Erol Advisory

Sell Side M&A Transaction Services

A bold vision is the foundation of every successful venture, but the right guidance transforms it into reality. We empower startups and businesses at every stage of the investment journey, helping them refine their strategies, secure funding, and connect with global investors. With our expertise and international network, we navigate complexities and open doors to new opportunities. Take confident steps toward sustainable growth. Let’s shape the future together🚀

Pitch Deck Services

Investors typically spend just a 4 minutes reviewing a pitch deck, which means every second counts.

Custom Pitch Deck Creation: We collaborate with you to develop a tailor-made pitch deck that captures your vision and highlights your value. 

Deck Refinement & Review: Already have a pitch deck? We refine your message, design, and structure to ensure every slide delivers maximum impact.

STEP1: Tell Us About Your Startup

Begin by reaching out with a brief introduction to your startup and what you need:

  • Do you need a pitch deck built from scratch?
  • Are you looking to refine and enhance an existing one?
  • Would you like expert feedback on your strategy and financials?

In a 30-minute intro call, we’ll dive into your vision, understand your goals, and explore how we can craft the most compelling pitch deck for you.

After the call, we’ll provide a tailored proposal outlining the scope of work. Before proceeding, we’ll sign a Non-Disclosure Agreement (NDA) to ensure the confidentiality of your information.

This is where we go beyond just designing slides. We refine your business model and market positioning to maximize investor appeal. Our process includes:

  • Problem-Solution Fit – Ensuring your idea is validated and resonates with investors.
  • Market & Opportunity Analysis – Identifying untapped customer segments and potential pivots for scalability.
  • Unique Value Proposition – Clearly differentiating your startup from competitors with strong positioning.
  • Investor-Ready Financials – Presenting growth, sustainability, and scalability metrics effectively.

By aligning strategy with storytelling, we create a pitch deck that not only impresses but also strengthens your overall business approach.

Once completed, your pitch deck will be polished, professional, and ready to captivate investors. Whether for fundraising, competitions, or strategic partnerships, you’ll have a powerful tool to communicate your startup’s potential with confidence.

Team player presenting client our M&A pitch preparation

CFO as a service

Imagine having a seasoned CFO by your side, guiding you through every financial decision, without the full-time executive cost. 

With our CFO as a Service, you get access to high-level financial expertise when you need it. 

From financial planning and budgeting to risk management and forecasting, we deliver the insights and strategies that help you make smarter, faster, and more confident decisions.

Strategic Financial Planning & Advisory

We work closely with you to develop a customized financial strategy, aligning long-term planning, budgeting, forecasting, and scenario analysis with your business goals.

Our reports go beyond standard financial statements. We provide industry-specific metrics, including SaaS startup analytics, offering deep insights that drive smarter business decisions.

Effective cash flow management is key to sustainability. We help you optimize liquidity and working capital, ensuring you can meet expenses, invest in growth, and adapt to unexpected changes.

We create detailed budgets and forecasts, serving as a financial roadmap for your business. By comparing actual performance with projections, we help you stay on track and meet financial targets.

From market fluctuations to compliance risks, we proactively identify and mitigate financial threats, safeguarding your business’s financial health and stability.

Planning a merger, acquisition, or fundraising round? We prepare financial records, conduct due diligence, and ensure your business is investor-ready, presenting organized, accurate data for potential buyers and partners.

We handle tax compliance, financial reporting, internal audits, and regulatory documentation ensuring transparency, accuracy, and adherence to industry standards.

Whether raising capital, restructuring finances, or preparing for an acquisition, we provide expert financing strategies and investor relations support to help you secure the right funding.

 

We analyze financial data to uncover opportunities for cost reduction, process optimization, and profitability improvement, helping your business run more efficiently.

As your virtual CFO, we provide data-driven financial insights for key business decisions—whether it’s expansion, product launches, or partnerships—ensuring you make informed choices that drive success.

Our CFO reviews the financial projection of the business before investment round

Fundraising Process

Fundraising is a pivotal moment for any startup, and being fully prepared can significantly impact your success. We empower you to navigate the process with confidence, providing two essential tools:

  1. A compelling pitch deck that clearly communicates your vision and captivates investors.
  2. Investor-ready financials that showcase your startup’s growth potential and meet investor expectations.
STEP 1: Assessment & Positioning

We evaluate your fundraising readiness, identify gaps, and refine your positioning to attract investors.

We develop or refine your pitch deck, integrating market insights, competitive analysis, and a strong value proposition

We build detailed financial models that showcase scalability, revenue potential, and investor-fit growth projections.

We curate and engage a list of investors aligned with your business and funding goals.

From pitch prep to tailored communication, we ensure every interaction builds trust and credibility.

We help you secure the best terms while protecting your vision and equity.

We organize and present key documents, ensuring a smooth investor review process.

We guide you through final agreements and fund transfers, ensuring a seamless close.

A step-by-step fundraising process flowchart, illustrating key stages from planning and investor outreach to closing the deal

Board Advisory

Whether you’re looking to enhance board effectiveness, refine your strategic vision, or tackle specific business challenges, we collaborate with you to align your goals with actionable steps.

Long-Term Strategy Development

Crafting forward-looking strategies to capture market opportunities and align with business objectives.

Ensuring financial transparency through accurate budgets, forecasts, and performance reporting.

Streamlining processes to eliminate inefficiencies and enhance productivity.

 

Strengthening leadership and optimizing HR strategies for talent acquisition and retention.

Conducting risk assessments and ensuring regulatory compliance to protect the business.

Supporting investor communications and facilitating fundraising efforts.

Establishing KPIs to track progress and ensure strategies remain effective.

Professional board advisory meeting with executives discussing strategic decisions and corporate governance