers your data room, so every number matches across every document investors touch. This month a client closed the acquisition of a Texas HVAC services platform on exactly this packaging discipline.
Scope of work
Straight answers.
The questions dealmakers ask about this before they book.
Ten to fifteen slides. Long enough to answer underwriting questions, short enough to be read in one sitting. Depth lives in the data room, not the deck.
Increasingly yes, especially on SBA and bridge files where the equity story affects approval. A consistent deck, model, and summary reads as a packaged borrower.
Numbers that reconcile to the model, risks addressed rather than hidden, sponsor economics disclosed, and design that stays out of the way.
Here is how we structure it.
Entity, offering documents, CFA-built model, data room, then debt and equity introductions. Flat fee, no percentage of your raise. Map your deal on a strategy call.