At Investment Ark, our elite team of fractional CFOs, Bay Area venture capitalists, ex-Big 4 professionals, CFA charterholders, and award-winning copywriters and graphic designers creates Wall Street-quality investor materials tailored specifically to your business. We provide comprehensive data room preparation—including detailed financial models, precise valuations, compelling pitch decks, and strategic business plans—to help you confidently secure funding and accelerate your company's growth.
Pitch Deck
The key to attracting investors is to grab their attention from the very start. We create customized pitch decks designed to do just that. Our team is comprised of senior research analysts with international investment banking experience, Bay Area venture capitalists with insider knowledge of the fundraising process, and copywriters who’ve worked with global brands such as MasterCard. Each pitch deck is put together by our Cannes lions award-winning graphic designers to ensure your message is heard loud and clear.
We customize each pitch deck according to Tier-1 VC standards, clearly presenting your unique selling proposition (USP), market opportunity, competitors, core products, business model, leadership team, and detailed financials. Our goal is to provide angels, venture capital investors, PE firms, and other potential funders with accurate, comprehensive information that effectively conveys your company’s true value.
Business Plan
A solid business plan underpins strategic growth and signals to lenders or investors that your company has a viable roadmap. At Investment Ark, we develop comprehensive plans for pre- and post-revenue startups and SMBs, leveraging advanced market research and financial forecasting. Each plan is fully customized to your industry, growth stage, and target funding objectives, ensuring you present a compelling case for capital infusion.
We construct every business plan around the decisive criteria banks, venture capitalists, and PE firms use to evaluate opportunities. This includes a clear executive summary, verified product-market fit, competitive analysis, and rigorously tested financial projections. Our team—anchored by ex–investment banking professionals and fractional CFO experts—crafts data-rich documents that demonstrate credibility and position your company for successful fundraising.
Financial Model
Financial modeling lies at the core of strategic decision-making and investor confidence. Solid projections guide resource allocation, scaling initiatives, and funding pursuits. Yet producing models that withstand rigorous due diligence can be challenging, especially under tight deadlines or during periods of rapid growth.
At Investment Ark, our CFA-qualified specialists leverage decades of experience in corporate banking, private equity, and venture capital to build robust, bottom-up F1F9 financial models with validated assumptions. Our approach includes pro-forma financial reporting, comprehensive scenario analysis, and streamlined due diligence, empowering you to optimize financial decisions, secure capital, and accelerate sustainable growth.
Startup Valuation
Business valuations – these assessments attempt to codify the value of your organization and are essential for any startup or SMB seeking funding, whether through VCs, investment bankers, equity crowdfunding, or another channel.
At Investment Ark, our expert valuation specialists have decades of experience in accurately evaluating and valuing businesses. We base our valuations on a minimum of three different valuation methods to ensure you (and potential investors/funders) have access to accurate facts and figures regarding the true value of your business.
Harnessing the power of multiple valuation methods simultaneously provides you with fully defendable valuation reports. That way you are gaining the necessary confidence to enter the negotiation process with potential investors and secure the funding needed for your company’s future growth.
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Our expert team efficiently supports your fundraising efforts, enabling you to stay focused on operating your business. We assist by clearly identifying and preparing targeted profiles of investors aligned with your company's goals.
We leverage structured, proven methods to help streamline your outreach approach, saving significant time by focusing on investors who closely match your specific needs—enhancing the efficiency of your overall capital raise strategy.
We also support your investor outreach email campaigns, providing custom-designed messaging and in-depth reporting, significantly simplifying your capital raise efforts.
Investment Ark’s fractional CFO services deliver strategic financial leadership precisely when you need it—without the overhead of a full-time hire. Our ex–Big 4 professionals and seasoned CFOs with extensive startup and SMB experience integrate seamlessly with your team, providing real-time insights, advanced forecasting, and investor-grade deliverables tailored to your growth objectives.
Leveraging tools like Power BI, Tableau, and dynamic scenario planning, our CFOs equip you with clear, data-driven perspectives. From optimizing cash flow to preparing for funding rounds, we ensure your financial operations remain lean, transparent, and ready for growth.
We customize each engagement to align with your strategic goals, offering part-time CFO solutions that accelerate sustainable expansion. Our services include:
- Financial Planning and Analysis (FP&A)
- Cash Flow and Working Capital Management
- Budgeting and Forecasting
- Strategic Planning and Risk Management
- Accounting and Bookkeeping
As Featured In
Investment Ark is an unparalleled solution for businesses seeking capital or investors seeking investment opportunities.
A premier provider of Fractional CFO and Outsourced Financial Analyst services.
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An exceptional platform designed to assist startups and SMBs in building world-class partnerships with investors.
Go-to solution for early and growth stage startups across the planet.
An agency that ensures a win-win outcome for both startups and investors.
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Benefits
Increased Funding Amount
Our clients raise up to 200% more capital than the industry average.
Reduced Service Fees
Our clients pay only 20% of the fees charged by traditional providers.
Accelerated Deal Closing
Our clients close funding rounds up to twice as fast as the industry standard.
Capital Raised
Startups/SMBs Served
Funding Rounds Closed
How it Works
We Build the Perfect Investment Package for You.
Our elite team, comprised of international investment bankers, globally renowned VCs, award-winning copywriters, and graphic designers, study your unique needs and create a company-specific investment package, including everything you need to be deal-ready - from pitch decks and investment teasers to compelling business plans, financial models, and valuations.
We Identify Ideal Investors for Your Company.
Our team studies your unique growth goals diligently to hand-pick investors that are best suited for your specific project. We use our proven pairing capabilities to make the fundraising process more time and cost-efficient, maximizing interest in your company.
We Do All the Heavy Lifting While You Enjoy the Results.
Our team manages your fundraising preparation and supports you during the process. Post-raise, we deliver essential fractional CFO services including FP&A, budgeting, and strategic financial guidance to drive your continued growth.
Trusted by
The investment Ark team successfully completed the project; they are professionals who deliver on a very tight timeline outside core hours for the urgent task.
Investment Ark team did it great! Very strong technically and excellent in communication - 10/10.
IA Team is great to work with. They are proactive in getting input before starting on the project, responsive, and quick to understand requirements. Delivered on time. After the initial delivery, they were able to quickly make the requested revisions.
Really smooth collaboration, quick amendments, frequent status updates, professional approach. Definitely recommend!
Thanks again for the slides; they look wonderful! Great result!
They were efficient and precise with a fairly complex model simplification.
Best experience! Will definitely be working with Investment Ark again!
Delivered the job well with the right information & reasoning. Went back & forth a couple of times with revision and all change request was done & delivered well. Will deal again in the future!"
They understood what I was looking for and were able to deliver quickly and follow up—highly recommended!
A great job done as per schedule with excellent guidance and insights.
Delivered the agreed model. They were very quick to pick up on the changes requested and reverted back quickly. The financial modelling skills are strong. Good at communicating. They are good at understanding the requirements at the granular level and are able to foresee any issues in advance. Overall very happy with the work. Will definitely rehire them for future contracts!
Absolutely amazing experience working with the team of Investment Ark experts. Their diligence, expertise, timing, responsiveness, and proactive guidance were invaluable for our project. We are certainly going to continue working with them on an ongoing basis and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations.
Investment Ark team have been absolute rockstars to work with. Our previous consultant messed up, and Investment Ark consultants were quick to pick up the task and instantly understood what was needed. They take the job very seriously and ensure proper research is done on any number they are going through. They wouldn't stop working until 100% satisfaction from our side. We'll definitely work with them again!
Giorgi and his team at Investment Ark are very professional in their approach. This was a complex project that required a significant amount of research and effort to meet the demands of the client. They went above and beyond to satisfy these needs, and produced a final outcome that was of a very high standard. I do intend to work with this team again and would recommend them to others.
It is easy to see how incredible the Investment Ark team is at what it does. What they provided me went beyond my expectations, and I am very grateful to have worked with them. Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts" in the valuation of companies, the Investment Ark team stands apart from the rest by a mile. Highly recommended.
I had a great experience working with Investment Ark; they are knowledgeable and bring up some good points that sharpened our business model. I will be happy to work with them again in the future.
Great working with Investment Ark Team; Experts in their field. Very friendly and, most importantly, punctual delivery. Highly recommended.
Investment Ark team members are an absolute pleasure to work with. They know how to put their client's needs first and are flexible regarding minor amendments along the way. We had hired Investment Ark for an urgent assignment of a substantial size, and they definitely did not disappoint. They work fast and diligently and deliver on the agreed deadlines. Our greatest recommendations to Them! Thanks for your outstanding work!
Investment Ark consultants work fast and are very pleasant. They are not afraid to try new things and keep deadlines.
The team at Investment Ark is exceptional! They constructed a detailed CFM for our underperforming asset, helping us explore the best strategic options for improvement. We certainly will be back for deliverables like this in the future.
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Our Team
Meet our Forbes-featured team of Stanford MBA, ex-Big 4 professionals, CFAs, corporate analysts, VCs, IBs, and award-winning designers—all dedicated to achieving your goals.
Stanford MBA graduate and Forbes 30 Under 30 honoree, David brings his expertise in financial strategy and venture growth to Investment Ark. As co-founder, he focuses on reshaping how startups and investors connect, driving innovative fundraising solutions and fostering meaningful partnerships in the investment space.
With a history of strategic roles in financial analysis and corporate banking at prominent banks, Lasha brings a wealth of expertise to Investment Ark. As Chief Investment Strategist, he drives the company's M&A strategies with precision and an unmatched understanding of financial landscapes. His depth of knowledge is enriched by his ongoing pursuit of the Level 2 CFA Program.
FMVA-certified, Nikoloz brings his extensive experience from KPMG, TBC, and Foresight Investment Group to Investment Ark. With a strong background in financial modeling and investment analysis, he provides strategic insights and effective financial structuring, driving client success.
A seasoned private equity and venture capital expert, Giorgi leads Investment Ark's fundraising and due diligence efforts. With a meticulous approach to capital markets, he guides clients in securing funding and making informed investment decisions, leveraging his deep expertise and strategic insights to drive success.
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Former capital market supervisor at the National Bank of Georgia and seasoned corporate banker, Keta brings a wealth of expertise to Investment Ark. In her role, she leverages her comprehensive financial knowledge and research acumen to devise robust investment strategies, making her an invaluable asset for clients navigating complex financial landscapes.
A senior-level graphic designer, Mariam brings extensive experience working with global brands, as well as LeavingStone, which created the designs of over 150 international festival winners, including Cannes Lions, Webby, Eurobest, London International Awards, and ADC*Europe, to name just a few.
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