Capital Raise Concierge

We'll Help You Become
Investor-Ready

WikiCapital is personally helping founders become investor-ready and navigate the fundraising process — a fixed-fee advisory, preparation, exposure, research, and concierge service.

Fixed-fee. No equity. No success fees. No commissions.

✦ What WikiCapital Provides ✦

A Complete Fundraising Partner

WikiCapital is a fixed-fee advisory, preparation, exposure, research, and concierge service. We personally help you become investor-ready and navigate the fundraising process — so you approach the market with confidence and discipline.

Advisory

1-on-1 strategy, readiness assessment, and a personalized 30-day action plan.

Preparation

Pitch deck review, executive summary, founder narrative, and data room checklist.

Exposure

Professional marketplace listing, featured placement, and founder spotlight.

Research & Concierge

Curated investor target list, outreach templates, and weekly check-ins.

✦ The Concierge Program ✦

Everything Included in the
Capital Raise Concierge

A 30–45 day high-touch program where WikiCapital personally helps prepare the opportunity, optimize the presentation, research relevant investors, develop the outreach strategy, practice the pitch, and manage the fundraising process.

01

1-on-1 Kickoff Strategy Call

45–60 minutes to understand the company/project, investment needed, structure, stage, ideal investors, timeline, and current materials.

02

Fundraising Readiness Assessment

WikiCapital reviews the opportunity and produces a readiness score/checklist covering the listing, pitch, financial information, team, market, documents, and investor presentation.

03

Professional WikiCapital Listing Setup

Wiki helps build and optimize the complete project listing rather than making the founder do everything themselves.

04

Pitch Deck Review

Review the existing deck and provide specific recommendations on what to improve, remove, clarify, or add.

05

Executive Summary Review

Help turn the opportunity into a concise investor-friendly summary.

06

Founder Story & Investment Narrative

Help you clearly explain: What is the opportunity? Why now? Why this team? Why does it need capital? What happens with the money?

07

Investor Profile Research

Identify a curated list of investors whose published criteria appear relevant to the project based on industry, geography, investment size, structure, and other factors.

08

Investor Target List

Delivers 25–50 researched potential investor matches.

09

Investor Outreach Strategy

Create a personalized plan showing who to approach first, what to say, and how to follow up.

10

Outreach Templates

Initial investor email, LinkedIn message, follow-up email, introduction request, meeting follow-up, and thank-you message.

11

Pitch Practice Session

Conduct a mock investor meeting and help the founder improve their presentation and answers.

12

Investor Q&A Preparation

Prepare them for common questions about valuation, financials, competition, risks, use of funds, team, traction, and exit possibilities.

13

Data Room Checklist

Tell them exactly which documents investors are likely to request and help organize the structure.

14

Featured WikiCapital Placement

Give the project elevated marketplace exposure for a defined period, such as 30 days.

15

Founder Spotlight

Eligible projects can be considered for WikiCapital's newsletter, social channels, founder interviews, podcast, or featured-opportunity content.

16

Weekly Concierge Check-In

A short call or structured progress review for the duration of the program.

17

CRM Fundraising Tracker

Track target investors, outreach, responses, meetings, follow-ups, documents requested, and next actions.

18

30-Day Action Plan

Give the founder a personalized roadmap with specific weekly objectives.

19

End-of-Program Review

Review what happened, investor feedback, engagement, and what they should do next.

Investor Readiness Report

Every Concierge Client Receives a
WikiCapital Investor Readiness Report

A clear, honest assessment of how prepared your opportunity is for the market — with a roadmap to close the gaps.

Readiness Scores

Overall Readiness78/100
Pitch86/100
Financials68/100
Market91/100
Team82/100
Traction72/100
Documentation64/100
Investor Fit79/100

What's Inside the Report

Top 5 Strengths

What investors will love about your opportunity.

Top 5 Investor Concerns

What investors will question — and how to address it.

Missing Documents

Critical files investors will request that you don't have yet.

Recommended Improvements

Specific, prioritized fixes to raise your readiness score.

Ideal Investor Profile

The type of investor most likely to fund your specific opportunity.

30-Day Capital Strategy

A week-by-week roadmap to approach the market with discipline.

Sample scores shown for illustration. Your actual report is built from your materials, market, and investor criteria.

✦ Choose Your Path ✦

Three Ways to Work with WikiCapital

Fixed-fee. No equity. No success fees. No commissions. Just clear, honest help preparing and presenting your opportunity to the right investors.

WikiCapital Pro

Self-service listing + marketplace tools

$99/month
  • Self-service project listing
  • Marketplace tools & exposure
  • Investor research & access
  • Investor messaging
  • AI-powered tools
Start with Pro
Most Popular

Capital Raise Concierge

A 30–45 day high-touch program

$2,500fixed-fee
  • 1-on-1 kickoff strategy call
  • Fundraising readiness assessment
  • Professional listing setup
  • Pitch deck & exec summary review
  • 25–50 investor target list
  • Outreach templates & strategy
  • Pitch practice & Q&A prep
  • Featured placement (30 days)
  • Weekly concierge check-ins
  • Investor Readiness Report
Apply for Concierge

Executive Capital Advisory

For larger raises requiring deeper strategy

$5K–$10Kfixed-fee
  • Everything in Concierge, plus:
  • Deeper strategy & professional materials
  • Extensive investor research
  • Weekly advisory meetings
  • Data-room preparation
  • Pitch coaching
  • Scope reviewed by securities counsel
Inquire About Advisory

WikiCapital is a fixed-fee advisory and concierge service. We do not take equity, success fees, or commissions on your raise.

✦ Before You Go ✦

We'll help you become investor-ready, professionally present your opportunity, identify relevant potential investors, and build a disciplined strategy for approaching the market.

Fixed-fee. No equity. No success fees. No commissions.