Startup Capital Raising

We delivers Wall Street-level services without the hefty price tag, accelerating your success by providing critical fundraising supports, putting your startup's growth on autopilot.

Post Project Request

Support your entire deal pipeline for SMEs and middle markets.

Zhiyu Wang

Partner

Case Study

For Individual Business owners, Startups, New Ventures, and Middle Markets

Support for Startup Capital Raising

For pre-revenue and early-stage startups, we provide comprehensive support in the capital-raising process.

Data Room

We set up your data room and establish a seamless pipeline for capital raising and handle all the heavyliftings, allowing you to focus on running your business. Our approach ensures your company maintains stable metrics to attract investors.

Pitch Deck & CIM
Financial Model, Valuation, Cap Table
Teaser
Deal Pipelines & Investor Outreach
Legal

Financial Model & Pro Forma

At Zimark, we understand that financial modeling is the backbone of a robust business plan and Confidential Information Memorandum (CIM), offering a strategic lens into your company’s scalability, valuation, and potential investor returns. Our approach goes beyond projections, embedding scenario and sensitivity analyses to arm you with the insights needed to steer negotiations and instill confidence during the capital raising process.

We build financial model from scratch, tailoring every assumption, metric, and driver to your unique business model and go-to-market strategy—relying on templates only when they enhance efficiency, not as a crutch. Grounded in rigorous commercial diligence, our models seamlessly align with your business plan or CIM, delivering precision that resonates with stakeholders.

Our valuations draw from precedent transactions and proprietary data, ensuring credibility and fluency in the language of sophisticated investors. In a process where details define success, we eliminate the risk of flawed logic or shaky data, building models that stand up to the due diligence —so you can deliver the pitch with confidence.

Pitch Deck & CIM

The key to attracting investors is capturing their attention from the start.

We craft customized pitch decks designed to do just that. Our team includes senior research analysts with international investment banking experience, Bay Area venture capitalists with insider fundraising knowledge, financial modelers with CFA will help you craft pitch deck not only backed by design but diligence.

Every pitch deck is tailored to highlight your company’s unique selling proposition (USP), clearly articulate your business purpose, and provide a comprehensive view of market size, key competitors, core products, business model, leadership team, and financials. Our goal is to present a compelling narrative backed by accurate, relevant data—persuading investors, banks, and potential funders alike.

In addition to Pitch Decks, we will also compiled CIM to help investors jumpstart their deal review and diligence process.

Valuation, Return, and Cap Table

At Zimark, our Valuation, Return, and Capitalization Table service delivers meticulously crafted, Bulge-bracket level analyses. Valuations are grounded in market precedents, returns are projected through sophisticated financial modeling, and capitalization tables clearly outline ownership and dilution scenarios. Every analysis is precisely tailored to your enterprise, backed by comprehensive due diligence, and designed to empower your capital raise with confidence.

Teaser

In today’s fast-paced investment landscape, time-constrained investors often find lengthy pitch decks impractical for initial reviews—making a concise investment teaser indispensable. These focused, one-page summaries distill key insights into a clear, digestible format, allowing investors to quickly assess your opportunity and decide whether to explore further.

At Zimark, we craft investment teasers that spotlight your company’s core strengths—whether it’s innovative offerings, seasoned leadership, or a competitive edge. Designed for versatility, these teasers enhance outreach efforts, from targeted email campaigns to broader engagement strategies, positioning your business to secure funding with precision and impact.

Legal

At Zimark, our capital raising legal support service ensures your funding process is seamless and compliant, delivering expertly drafted documentation to safeguard every transaction.

We prepare critical instruments like share transfer agreements, term sheets, and subscription agreements, alongside other vital deal-closing documents such as shareholders’ agreements, investment contracts, and board resolutions.

Our team navigates the complexities of equity allocation, investor rights, and regulatory requirements, tailoring each document to your deal’s unique structure—whether it’s securing venture capital, private equity, or angel investment.

Deal Pipelines & Investor Outreach

At Zimark, our deal pipeline service transforms the capital raising journey by expertly managing your business’s marketing efforts and pinpointing the ideal investors for precision outreach.

We harness meticulously curated contact lists and proprietary databases—built from years of industry insight—to identify high-potential prospects aligned with your strategic goals, whether they’re venture capitalists, private equity firms, or angel investors seeking opportunities in your sector.

Our seasoned team streamlines the investor selection process, conducting in-depth analysis to ensure compatibility with your valuation, growth stage, and vision, sparing you the complexity of sifting through endless options. This allows you to concentrate on crafting a persuasive pitch for scheduled meetings and sustaining your business’s upward momentum throughout the capital raising process.

By optimizing every touchpoint—from initial outreach to deal closure—we keep your pipeline robust, your growth trajectory on track, and your focus where it belongs: securing the funding to propel your enterprise forward.

Industries

Our Capabilities Covers the Following Industry

Food & Consumer Retail

TMT

Real Estate

How We Help Clients

We work with you to maximize the value of your transaction

Deal Materials and Memorandums

We help you create all the marketing materials needed for the transaction including teaser, CIM, decks, OMs, IMs etc.

Financial Due Diligence

We help you better understand the financial positioning and identify potentials financial risks that can impact the transactions.

Merger and Acquisition

We support you throughout the entire M&A lifecycle, from strategic rationale and carve-out, deal economics, to post-merger integration, ensuring the maximization of transaction value.

Business Valuation & Modeling

We help with the LBO, M&A modeling and business valuation supported with detailed analysis and diligence

Vendor Due Diligence

We apply rigorous independent analysis to assets destined for sale from the perspective of the buyer. Zimark's vendor due diligence consulting services helps companies minimize risks, speed the sales process, and maximize value creation.

Post Merger Integration

We work with you at early stage of the deal to create day one strategies that will maximize the potential of the transactions through direction readjustments, talent management, technology, governance and incentive framework, culture re-branding, segment marketing strategies to achieve maximized synergies alignment.

Pre-deal and Commercial Due Diligence

We apply rigorous analysis to assets destined for sale to rigorously assess the potential synergies for the acquisition.

Carve Out

We enabled you to capitalize on part of your business to maximize the value of sale while allowing you to focus on your business operation to maintain existing value before the transaction is closed and plans are set.

We have implemented a hybrid working model combining a digital working landscape and traditional engagement pipelines.

We maintain strong governance and high standards for project delivery, whether our talents join in-house, work part-time, or on a project basis. Our team members can participate either onsite or remotely.
Significantly lower costs driven by the digital working landscape, a flat team structure, reduced communication inefficiencies, integrity, a sense of self-fulfillment, devotion, and real-world expertise.
We focus on real solutions and experience gained through our knowledge network, built by our clients and partners.
We work solely for solid results and implementation, with the goal of achieving success through a long-term partnership mindset.

Daniel, NY

"Zhiyu was a massive help, diligent, and did everything we needed in a timely manner. Would highly recommend him to anyone looking for services in the capital markets."

Some of our Talents are Ex

KPMG

UBS

JPM

Delloite

Amazon

HSBC

IBM Institute

CICC

PWC

Google

国泰君安

BAML

Morgan Stanley

中信

Disclaimer and Clarification

The above names indicate prior employment history of our talents, it is a statement of fact. It does not indicate any affiliation, partnership nor any business relationship with above mentioned institutions and firms, nor do they indicate talents are currently employed by above mentioned firms as compliance issue may rise. We are independent and do not receive any endorsement from those firms

Robust Project Governance and Monitoring

Robust Project Governance and Dedicated Support
Projects transacted through the platform are NDA binding
No conflict of interests

Fee Structures

One man-hour is defined as one hour of work performed by an individual.
Typical projects for heavy lifting (diligence, research, valuations, deal economics, etc) range from $1.5k to $50k, and we handle projects of all sizes.
Non-heavy lifting projects are commission, project, or retainer-based, and are subject to detailed discussion.

Agile Management & Quick Start

Hourly Contract

Open-ended contract with the number of hours tracked by the system.
Deposit required at the start of the project.
Invoices are sent weekly at the end of each week.
An hourly cap can be set by mutual agreement.
Any extra deposit will be refunded.

$80 - $250 per hour

Control Over Spending

Fixed Rate

Predefined requirements.
Invoices issued based on milestones.
Adjustments to project scope and details are typically limited and require re-evaluation.
Great for projects that are small and have quantifiable line items

Based on Project Size

Cost Reduction Through Scale

Monthly Contract

Offers great flexibility in terms of project management and workload.
No workload limits, except during normal working hours (60 man-hours per week).
No need to manage taxes, pensions, or other employee-related costs.
Deposit required at the start of the project.
Invoices are issued at the end of each month.

$4k to $12k per month

Title	Zimark Connect	Freelancing Site	Gig Economy	Traditional Hiring
Payment Schedule	Flexible Time Frame	Fixed or Hourly	Fixed	Fixed
China & Japan Friendly	✔	✗	✗	✗
Termination Cost	$0	$0	$0	3 to 6 month package
Minimal Management Cost	✔	✔	✗	✗
Seasoned Professionals	✔	Limited	✗	✔
Talent Pre-Screening Interview	✔	✗	✗	✔
Hiring Time Frame	0 to 3 Week	Limited Seasoned Professionals	No Seasoned Professionals	1 to 6 months

Connect & Get to Know Our Cases and Practice

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