Capital Advisory 
Wall Street-caliber diligence for a private growth raise
Closed a private growth capital investment for a digital media management business with full financial modeling, valuation, and direct investor diligence support.
Kyle Hjelmeseth
Founder and CEO
G&B Digital Management, digital media management
Services delivered
01
The problem
- Preparing for a private growth capital investment with no in-house finance team.
- Multiple potential investors running simultaneous due diligence processes.
- Need for investment-banking-caliber financial analyses, industry overviews, and competitive benchmarking.
- Requirement for full valuations including discounted cash flow and projections.
02
The engagement
- Staffed a Wall Street / Investment Banking caliber financial analyst dedicated to the raise.
- Built the full operating plan, financial model, and DCF / projection package.
- Compiled industry overview and competitive benchmarking materials for investor decks.
- Managed the multi-investor diligence process end-to-end, including direct calls and Q&A with investment funds.
03
Outcomes
- Client characterized the raise as one they would not have been able to handle without us.
- Investor-facing materials and modeling were delivered at a quality level the client compared to investment banking work.
- Diligence questions from multiple funds were fielded directly by our analyst, freeing the founder to run the business.
“Remote Financial Services provided us with a Wall Street / Investment Banking caliber financial analyst who handled it all beautifully, from modeling to diligence. He even fielded calls and answered questions from investment funds. We would not have been able to handle the process without Remote Financial Services.”
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