Fund Raising
At Capital Crest Consulting, we help founders structure their fundraising journey—from shaping a compelling narrative and creating investor-grade materials to targeting the right funds and supporting deal closure.
We make you investor-ready and pitch-confident.
Raising capital is not just about finding investors—it’s about building strong fundamentals and then a story they can believe in, backed by data, clarity, and traction.
Who It's For
- Founders preparing for pre-seed, seed, Series A or B
- Startups with traction but no structured investor documents
- Entrepreneurs who’ve faced rejections and need to recalibrate
- Teams that need financial models, pitch decks, and funding strategies
- Businesses looking to raise equity, convertible notes, or venture debt
Key Offerings
Select the right round, funding instrument, and investor types (angels, VCs, family offices).
Build powerful, narrative-driven decks aligned to investor psychology.
Dynamic, scenario-based models with 3–5 year projections and valuation narratives.
Compile compliance, legal, product, financial, and operational documentation.
Refine targeting approach, email scripts, and track conversations.
Understand valuation, dilution, terms, and navigate deal dynamics.
Our Approach
- Investor Simulation
We assess your story, metrics, and model like an investor would—honestly. - Narrative + Number Sync
Align the story you’re telling with the numbers you’re showing. - Targeted Outreach Strategy
Build investor shortlists, warm-up intros, and pitch readiness. - Closure Readiness
We don’t stop at the deck—we support you till the signature.
Outcome-Driven Deliverables
- Investor-Ready Pitch Deck (PPT)
- Detailed 3-Statement Financial Model (Excel)
- Investor FAQ Sheet
- Company One-Pager
- Due Diligence Folder Pack Checklist
- Term Sheet Comparison Matrix
- Cap Table & Dilution Tracker
Why Capital Crest for Fund Raising
✅ Clarity of story + strength of numbers
✅ Templates that save you weeks of effort
✅ Investor-aligned materials, not founder-only views
✅ Realistic guidance, honest feedback, and deal support
Standardized Templates
📝 Investor Readiness Checklist
📊 Financial Model Template (Revenue, Cost, Valuation)
📑 Pitch Deck Master Template
📁 Due Diligence Folder Structure
📈 Cap Table & Dilution Sheet
📋 Investor Outreach Tracker
Excel-Based Tools
- Fundraising Financial Model
Revenue projections, cost buildup, EBITDA, cash flow, and valuation metrics. - Cap Table & Dilution Planner
Track current vs post-round shareholding, new equity issuance, and dilution. - Investor Outreach Tracker
Log names, contact info, intro source, pitch date, follow-up status, and outcome.