top of page


The Advantary Way™ is our proprietary methodology for executing fundraising transactions as rapidly and efficiently as possible. This five-step process ensures the company is prepared for this sometimes challenging process.

The Advantary Way™ to Raise Capital


The Fundraising Journey

Every company is unique, and so is their fundraising experience. Expect it to be intense hard work, with real time commitment from you and your team, and we’ll be there with you the entire way. But remember that it’s about you – your management team and track record, the market opportunity, and your go-to-market and growth strategy. That’s who the investors are betting on.

Expect to meet 2-3x/week, with the following typical Advantary Way experience:

Develop Strategy

  • Goal: Develop clear corporate and fundraising strategies

  • Tasks: Review executive team, market competition, product and technology, go-to-market strategy

Create Materials

  • Goal: Review and revise / develop investor materials

  • Tasks: Develop detailed financial model, investor pitch deck, and 1-page tear sheet

Rehearse Pitch

  • Goal: CEO 100% coached and prepared to smoothly pitch your company and value propositions

  • Tasks: Coaching and rehearsal to ensure you’re prepared to pitch and answer tough questions

Introduce Investors

  • Goal: Introduce optimal target investors

  • Tasks: Identify, screen, evaluate and introduce optimal target investors

Due Diligence & Close

  • Goal: Receive offer(s), secure funding

  • Tasks: Create a comprehensive virtual data room, guide the company through the typically intense due diligence process, and then through negotiating and closing the investment


How much of my time will it take and which company resources are required?

Fundraising is typically intense. CEOs should expect to dedicate 40-80% or more of their time on the Preparation Phase. There will typically be a short lull in Step 4 as we identify and introduce investors, with demands on your time increasing substantially as investors dig in and perform their due diligence. Other key team members may heavily involved in the Preparation Phase and due diligence, especially the COO, CFO, and CRO.


How long will it take?

This is highly dependent on the company and many other factors, including its industry sector, track record, fundraising strategy and target investors, current preparedness, equity vs. debt. We generally advise our clients that an equity fundraise can take 3-6 months or more, though occasionally deals can get done sooner, particularly debt transactions.


Is success guaranteed?

Unfortunately, no. Raising capital, particularly equity capital, is one of the hardest sales any CEO ever makes. It’s the sale of an idea, a hope of future returns with substantial risk. You’re competing against the investor’s other opportunities, including safer public securities. They key is finding the right investor whose interests, investment thesis, available capital, and timing coincide with yours. Our job is to help you find those investors so you can efficiently sell and close.

Click here to explore how Advantary can connect you with investors and lenders.

bottom of page