● Solutions
Equity Crowdfunding
● Program Overview
What We’ll Solve Together
Bring structure and credibility to your equity crowdfunding raise by translating your business into clear, supportable financials, a compelling narrative, and a coherent investment case. Strengthen investor confidence, anticipate scrutiny, and move forward with clarity, discipline, and alignment.
Execution
Playbook
8-Week
Sessions
How We Start
We begin by understanding your business, growth plans, and funding objectives. I work closely with you to clarify your strategy, capital needs, and investor proposition. Together, we assess current materials, identify gaps, and define the critical components required for a complete and credible equity crowdfunding submission.
What We Uncover
We develop the full set of materials required for your raise, including a three-statement financial model (balance sheet, profit & loss, and cash flow), use of funds, and pre- and post-money cap table. This extends to your pitch deck, platform-specific documentation, data room structure, a basic term sheet, and a diagnostic review of your current operating model with practical recommendations and execution pathways.
How We Align
We align all outputs with your fundraising goals, investor expectations, and operational reality. I work with you to ensure consistency across financials, narrative, and structure, highlighting trade-offs, key assumptions, and areas of sensitivity. This keeps the raise grounded, coherent, and within the defined scope without extending into specialist domains.
What You Get
This eight-week programme delivers a complete, submission-ready equity crowdfunding package. You receive a fully integrated set of financial, commercial, and supporting materials, along with a clear articulation of risks, assumptions, and execution options. The outcome is a structured, investor-ready raise grounded in clarity, consistency, and practical execution.
● Program Information
Frequently Asked Questions
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This is designed for businesses preparing to raise via equity crowdfunding, typically with some operating history, early traction, or a clear path to revenue. If you are very early-stage, we can still proceed, but expectations around financial depth and investor readiness will be calibrated accordingly.
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I prepare all required materials in line with common platform expectations and documentation standards. While I don’t act as an intermediary or formally engage platforms on your behalf, I ensure your submission is structured, complete, and aligned with what platforms typically require.
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The model is a fully integrated three-statement forecast (profit & loss, balance sheet, and cash flow), built to reflect your business drivers. It includes key assumptions, scenario considerations, and links directly to your use of funds and funding requirements.
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Yes. The pitch deck and supporting materials are developed alongside the financials to ensure consistency and clarity. I work with you to sharpen positioning, simplify complex ideas, and ensure the story is grounded in what can be supported commercially and financially.
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I do not provide legal, tax, or audit advice, nor do I certify valuations. Specialist areas requiring licensing or formal certification should be handled by the appropriate professionals, and I can coordinate outputs to ensure alignment where needed.
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Yes. If you only need particular elements, such as a three-statement financial model, pitch deck, platform-specific documentation, or data room structure, we can scope the engagement accordingly. The approach remains the same: focused, practical, and aligned to your fundraising objectives. Open to discussion depending on your needs and current stage.
I look forward to getting to know you and having more thoughtful conversations with you ✌️