consulting Services

Are you "Investor Ready?"

At Hybrid Capital, we love to work with businesses by strategically positioning them for success. We often see that a businesses will miss out on value creation during a transaction because either their story, investor materials, or general strategy isn't up to par. It is crucial that you come to investors organized with a strong plan. Our goal is to give investors confidence that your deal is qualified for capital.

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Part-time CFO and Strategic Business Advisory

Work with us on a month-to-month basis to serve your core strategic capital needs and plan. We will outline a weekly meeting cadence to make meaningful progress.

  1. Strategic Financial Modeling
  2. Business Planning
  3. Business Best Practices
  4. Networking

Our Strategic & Financial Advisory Process

The first step is to schedule a complimentary consultation with one of our advisors. During the consultation, we will:

  1. Review your current situation.
  2. Discuss your business and capital formation goals and objectives.
  3. Determine if we are the right firm to help you achieve your goals.
  4. Develop preliminary recommendations.

There is no obligation on your part, and all conversations will be held in the strictest confidence.

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We also rapidly develop investment-grade capital raise and planning materials.
We focus on telling your story!

Business Plans

Comprehensive plans contain 40 to 100 pages. Our plans are typically investor focused. Plans cover all major business subjects and provide
detailed overview.

Pitch Decks

Custom pitch deck creation that is tailored to your goals! Avoid scams and templates; get pitch advice from financial professionals.

Financial Models

Let us build you a complete financial model! We will build out tabs for a summary, cap table, ROI, 5YR, revenues, expenses, cash flows, payroll, etc.

Due Diligence Reports

Producing exhaustive due diligence materials puts you in the best position to be "investor ready".
Let's get organized!