Investor Pitch Deck and Private Placement Packaging

Notice. This page is informational and general in nature. Any engagement remains subject to scope, diligence, and third-party approvals. Obtain independent legal advice for offering documents and enforceability. FG Capital Advisors does not act as a broker-dealer, underwriter, or placement agent as principal.

Investor Materials and Private Placement Packaging

Most raises fail for boring reasons: unclear cash flow mechanics, weak disclosures, messy data rooms, and documents that do not match each other.

We build lender and investor-ready materials around contracts, controls, and reporting so professional capital providers can run diligence without guessing.

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What We Produce

Investor pitch deck built around evidence, not slogans
Investment memo / credit-style memo that anticipates underwriting questions
Offering memorandum draft and exhibits pack for counsel review and finalization
Project or portfolio information memorandum for debt and infrastructure raises
Data room index, disclosure tracker, and Q&A workflow
Model outputs, sensitivities, and reporting templates aligned to covenants

Best Fit Use Cases

Private credit raises, warehouse lines, and structured debt programs
Infrastructure and project pipelines needing a lender-facing pack
Real asset platforms preparing for refinancing, recapitalization, or portfolio funding
Sustainability and energy transition capex where reporting and evidence must be tight

If your raise depends on technical performance, we can align model outputs and assumptions via Financial Modelling for Renewable Energy Projects.

Deliverables Map

Deliverable	Purpose	What Capital Providers Look For
Investor Deck	Decision-grade overview that frames the opportunity and the ask	Clear economics, contracts, execution plan, and credible downside narrative
Investment Memo / Credit Memo	Underwriting document that answers diligence questions before they are asked	Risk register, mitigants, covenant logic, security and controls, reporting plan
Offering Memorandum Draft	Disclosure and terms draft for counsel review and finalization	Consistent disclosures, accurate terms, aligned exhibits, no gaps between marketing and legal
Information Memorandum	Lender-facing pack for project and portfolio financing	Cash flow mechanics, sources and uses, milestones, conditions precedent, controls
Data Room Index + Disclosure Tracker	Reduce back-and-forth and keep diligence controlled	Order, version control, completeness, and fast response to Q&A
Reporting Templates	Make covenant and investor reporting repeatable post-close	KPI definitions, audit trail, allocation and impact tracking where relevant

The goal is simple: one coherent set of documents where the deck, memo, model, and disclosures all match.

Offering Memorandum and Private Placement Memorandum

In many markets, an Offering Memorandum and a Private Placement Memorandum are used as terms for a private offering disclosure document. We support the commercial drafting, evidence pack, exhibits, and version control, and we coordinate handoff to securities counsel for legal review and finalization.

If your raise is debt-focused, we typically anchor around a lender-style memo plus a clean data room, then layer the offering document workflow as needed.

Engagement Procedure

Step	Sequence	Commercial Output
1. Intake and scope	Define the raise, investor type, structure, timeline, and required documents.	Workplan, document list, and data room index.
2. Diligence capture	Collect contracts, financials, project evidence, and operational facts. Identify gaps.	Risk register, evidence requests, and Q&A tracker.
3. Drafting and alignment	Build the deck, memo, and draft offering materials with consistent terms.	Aligned document set ready for counsel and investor review.
4. Review and release	Coordinate counsel review where applicable and finalize deliverables for outreach.	Final pack, clean data room, and update cadence.

Start here: Client Intake.

Common Failure Points We Fix

Deck claims that are not supported by contracts, operating data, or evidence
Offering draft and investor materials that contradict each other on terms or risk
Missing controls: proceeds routing, reporting cadence, and governance
Data rooms with no structure, no version control, and slow Q&A response loops

FAQ

Do you provide legal advice or replace securities counsel?

No. We support commercial drafting, evidence packs, and coordination. Legal review and final offering documentation should be handled by qualified counsel.

Do you sell “design-only” pitch decks?

No. Our work is underwriting-driven. The output must survive diligence, not just look good.

Do you also place capital?

We can support structuring and introductions depending on the mandate and jurisdiction, subject to compliance boundaries and third-party approvals. See Private Placement Debt Advisory.

What do you need to start?

Basic issuer profile, last 2 to 3 years financials (or project economics), contracts, capex plan, and your target raise. Apply here: Client Intake.

Apply with your file and target raise. If the opportunity is executable, we will revert with the exact document set, sequencing, and a build plan.