Raise Capital | Private Capital Raising Through Private Placements & Crowdfunding

Capital Raising Advisory

Middle-market companies often require tailored debt or equity financing to support growth, M&A, shareholder liquidity, or debt restructuring. At InvestmentBank.com, we guide clients through the full capital-raising process—from identifying funding needs to securing cost-effective financing solutions.

With experience in recapitalizing millions in funding, we leverage our extensive network of institutional investors, including private equity firms, family offices, hedge funds, mezzanine lenders, and banks. Our technology-enabled, end-to-end approach ensures a strategic and efficient capital raise.

Our capital raising process typically includes:

Evaluating capital needs and advising on optimal debt/equity stack
Generating a high-level business valuation for internal use
Creating executive summaries, pitch decks, and marketing materials
Developing a targeted investor list and custom CRM for outreach
Conducting investor presentations to communicate the company’s value
Managing and reporting all communications with potential investors
Establishing a virtual data room and overseeing due diligence
Negotiating structure, pricing, and terms with investors
Coordinating with advisors and facilitating transaction close

With a strategic, hands-on approach and a strong investor network, we help clients secure the right capital to meet their objectives. From planning to execution, our process is designed to deliver efficient, value-driven outcomes.

Our Deal Parameters

Private & Public Equity

Growing and profitable companies have multiple equity financing options, from private equity firms and family offices to institutional investors. These investors can offer both majority and minority capital based on strategic fit. We help structure deals that align the goals of both issuers and investors. Our focus is on securing fair, mutually beneficial terms that support long-term value creation.

Corporate Debt

We provide tailored solutions for senior, subordinated, mezzanine, and asset-based lending to meet diverse corporate debt financing needs. Most transactions involve a strategic mix of debt and equity, and we help structure the optimal blend. By collaborating with both lenders and issuers, we secure favorable terms for our clients. Our approach ensures flexible, cost-effective financing aligned with long-term business goals.

Mezzanine & Unitranche

We help companies secure mezzanine, venture, unitranche, and other subordinated debt structures commonly used to support growth, recapitalizations, and acquisitions. These non-dilutive financing options are ideal for balance sheet-light businesses where owners prefer to retain equity. Our expertise lies in sourcing the right combination of non-bank, secondary, and tertiary debt to fund your next stage of expansion. This approach preserves ownership while ensuring access to flexible growth capital.

Alternative Offerings

We offer access to alternative capital structures such as crowdfunding, token-based funding, ESOPs, and lease-back arrangements. These options can complement traditional financing to provide greater flexibility and control. Our team helps assess, structure, and implement the right mix based on your business goals. The result is a customized capital solution that supports growth and prepares for a successful exit.

Fees for Raising Capital

Engagement Fees

Our capital raise engagements involve a modest monthly fee, avoiding large upfront retainers and ensuring goal alignment and accountability throughout the fundraising process.

Success Fees

The majority of our fees are success-based, paid only upon a closed transaction. Our fee structures are designed to align with client goals and maintain accountability throughout the capital raise process.

Ancillary Expenses

Any pre-approved, out-of-pocket expenses—such as travel or management meeting costs—are reimbursed by the client over the course of the engagement.

Excert Capital Support

Raising private capital can be complex, with numerous factors to consider—such as capital requirements, market conditions, industry specifics, and regulatory compliance. A structured plan is essential, and relying on proven strategies can help businesses avoid unnecessary complications.

There are three primary avenues to consider when seeking private capital:

Start With Existing Networks: Friends, family, employees, suppliers, or other known contacts may be open to investing. These early conversations are often easier, as they involve parties familiar with the business.
Expand Connections Strategically: Revisit past merger discussions or explore market expansion opportunities that could attract interest from new investors or venture capital groups. Entering high-growth markets can naturally bring new funding prospects.
Use Third-Party Help: Placement agents and professional intermediaries can introduce your business to a wider investor base. Building strong investor relationships requires transparency, a clear investment case, and a compelling business presence—both online and in-person.

Defining your ideal investor—whether hands-off or actively involved—is crucial. Aligning with investors who understand your goals and market reduces friction and increases the likelihood of long-term success. Equally important is understanding why an investor is interested in your business, as this sets the tone for a productive partnership.

To attract capital effectively, businesses must demonstrate full compliance with legal, tax, and regulatory standards. Building investor confidence also involves clearly presenting business strengths, financial projections, and the use of funds—along with any return expectations such as dividends or equity growth.

Lastly, modern capital raising efforts benefit greatly from a strong digital presence. Maintaining an active website, blog, and business profile can reinforce your brand’s credibility and spread your message more effectively.

How we work

Capital Raising Advisory

Excert Capital Support

Locations

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