CleanTech StartUp
How we Helped a Clean Energy Hospitality Project Meet with more than 10 Excited Investors
Data Room, Professional pitch deck creation, Financial Model Tailored for Investors, Independent Valuation Analysis, Fundraising Strategy
The Challenge
The green tech startup needed to clearly explain its innovative solution and demonstrate its impact to potential investors. Their technology involved multiple components and regulatory factors that made the business model complex. Translating this into a simple, investor-ready pitch was difficult, especially with limited operational history. Creating realistic projections and arriving at a fair valuation required careful analysis and thoughtful positioning.
The first 90 days
The Solution
- Initially, we collaborated with the client to create a thorough data room that effectively
conveyed their narrative and highlighted their business’s potential. This encompassed an
engaging pitch deck, a financial model tailored for investors, and an independent valuation
analysis to determine the fair market value. - Next, we executed the fundraising strategy with professionalism by pinpointing the most
suitable investors to approach. We also integrated one of our specialists into the client’s
investor relations team to facilitate connections with investors, oversee communications, and
arrange pitch meetings for our client.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Fidel
www.fidelmanco.com (the “Fidelman & Co.”) is a website operated by Fidelman & Co., a privately held CT Corporation. Fidelman & Co. provides pitch deck advisory, pitch deck design, financial modeling, valuation analysis, and related consulting services.