CAPITAL INTELLIGENCE & OPERATIONAL ADVISORY

The 7 Questions Your Lead Investor Will Ask Before The Term Sheet

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ENGAGEMENTS

INITIAL EXPOSURE ASSESSMENT

Working with us starts with an exposure assessment. Most founders arrive at a capital raise with the wrong assumption: that investors will do the work of understanding their business. They won't. The diligence process is a filter, not a discovery process. Companies that pass it have built legible infrastructure. Companies that don't, don't get funded — regardless of the quality of the underlying technology.
The Exposure Assessment identifies exactly where that infrastructure is missing.You complete a structured questionnaire covering governance, cap table architecture, financial reporting, investor materials, and operational infrastructure. Avisen Strategies reviews your responses, identifies the gaps most likely to kill your deal, and returns a prioritized remediation list within two weeks. If your situation warrants a debrief call, one is scheduled. If it doesn't, the written output stands alone.The deliverable is a ranked action list: what to fix, in what order, before the next conversation with capital. It is not a document for your data room. It is a decision framework for you.Two-week turnaround.· No retainer commitment required

CAPITAL STRATEGY BRIEF

For founders who have completed foundational diligence preparation and need a written strategic framework before engaging investors or bankers.Deliverables: investor targeting rationale, positioning recommendations, material gaps mapped to institutional diligence standards, and a sequenced preparation timeline. Completed asynchronously. No ongoing commitment required.

STRATEGIC ADVISORY RETAINER

Embedded advisory through an active raise or M&A process. Avisen Strategies works alongside your team on governance review, board package construction, investor-ready reporting, and diligence readiness tracking, calibrated to your capital-raise timeline.Engagements run a minimum of 90 days. Availability is limited.