Management Consulting · Corporate Finance Advisory · Canada (778) 340-3110 Client Portal Search

Capital & Funding

Raise capital from a position of strength

Capital follows preparation. Meravon makes companies fundable — investor-grade materials, defensible projections, the right capital structure, and disciplined execution from first meeting to funded close.

The practice

Lenders and investors say no for reasons founders rarely hear. The model doesn't hold up. The ask doesn't match the plan. The reporting suggests the company can't yet steward the money. None of these are business failures — they are preparation failures, and they are fixable.

Meravon's capital advisory practice prepares companies to raise debt or equity on the best available terms. We build the financial model and investor package, determine how much capital you actually need and in what structure, and manage the process — from targeting the right capital partners to negotiating term sheets.

The same discipline serves companies that simply want stronger banking relationships: covenant management, facility renewals, and credit presentations that reprice risk in your favour.

What this practice covers

  • Capital Raising
  • Investment Readiness
  • Debt Financing
  • Equity Financing
  • Investor Packages
  • Pitch & CIM Preparation
  • Financial Projections
  • Banking Advisory
  • Covenant Management
  • Business Plans

What you gain

  • A capital strategy matched to your growth plan — not just the first offer on the table
  • Investor and lender packages that answer hard questions before they're asked
  • Three-statement financial models that survive diligence
  • A competitive process that improves pricing, covenants, and flexibility
  • Credibility with capital partners that compounds across future raises

How an engagement runs

Readiness assessment

A capital-markets view of your business: strengths, gaps, and the realistic range of terms.

Materials & model

Investor package, lender presentation, and a three-statement model built to institutional standard.

Process management

Targeted outreach, meeting preparation, Q&A management, and term sheet negotiation.

Close & compliance

Support through diligence and documentation, then reporting disciplines that keep partners confident.

Common questions

Do you invest or lend directly?

No — and that independence is the point. We are advisors, not a fund, so our only interest is securing the best structure and terms available to you across the market.

How much should we raise?

Usually a different amount than first instinct suggests. We model the plan, stress-test it, and size the raise to fund the strategy with margin for reality — while protecting ownership and flexibility.

Can you help if a bank has already declined us?

Frequently, yes. A decline usually reflects how the request was presented and structured. We diagnose the gap, repair it, and reintroduce the opportunity to the right lenders.

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Start the conversation

Let's talk about what's next for your company.

The initial executive consultation is complimentary, confidential, and genuinely useful — you'll leave with perspective you can act on, whether or not we work together.

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