Capital That Matches Your Vision
Bespoke fundraising services for funds, firms, and forward-thinking leaders.
Our Approach to Capital Raising
We provide a structured fundraising advisory process that guides businesses from the initial preparation phase through to deal closure. Our expertise helps overcome the common challenges in securing capital, ensuring your business is positioned for clarity, credibility, and investor confidence.
Our Four-Stage Capital Raising Process
Investability Assessment
We begin by evaluating your business model, financial forecasts, and market positioning. This stage also involves preparing institutional-grade materials, including a compelling investor presentation, detailed financial forecasts, and a comprehensive data room checklist, to ensure you are investor-ready.
Book Building
During this phase, we actively manage investor interactions, facilitate Q&A sessions, and guide you through the due diligence process. We also assist in negotiating terms and structuring deals to achieve optimal outcomes for your capital raise.
Outreach
We identify and connect you with strategically aligned investors, such as family offices, impact funds, ESG-focused VCs, and other strategic investors. Our team executes professional outreach campaigns, including warm introductions and personalized communications, to maximize engagement.
Placement
The final stage involves facilitating all necessary legal documentation, ensuring seamless deal closure, and providing post-funding support. Our aim is to ensure a smooth transition and establish strong, ongoing relationship management.
Ideal Deal Characteristics
We focus on businesses that demonstrate a commitment to sustainability and innovation, with specific characteristics across jurisdiction, sector, revenue, and business model, to secure appropriate ticket sizes ranging from Pre-seed to Debt/Private Equity.
Our goal is to strategically connect innovative businesses with the capital providers who share their vision for a sustainable future.
What We Offer
Helix Capital Raising Services include:
Investor Targeting
We identify and engage with investors whose mandates align with your strategy.
Investor Introductions
Arranging and facilitating meetings with decision-makers in our network.
Compliance & Governance Support
Ensuring your materials and processes meet regulatory requirements and investor expectations.
Fund Marketing Materials
Crafting pitch decks, fact sheets, and private placement memoranda that stand out.
Fund Structuring Advice
Guidance on setting up fund vehicles and operational frameworks to attract sophisticated investors.
The Helix Edge
Focused on alignment: We connect you to investors who share your vision.
Fast-track your growth: Reduce time-to-close with our curated approach.
Global perspective: Access to multi-regional capital sources.
Who We Work With
We work with:
Emerging managers looking to establish their first fund
Established firms seeking to diversify their investor base
Businesses with scalable strategies that require strategic equity or debt capital
Our track record includes successfully raising capital for funds focused on alternative strategies, private credit, and ESG themes.
Ready to Elevate Your Fundraising?
Discover how Helix can help you secure the right capital partners for long-term success.