Fundraising takes more than a great idea. It takes experience and an understanding of what resonates with today's investors. Being able to articulate your business concept is everything. Without clear communications, even the best of ideas can languish. We apply lessons learned from decades of fundraising experience to today’s marketplace. We don’t only have deep-seated relationships to present to our founders. We provide our clients with the right tools to ensure that their ideas are investable and messaged so that projects excite the target audience: the investors.
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Introduction to the gamut of investors including venture capital, private equity, hedge funds, family offices and pension fund capital
Marketing and public relations, including thought leadership collateral
Pitch deck critique or rewrite, including full template design, implementation and branding continuity throughout your deck
Perfect your skills to deliver the right pitch tailored to your audience
Configure a secure, online repository of information for the storing and distribution of your documents
Preparation of all documentation including PPM and financials
Stonecrest Partners is a boutique independent financial services provider. Built on a legacy of personalized service and trust and founded by institutional traders, the firm focuses on achieving superior results for retail and institutional clients. Stonecrest Partners is the marketing name for the subsidiaries of Stonecrest Holdings, LLC and its affiliates.
Securities are offered through Stonecrest Capital Markets, Inc., a member of FINRA and SIPC. Investment products include fixed-income, equities/options, alternative investments, private placements, 1031 Delaware Statutory Trusts (DSTs), mutual funds, and various insurance products.
Investment advisory services offered through Stonecrest Advisors, Inc.