CASE STUDY

Capital Raise & Roll-Up Model Build

CLIENT OVERVIEW

Alex

Private Investor / Business Owner

CLIENT OVERVIEW

PROJECT TYPE

Financial Modeling

Financial Modeling

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THE CHALLENGE

01

PROBLEM STATEMENT

Alex was in the process of raising capital for a roll-up strategy focused on acquiring and consolidating small businesses. He needed a full financial model, waterfall structure, and supporting investor materials built to institutional standards.

Alex was in the process of raising capital for a roll-up strategy focused on acquiring and consolidating small businesses. He needed a full financial model, waterfall structure, and supporting investor materials built to institutional standards.

TALENT HIRED

02

TALENT PROFILE

Harvard MBA Student

Harvard MBA

Morgan Stanley

Private Credit

Private Equity

SOLUTION & OUTCOME

03

AFTER DEAL JUNKIE

The service provider built a comprehensive, investor-ready model and materials that Alex is now actively using in his fundraising process.

The service provider built a comprehensive, investor-ready model and materials that Alex is now actively using in his fundraising process.

KEY RESULTS

Investor-ready model and full materials package — actively used in live fundraising process with institutional-quality output.
Investor-ready model and full materials package — actively used in live fundraising process with institutional-quality output.

Deal Junkie gave me access to talent I normally wouldn’t be able to afford at this stage. The quality of the model and materials was on par with what I’ve seen from top-tier banks and funds. It materially accelerated my ability to get in front of investors with confidence.

Alex

Alex

Private Investor / Business Owner

Private Investor / Business Owner

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