Fundraising & Capital Advisory
Raise smarter. Structure better. Scale with confidence.
Raising capital is one of the most consequential decisions a founder makes. At DMW Advisory, we help growth-stage companies ($5M-$50M revenue) prepare for, navigate, and close capital raises.
Why Capital Advisory Matters
- Clean financials – investors trust numbers they can verify
- Defensible models – projections grounded in logic, not hope
- Strategic positioning – a narrative that connects the raise to a clear growth path
Our Capital Advisory Services
Pre-Raise Preparation
- Financial model build or cleanup (3-statement, scenario-based)
- Data room preparation
- Revenue recognition and accounting cleanup
- Unit economics analysis (CAC, LTV, payback period)
Capital Strategy
- Equity vs. debt analysis
- Valuation benchmarking and dilution modeling
- Fundraising timeline and milestone planning
- Investor targeting
During the Raise
- Pitch deck financial narrative and data support
- Term sheet review and negotiation support
- Financial Q&A prep for investor meetings
Post-Raise Support
- Board reporting setup
- Budget and runway planning with new capital
- KPI dashboard build for milestone tracking
Who We Work With
- Revenue-stage companies ($5M-$50M) preparing for Series A or growth equity
- Founders seeking $2M-$25M in equity or structured debt
- Companies transitioning from founder-led finance to institutional-grade reporting
How We Are Different
Most investment bankers optimize for the transaction. Most bookkeepers cannot model. We sit in the middle – strategic enough to position your raise, operational enough to support it with real numbers.
Our approach is founder-first: we help you raise on terms that protect your ownership, align with your vision, and set you up for the next stage.
Explore our FP&A services | Cash Flow Management
Frequently Asked Questions
When should I start preparing for a fundraise?
Ideally 6-12 months before you plan to raise. Clean financials, defensible projections, and organized data rooms take time to build.
Do you help with pitch decks?
We focus on the financial narrative – the numbers, models, and metrics that back your story. Our expertise is making the financials bulletproof.
What is the difference between capital advisory and investment banking?
Investment banks run processes and connect you to investors. We prepare you for that process – building the financial infrastructure, models, and strategy that make you bankable.
Can you help with SBA or traditional bank loans?
Yes. We prepare financial packages, projections, and documentation for SBA loans, lines of credit, and other debt instruments.
What does a typical engagement look like?
Most capital advisory engagements run 3-6 months. We begin with a financial assessment, then build toward your target raise milestone.