What we do

We prepare the company and run the raise.

ELO handles the work between signing the engagement and closing the transaction.

  1. 01Position the company

    Set the case for investment

    We define what the company does, why customers buy it, how it makes money, what supports growth, and what the capital will fund.

    What this gives youA clear explanation of the company, the opportunity, and the raise.

  2. 02Prepare the raise

    Prepare the company for investor review

    We prepare the deck, financial model, cap table, use-of-proceeds schedule, management materials, and data room. We check that the numbers and claims match the company's records before anything is sent to investors.

    What this gives youA complete investor package with consistent numbers and supporting documents.

  3. 03Research investors

    Build the investor list

    We use ELO's investor intelligence platform and our relationships across the market to identify institutions that invest in the company's sector, company profile, transaction structure, and geography. We record why each investor is on the list.

    What this gives youA ranked investor list and outreach plan.

  4. 04Build visibility

    Raise the company's profile

    When visibility is part of the engagement, ELO shapes the message, produces the materials, and places the company in front of the market it is raising from.

    What this gives youApproved company materials and a distribution plan.

  5. 05Contact investors

    Manage investor outreach

    We send approved materials, schedule meetings, track questions, collect feedback, manage follow-ups, and compare proposals. Management receives a current status report throughout the process.

    What this gives youA documented process with clear next steps for every investor.

  6. 06Diligence and closing

    Manage diligence, terms, and closing

    We coordinate investor requests, the data room, financial and legal diligence, term-sheet comments, closing documents, and the closing checklist with management and counsel.

    What this gives youA current list of open items, owners, and deadlines through funding.

Contact

Tell us about the company and the raise.

We review the company, the proposed transaction, and the available materials before confirming whether ELO can take the engagement.

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Team profile

ELO Advisors

Capital advisory

Leadership across selected capital-advisory mandates.