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Capital Raising Consultant

Many organizations and individuals have yet to see the true power of how powerful sales automation techniques can be for capital raising. Did you know that it takes eight email follow ups to receive a meeting? After all, sales is just numbers.

While we have had successes primarily within financial institutions, it is important for one to understand that from all of the engagements we have been on that we can apply lessons learned from other industries or organizations to your industry.

The future of capital raising will be interesting in regard to regulation A, amongst securitization of startups through the issuance of bonds at 85% of net income.

We are uniquely qualified to assist you in capital raising services:
  • Studied from Indiana University's Entrepreneurship program
  • Graduated from Wharton for Banking and Capital raising
  • We know us how to describe businesses to the proper stakeholders.
  • We have a  robust banking network to assist with capital raising
  • We can help you with sales automation techniques to help you raise any type of capital.
                Michael Kelly                   SPOC, SMC, SAMC
Capital Raising Consultant
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Michael has over a decade of experience working with fortune 500 firms in various capacities as a Capital Raiser. ​Success stories have included developing email campaigns for start up hedge funds, having large connections on Wallstreet, as well as in Silicon Valley to kick off your fundraising experience. 

Success Stories

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As a member of PMI, I highly recommend Mike as he has guided several senior consulting engagements at IT departments though the Agile transformation process. Mike is tenacious, and his work ethic is second to none. Mike is a subject matter expert in banking, data science tech, and project management. I'm following his company Investment Science and so should you.

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Joe Skarulis

Vice President
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Citigroup, Inc.

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Professional Project/Product Management services.
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Bledi Ismaili

Project Manager 
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​Blueprint Fusion

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Michael posses a great depth of knowledge in project management and finance technology. He played a key role in execution of few project initiatives at IDB. He worked well to complete the project under tight deadlines. He would be a great resource for any organization.

Sanjay Tejankar, MBA

Senior Consultant 
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​Israel Discount Bank

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Michael was my manager at IDB. He was very kind and always went out of his way to help and guide the project team. If you need a problem solved , he will try his best to help you . He is very responsive and a great team player.

Helen Jacubovics

Lead Business Analyst
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IDB Bank

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​Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses on on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholder groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President
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Israel Discount Bank

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Why Hire Us?

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How much is the service?​
The cost can vary depending on the services you need. 
Our consultants charge anywhere from  $80-$200 per hour.

What are you guaranteed? 
Objective consulting without compromise.
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