Get in touch with our team
Email us ►
Schedule a call with us ►
These checklists, guides, and reports are designed to help growing businesses navigate the challenges surrounding growing their companies.
The Raising Capital Checklist
The Raising Capital Checklist is a comprehensive guide that outlines the essential steps and best practices for successfully preparing, pitching, securing, and managing capital to fuel your business’s growth.
The Ultimate Guide to Buy Side M&A
Our Buy Side M&A Guide provides a comprehensive overview of the merger and acquisition process from the perspective of the acquiring company.
Investor Pitch Deck Guide
This pitch deck is meant to provide guidance to creating an extensive deck presented to investors. This is what we typically refer to as the confidential investor presentation, often presented to investors after signing an NDA.
The SPAC M&A Handbook
This guide is intended to provide preliminary guidance to operating companies interested in being acquired by, or merging with, a SPAC.
The SPAC Sponsor Handbook
This guide is intended to provide preliminary guidance to people and entities interested in becoming sponsors of, or otherwise investigating the sponsorship of, one or more SPACs.
The Ultimate Guide to B2B Sales
Businesses are constantly bombarded by other business striving to sell them their products. As a result, it can be difficult to break through the crowd. This B2B Sales Guide was created to maximize a business’s chance of scoring B2B sales.
Startup Checklist
This list is designed to address the initial matters to be discussed and actions to be taken by the founders and early investors of any company.
Teaser Pitch Decks: The Ultimate Guide
Using the expertise of industry professionals, we worked with our network of investment bankers, family offices, and other funding sources to create the pitch deck template that they find most effective in reviewing perspective investments.
Initial Due Diligence Request List
Performing a thorough and complete due diligence is the backbone of any transaction. This due diligence list is in the form generally used by investment banks, private equity firms, and venture capital firms.
Funding Your Company: Finding the Right Partners
Regardless of a company’s stage, there are generally many capital options available. This report discusses the capital partners available for a company, based on its stage.
The Guide to Valuing SaaS Companies
Trying to figure out how to value your SaaS company? This guide covers the valuations of publicly-traded SaaS companies, privately-held SaaS companies, and SaaS M&A valuations.