Debt & Equity Capital Raise Support
You're raising money. We get your financials ready and help you through the process.
The Ask Is Coming
Send us your financials. Four words that derail more funding conversations than anything else. The investor is interested. The lender is ready to talk terms. Then they look under the hood and everything slows down. Or stops.
Maybe the books are messy. Maybe the projections don’t tie to the historicals. Maybe there’s no projection at all, just a story and a hope. We fix that. Before the ask comes, not after.
What We've Seen Work
$30 million. That’s how much our clients have raised with financials we prepared. Seed rounds, Series A, SBA loans, private credit, angel checks. Different structures, different investors, same principle: clean numbers and a founder who can explain them.
Equity Raises
Equity Raises
VCs move fast when they’re interested and slow when they’re not sure. Clean financials, a solid model, and quick answers to diligence questions keep momentum on your side.
Debt Financing
Debt Financing
Banks and lenders want to see that you understand your cash flow and can service the debt. We prepare the packages they expect and help you tell that story.
Before, During, After
Before: we clean up historicals, build projections, and assemble your data room. Everything an investor or lender will ask for, ready before they ask.
During: we handle diligence requests, answer financial questions, and join calls when you need backup. You focus on selling the vision. We make sure the numbers hold up.
After: the money hits and now you have to deploy it. We help you set up reporting, tracking, and the financial infrastructure investors expect from a company they just funded.
Not Our First Time
Not Our First Time
We’ve been through this process from both sides. We know what makes investors comfortable and what raises red flags. That experience shows up in how we prepare you.
Your Timeline
Your Timeline
Fundraising doesn’t wait. When you need to move, we move. We’ve turned around diligence-ready financials in days when the situation called for it.
Utah's Trusted Bookkeeping Firm
First Step:
Start With a Call
Tell us what's going on and we'll let you know if we can help. We'll ask a few questions and give you a straightforward quote.