Mash

Private Capital Advisory across Venture, Growth & Alternative Opportunities

Series 79 | Series 82


Capital for companies and situations outside the standard banking process.I advise founders and deal sponsors raising up to $50M in equity and debt. Many of these raises involve an unusual structure, a special situation or an asset that doesn't fit a typical investor mandate. Capital for these deals comes from a narrower, more specialized group of investors, and that's where I focus.I've spent years on both sides of the table, raising capital for companies and sourcing private deals for family offices. This experience taught me how investors think and what it takes for them to commit.I take on a limited number of engagements and run each one, from preparation to close.What the engagement includes:• Preparing your materials and data room to an institutional standard, so diligence questions are answered before they're asked• Introductions to family offices, specialist funds and institutional investors whose mandates fit your deal, many of them long-standing relationships• Joining investor meetings, managing follow-up and debriefing with both you and the investor• Refining your materials and positioning as investor feedback comes in• Supporting you through term sheet negotiation and on to close

[email protected]

Los Angeles | Toronto


Cap Raise Co. offers securities through Finalis Securities LLC; Supervised from the Office of Supervisory Jurisdiction located at 450 Lexington Ave, New York, NY 10017, 800-962-0418


Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Cap Raise Co. is not a registered broker-dealer, and Finalis Securities LLC and Cap Raise Co. are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
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www.capraiseco.com (the "Cap Raise Co. Website") is a website operated by Cap Raise Co., Inc. a privately held Canadian Corporation. Cap Raise Co., Inc. provides financial and strategic consulting services, and fundraising services.This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Cap Raise Co., Inc. along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.