Capital Raising & Funding
Whether you're a startup seeking seed funding or an established business looking to expand, our team provides expert guidance through the capital raising process.
Expert Capital Raising & Funding in Tulsa
Raising capital is a critical milestone for growing businesses. Our experienced team helps you navigate the complex funding landscape, from seed rounds to growth capital. We prepare investor-ready financial documentation, develop compelling financial narratives, assist with due diligence preparation, and provide strategic guidance on funding structures. With deep experience supporting Tulsa-area startups and established businesses, we understand what investors look for and how to position your company for funding success.
Funding strategy development
Investor-ready financial statements
Financial projections and models
Due diligence preparation
Why Choose Our Capital Raising & Funding?
Funding strategy development
Investor-ready financial statements
Financial projections and models
Due diligence preparation
Pitch deck financial sections
Valuation analysis and support
Cap table management
Term sheet review and guidance
Post-funding accounting setup
Investor reporting systems
SBA loan application support
Grant application financial documentation
Our Simple Process
Assessment
Evaluate funding needs, timeline, and optimal capital sources
Preparation
Prepare financial documentation, projections, and due diligence materials
Support
Provide ongoing support during investor meetings and negotiations
Closing
Assist with transaction closing and post-funding financial setup
Unmatched Expertise in Capital Raising & Funding
With former IRS management experience and over 20 years as a CPA, we provide insights and strategies that others simply can't match.
- Former IRS Manager with insider knowledge
- Master's degree in Business Taxation
- 100% success rate in IRS negotiations
Matt Klingeman
CPA, Former IRS Manager
Frequently Asked Questions
Q:What funding stages do you support?
A: We support all funding stages from pre-seed and seed rounds to Series A, B, and beyond. We also assist with debt financing, SBA loans, lines of credit, and alternative funding sources like revenue-based financing and grants.
Q:How do you help with investor due diligence?
A: We prepare comprehensive due diligence packages including audited or reviewed financials, tax returns, cap tables, financial projections, and supporting documentation. We also provide a data room setup and respond to investor financial questions during the process.
Q:Can you help with SBA loans?
A: Yes, we have extensive experience with SBA loan applications. We prepare the required financial documentation, projections, and business plans that lenders need. Our relationships with local banks help expedite the process.
Q:What financial projections do investors expect?
A: Investors typically want 3-5 year projections including P&L, balance sheet, and cash flow statements with detailed assumptions. We create defensible models that tell your company's growth story while withstanding investor scrutiny.
Q:Do you help with grant applications?
A: Yes, we support grant applications for both startups and nonprofits. This includes preparing financial documentation, budgets, and compliance requirements for federal, state, and private foundation grants.
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