Investor Advisory
Every investment decision is a bet on the future—and a misstep can be costly. At Capital Crest Consulting, we help venture capital firms, family offices, and institutional investors make confident, informed decisions by conducting deep, structured evaluations of potential investee companies.
We go beyond surface-level reviews. Our process includes in-depth analysis, objective frameworks, and direct interactions with the prospective portfolio company—delivering a sharp, data-backed recommendation to support your investment thesis.
Who It's For
- Venture capital funds evaluating early-stage or growth-stage investments
- Family offices and institutional investors looking to outsource deal diligence
- Angel networks seeking objective third-party assessment before a pooled investment
- Investment committees needing business model validation before issuing term sheets
- PE/VC firms exploring sectoral entry or competitive benchmarking
Key Offerings
Assess the sustainability and scalability of the target’s business logic.
Evaluate true uniqueness, moat depth, and product-market alignment.
Scrutinize segmentation, channels, sales process, and customer onboarding.
Assess key metrics: CAC, LTV, burn rate, retention, pricing power, and margin dynamics.
Engage directly with the prospective company to gauge founder clarity, roadmap readiness, and cultural fit.
Prepare a concise, decision-ready memo for investment committees.
Transparent reporting systems and dashboards to rebuild trust with stakeholders.
Our Approach
- Investor Intake & Thesis Understanding
We align on what the fund is looking for—sector focus, ticket size, thesis hypothesis. - Target Business Diligence
Use checklists, frameworks, and financial tools to examine the startup thoroughly. - Stakeholder Conversations
Conduct structured discussions with the prospective company’s leadership to validate assumptions. - Final Recommendation
Deliver a recommendation memo with findings, scorecards, and risk commentary.
Outcome-Driven Deliverables
- Business Model Review Report
- Product & GTM Analysis Deck
- Key Metrics Deep-Dive Sheet
- Red Flags & Mitigation Grid
- Investment Decision Memo (PDF/Word)
- Valuation Support Inputs (Optional)
Why Capital Crest for Investor Advisory
✅ Real-world operational and strategic lens—not just spreadsheet analysis
✅ Direct founder interactions, not passive second-hand insights
✅ Objective, standardized frameworks for consistent diligence
✅ Trusted partner for both first-time and repeat investors
Standardized Templates
🧩 Business Model Diagnostic Framework
📈 Product Differentiator Grid
📊 GTM Assessment Scorecard
📑 Founder Interview Summary Template
🚩 Risk Identification & Scenario Matrix
📝 Investment Recommendation Memo Format
Excel-Based Tools
- Target Company Metrics Analyzer
Calculate and compare CAC, LTV, burn, margins, churn, and growth pace. - Investment Scorecard Dashboard
Rate potential deals across criteria like product strength, founder capability, market size, and operational maturity. - Scenario Simulator
Stress-test financials under optimistic, base, and downside cases.