The company needed bridge and seed-stage capital to appropriately scale manufacturing and execute commercialization
Lacked a cohesive strategic financial model and robust investor materials to attract institutional investors
Required a transformative capital-raise structure that balanced immediate growth needs with long-term ownership considerations
Financial Modeling & Structuring: Built an institutional-quality financial model detailing growth projections, unit economics, and capital usage, showcasing transformative investment opportunities
Accelerated Investor Preparation: Prepared a compelling investor deck highlighting the company’s emerging leadership in the energy storage sector
Streamlined Due Diligence: Led a detailed process that included executing a comprehensive one- and two-year roadmap covering corporate, commercial, and technological milestones
Delivered an investor-ready financial model, solidifying credibility and expediting deal discussions
Facilitated a swift and efficient due diligence process, establishing strong alignment with institutional partners
Optimized capital structuring, preserving long-term flexibility and minimizing dilution
Multi-Million-Dollar Debt Raise & Capital Restructuring for Financial Sustainability
CFO Leadership, Capital Raise Negotiation & Accounting Transformation