The Capital Behind Your Next Move.
Whether you're seeking non-dilutive credit, equipment leases, or institutional equity, Aegis prepares the financial models and data rooms investors and lenders demand—then stands beside you through the transaction.
Corporate Capital & Financing Advisory
Raising capital is a financial exercise as much as a sales one. Lenders and investors price risk based on the quality of your numbers. Aegis builds the three-statement models, data rooms, and pitch materials that make your business credible—and then advises you through every term sheet and covenant.
The Problem We Solve
Founders often approach capital raises with spreadsheets that don't survive scrutiny: inconsistent assumptions, no three-statement integration, and data rooms that raise more questions than they answer. The result is diluted terms, stalled diligence, or capital that comes with covenants the business can't safely meet.
The Aegis Approach
We build institutional-grade financial models and organized data rooms, then advise on the structure and negotiation of the capital itself—from bank debt and SBA facilities to equity rounds. You walk into every conversation with numbers that hold up and a partner who knows what the terms really cost.
Key Deliverables & Capabilities
Commercial Bank Debt & Revolving Credit Negotiation
Structuring and negotiation of term loans, revolvers, and asset-based facilities—balancing rate, covenant, and collateral terms against your operating reality.
Institutional Investor Financial Pitch Decks
Investor-grade decks that pair a compelling narrative with defensible financials, built to survive the scrutiny of diligence committees.
Three-Statement Pro Forma Financial Modeling
Fully integrated income statement, balance sheet, and cash flow projections with transparent, testable assumptions that drive every figure.
Virtual Data Room (VDR) Structuring
Organized, indexed data rooms that anticipate diligence requests and present your business in the most credible, navigable way possible.
SBA 7(a) & 504 Financing Guidance
Navigation of SBA loan programs, eligibility, and application packaging to access favorable government-backed financing for growth and real estate.
Cap Table Management & Dilution Scenarios
Clean, current cap tables with scenario modeling so founders understand exactly how each round affects ownership, control, and future option pools.
Our Four-Step Process
Capital Strategy & Sourcing
We define the right capital structure for your stage and goals, then identify the lenders or investors most likely to transact on favorable terms.
Model & Data Room Build
We construct the three-statement model and assemble a diligence-ready data room that presents your business credibly and completely.
Pitch & Diligence Support
We support outreach, pitch meetings, and the diligence process—answering financial questions and refining materials in real time.
Term Sheet & Close
We review and negotiate term sheets, model dilution and covenant impact, and stand beside you through to close.
Built for Clients Like These
This practice is designed for organizations and individuals where it can deliver meaningful, measurable impact. If any of these describe you, let's talk.
"Aegis rebuilt our financial model and data room before our Series B. Two investors told us it was the cleanest package they'd seen that year. We closed on terms we wouldn't have dared ask for before."
Questions About Capital Advisory
Retainer + success-based advisory milestones
Every engagement begins with a complimentary diagnostic. We'll review your current position and tell you honestly whether this practice is the right fit—before any commitment.
Clients & Businesses We Work With
A selective roster of mid-market enterprises and high-net-worth families under the Aegis shield.