Equity advisory · fundraising
Fundraising is a process, not a hope.
Equity fundraising advisory, from startups to established mid-market companies. Thesis, materials, investors and negotiation, run from the first contact to signing.
Illustrative funnel for one round. Click each stage and adjust the target: if you don’t know these numbers, you discover the “no’s” in the dark.
The work
Closing the information gap between you and the people with the capital.
Founders raise once a decade; investors invest every week. An advisor’s job is to level that table.
What investors look for
In the exact order they look for it, and what they rule out before they reply.
A funnel you can measure
Fundraising is a sales funnel with a long cycle and a committee on the other side. It can be measured and improved, stage by stage.
The right questions
What to ask investors, and how to answer when they push back. The reason behind each “no” is the cheapest data you’ll ever get.
Who it’s for
Every company is measured by a different yardstick.
Pitching the wrong investor burns the contact for the moment it would have made sense. The first step is knowing who your investor is and what they need to see.
Pre-seed, seed and Series A · their question
“Does this repeat without you pushing it?”
- Proof required
- Team, traction, retention and unit economics that show the model scales.
- Who invests
- Angels, accelerators and venture capital funds.
- Where the process weighs most
- Storytelling and pitch, unit economics in the model and active outreach to venture capital funds.
Expansion, new markets, acquisitions · their question
“Where do I put in $1 and get $3 back?”
- Proof required
- Consistent revenue, healthy margins and a clear use-of-proceeds plan.
- Who invests
- Growth equity, family offices and minority private equity.
- Where the process weighs most
- A financial model with a clear use of proceeds, the expansion thesis and governance negotiation with the new partner.
Mid-market, succession, new partners · their question
“Do these results hold without the founder?”
- Proof required
- Auditable results, governance and a business that runs beyond its owner.
- Who invests
- Private equity and strategic investors.
- Where the process weighs most
- Due diligence readiness, governance and structuring the shareholders’ agreement with private equity or a strategic investor.
The process
Six stages, from thesis to term sheet.
Charm opens the door; process closes the deal. Every stage ends in a concrete deliverable, and none starts before the previous one is in place.
Diagnosis and landscape
Fundraising diagnosis and a recommendation on source, size and timing.
Strategic planning and numbers
Financial model with explicit assumptions, KPIs and use of proceeds.
Storytelling and pitch
Teaser, meeting deck and appendix; a four-sentence pitch.
Active outreach
A/B/C investor list, CRM with funnel metrics and a monthly update.
Due diligence and data room
Six-folder data room, red-flag checklist and Q&A log.
Term sheet and shareholders’ agreement
Cap table modeling, annotated term sheet review and support through signing.
Tools
Start with the numbers of your round.
Our own platform
Your raise, followed in real time.
Every client gets a private dashboard with their own login: investors, stages, documents and questions. No spreadsheet lost in email, no need to ask “where are we?”.
A funnel open to you
Who was mapped, contacted, is in meetings, in diligence or has a term sheet.
Every stage, with the next milestone
Which phase the round is in, what comes next and which tasks are yours.
A data room with a checklist
Files stay in your drive, shared by link, under your control.
Questions answered only once
A Q&A log with deadlines and review before sending.
Kurumi Desk · for advisory boutiques
Your boutique has a method. It needs a home.
The mandate management system Kurumi uses on its own mandates, carrying your boutique’s brand. For M&A, ECM, fundraising, restructuring and debt boutiques.
Founding partners · limited spots
Centralization
Origination, execution and management of every mandate in one place: front, middle and back office, plus a client dashboard.
Standardization
Every mandate follows the same method, from kickoff to closing, starting from ready-to-edit templates.
AI under control
An AI assistant for presentations and term sheets, switched on only with the client’s permission. No retention at the provider and no training on the data.
Who leads
Giovanni Rozan
Engineer from Poli-USP with ten years across entrepreneurship and corporate finance. I’ve sat on both sides of the table: inside listed companies, reporting to the market, and advising mid-market companies on M&A and fundraising.
Contact
Let’s talk about your raise.
Tell me where your company stands and how much you plan to raise. I’ll reply personally with next steps.