Your deal deserves
more than a junior analyst

The Situation

A prominent real estate development group was planning a landmark mixed-use tower at 135 West 50th Street in Manhattan, with an estimated project value exceeding $332 million. The development required a sophisticated capital stack combining institutional equity, mezzanine debt, and EB-5 investor capital from cross-border sources.

The Challenge

• Complex capital structure requiring coordination across equity, debt, and EB-5 investor tranches
• Cross-border investor targeting spanning 3 jurisdictions with different regulatory requirements
• Need for institutional-grade investor documentation: offering memorandum, pro forma financials, and market study
• Tight timeline to prepare materials ahead of a scheduled capital markets roadshow

Our Approach

Phase 1 — Market Analysis & Positioning (Weeks 1–3): Comprehensive market research on Manhattan's Midtown West submarket — comparable transactions, absorption rates, rental yield benchmarks, and competitive supply pipeline.

Phase 2 — Financial Modeling & Documentation (Weeks 3–8):

• Built a detailed development pro forma with construction budget, draw schedule, and waterfall distribution model
• Created sensitivity analysis across occupancy, rental rates, cap rates, and construction cost scenarios
• Developed a 60+ page investor memorandum with market context, deal structure, and return projections
• Prepared a 15-slide investor pitch deck designed for institutional LP meetings

Phase 3 — Investor Strategy & Outreach (Weeks 8–12): Designed investor outreach strategy targeting family offices, sovereign wealth-adjacent funds, and EB-5 regional centers.

Deliverables

The Situation

A deep tech startup at the intersection of AI and industrial automation had achieved strong product-market fit with $1.2M in ARR. The founding team — two PhD engineers — had exceptional technical capabilities but limited fundraising experience.

The Challenge

• Founding team had no prior fundraising experience and lacked investor network access
• Existing pitch materials were technically dense but lacked compelling investor narrative
• Financial projections were bottom-up engineering estimates without institutional-grade modeling
• Needed to reach relevant deep tech VCs across US and Europe within a tight timeline

Our Approach

Phase 1 — Investor Readiness Audit (Week 1): Comprehensive assessment of fundraising readiness — gaps in narrative, financial projections, data room, and market positioning.

Phase 2 — Documentation & Modeling (Weeks 2–4):

• Rebuilt the pitch deck from scratch: 15 slides, narrative-driven, designed to convert meetings into term sheets
• Developed a 3-statement financial model with unit economics, cohort analysis, and scenario planning
• Created a comprehensive data room with 40+ documents organized by VC due diligence standards

Phase 3 — Investor Targeting & Outreach (Weeks 4–6):

• Built a curated list of 120+ VCs with active mandates in AI and industrial tech
• Leveraged warm introductions from our 500+ investor network
• 3 mock VC partner meetings for pitch coaching

Results

• 15+ first meetings with Tier 1 and Tier 2 VCs
• 4 term sheets received within 8 weeks
• 3x oversubscribed interest relative to the $8.5M target
• Founders selected preferred lead investor based on strategic value-add

What We Build

Every financial model is built to institutional standards — the same rigor expected by top-tier VCs, PE firms, and investment banks. Each is custom-built from scratch based on the client's specific business model, unit economics, and growth trajectory.

Model Architecture

Revenue Module: Bottom-up revenue build by product line, customer segment, and geography. Cohort-based analysis with retention curves, expansion revenue, and churn modeling. Key SaaS metrics: ARR, MRR, NRR, LTV/CAC.

3-Statement Integration: Income Statement with COGS breakdown, Balance Sheet with working capital assumptions, Cash Flow with runway analysis.

Valuation & Scenario Analysis: DCF with WACC and terminal value, comparable company analysis with public SaaS multiples, precedent transactions. 3-scenario framework with probability-weighted valuation.

Sample Output (Illustrative)

All figures are illustrative and based on a composite SaaS company profile.

Delivery Standards

• Format: Excel (.xlsx) with full formula transparency — no hardcoded numbers
• Documentation: Assumptions tab with sources, methodology notes, and sensitivity toggles
• Audit trail: Color-coded cells (blue = input, black = formula, green = linked)
• Presentation layer: Dashboard tab with charts ready for investor meetings
• Delivery: 5–7 business days standard; 2–3 weeks for complex multi-entity models

The Situation

A US-based B2B SaaS company with $15M in ARR sought to expand internationally. The company had no on-the-ground presence, limited regulatory knowledge, and no existing relationships with potential channel partners in the target regions.

The Challenge

• No local entity, regulatory knowledge, or distribution network in target markets
• Product pricing optimized for US enterprise — needed restructuring for new markets
• Cultural and business practice differences requiring local expertise
• Board wanted revenue traction within 90 days to validate the international thesis

Our Approach

Market Intelligence & Entry Strategy: 30+ stakeholder interviews. Mapped competitive landscape and developed tiered pricing strategy for each market.

Partnership & Channel Development: Identified and vetted 12 potential JV/distribution partners. Facilitated 5 shortlisted partnership conversations. Advised on reseller agreements, white-label licensing, and revenue-sharing models.

Regulatory & Operational Setup: Advised on entity structure options, connected client with vetted local legal and accounting firms, and provided cultural context and negotiation coaching.

Results

• 2 signed channel partnerships within 60 days
• First international revenue generated in 87 days
• $2.1M pipeline built within the first quarter
• Board approved full international expansion budget

Our Deck Philosophy

An investor pitch deck is not a business plan on slides. It is a carefully sequenced persuasion tool designed to achieve one outcome: securing the next meeting. Every slide must earn its place.

The Sharrk 15-Slide Framework

What's Included

• Discovery call: 60-minute deep dive into your story, metrics, and audience
• Narrative strategy: investor narrative written before touching a single slide
• Custom design: brand-aligned, no generic templates
• Financial summary: institutional-grade formatting
• 2 revision rounds until perfect
• Pitch coaching (optional): mock VC meeting with feedback
• Delivery: 5–7 business days; 48-hour rush available