Engagement Process & Timelines

Focus areas during fund raise · Typical engagement timeline: 18–30 weeks

1

Business Evaluation

  • Readiness check
  • Gap assessment
2–4 weeks
2

Fundraising Strategy

  • Story crafting / pitch
  • Valuation guidance
2–4 weeks
3

Investor Targeting

  • Introductions & network
  • Managing outreach
2–4 weeks
4

Investor Engagement

  • Investor calls
  • Pitch refinement
  • TS negotiation
2–4 weeks
5

Due Diligence

  • Data room readiness
  • DD facilitation
  • Issue resolution
4–6 weeks
6

Closure

  • Final documentation
  • Fund transfer
  • Success fee
6–8 weeks