Fundraising Advisory & Transaction Support

Propeller's Fundraising Advisory service provides integrated support for founders navigating capital raising processes from strategy through close. The team brings combined experience from investment banking, venture investing, and investor relations, along with operational expertise as former business operators who provide an insider's perspective on strategic transactions.

Core Advisory Services

The service includes financing strategy development, strategic alternatives analyses, valuation analysis and financial modeling, identification of appropriate capital sources, financial due diligence preparation and management, pitch material creation including financial sections of decks and data rooms, investor introductions leveraging Propeller's extensive network, and term sheet negotiation support. The advisors help founders evaluate early investment offers, vet and select investment bankers when appropriate, draft financial sections of Confidential Information Memorandums (CIMs), and make sound decisions about their financial future.

Strategic Guidance Integration

The fundraising advisory service is complemented by strategic CFO-level guidance including anticipatory insights based on pattern recognition across hundreds of client engagements, fundraising guidance and capital solution analysis, investor relations management, network connections to VCs and strategic partners, and board meeting preparation. This integrated approach ensures companies are operationally prepared for fundraising success with the financial metrics, processes, and network connections that investors value.

Track Record & Expertise

The Transaction Advisory team has guided numerous successful fundraising rounds totaling over $1B for blockchain clients alone, plus significant capital raises across CPG, e-commerce, and technology sectors. The team has served over 1,000 startups including 15 unicorns, providing guidance through critical growth stages, multiple funding rounds, and successful exits. Client testimonials highlight Propeller's role as core team members deeply invested in client success, with extensive expertise in industry-specific transactions that gives founders the information and confidence needed for critical decisions.

Value Proposition

Propeller acts as trusted advisors throughout the fundraising process, providing expert counsel and support during high-stress situations. The team helps companies prep for success by ensuring financial operations are investor-ready, creating compelling pitch materials that highlight financial strength, leveraging warm introductions to appropriate capital sources, and providing strategic negotiation support to secure optimal terms. Whether pursuing full-scale financing or needing guidance on strategic options, Propeller delivers the experience and network to maximize fundraising success.