2,400+
Institutional investors and capital providers tracked through ELO's research systems
Capital advisory for technology companies
A smarter way for technology companies to raise institutional capital.
ELO prepares the company, identifies relevant investors, manages outreach, and coordinates the raise through closing. Proprietary market data and media execution are part of the process.For U.S. software and technology companies.
01Why ELO
Research, investor outreach, and media in one team.
ELO uses proprietary research systems to map investors and transactions. The same team prepares the materials, manages outreach, and runs media when it supports the raise.
$8.5B+
Capital transactions advised by ELO's team
$400B+
Cumulative capital requirements entered into ELO's pipeline
02 · Who we work with
We advise U.S. software and technology companies raising capital from institutional investors.
We advise U.S. software and technology companiesraising capital from institutional investors.
We advise U.S. software and technology companiesraising capital from institutional investors.
We focus on companies with a working product, customer demand, and a clear plan for the capital.
Technology focus
03 · 01 / 0301 / 03 · AI software
AI software
companies
Companies selling AI applications, automation tools, voice products, developer tools, or data products.
AI Applications
Agentic Workflows
Voice & Speech
Productivity
Vertical AI
Developer Tools
Data & Automation
Intelligent Software02 / 03 · Software and SaaS
SaaS and software
companies
B2B and consumer software companies raising capital for product development, hiring, sales, or distribution.
Enterprise SaaS
Collaboration
Workflow Software
Cybersecurity
Developer Platforms
Data Products
Consumer Software
Browsers & Workspaces03 / 03 · Industry software
Software for
established industries
Companies building software for finance, education, healthcare, commerce, manufacturing, logistics, real estate, and other large industries.
Financial Technology
Education Technology
Commerce Technology
Healthcare Software
Industrial Software
Mobility Software
Climate Software
Real Estate Software04 · What we do
We prepare the company
and run the raise.
ELO handles the work between signing the engagement and closing the transaction.
01 · Position 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.
02 · Prepare 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.
03 · Research investors
Build the investor list
We use ELO's research systems and industry relationships 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.
04 · Run media
Prepare the company's public story
When media is part of the engagement, ELO develops the messaging, produces the content, and manages distribution.
What this gives youApproved company materials and a distribution plan.
05 · Contact 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.
06 · Diligence 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.
05 · 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.
Book a confidential call →