01
Fundraising Advisory
Full-cycle support from preparation through close, across materials, process, and advocacy.
The KH Methodology
A proprietary de-risking system for institutional capital raises.
We move founder-led businesses from operational reality to institutional readiness, then run the capital process with the discipline of a tier-one advisory. Two frameworks meet companies where they are: the Gate System for readiness and validation, and the 3-Phase System for full institutional execution.
The Transformation
From founder-led to investor-grade.
Every engagement is a managed transition. We rebuild the company institutions actually underwrite: substance first, story second.
Before KH
Founder-led. Operationally strong. Institutionally invisible.
- Narrative built around the product, not the investment
- Materials reflect the founder's voice, not capital markets
- Financials operationally accurate but not investor-grade
- No defined ICP for investor targeting
- Outreach ad-hoc, sequencing improvised
- Round risk concentrated on a single founder
After KH
Investor-grade. Institutionally legible. Process-led.
- Investment thesis sharpened, defended, and stress-tested
- Institutional materials: CIM, deck, model, data room
- Investor-grade financials with use of proceeds defended
- Targeted investor map matched to thesis and stage
- Sequenced outreach with controlled pacing and tension
- Process owned by a senior advisor, not the founder
How We Engage
Two frameworks for different stages of growth.
They are not alternatives to choose between on price. They map to where a company actually is. The Gate System validates and de-risks earlier-stage companies. The 3-Phase System runs a full institutional process for mature, post-traction businesses.
Diagnostic · Modular · Checkpoint-based
The Gate System
Readiness & validation architecture
A modular, checkpoint-driven system that diagnoses, fixes, and validates a company gate by gate. Each gate de-risks the next, and no capital outreach begins until the business is genuinely ready.
Designed for
Earlier-stageProof-of-conceptEarly tractionBusiness AngelsFamily Offices€500K–€1.5M
G1
Investability Assessment
Diagnose readiness & risk
G2A
Story & Positioning
Equity narrative & deck
G2B
Financials & Diligence
Model, KPIs & data room
G3
Market Execution & Fundraising
Targeted outreach & close
Linear · Strategic · Execution-oriented
The 3-Phase System
Full institutional fundraising execution
A linear, end-to-end institutional process for companies past the validation question. We institutionalize the business, design the capital strategy, and execute the raise as a single managed mandate.
Designed for
Post-tractionInstitutional growthStructured roundsExpansion capitalGrowth funds€1M–€10M
I
Institutionalize the Business
Investor-grade financials, governance, reporting & narrative
II
Design Capital Strategy
Round structure, capital stack, valuation logic & investor map
III
Execute Institutional Process
Outreach, diligence management, negotiation & close
Gates
Readiness and validation architecture. They prove a company is fundable and de-risk it for capital.
Phases
Full institutional fundraising execution. They run the entire managed raise from preparation to close.
In practice, the Gate System often graduates a company into the 3-Phase System: readiness first, full institutional execution second.
Service Lines
Eight institutional engagements.
Each maps to a phase of the methodology and a stage of the roadmap. Every engagement is scoped, written, and delivered to institutional standards.
02
Funding Roadmap Architecture
The staged, multi-round capital strategy aligned to business evolution.
View →03
Capital Strategy
Round structure, instrument design, capital stack, and runway planning.
04
Investor Readiness
CIM, model, data room, and diligence preparation built for institutional scrutiny.
05
Deal Structuring
Commercial terms, negotiation support, and transaction execution.
06
M&A Advisory
Acquisitions, roll-ups, and succession transactions for the lower-middle market.
View →07
Acquisition Financing
Debt, equity, and structured capital to fund growth-by-acquisition.
08
Strategic Expansion Capital
Growth equity and structured funding for new geographies and products.
How Clients Work With Us
From assessment to close.
1
Assessment
Fixed-scope diagnostic locates you on the roadmap and scores readiness.
2
Engagement design
Gates or Phases, scope, timeline, and the capital strategy.
3
Institutionalize
Materials, financials, governance, and data room rebuilt to standard.
4
Execute
Sequenced outreach, qualification, and diligence management.
5
Close
Term-sheet negotiation, documentation, and capital secured.
The Entry Point
Every mandate begins with one diagnostic.
The Investability Assessment tells us, and you, which framework fits, what must change, and how the raise should be sequenced.