Business Fundraising Consultants

When raising capital for your small business or startup it is essential to your growth plans, our end to end fundraising service helps you find the right investment quicker and more easily.

 

Get fundraising fit with Omega project

  • Help you choose the right route to investment
  • Help you define a proposition that really engages investors
  • Refine your pitch and produce the marketing collaterals to
    make you stand out
  • Maintain momentum to maximize results
  • Help you choose the best investor match

Successful fundraising as a service with The Omega Project

Fundraising is more successful with Omega Project. The key is being armed with the information, understanding and assets you need to engage potential investors in the first place, avoid being blindsided by an unexpected question, and make the strongest possible case for their involvement.

For first timers and seasoned investment seekers, we’ll help you discover the most effective fundraising strategies, and put them to work.

We make scaling simple. One of the ways we do that is by making it easier to raise investment. And from working out which investment route to take, to establishing your case and preparing the pitch, we’ll help you every step of the way. 

Limitations and Important information

We do not serve an investment projects from Africa at the moment.

If you are seeking funding, you will be required to provide a complete set of project documents, including an investment memorandum, business plan, details about the management and owners of the business, details of past business, cash-flow projection and other information.

If your documentation is not fully prepared, we can assist you in preparing the entire set of documents for a fee and further find the funding you need.

Get investor fit

When raising funds, the pitch is never the place to discover that potential investors feel your financials are hazy and your deck is weak. Fundraising strategic plans, forecasting and valuation: we’ll help ensure your figures are robust and your presentation strong to meet your fundraising goals.

Find investors

Investors expect a lot before they release their money. Robust figures. Water-tight answers. A business and a CEO they can believe in. But you should have high expectations too – that your investor is the right partner for you and your business. With our years of experience, we’ll help you build a campaign to bring perfectly-matched partners together.

Get crowdfunding fit

Everyone’s crowdfunding. That makes it a potentially powerful source of funding, but you’re swimming in a very large pool. How do you stand out? Make sure you get help from the best crowdfunding consultants. From the financials to the marketing strategy to creating a story that sells, we’ll help you run a successful campaign.

Get the working capital you need. Fast.

Grow or start your business with a company specialized in marketing for financial services.

Every investor has their favored sectors, criteria and network – that tried and tested personal recipe for deal flow, but there is no actual recipe to find right investor for your business. If you’re looking for investment there’s real value in exploring a different approach – making your business plans look perfect, contact investment institutions directly, casting your project wider, or at least differently.

Get Investor fit & Investment journey

For first timers and seasoned investment seekers, we’ll help you discover the most effective fundraising strategies, and put them to work.

We make scaling simple. One of the ways we do that is by making it easier to raise investment. And from working out which investment route to take, to establishing your case and preparing the pitch, we’ll help you every step of the way. 

1. Develop your investment strategy

What’s the proposition? That’s the key to defining a rewarding investment strategy that raises capital for your small business startup. Everything else – the investors you target, the pitch you present, and the collateral you develop – rely on it.

That’s why we’ll work with you to define and refine the proposition before using it to further define investor targets, timelines, exit strategies and more.

 

2. Create your investment assets

A great pitch deck makes your offering beautifully simple yet razor-sharp. The Scaling Partners team will combine your strategy, figures and your existing brand guidelines to help you develop a pitch deck that delivers the long term vision, ambition and detail investors expect.

 

3. Know your numbers

Being secure in your financials isn’t only an essential part of your capital fundraising campaign strategy. It’s vital to being able to maintain investor confidence when they start probing your forecasts and valuation. We’ll produce the detailed financial analysis to help you understand the numbers investors need and help you answer their questions with clarity. 

 

4. Make a perfect pitch

A great pitch can work wonders in inspiring investor confidence and excitement in you and the brand. That takes practice, so we’ll develop an honest working relationship with you, to provide you with feedback and help you sell your pitch, anticipate questions and prepare answers.

 

5. Define the challenge – and the opportunity

What funding do you need to raise? What’s the right route to take to raise it? What are the key points of attraction for investors? And how could you make life easier for investors to invest?

From valuation to funding route assessment to applying for SEIS/EIS Advance Assurance (enabling tax breaks for investment), we’ll lay out the roadmap to investment success.

 

6. Create investor assets

Yours is far from the only pitch a potential investor will see this week. So not only will we create a deck and video to help you stand out amidst the noise; we’ll also help you prepare the perfect in-person pitch so you can face your investors armed with answers and confidence.

 

7. Drive engagement

We’ll manage your campaign, ensuring you reach the right potential investors and managing the flow of communication to maintain momentum.

 

8. Decide

With a pool of interested investors to work with, we’ll help you make the right choice for your business.

Get a sample copy of a Finder Fee Agreement with workplan. Finder fee advance agreement needed for projects on the early stage of development / non-compliant documentation / no collateral. For a projects already operating with a proper documentation ready – we may not charge fees in advance.

Why Omega Project?

The fundraising pitch can be a lonely place. That’s especially the case when you discover your proposition isn’t as powerful as you thought it was and your financials are being ripped apart by savvy investors.

Omega Project know fundraising. We’re veterans of securing startup and growth investment across a wide range of sectors. We’ve secured millions of pounds (and dollars) worth of investment from multiple fundraising rounds. We can do the same for you.

For startups at late seed to Series A+ stage, when you’re preparing to face your potential investors, take us with you.

Do I need to hire a professional fundraising consultant?

You don’t need to – it’s entirely possible to crowdfund or launch a successful investment round flying solo. But the private equity fund raising process can be a complex one. By taking a DIY approach you will mistakes and you’ll gradually refine your approach with each iteration. Work with experienced capital raising consultants and you remove a huge part of that learning curve, because we’ve already done it. We know the pitfalls, processes, formalities and opportunities, which means you’re far more likely to enjoy fundraising success faster.

How do small businesses fundraise?

Venture capitalist (VC) investment is the classic route for scaling startups to raise investment. Over recent years, crowdfunding, angel investment and peer to peer lending (see below) have all become popular alternative routes. Each has its advantages and for many of the startups we work with any route could be a viable option. One of the crucial elements of developing your capital fundraising campaign strategy is deciding which is right for you. We’ll help you with that.

What is a fundraising strategy?

There’s a simple truth about successful fundraising – it’s not just about the money. It’s about the other ways an investor (depending on their type and the way you define their role) could support, engage with and influence your business. Crowdfunders won’t sit on your board. They won’t change your company culture. Generally speaking, they won’t alter the way you operate. Venture capitalists and angels might. And as a growing startup looking for new opportunities to scale and explore new markets, having an engaged investor may be absolutely what you need.

A fundraising strategy helps you establish what you need from your investor. It ensures you’ve factored in timescales, rules and regulations and ultimately ensures your investment takes you where you want to go.

How do you write a strategic fundraising plan?

A strategic fundraising plan is not the pitch you make to potential investors. This is the preparatory work that helps you create that pitch and it will provide clarity – for you and potential investors – about why they should invest in you and what you plan to do with their money.

With the fundraising strategy set (that is, the type of investor you plan to approach) the plan will consider the following additional points:

  •         Who are you and what do you do?
  •         What makes you different?
  •         What problem do your products/services address?
  •         The story so far – what are your successes to date?
  •         In what ways will fundraising help you grow?
  •         How much do you want to raise?
  •         Why should the investor invest?

Next, you’ll want to develop your plan. Our startup fundraising consultants can help you do that.

What are the 3 types of investors?

For startups seeking investment, potential investors fall into three groups: venture capitalists (VCs), angel investors and crowdfunders. Crowdfunding involves lots of investors investing small amounts so it requires a simple, powerful business proposition everyone can ‘get’ easily. It’s also likely to involve a more passive investor happy to let you continue as you are. VCs will invest more in smaller numbers and will likely expect to be more engaged in the direction of the company. Angel investors are wealthy individuals who invest in startups they believe in. Securing an angel investor requires a powerful and well-articulated vision and plan. They may, but are not always, highly engaged with the business’ growth.


The Omega project is a full-service marketing agency dedicated to supporting the financial sector. Working with specialist financial firms around the world including Independent Financial Advisers (IFAs), Financial Planners and Wealth / Asset Managers. Our range of marketing services include inbound financial marketing, financial search engine optimisation (SEO), financial PPC and financial copywriting.

Financial Content Marketing | Financial Lead Generation | Financial Marketing Agency | Financial Marketing Services | Financial Marketing Strategy | Financial SEO | Financial Services Digital Marketing | Financial Services Marketing Agency | Financial Social Media Marketing | Marketing For Financial Advisers | Marketing for IFAs | Mortgage Leads | Business Funding Leads | Pension leads | SEO For Financial Services | SEO for Financial Advisers | BG (Bank Guarantee) / SBLC (Standby Letter of Credit) / Financial instruments marketing