A B2B firm with an AI-driven compliance platform was seeking $4 million in equity growth capital funding to expand its product, build its sales team, and develop a customer support capability.
Action: Osinoff Group conducted a fundraising due diligence discovery process with the Client to fully understand their business strengths, weaknesses, opportunities, and threats. Our team then created all necessary documentation for the fundraising process, including a business plan, valuation, pitch decks, financial models, projections, and more.
Using our database of 32,000+ VCs, PEs, Family Offices, and Angels, Osinoff Group identified the best-matching investors based on deal size, round stage, geography, market sector, and 22 other matchmaking factors. A comprehensive outreach campaign was then developed and implemented, with the Client working closely with our Transaction Execution Manager to handle investor communication, call scheduling, follow-ups, and more.
Result: Within three days of starting the outreach campaign, interested investors had already expressed interest. The funding round was successfully completed approximately six months after the engagement. The Client received the $4 million in equity growth capital needed to expand their product, build their sales team, and develop a customer support capability.
Disclaimer: Osinoff Group provides fundraising marketing services and is not an investment banking firm. We support the communication plan to potential investors but do not engage in the actual sale of securities or provide investment advice. All investment decisions should be made after careful consideration and consultation with a licensed financial advisor. Osinoff Group does not guarantee or make any representations regarding the outcome of any investment or fundraising efforts.