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Discover how our 5-STEP Proven Fundraising Process has

Generated Hundreds of Investor Meetings & Over

$400,000,000.00

IN FUNDING!

IN
FUNDING!

Only The 1% Elite Founders Successfully Raise Capital

In 2024 investors are picky where they invest due to competition, yet… 99% of founders still work in isolation only to end up with fundraising materials that aren’t up to the standard leading to investor rejections.

Luckily for you, our 1% Elite fundraising process solves this problem by preparing a top-notch pitch deck that showcases the breakthrough potential of your company, along with connecting you with the ‘RIGHT’ investors.

So here’s our 5-step proven process to ensure you are among the 1% of Elite founders who impact their industry by hiring their dream team, scaling their operations and entering new markets.

STEP 1

Strategic Fundraising Narrative

Crafting the Perfect Pitch

We begin by aligning your vision and mission with in-depth market insights to craft a narrative that highlights your unique strengths.

Leveraging feedback from our in-pocket investor groups, we incorporate your founder’s journey to build an emotionally resonant story that truly connects with investors and aligns with market demands.

What We Deliver

A compelling, investor-focused narrative

Messaging tailored to investor expectations, making your pitch stand out and engage effectively

STEP 2

Capital Conversion Assets

Creating Investor-Ready Materials

Our team develops high-quality pitch decks, financial projections, and one-pagers, all meticulously compiled into a professional data room.

These assets are crafted to capture attention and spark curiosity, showcasing your startup’s potential in a way that’s impossible to ignore.

What We Deliver

Custom pitch decks, one pagers and steve-jobs style presentation

Investor-grade projections with industry-benchmarked numbers and assumptions

Comprehensive data room to organize and present your materials

STEP 3

Hyper-Targeted Investor Outreach

Crafting the Perfect Pitch

Our process begins with targeted outreach to our in-pocket capital partners , keeping your raise exclusive and securing early wins.

We then expand our approach by accessing broader enterprise investor databases valued at $150K annually , allowing us to identify and segment the ideal investor profiles for your business.

We develop tailored outreach strategies with customized messaging that resonates with each investor segment. Using a mix of LinkedIn, email, and personalized communication channels , we ensure every connection is meaningful and aligned with your sector’s needs.

From initial outreach to warm introductions, we focus on building quality connections that drive engagement and investment interest.

What We Deliver

A comprehensive investor segmentation strategy

Personalized outreach messages tailored to investor preferences

Strategic use of outreach channels to maximize engagement

Warm introductions to aligned investors for meaningful, high-impact interactions

Continuous tracking and follow-up on investor interest levels, commitment, and next steps

STEP 4

Founder Preparation & Coaching

Navigating Investor Meetings with Confidence

We conduct a comprehensive preparation program to ensure founders are fully equipped to excel in investor meetings.

This includes an initial assessment to identify areas for improvement, followed by customized training sessions focused on pitch delivery, handling difficult questions, and building confidence.

What We Deliver

A comprehensive investor segmentation strategy

Personalized outreach messages tailored to investor preferences

Strategic use of outreach channels to maximize engagement

Warm introductions to aligned investors for meaningful, high-impact interactions

Continuous tracking and follow-up on investor interest levels, commitment, and next steps

STEP 5

Raise and Due Diligence Support

Closing the Round Efficiently

We conduct thorough analyses of each investor meeting, adjusting strategies as needed to keep the raise on track.

Our team provides ongoing support through due diligence, negotiations, and beyond, making sure you’re never alone in the final and often toughest stages of the fundraising process.

What We Deliver

In-depth meeting analysis and strategy adjustments

Full support through due diligence and negotiations

Personalized coaching to overcome any hurdles

Contents of a Pitch Deck

A description of the problem or gap in the market that your company is addressing

A clear explanation of how your product or service solves the problem, and the benefits it brings to the customer

A clear and compelling explanation of the unique benefits and solutions that your business offers to its customers

 A description of your company’s products or services, including how they meet customer needs, pricing, and unique features or benefits A description of your company’s products or services, including how they meet customer needs, pricing, and unique features or benefits

An analysis of your target market, including size, growth prospects, demographics, and buying habits

A clear explanation of how the business makes money and how it will scale.

Provide evidence of traction, such as customer testimonials, case studies or metrics that demonstrate the effectiveness of your product or service

An overview of your competitors, their strengths and weaknesses, and how your company differentiates itself from the competition

Financial projections, such as income statements, balance sheets, and cash flow statements, that demonstrate your company’s ability to generate revenue and become profitable.

Clearly outline how the funds will be used and the expected returns on investment

Introduce the key members of your team and their qualifications

What you want the investors to do next

It’s worth noting that the contents of the pitch deck can vary depending on the industry, the size of the round, the stage of the company, and the target audience, but the above are the most common contents you will find in a pitch deck. 

The team at Consult PBI will work with you to understand your specific needs and tailor the pitch deck accordingly to maximize the chances of success.