Typical turnaround: 3 business days

A comprehensive independent assessment of an existing fund, investment vehicle, company or capital opportunity.

We do not assess the model, deck or narrative as isolated pieces. We evaluate the complete investment case and how it is likely to hold up under sophisticated investor and diligence scrutiny.

Investment thesis and overall capital story
Financial model, projections and assumptions
Fund or vehicle economics
Return logic and investor economics
Capital structure and deployment strategy
Use of funds
Risk and downside exposure
Investor protections, where applicable
Alignment between economics, terms and narrative
Investor-facing materials
Supporting diligence structure
Internal consistency across financial and investor-facing information
Strength of the underlying opportunity, pipeline or growth case
Likely investor questions, objections and pressure points
Credibility gaps or areas requiring further substantiation

A detailed written assessment identifying material weaknesses, inconsistencies, investor friction points, financial or structural questions likely to surface in diligence, gaps in the investment logic, areas requiring clarification or restructuring, and prioritized recommendations before further investor conversations.

If the assessment identifies issues that should be addressed before the opportunity moves further into the market, TBM can implement the recommended changes.

For opportunities where the underlying structure is sound but specific areas require correction, refinement or stronger investor presentation.

Work may include financial narrative refinement, model-to-narrative alignment, assumption presentation, capital deployment and use-of-funds clarity, return and economics communication, risk and downside framing, investor-facing positioning, rewriting of specific components and preparation for anticipated investor questions.

Where the assessment identifies fundamental issues requiring substantial reconstruction of the financial model, investment narrative, investor package or underlying financial structure, TBM defines the required work and provides a separate fixed-fee proposal.

No additional work is initiated automatically following an assessment.

8% referral commission

No setup fee or monthly retainer

For firms that regularly encounter founders, companies or projects requiring investor-facing financial structure and capital-readiness support.

TBM manages the engagement directly with the referred client. Partners receive an 8% commission on qualifying professional fees actually paid to TBM.

For firms requiring ongoing senior-level support across multiple investment opportunities, vehicles or capital initiatives.

TBM operates as an external strategic resource to leadership, maintaining continuity across the firm's investor-facing financial structure and capital communications.

Areas of involvement may include investment-case pressure testing, financial models and assumptions, capital structure communication, fund or vehicle economics, investor positioning, preparation for investor conversations, diligence issues, investor-facing materials, active capital initiatives and selected leadership meetings.

$5,000/month

Up to 10 hours of reserved senior capacity per month.

For firms requiring ongoing strategic input, selected leadership participation and review without continuous execution.

$7,500/month

Up to 16 hours of reserved senior capacity per month.

For firms requiring regular leadership involvement, priority review and ongoing participation across active capital initiatives.

From $10,000/month

For deeper involvement across multiple funds, projects, investment vehicles or capital initiatives.

Monthly capacity and scope are established according to pipeline, internal resources and expected level of involvement.

Retainers reserve an agreed amount of senior monthly capacity. They do not provide unlimited access or unlimited project work.

TBM Capital Communications provides investor-facing financial structure, capital communications and capital-readiness support.

We do not raise or place capital, sell securities, act as a broker-dealer or placement agent, or provide legal, tax, accounting or securities advice. Where those disciplines are involved, our work coordinates with the firm's appropriate professional advisors.

Send us a brief overview of the opportunity, current structure and what you need assessed.