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Capital Advisory

$8.5M Series A Closed in 90 Days After Two Failed Attempts

A Midwest manufacturing firm with 85 employees had been trying to raise growth capital for 18 months. After two failed attempts and zero term sheets, they came to us. We rebuilt their financial story from the ground up.

Manufacturing Financial Modeling Capital Raise 90-Day Engagement

$8.5M

Series A Closed

90

Days to Close

3

Term Sheets Received

Prior Failed Attempts

Illustrative example based on a real engagement. Figures are representative and anonymized to protect client confidentiality.

A Strong Business Telling the Wrong Story

The company had $18M in revenue, growing at 22% year-over-year, and a genuine competitive moat in precision parts manufacturing for medical devices. On the surface, it should have been fundable. But after two failed capital raises — one to a regional bank, one to a PE growth platform — they had nothing to show for 18 months of effort except bruised confidence and legal fees.

Our diagnostic was immediate: the financial story they were presenting to investors was incomplete, backward-looking, and structurally inconsistent. Their Excel model had errors across three tabs. Their "projections" were a single column of revenue estimates with no underlying drivers. Their pitch deck had 22 slides but no single-page financial summary. Their use-of-funds slide said "growth" — with no specifics.

The business was excellent. The financial packaging was disqualifying investors before the first meeting was even over.

Why Prior Raises Failed

No Driver-Based Financial Model

Projections were guesses, not derivable from business inputs

No Use-of-Funds Specificity

Investors couldn't connect capital deployment to returns

Missing Unit Economics Layer

No customer-level profitability, payback period, or LTV analysis

Inconsistent EBITDA Presentation

Add-backs were not documented — diligence-killing for PE firms

Rebuilding the Financial Story in 30 Days

1

5-Year Driver-Based Financial Model

Built an integrated 3-statement model with revenue drivers (contract size, win rate, production capacity), cost structure assumptions, and capital deployment schedule. Included 3 scenarios: base, downside, upside.

2

Investor-Grade Pitch Deck & Data Room

Rebuilt the pitch deck: 14 slides, crisp financial narrative, one-page financial summary, clearly documented add-backs, and a detailed use-of-funds breakdown tied to specific ROI milestones.

3

Investor Targeting & Process Management

Identified 18 PE and strategic investors matching the profile. Managed the outreach sequence, ran Q&A prep sessions with the management team, and guided term sheet review and negotiation.

3 Term Sheets. $8.5M Closed. 90 Days.

$8.5M Series A — PE Growth Capital

Closed with a PE growth platform specializing in industrial manufacturing

3 Competing Term Sheets

Created a competitive process that improved the final deal structure and valuation

90-Day Process from Engagement to Close

vs. 18 months of failed attempts prior to engagement

Valuation 34% Above Owner's Estimate

Better financial story = better valuation outcome in the deal negotiation

Client Outcome

"We had a great business and kept hearing 'no.' GoGrowthAdvisors showed us the problem wasn't our business — it was how we were presenting it financially. They rebuilt everything in a month, and we had three term sheets in 60 days. The final deal was better than anything I'd hoped for."

— President & Owner, Precision Manufacturing Firm

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