Specialty finance and professional services firm focused on helping customers purchase and rehabilitate distressed real estate properties.

Situation | Specialty finance and professional services firm focused on helping customers purchase and rehabilitate distressed real estate properties. The business managed risk well and had added complementary services that gave customers full access to all resources needed. Overall, the business the was profitable and the model was proving out, but the company needed growth capital to take its model into new markets.

Action Taken | Created all marketing collateral (e.g. one-page summary, 20-page information memorandum, and management presentation), researched potential targets, implemented CRM pipeline process (including cold calls and professional networking) and created customized tracking reports and management dashboards for their fundraising campaign.

Results | Researched Investors. Contacted and interacted with 300+ initial potential investors. Crafted well thought out responses for the seller’s due diligence.

Gratitude for this experience | Leveraged my investment banking skill set and relationships to develop and run a high quality and disciplined capital raise. In a way, I helped the team hone in on their true core competencies rather than think about the huge list of all the things they could do well.

Core competencies | Raising Capital; Strategic Development; Business Intelligence