Funding Round Advisory.
ABOUT
Summarizing Funding Round Advisory.
Funding Round Advisory is the structured process of guiding a company through the preparation, positioning, and execution of its capital raise. Securing the right funding, in the right amount, on the right terms, at the right stage is one of the most critical steps for a growing business. Funding rounds, whether a friends and family round, expanded seed round, Series A, or beyond can determine not only the resources you have today but also the valuation, ownership structure, and growth trajectory of your company tomorrow.
Through our Funding Round Advisory services, BDC helps business leaders prepare, position, and navigate the complexities of raising capital. From conducting a pre-funding valuation study, to selecting the best equity or debt structure, to refining investor materials and aligning strategy with long-term goals, we ensure that companies enter the anticipated round with clarity, confidence, and a plan built to attract the right potential partners.
Example Scenario: A growing technology firm requires more engineers to complete its beta software offering, debug the system, and convince its first SaaS customers that it’s competitive with other market offerings. The founders are out of capital, the friends and family round is exhausted, and while they’re close to completion, the product isn’t yet market-ready.
They need $500K to reach the finish line, but over $4M to launch commercially. What are their best options? Raising the full $4M now would mean taking an unnecessary equity haircut. However, once the company is in market and generating SaaS subscription revenue, valuation metrics apply.
With a well-structured, two-stage Funding Round Advisory (probably consisting of convertible debt and equity), the business model can be reframed to highlight scalable unit economics, unlocking conversations with investors who had previously overlooked the opportunity. This not only enables the company to secure the right funding partners but also gives its leadership the ability to accelerate product development, expand into new markets, and strengthen long-term enterprise value.
ABOUT
Summarizing Funding Round Advisory.
Funding Round Advisory is the structured process of guiding a company through the preparation, positioning, and execution of its capital raise. Securing the right funding, in the right amount, on the right terms, at the right stage is one of the most critical steps for a growing business. Funding rounds, whether a friends and family round, expanded seed round, Series A, or beyond can determine not only the resources you have today but also the valuation, ownership structure, and growth trajectory of your company tomorrow.
Through our Funding Round Advisory services, BDC helps business leaders prepare, position, and navigate the complexities of raising capital. From conducting a pre-funding valuation study, to selecting the best equity or debt structure, to refining investor materials and aligning strategy with long-term goals, we ensure that companies enter the anticipated round with clarity, confidence, and a plan built to attract the right potential partners.
Example Scenario: A growing technology firm requires more engineers to complete its beta software offering, debug the system, and convince its first SaaS customers that it’s competitive with other market offerings. The founders are out of capital, the friends and family round is exhausted, and while they’re close to completion, the product isn’t yet market-ready.
They need $500K to reach the finish line, but over $4M to launch commercially. What are their best options? Raising the full $4M now would mean taking an unnecessary equity haircut. However, once the company is in market and generating SaaS subscription revenue, valuation metrics apply.
With a well-structured, two-stage Funding Round Advisory (probably consisting of convertible debt and equity), the business model can be reframed to highlight scalable unit economics, unlocking conversations with investors who had previously overlooked the opportunity. This not only enables the company to secure the right funding partners but also gives its leadership the ability to accelerate product development, expand into new markets, and strengthen long-term enterprise value.
CONSIDERATIONS
Why It Matters.
Many companies grow to the point where future growth cannot be sustained under their current capital structure. At that stage, the company either ceases to grow, expands in fits and starts while remaining vulnerable to any interruption in cash flow, or seeks additional capital through some type of “funding round.” This funding round may consist of a commercial credit line from one or more banks, an equity or debt round from a circle larger than the typical “friends and family” group (which may include family offices), or even require the involvement of a second- or third-tier investment banking firm willing to raise millions of dollars for a fee plus equity. The purpose of funding round advisory is to prepare the company to negotiate the best possible terms for the capital needed to support growth. Securing the wrong amount of capital, on unfavorable terms, and for less than the optimal period always penalizes the company.
CONSIDERATIONS
Why It Matters.
Many companies grow to the point where future growth cannot be sustained under their current capital structure. At that stage, the company either ceases to grow, expands in fits and starts while remaining vulnerable to any interruption in cash flow, or seeks additional capital through some type of “funding round.” This funding round may consist of a commercial credit line from one or more banks, an equity or debt round from a circle larger than the typical “friends and family” group (which may include family offices), or even require the involvement of a second- or third-tier investment banking firm willing to raise millions of dollars for a fee plus equity. The purpose of funding round advisory is to prepare the company to negotiate the best possible terms for the capital needed to support growth. Securing the wrong amount of capital, on unfavorable terms, and for less than the optimal period always penalizes the company.
THE PROCESS
Who You Need on Your Side.
A successful funding round isn’t managed by a single advisor, it requires a coordinated effort across multiple disciplines. Over a three- to five-month process, specialized professionals bring their expertise to ensure your company is prepared, compliant, and positioned for the best possible funding terms.
Professionals Powering the Process.
CPA
Builds financial models including P&L projections, balance sheets, cap tables (before and after funding), and burn-rate studies, while also ensuring tax compliance across all jurisdictions.
Corporate Compliance Attorney
Updates bylaws, charters, and agreements; reviews contracts; and ensures compliance with regulatory agencies governing the company’s operations.
Securities
Attorney
Advises on all equity and debt instruments as “securities,” reviews offering plans and materials, and ensures compliance with both state and federal laws for exempt and non-exempt offerings.
Investment Banking Advisory Resource
Serves as a strategist and advocate for the company’s board and C-suite, advising on transaction structure, investor candidates, and negotiating funding commitments on fair, conflict-free terms.
Strategic Insights by BDC.
To explore Funding Round Advisory in greater depth, read this observation piece directly from our Founder’s desk. Strategic Insights by BDC brings together voices from our Collaboration Network to share real, actionable perspectives on growth, value, and strategy. If you’re leading a business or advising one, take a moment to dive in and find insights worth applying.
Funding Round
Advisory
Better
Be
BDC.
BDC is proud to include Funding Round Advisory among our core offerings. A well-structured round, or multiple rounds can be the difference between stalled growth and accelerated market entry, enabling companies to secure capital on terms that align with long-term scalability.
Through our collaborative network, we engage experienced professionals across finance, legal, compliance, and capital markets. BDC works with you to frame the opportunity, assemble the right advisory team, and position your company for investor-ready conversations that maximize both valuation and momentum.