Investment Packaging: Data Room Prep

At Investment Ark, we have decades of cumulative experience working with startups to attract investors and obtain the financing required for growth. We offer Wall Street-grade investment packages that provide investors with the information they need to make an informed decision about your business at a glance.

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, financial modelers with CFAs, 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 every pitch deck to maximize your company’s unique selling proposition (USP), clearly explain the business’s purpose, and provide a full discussion of relevant market size, key competitors, core product(s), your business model, the team leading your organization, and relevant financials. It’s all about creating the most attractive picture possible while providing accurate, relevant information to persuade investors, banks, and other potential funders.

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Business Plan

A business plan serves multiple purposes. They are crucial for your organization’s success, operating as a guide for business growth, as well as proof for lenders or other funders that the business has been well thought out and planned. We offer business plan development for pre-and post-revenue startups and SMBs. Each business plan is complete and customized to the individual company’s specifics.

We build each business plan around critical criteria that banks and other lenders use to make decisions, including an attractive executive summary, accurate, in-depth description of the company, details surrounding the product(s) or service(s) on offer, the market for the business, the company’s unique marketing strategy, development plans, operations, and the business’s financial plan. Our industry-expert investment banking professionals with international IB experience craft compelling business plans designed to inform and attract investors.

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Financial Model

Financial modeling is essential for startups and SMBs and serves several key purposes. Your financial models are used to predict future performance, allowing you to plan accurately and allocate funds where necessary to support growth and foster the ability to scale. Moreover, financial models are also important when it comes to raising funds. The challenge, of course, is that creating accurate financial models is easier said than done.

At Investment Ark, our team of world-renowned financial modelers with CFAs has decades of relevant work experience ranging from corporate banking to PE.We specialize in building custom financial models, using VC insider experience to ensure that you’re able to attract the capital you need to succeed. All custom financial models include Pro-forma financial statements, sensitivity and scenario analyses, a tailored dashboard, an assumptions page, and other critical inclusions.

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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 just like yours. 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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Investment Teaser

Let’s face it – investors are pressed for time today. They have a lot of people vying for their attention, and, often, a pitch deck is simply too in-depth to entice them to give it a thorough look at first. That’s where an investment teaser is invaluable. These one-page documents put all the relevant information front and center, giving potential investors at-a-glance access to the information they need to determine if they want to look deeper at your business.

We build a one-page teaser highlighting your company’s most attractive elements, from products or services to the team at the helm to your ability to innovate and outperform competitors. The teaser can then be put to work in a variety of ways, including in outreach email campaigns and much more.

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Data Room
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Startup - Investor Matching and Fundraising Campaign Management

Our expert team can handle all your fundraising needs in the most efficient way possible. We ensure that you’re able to focus on your business operation while we do manage the fundraising campaign - by focusing only on the most appropriate investors for your particular business.

We use our proven pairing capabilities to handpick only those investors who match your company profile, saving hours of time approaching unsuitable investors and ensuring that you secure the best deals possible.

We’ll conduct investor outreach email campaigns on your behalf as well, complete with custom-designed templates and in-depth reporting, so you can put your fundraising efforts on autopilot.

Schedule a Free Consultation
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Strategic guidance and CFO Solutions

Building a thriving business is challenging enough. Cutting growth to hire a full C-suite before it is time only slows the process and can even put a business's financial future in jeopardy. Executives fulfill important roles, but their salaries and benefits can be immensely costly. Thankfully, there’s a solution when it comes to chief financial officer responsibilities (CFOs).

At Investment Ark, we understand how important it is to have an experienced hand at the helm of your financial matters, but we also know that startups and SMBs often have limited budgets that preclude hiring an in-house CFO. 

We offer on-demand CFO services sufficient to fit any need, ensuring that your startup or SMB can confidently move forward. Our services include the following:

  • Financial Analysis and Reporting (FA&R)
  • Cash Flow Management
  • Budgeting and Forecasting
  • Strategic Planning and Risk Management
  • Accounting and Bookkeeping
Schedule a Free Consultation
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Benefits

Increased Financed Amount

Our Clients Raise 200% More Funding than Average.

Our deep experience in creating winning investment packages, and extensive relationships with a wide range of investors, such as major VC firms, help us maximize the amount you raise - we have closed over 350 funding rounds so far.

Decreased Financing Costs

Our Forbes-featured team of experienced venture capitalists, ex-investment bankers, award-winning copywriters, and graphic designers deliver service at prices that are a fraction of what typical investment banks charge - providing everything your startup needs to be deal-ready, including pitch decks, investment teasers, financial models, and valuations.

Our Clients Pay Only 20% of the Price Charged by Investment Banks

Faster Financing Process

Our Clients Close Funding Rounds in Half The Time

Thanks to our highly-specialized team that crafts an exciting investment proposition for your business, and our proven investor-pairing algorithm that connects you only with pre-selected investors, we can close the funding round in 50% less time than average.

$750M+

Capital Raised

300+

Startups Served

350+

Funding Rounds Closed

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How it Works

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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.

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We match you with the right investors.

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.

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We Do All the Heavy Lifting While You Enjoy the Results.

Our expert team stays with you to manage the entire fundraising process on your behalf and provide critical solutions needed to accelerate your growth, including post-raise strategic guidance and fractional CFO services.

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Trusted by

All Reviews
Anastasia Kaschenko, Head of OperationsAnastasia Kaschenko, Head of Operations
Anastasia Kaschenko, Head of Operations
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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.

Anastasia Kaschenko
Anastasia Kaschenko
Head of Operations - V7Labs
Savva Yakubson - VCSavva Yakubson - VC
Savva Yakubson - VC
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Investment Ark team did it great! Very strong technically and excellent in communication - 10/10.

Savva Yakubson
Savva Yakubson
VC Investor - Chimera Capital
Jenfi – Jeffrey Liu – Founder & CEOJenfi – Jeffrey Liu – Founder & CEO
Jenfi – Jeffrey Liu – Founder & CEO
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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.

Jeffrey Liu
Jeffrey Liu
Founder & CEO - Jenfi
Alloyx Cauris. Alexandre LiegeAlloyx Cauris. Alexandre Liege
Alloyx Cauris. Alexandre Liege
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Thanks again for the slides; they look wonderful! Great result!

Alexandre Liege
Alexandre Liege
CEO - Alloyx Cauris
Pulsy – Artem Valmus – FounderPulsy – Artem Valmus – Founder
Pulsy – Artem Valmus – Founder
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Really smooth collaboration, quick amendments, frequent status updates, professional approach. Definitely recommend!

Artem Valmus
Artem Valmus
Founder - Pulsy
Maria A. Dahrieh – Whale SharkMaria A. Dahrieh – Whale Shark
Maria A. Dahrieh – Whale Shark
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Best experience! Will definitely be working with Investment Ark again!

Maria A. Dahrieh
Maria A. Dahrieh
Founder and CEO - Whale Shark
CHC Advisory – Cameron Coker – PrincipalCHC Advisory – Cameron Coker – Principal
CHC Advisory – Cameron Coker – Principal
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They were efficient and precise with a fairly complex model simplification.

Cameron Coker
Cameron Coker
Principal - CHC Advisory
JS Morlu – John Morlu – CEOJS Morlu – John Morlu – CEO
JS Morlu – John Morlu – CEO
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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!"

John Morlu
John Morlu
CEO - JS Morlu
Yassamin IssapourYassamin Issapour
Yassamin Issapour
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They understood what I was looking for and were able to deliver quickly and follow up—highly recommended!

Yassamin Issapour
Yassamin Issapour
Co-founder and CFO - Agora Capital
Ajeej Capital – Sharaf Sharaf – Fund HeadAjeej Capital – Sharaf Sharaf – Fund Head
Ajeej Capital – Sharaf Sharaf – Fund Head
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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!

S. Sharaf
S. Sharaf
Fund Head - Ajeej Capital
Cash My Stock – Mohamed Issa – FounderCash My Stock – Mohamed Issa – Founder
Cash My Stock – Mohamed Issa – Founder
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A great job done as per schedule with excellent guidance and insights.

Mohamed Issa
Mohamed Issa
Founder - Cash My Stock
Shayk – Verena PapikShayk – Verena Papik
Shayk – Verena Papik
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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!

Verena Papik
Verena Papik
Co-founder - Shayk
Adaptive Capital Corporation – Daniel Ameer – Chief Investment OfficerAdaptive Capital Corporation – Daniel Ameer – Chief Investment Officer
Adaptive Capital Corporation – Daniel Ameer – Chief Investment Officer
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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.

Daniel Ameer
Daniel Ameer
Chief Investment Officer - Adaptive Capital Corporation
S.M. Jaleel & Company Limited – Eesa Mohammed – DirectorS.M. Jaleel & Company Limited – Eesa Mohammed – Director
S.M. Jaleel & Company Limited – Eesa Mohammed – Director
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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.

Eesa Mohammed
Eesa Mohammed
Director - S.M. Jaleel & Company Limited
Typerium – Alex Haigh - Founder Typerium – Alex Haigh - Founder
Typerium – Alex Haigh - Founder
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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.

Alex Haigh
Alex Haigh
Founder - Typerium
MotionDesignSchool – Iaroslav KoronovMotionDesignSchool – Iaroslav Koronov
MotionDesignSchool – Iaroslav Koronov
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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.

Iaroslav Kononov
Iaroslav Kononov
Founder - MotionDesignSchool
Firas Fellah – COO – PropertyCardFiras Fellah – COO – PropertyCard
Firas Fellah – COO – PropertyCard
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Great working with Investment Ark Team; Experts in their field. Very friendly and, most importantly, punctual delivery. Highly recommended.

Firas Fellah
Firas Fellah
COO – PropertyCard
Karim Jabbar – Co-Founder and CEO – Solstroem.comKarim Jabbar – Co-Founder and CEO – Solstroem.com
Karim Jabbar – Co-Founder and CEO – Solstroem.com
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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!

Karim Jabbar
Karim Jabbar
Co-Founder and CEO – Solstroem.com
Director & Principal Consultant – Wolfe Advisory GroupDirector & Principal Consultant – Wolfe Advisory Group
Director & Principal Consultant – Wolfe Advisory Group
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Investment Ark team is highly competent, provides high-quality output, and consistently delivers tasks within the timeframes. I will be using them again for future work.

Chris Wolfe
Chris Wolfe
Director & Principal Consultant – Wolfe Advisory Group
Simon El Nahas ChristensenSimon El Nahas Christensen
Simon El Nahas Christensen
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Investment Ark consultants work fast and are very pleasant. They are not afraid to try new things and keep deadlines.

Simon El Nahas Christensen
Simon El Nahas Christensen
Founder and CTO - MoveNation
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Our Team

Our Team

Meet our Forbes-featured team of VCs, IBs, corporate analysts, CFAs, award-winning graphic designers, and copywriters, all dedicated to achieving your goals.

David Kharatishvili
Co-Founder

David, an MBA candidate at Stanford GSB and highlighted on Forbes' 30 Under 30, co-founded one of the pioneering equity crowdfunding consultancies. Having taken a brief hiatus from Investment Ark to pursue his MBA, he is poised to steer it towards further innovation and growth upon his return.

Lasha Ubilava
Co-Founder / Chief Investment Strategist

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.

Giorgi Natroshvili
Senior Fundraising and Due Diligence Strategist

A CFA Charterholder with deep experience in investment banking and venture capital, Giorgi leads Investment Ark's fundraising and due diligence efforts. He adeptly guides clients to secure funding and make insightful investment decisions, harnessing his extensive knowledge of capital markets and meticulous due diligence approach.

Achi Basadzishvili
Chief Technology Officer

Achi, a distinguished competitive programmer, boasts IZhO Gold and IOI Silver Medals. With expertise in cutting-edge technologies, including AI, blockchain, and decentralized applications (DApps), he drives innovation for Investment Ark clients, benefiting startups and investors alike.

Keta Gelashvili
Senior Research & Financial Strategist

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.

Mariam Kvavilashvili
Creative Director

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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Investors

sequoia
andressen horowitz
accel
500
Index ventures
Bessemer
GGV Capital
techstars
y combinator
dubai
Khosla ventures
Kleiner
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