Pitching to Investors is different than selling to customers
Investors evaluate businesses on three core dimensions before making a go / no-go decision.
Product Market Fit
Evidence of real demand, demonstrated through traction, repeat usage, or revenue validation.
Market Size
A sufficiently large and growing market that supports meaningful scale and returns.
Scalability
The ability to grow revenue faster than costs, supported by defensibility and operating leverage
Investors back clear stories grounded in data, structure, and conviction.
Investors decide within seconds whether to continue engaging with your deck.
A weak deck doesn’t just lose interest, it loses meetings, momentum, and capital.
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We help founders present their businesses with clarity, structure, and conviction,
so the right investors lean in.​​​
Fund raising process
We turn your vision into an investor-ready opportunity through data-backed storytelling and structured execution. Our process is divided into three focused phases.
01. Investor Marketing Collaterals (2 to 3 weeks)
1 - Page teaser
A crisp, one-page snapshot designed to capture investor interest instantly across email, desktop, or mobile.
Investor thesis builder
A conviction-building note outlining market size, competitive landscape, and why your business wins.
Investor pitch deck
A clear, compelling deck that communicates your vision, traction, and investment opportunity with precision.
Structured MIS
A clean, 3-statement financial package that builds trust and stands up to investor diligence.
Company business plan
A structured company profile covering the business model, traction, and forward-looking growth plans.
Investor return model
A simple, flexible return model highlighting value creation and potential outcomes for investors.
02. Investor Reach-Out (4 to 8 weeks)
Investor identification
Targeting the right investors aligned with your growth stage and sector, leveraging warm access.
Pitching support
Preparing you for investor conversations with clear positioning and narrative clarity.
Investor objection readiness
Anticipating common concerns with structured responses that demonstrate preparation and credibility.
03. Transaction Structuring (4 weeks)
Due diligence preparation
Ensuring readiness to reduce delays once investor interest converts into diligence.
Transaction structuring
Helping define deal terms that balance founder priorities with investor expectations.
Negotiation & Paperwork
Supporting negotiations and documentation to ensure a smooth, clean close.
What this process creates for founders
Founders who go through a structured execution process experience:​
Shorter fundraising cycles
01
Clear investor positioning
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Higher quality engagement
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Fewer last-minute surprises
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Cleaner deal closure
05
Capital stops feeling uncertain because the process becomes predictable.
The infrastructure that powers this process
Publish your deal on our platform to reach out to active investors
We host active mandates on our private investor platform — The Legacy Circle — where:​​​​​​​
Investors access all deal materials in one place
Updates are tracked centrally
Communication stays structured and controlled
Pricing
Founder-aligned pricing designed for serious execution
One-time Onboarding Fees
Includes:
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All investor-facing collaterals
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Complete data room setup
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Capital strategy & investor positioning
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Storytelling & messaging alignment
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Financial model & projections
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Waived if Capital Assessment is completed
Success Fees
Includes:
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Investor outreach & engagement
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Pitching support through the raise
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Fee linked to ticket size & execution effort
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Payable only when funds reach your account
Answering common questions
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How quickly will I receive outputs?
Most founders are investor-ready within 5–10 working days, depending on the completeness of available information.
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What if we already have a pitch deck?
We start with a sharp audit, strengthening the story, refining positioning, and elevating clarity and presentation.
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How does the success fee work?
You pay the success fee only when funds reach your account.
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What if I don’t have financial projections?
We build them as part of the process, ensuring numbers align tightly with your investment narrative.
Submit your company profile for a discovery call
Share your business overview and financials.
We review them before discussing execution scope and pricing.
Not sure if you’re ready to raise capital?
For founders who want deeper, structured clarity before engaging investors, we offer a Capital Assessment Service.
Build capital clarity before you need capital
Explore our Healthcare Capital Intelligence Channel, insights, frameworks, and real execution thinking for healthcare founders.