the goals of accredited and institutional investors.
showing our ability to connect capital with opportunity.
The Team Behind
the Capital.
CÌAAN is powered by experienced leaders, sharp minds, and passionate professionals committed to shaping the future of capital matchmaking.
Our People and Leadership.
Open Positions.
Explore opportunities to join a dynamic team driving capital solutions for innovative businesses and strategic investors.
CÌAAN is seeking a highly motivated Investment Analyst to support deal origination, financial analysis, and investor engagement. This role plays a key part in evaluating opportunities and helping connect innovative businesses with strategic capital.
- Conduct in-depth market research and financial due diligence
- Build and maintain financial models and valuation reports
- Prepare investment materials, pitch decks, and transaction summaries
- Support senior team members in client and investor interactions
- Track deal flow and maintain internal CRM systems
- 2–3 years of experience in investment banking, private equity, or consulting
- Strong analytical and Excel modeling skills
- Exceptional written and verbal communication
- Bachelor’s degree in Finance, Economics, or a related field
- Passion for innovation, entrepreneurship, and capital markets
CÌAAN is looking for a driven Capital Formation Associate to support investor syndication efforts and capital raise execution. You will collaborate with internal teams and our investor network to accelerate deal timelines and optimize investor engagement.
- Support capital raise execution and closing processes
- Manage investor CRM and prepare outreach materials
- Assist in preparing capital stack structures and investment narratives
- Work with legal and structuring teams to align investor documentation
- Track investor activity and feedback
- 3–5 years of experience in private placements, IR, or fundraising
- Familiarity with institutional investor dynamics
- Excellent communication and relationship-building skills
- Bachelor’s degree in Finance, Business, or related field
- Confidence managing high-stakes, deadline-driven workflows
CÌAAN is seeking experienced sector specialists to lead high-conviction capital mandates. You’ll originate and guide deals in your domain (AI, infra-tech, energy, digital assets, etc.), leveraging CIAAN’s global network.
- Originate and lead strategic capital raises in your sector
- Structure and present investment materials for UHNWIs and institutions
- Collaborate with the investment team to shape positioning and pricing
- Engage directly with founders, GPs, and allocators
- Guide cross-border execution and close strategy
- 7+ years in investment banking, VC, PE, or strategic finance
- Deep sector knowledge and investor network in target vertical
- Proven track record leading private market transactions
- Strategic, commercial mindset with high EQ
- MBA or relevant postgraduate qualification preferred
We are expanding our legal and compliance function with a sharp, solutions-oriented counsel who understands private capital markets. You'll oversee structuring, documentation, and regulatory frameworks.
- Review and advise on private placement docs and deal terms
- Ensure global AML/KYC compliance across investor engagements
- Liaise with external counsel and regulatory bodies
- Support internal teams with structuring and risk frameworks
- Maintain document control and legal recordkeeping
- 5+ years legal experience in finance, funds, or corporate law
- Familiarity with global securities regulations and exemptions
- Strong attention to detail and cross-border structuring
- JD, LLB, or equivalent legal qualification
- Comfortable operating in fast-paced, high-trust environments
CÌAAN is looking for a highly skilled capital markets sales professional with deep relationships across institutional allocators and family offices. You’ll lead investor conversations, guide diligence, and drive deal participation.
- Build and manage allocator relationships across UHNWIs and LPs
- Present opportunities and manage investor follow-through
- Align deal opportunities with specific investment mandates
- Collaborate with internal teams to optimize investor materials
- Track investor engagement metrics and feedback
- 5+ years in institutional fundraising, sales, or IR
- Established allocator relationships preferred
- Excellent verbal and written communication
- Results-driven, self-managed, and commercially astute
- Bachelor’s degree or equivalent experience
Your Questions, Answered.
Find answers to common questions about our services, processes, and how we connect investors with growth opportunities.
1. What Is Your Track Record In Capital Raising?
CÌAAN has successfully raised over $2B (USD) for clients globally, spanning diverse sectors and industries. Our expertise is demonstrated through our network of 2M+ relationships with accredited investors and access to approximately $70B in total verified liquidity. With 300,000+ monthly investors actively seeking opportunities to deploy capital.
2. What Industries Do You Specialise In?
We specialise in a wide range of rapidly growing industries such as fintech, healthcare, renewable energy, technology, decentralised finance, logistics, premium real estate projects. Our focus is to be at the forefront of the industries poised for transformative growth over the next decade.
3. Who Are Your Typical Clients?
Our clients include high-growth ventures, established corporations, and innovative startups seeking strategic capital. Recent clients range from technology firms pursuing international expansion to real estate developers driving large-scale growth initiatives.
4. How Much Capital Can You Raise?
We typically handle capital raises ranging from $IM to $500M (USD). However we have access to investors who have the capacity to deploy up to $5B (USD) on a single transaction. We tailor solutions to meet your specific funding needs and have the right investors for every transaction.
5. What Types Of Investors Are In Your Network?
Our network includes 2M+ accredited investors with $70B (USD) in verified liquidity. These comprise institutional investors, family offices, private equity firms, venture capitalists, and high-net-worth individuals.
6. How Long Does It Take To Raise Capital?
The capital-raising timeline varies depending on the complexity of the deal, however most clients see results within 90 to 180 days.
7. How Does Your Firm Differ From Traditional Investment Banks Or Placement Agents?
CÌAAN combines the prestige and global reach of traditional investment banks and capital firms with the agility and deal-to-deal focus of a boutique operation.
8. What Capital Types Can You Help Clients Raise?
We specialize in equity, debt, and hybrid structures, tailoring each solution to align with the client's strategic goals while optimizing financial outcomes.
9. Is Your Firm Licensed And Registered?
CÌAAN operates as a globally compliant capital advisory firm, ensuring adherence to regulatory standards across all jurisdictions in which we operate.
10. How Are Investors Vetted Within Your Network?
We conduct rigorous KYC due diligence on all investors, ensuring alignment with our clients' objectives. Our process includes assessing financial capability, investment history, and strategic alignment to guarantee the highest quality matches.
11. What Happens After Capital Is Raised?
Our partnership doesn't end once capital is secured. We provide post-deal support, assisting with fund deployment strategies, operational scaling, and maximising investor return on investment.
12. How Do I Get Started & What Can I Expect During The Initial Consultation?
Getting started is simple. Schedule a consultation with our team of ex-investment bankers and venture capitalists. During this session, we'll assess your capital needs, explore potential strategies, and outline a tailored plan to meet your objectives.
1. What is the step-by-step process for raising capital with your firm?
CÌAAN’s proprietary 7-step capital raising framework is engineered for precision and efficiency, ensuring that our clients secure funding faster and more effectively than any other method available today:
Capital Strategy Development – We begin with an intensive, bespoke capital strategy session, analyzing your business model, financials, and growth objectives to create a strategic roadmap for the raise.
Document Preparation – Our team crafts institutional-grade financial models, investor memorandums, and term sheets, ensuring your business is investor-ready from day one.
Strategic Positioning & Asset Design – We develop high-impact pitch decks and investor presentations that convey your value proposition with precision and influence.
Marketing & PR Execution – Your deal is positioned in top-tier financial media (Forbes, TechCrunch, WSJ) to enhance credibility and investor interest.
Investor Matchmaking & Outreach – We leverage our curated network of 2M+ accredited investors to ensure targeted introductions to capital providers with aligned investment theses.
Negotiation & Deal Structuring – Our ex-investment bankers drive every investor interaction, structuring term sheets and closing deals at maximum valuation.
Execution & Scaling Strategy – Once capital is secured, we ensure funds are deployed strategically for sustainable growth and long-term success.
From investor introductions to term sheets and closing, we run a fully done-for-you capital raise—you focus on scaling, while we handle the capital.
2. What kind of information do I need to provide?
To optimize our engagement and ensure precise investor targeting, we require:
Financials: Historical & projected P&Ls, balance sheets, and cash flow statements.
Business Overview: Industry positioning, revenue model, customer acquisition strategy.
Capital Objectives: Target raise amount, use of funds, and ideal capital structure (equity, debt, hybrid).
Competitive Landscape: Market analysis, competitive advantages, and differentiators.
Legal & Compliance: Cap table, existing agreements, and any regulatory considerations.
These data points allow us to craft a high-conviction investment case that accelerates investor engagement
3. How do you determine which investors are the right fit for my business?
CÌAAN operates with precision matchmaking—every investor is meticulously vetted for alignment across:
Sector & Thesis Match: We ensure investors have direct experience and active interest in your industry.
Stage & Ticket Size Fit: We only introduce capital providers who invest at your stage, within your funding range.
Strategic Value-Add: Beyond capital, we prioritize investors who bring strategic advantages—market access, M&A potential, or operational expertise.
Our 2M+ accredited investors range from PE firms, venture capitalists, family offices, sovereign wealth funds, and institutional investors—ensuring optimal capital alignment.
4. What happens if I don’t raise the full amount?
Our capital raising model is engineered for certainty and momentum. In the rare case where a full raise isn’t met:
We recalibrate the investor approach based on real-time feedback.
We introduce structured funding alternatives (bridge capital, convertible notes, revenue-based financing).
We position you for staged capital infusion, securing an initial tranche to unlock further investment traction.
At CÌAAN, our capital raising success rate is unmatched because we deploy a relentless, data-driven approach—ensuring that capital doesn’t just get sourced, but gets closed.
5. Do you help with valuation and deal structuring?
Absolutely. Our capital markets team, composed of ex-investment bankers from some of the world’s top institutions such as Goldman Sachs, Blackstone, KKR, and Carlyle Group, ensures:
Valuation Optimization: We apply institutional-grade valuation methodologies (DCF, comps, precedent transactions) to maximize your valuation while ensuring investor buy-in.
Deal Structuring: From equity splits to liquidation preferences and anti-dilution clauses, we structure terms that safeguard your upside while keeping deals investor-friendly.
Term Sheet Negotiation: We drive negotiations to secure capital on your terms, leveraging our capital markets expertise to ensure optimal outcomes.
CÌAAN ensures that every dollar raised translates to long-term strategic value—not just short-term liquidity.
6. What strategies do you use to attract investors?
Our approach to investor attraction is rooted in credibility, exclusivity, and strategic positioning:
Curated Deal Flow – Investors trust CÌAAN because we only present high-quality, vetted opportunities.
Top-Tier PR & Media Exposure – We position your business in top publications such as Forbes, Bloomberg, WSJ, and TechCrunch, building credibility before the first investor meeting.
Direct Access to Institutional Investors – With $70B in verified liquidity, our investor network spans PE firms, hedge funds, sovereign wealth funds, and family offices actively seeking investment opportunities.
High-Impact Investment Materials – Our team crafts world-class pitch decks, financial models, and investment memos that command investor attention.
Precision Targeting & Personalized Outreach – We don’t rely on mass pitches. Every investor approach is hyper-personalized and data-driven, ensuring high conversion rates.
This multi-layered investor engagement strategy guarantees rapid traction with decision-makers—not gatekeepers.
7. Do you assist with pitch deck creation and investor presentations?
Yes. We design, script, and refine every investor-facing asset to ensure clarity, impact, and persuasion.
Investor-Grade Pitch Decks – Built for institutional investors, combining compelling storytelling with financial rigor.
Investment Memorandums – A deep-dive document covering all investment fundamentals with Wall Street-level precision.
Financial Models & Projections – Robust, data-backed forecasting to demonstrate scalability and investor ROI potential.
Every asset is designed to convert capital, not just impress.
8. What role does due diligence play in the capital raising process?
Due diligence is non-negotiable—and we ensure you are bulletproof before engaging investors.
Financial & Operational Audit – We preempt investor scrutiny by conducting forensic-level reviews of financials, legal structures, and operational scalability.
Investor Readiness Testing – We simulate investor Q&A sessions, ensuring you and your materials withstand the most rigorous investor questioning.
Regulatory & Compliance Safeguarding – Our team ensures that all documentation is structured to meet SEC, FINRA, FCA, and global regulatory standards, preventing compliance roadblocks.
By ensuring seamless due diligence, we accelerate term sheet issuance and deal closing.
9. Can you raise capital for early-stage startups, or do you focus on later-stage businesses?
CÌAAN specializes in raising $1M–$500M+ across all business stages.
Early-Stage Startups ($1M–$10M Raises) – We engage angel investors, seed-stage VCs, and strategic capital sources for disruptive early ventures.
Growth-Stage Companies ($10M–$100M Raises) – We tap into PE firms, venture debt, and family offices for high-traction businesses.
Later-Stage & Pre-IPO ($100M–$500M+ Raises) – We engage sovereign wealth funds, institutional investors, and public market strategies.
Regardless of stage, our methodology maximizes valuation, minimizes dilution, and ensures investor alignment.
10. How do you ensure confidentiality when presenting businesses to investors?
Investor transparency and client confidentiality are paramount.
Strict NDAs & Investor Vetting – All investors undergo KYC verification and sign NDAs before receiving any confidential materials.
Controlled Data Room Access – Secure, monitored investor access ensures only serious capital providers engage with your data.
Selective Exposure – We never engage broad investor pitches—each deal is selectively introduced to a pre-matched investor subset to minimize information leakage.
At CÌAAN, confidentiality isn’t just a policy—it’s a foundational principle of how we protect and position our clients.
1. What criteria do you use to match businesses with investors?
CÌAAN operates with precision matchmaking—we don’t just introduce businesses to investors; we introduce them to the right investors. Our matching process considers:
Investment Thesis Alignment – We analyze investor mandates across industry, stage, geography, and risk appetite to ensure perfect synergy.
Check Size & Funding Capacity – We ensure investors have the liquidity and appetite to fund your full raise or multiple tranches as needed.
Strategic Value-Add – Beyond capital, we prioritize investors who bring industry expertise, market access, and long-term partnership potential.
Speed & Decision-Making Capability – We focus on investors who are actively deploying capital now, bypassing slow-moving funds and tire-kickers.
With $70B+ in verified liquidity across 2M+ accredited investors, our matchmaking process is an exact science, not a numbers game.
2. What is the typical profile of investors in your network?
CÌAAN’s investor network consists of the world’s top capital allocators:
Private Equity Firms – Deploying capital in high-growth, cash-flow-positive companies and buyouts.
Venture Capitalists – Investing in technology, innovation, and high-growth startups across Seed to Series D+.
Family Offices – Ultra-high-net-worth individuals (UHNWIs) and institutional family offices seeking direct investment opportunities.
Institutional Investors – Pension funds, sovereign wealth funds, hedge funds, and insurance firms with large-scale capital mandates.
Strategic Corporate Investors – Fortune 500s and global conglomerates looking for acquisitions, strategic investments, or joint ventures.
Angel Syndicates & Super Angels – A curated subset of high-conviction, ultra-liquid angel investors writing $500K–$5M checks.
We don’t work with speculative investors, tire-kickers, or those who lack execution capability—only serious, decision-making capital providers.
3. Do you work with angel investors, venture capitalists, private equity, or institutional investors?
Yes—we cover the entire investment spectrum, ensuring businesses connect with capital sources that align with their stage, industry, and growth strategy:
Angel Investors & Super Angels – Ideal for early-stage companies raising $1M–$5M.
Venture Capitalists – Focused on scalable, high-growth companies seeking $5M–$100M across Seed to Series D+.
Private Equity Firms – Deploying $25M–$500M+ in later-stage, high-value businesses with strong cash flow.
Institutional Investors – Allocating $100M+ for large-scale infrastructure, real estate, M&A, and late-stage growth capital.
CÌAAN ensures direct access to decision-makers—not associates or gatekeepers.
4. Can you connect me with international investors?
Absolutely. CÌAAN operates across six global financial hubs—New York, Miami, London, Singapore, Sydney, and Dubai—giving our clients direct access to global capital pools.
We source investors across:
North America – U.S. hedge funds, venture capital, and private equity giants.
Europe – Sovereign wealth funds, institutional investors, and high-net-worth European family offices.
Middle East & Asia – Abu Dhabi, Singapore, and Hong Kong-based sovereign funds, corporate investors, and family offices.
Australia & Emerging Markets – Strategic investors focused on high-growth sectors like fintech, renewables, and deep tech.
International capital often commands higher valuations and brings strategic expansion opportunities—we leverage these advantages.
5. Are your investors active participants in the business, or do they take a passive role?
It depends on the investor class and deal structure:
Passive Investors – Institutional investors, sovereign wealth funds, and many PE firms prefer hands-off capital allocation, seeking strong ROI without operational involvement.
Active Investors – Strategic corporates, family offices, and venture capitalists often take board seats, provide advisory roles, and leverage industry expertise to accelerate business growth.
Before introducing investors, we determine the level of involvement you desire and tailor our investor outreach accordingly.
6. What is the typical check size investors write?
Investor check sizes vary by stage, sector, and investor type, but typically fall within:
Angel Investors & Syndicates: $500K–$5M
Venture Capital (Seed to Series A): $2M–$25M
Venture Capital (Series B–D): $25M–$100M
Private Equity Growth Capital: $50M–$500M
We ensure investors can fully fund your capital raise without needing excessive syndication or multiple small checks.
7. How many investors will I be introduced to?
CÌAAN delivers precision, not volume—introducing your business to pre-vetted investors ready to deploy capital.
Investor Universe Access: 2M+ accredited investors with $70B+ in verified liquidity.
Highly Curated Introductions: Expect 50–1,000 targeted investor engagements over a 180-day period.
Focused One-on-One Meetings: Every introduction is pre-qualified, eliminating dead-end conversations.
Unlike traditional firms that take a spray-and-pray approach, we prioritize precision matchmaking to maximize conversion rates.
8. Do you help with negotiating investor terms?
Absolutely. Our ex-investment bankers and venture capitalists lead all negotiations, deal structuring, and term sheet finalization to:
Maximize Valuation – Leveraging real-time market data and multiple investor bids to optimize equity dilution.
Protect Founder Interests – Ensuring favorable liquidation preferences, anti-dilution clauses, and voting structures.
Structure Investor-Friendly Deals – Balancing equity vs. debt, negotiating warrants, convertible instruments, and earnouts.
Close Deals Efficiently – Eliminating investor bottlenecks, legal hurdles, and unnecessary delays.
CÌAAN isn’t just a capital introduction firm—we drive deals to close on your terms.
1. What types of capital can you help raise (equity, debt, convertible notes, etc.)?
CÌAAN provides access to a full spectrum of capital solutions, ensuring our clients secure funding structures that maximize growth while optimizing cost of capital.
We specialize in:
Equity Capital – Venture capital, private equity, growth equity, pre-IPO funding.
Debt Financing – Senior debt, subordinated debt, venture debt, revenue-based financing.
Convertible Securities – SAFE notes, convertible debt, structured equity.
Hybrid & Alternative Structures – Mezzanine financing, royalty-based financing, SPVs.
M&A Capital – Roll-up strategies, acquisition financing, recapitalizations, leveraged buyouts (LBOs).
Bridge & Special Situation Financing – Short-term liquidity solutions for businesses in transition.
Our capital structuring expertise ensures precision, securing capital that enhances value without unnecessary dilution.
2. Do you assist with venture capital or private equity fundraising?
Yes—CÌAAN specializes in both venture capital and private equity fundraising.
Venture Capital Fundraising ($1M–$100M+)
Ideal for high-growth, disruptive startups raising Seed, Series A, B, C+.
Access to top-tier VCs, angel syndicates, corporate venture arms.
Direct introductions to investors with thesis-aligned sector expertise.
Private Equity Fundraising ($25M–$500M+)
Targeted at scalable, cash-flow-positive businesses seeking buyouts, expansion, or recapitalization.
Investor network includes top-tier PE firms, sovereign wealth funds, and institutional investors.
Execution of structured deals, debt-equity hybrids, and strategic co-investments.
We don’t just introduce capital—we structure deals that align with your long-term vision.
3. Can you help with bridge financing or mezzanine financing?
Absolutely. CÌAAN secures bridge and mezzanine financing solutions to provide interim capital for:
Bridge Financing – Short-term capital to cover liquidity gaps before larger rounds, exits, or IPOs.
Mezzanine Financing – Hybrid structures (subordinated debt + equity upside) to fund expansions, buyouts, or M&A.
Structured Credit Solutions – Asset-backed loans, revenue-based financing, and convertible debt.
These structures minimize dilution while ensuring companies can scale, acquire, or bridge funding gaps.
4. Do you provide access to government grants or subsidies?
CÌAAN does not focus on grant writing but does provide:
Access to institutional and government-backed capital – We connect clients with development banks, sovereign funds, and strategic grant investors.
Subsidized Debt Programs – We structure low-interest government-backed debt in select sectors like infrastructure, clean energy, and biotech.
Public-Private Partnerships (PPPs) – For companies aligned with federal and sovereign-backed initiatives.
If you’re seeking non-dilutive capital in strategic industries, we can structure government-backed financing solutions.
5. Can you help raise capital for roll-ups, acquisitions, or buyouts?
Yes—CÌAAN specializes in M&A financing, including:
Roll-Up Strategies – Raising capital to consolidate fragmented industries through acquisitions.
Leveraged Buyouts (LBOs) – Structuring debt/equity for acquiring majority stakes in businesses.
Growth & Acquisition Capital – Funding strategic expansions, buy-side deals, and recapitalizations.
Minority & Majority Buyouts – Structuring capital solutions for owner exits, PE-led buyouts, and management-led takeovers (MBOs).
We secure capital from PE firms, institutional investors, family offices, and alternative debt providers to structure buyout transactions with minimal founder dilution.
6. What is the difference between equity financing and debt financing?
Equity Financing
Involves selling shares in exchange for capital.
No repayment obligation, but dilutes ownership and control.
Typically used for high-growth, scalable ventures (startups, expansion-stage companies).
Debt Financing
Capital borrowed with a fixed repayment schedule and interest.
No dilution, but requires strong cash flow for repayment.
Includes bank loans, venture debt, asset-backed loans, and bonds.
Key Decision Factors:
High-growth tech startups → Venture capital/equity.
Cash-flow-positive businesses → Debt/mezzanine financing.
Acquisitions & buyouts → Hybrid structures (equity + debt).
CÌAAN ensures you secure the optimal structure to maximize valuation, minimize dilution, and fuel long-term growth.
7. How do SAFE notes and convertible debt work?
SAFE Notes (Simple Agreement for Future Equity)
A founder-friendly, equity-based instrument that converts into equity in future financing rounds.
No interest, no maturity date—designed for early-stage fundraising with minimal downside for founders.
Used in Seed & Series A rounds as a flexible capital-raising tool.
Convertible Debt
A debt instrument that converts into equity at a discount during future funding rounds.
Includes interest, maturity date, and possible repayment requirements.
Used when raising capital from investors who want downside protection but potential equity upside.
Key Differences:
SAFE = equity-first, no repayment. Convertible debt = debt-first, eventual equity conversion.
CÌAAN helps structure and negotiate investor-friendly terms to optimize founder equity and investor confidence.
8. Can I raise funds without giving up equity?
Yes—CÌAAN secures non-dilutive funding solutions that provide capital without sacrificing ownership:
Venture Debt – Structured loans with equity warrants but minimal dilution.
Revenue-Based Financing (RBF) – Capital in exchange for a fixed % of revenue, no equity loss.
Asset-Backed Loans – Securing debt against tangible assets (real estate, equipment, IP).
Grants & Government Subsidies – Select industry-specific non-dilutive capital.
Strategic Joint Ventures & Licensing Deals – Monetizing IP without equity dilution.
Ideal for founders who want growth capital without giving up control.
1. What are your engagement fees, retainers, and success fees?
CÌAAN operates on a performance-driven fee structure, ensuring full alignment with our clients’ success. Our fees typically include:
Engagement Fee – A one-time fee to initiate the engagement, covering strategic advisory, investor readiness assessment, and documentation preparation. (add the same Engagement fee table as on terms of engagement)
Retainer – A monthly fee for ongoing capital raising execution, investor negotiations, and deal structuring. (add the same retainer table as on terms of engagement)
Success Fee – A percentage of the capital raised, payable only upon successfully closing funding.
Our fee structure is designed to be competitive, transparent, and results-oriented, ensuring that clients receive a fully managed capital raising solution without excessive upfront costs.
Disclaimer: All Terms of Engagement Are Tailored to the Complexity and Specifics of Each Individual Deal. All Pricing Is In USD.
2. How do your fees compare to traditional investment banks?
CÌAAN delivers a superior capital raising solution at a fraction of the cost of traditional investment banks.
Investment Banks typically charge large retainers ($250K–$500K+), high success fees, and additional fees for document preparation and advisory.
CÌAAN operates on a more flexible model, minimizing upfront costs while ensuring investors are secured faster and more efficiently.
Speed & Execution – Unlike investment banks, which often have long timelines and bureaucratic processes, CÌAAN guarantees targeted investor outreach and warm introductions within weeks, not months.
CÌAAN provides Wall Street-level capital raising services without the excessive fees or inefficiencies of traditional banks.
3. Do I need to pay upfront before you start raising capital?
Yes. CÌAAN requires an engagement fee and retainer before initiating the capital raise. This fee is not just a formality—it covers the real, tangible hard costs associated with deploying our team of ex-investment bankers, venture capitalists, and capital markets specialists, along with the infrastructure that powers our systematic, results-driven capital raising process.
We are not a firm that merely facilitates introductions to a handful of investors and hopes for the best. If you are looking for someone to "open doors to a few close relationships" in exchange for a success fee, we are not the right fit. CÌAAN is a trusted, results-driven capital raising partner, relied upon by leading businesses, private equity firms, and high-growth startups to secure funding consistently through a structured, repeatable, and proven process.
Your upfront fee goes toward:
Dedicated expert team – Capital markets professionals executing investor outreach, negotiations, and deal structuring.
Investor readiness & strategic positioning – Ensuring your business is properly packaged to attract serious capital.
High-level investor engagement – Targeted introductions to decision-makers, not speculative outreach.
Marketing, PR, and exposure – Elevating your business’s credibility through strategic media positioning and investor communications.Investor tracking & conversion – Managing, filtering, and negotiating with investors throughout the process.
Our process is what the best in the industry rely on to raise capital consistently. We don’t gamble on investor interest—we execute a system that ensures funding success. If you're serious about executing a capital raise with precision, we are the right partner.
4. Is there a refund policy if I don’t raise capital?
CÌAAN operates on a performance-driven model, meaning our success fee is only payable upon securing capital. However, engagement fees and retainers are non-refundable because they cover the extensive, real costs of executing a highly sophisticated capital raise—including investor research, financial structuring, outreach, and deal execution.
This is precisely why we have a rigorous application process—we do not engage with just any business. If we extend an agreement, it is because we have thoroughly vetted your business, market positioning, and capital requirements and have a high degree of confidence that, barring unforeseen black swan events, we will successfully secure the capital.
We don’t engage in speculative capital raising or hope that a few warm introductions result in funding. We engineer capital raises through a structured, high-probability system. Our track record of successfully securing $1M–$500M+ in capital for our clients is built on rigorous deal selection and an execution framework that delivers results.
If you’re looking for a firm that is willing to “take a chance” on raising capital with no clear process, we are not the right fit. But if you want a trusted, results-driven capital partner that operates with the same precision as the world’s top investment banks and private equity firms, then CÌAAN is the right firm for you.
5. What percentage of the funds raised do you take as a fee?
Our success fee structure varies based on the type of capital raised, deal size, and complexity.
Schedule your Strategic Consultation to receive a tailored Success Fee quote based on your deal structure and capital needs.
Our fees are structured to be competitive, transparent, and aligned with market standards, ensuring clients secure optimal capital without excessive dilution.
6. Do you take an equity stake in the businesses you work with?
CÌAAN does not require an equity stake as a condition of working with clients. However, in select cases, we may negotiate equity participation in high-growth ventures where long-term strategic alignment exists.
Our primary focus is securing capital for our clients, not taking ownership. When equity participation is considered, it is structured as a co-investment alongside investors, ensuring full alignment with growth and value creation.
7. Are there any hidden costs involved?
No. CÌAAN operates with full transparency, and all fees, engagement terms, and success structures are clearly outlined before the engagement begins.
No hidden advisory fees – Everything is disclosed upfront.
No surprise investor charges – We do not take backend fees from investors or inflate terms.
No unnecessary delays or additional costs – Our process is structured for efficiency and execution.
CÌAAN is committed to providing a clear, results-driven, and fully transparent capital raising process, ensuring clients know exactly what to expect at every stage.
1. How long does it typically take to raise capital?
The minimum timeframe to raise capital is typically 45 to 60 days, but most engagements have a six-month term to allow for a thorough and strategic fundraising process. While we move with speed and precision, our approach is conservative and structured to ensure that every investor engaged is a strong match and that negotiations are handled professionally to maximize valuation and deal success.
For smaller raises ($1M–$5M), timelines tend to be shorter, while larger raises ($50M+) require longer due diligence, negotiations, and structuring. The exact timeline depends on factors such as investor interest, deal complexity, and market conditions, but our process is designed to execute efficiently while securing the best possible outcome.
2. What factors affect the speed of raising capital?
Several key factors influence how quickly capital is secured:
Investor Readiness – Businesses with well-prepared financials, strong governance, and clear growth strategies secure funding faster.
Market Conditions – Economic cycles, interest rates, and investor appetite impact how quickly capital moves.
Sector & Business Model – High-growth, scalable businesses in strong sectors (technology, infrastructure, private equity) typically attract faster investor engagement.
Capital Structure & Deal Terms – Favorable terms and structured deals that align with investor expectations can expedite funding.
Company Track Record & Leadership – A strong management team with a proven track record improves investor confidence and speeds up decision-making.
Investor Due Diligence – Institutional investors and private equity firms require thorough due diligence, which can take time depending on the complexity of the business.
Our structured process ensures that every engagement moves efficiently, mitigating unnecessary delays while maximizing deal certainty.
3. What can I do to make my business more attractive to investors?
Investors look for well-prepared, high-conviction opportunities. To enhance your business’s attractiveness:
Optimize Your Financials – Ensure clean, audited financial statements, clear revenue models, and robust cash flow projections.
Strengthen Your Growth Strategy – Investors want to see a clear roadmap for scaling and achieving strong ROI.
Build a Strong Leadership Team – Investors bet on teams as much as they do on business models. A proven, experienced management team is key.
Demonstrate Market Traction – Recurring revenue, customer adoption, and strategic partnerships make businesses more investable.
Ensure a Clear Exit Strategy – Investors need to understand how they will see returns—whether through IPOs, M&A, or other liquidity events.
Align with Investor Mandates – Knowing which investors are the right fit before outreach begins increases efficiency and engagement success.
CÌAAN ensures that every client is packaged and positioned as a premium investment opportunity, significantly improving investor interest and funding outcomes.
4. How do market conditions impact my ability to raise funds?
Market conditions play a critical role in capital availability, investor appetite, and deal structuring.
Bull Markets (Strong Economic Cycles) → More aggressive capital deployment, higher valuations, and greater investor appetite.
Bear Markets (Downturns, Recessions) → Stricter investor due diligence, lower risk tolerance, and higher scrutiny on cash flow stability and profitability.
Interest Rate Environments → Higher interest rates reduce access to debt financing and shift investor focus toward profitability over growth.
Sector-Specific Trends → Some industries thrive regardless of macro conditions (e.g., AI, cybersecurity, renewable energy), while others become cyclical.
CÌAAN actively monitors market dynamics and tailors investor targeting accordingly, ensuring our clients are always positioned for success, regardless of economic conditions.
5. What is the typical success rate for businesses raising capital with your firm?
CÌAAN maintains an exceptionally high success rate because we are selective in our engagements. Unlike firms that take on any client and hope for a deal, we ensure that every business we work with is fundable before we begin the process.
Success Rate: Over 90% of businesses we engage successfully raise capital.
Investor Engagement: Clients receive 1,000+ targeted investor meetings over a six-month engagement.
Deal Execution: We structure and negotiate every aspect of the deal to maximize valuation and close rate.
Our rigorous application process ensures that if we engage with a business, we have high conviction that capital will be secured—barring unforeseen circumstances.
6. What are the biggest reasons businesses fail to raise capital?
While CÌAAN’s structured process significantly improves success rates, businesses that struggle to raise capital typically face one or more of the following challenges:
Lack of Investor Readiness – Poorly prepared financials, incomplete documentation, or weak business fundamentals.
Unrealistic Valuation Expectations – Overpriced deals without clear justifications for valuation turn investors away.
Weak Business Model or Traction – Investors look for companies with clear revenue streams and scalable models.
Leadership & Execution Risk – Unproven teams or lack of a clear operational strategy raise red flags.
Market Timing & Sector-Specific Headwinds – Some industries experience downturns that impact capital availability.
Inflexibility in Deal Terms – Businesses that refuse to adjust terms based on market conditions often lose potential investors.
Insufficient Investor Targeting – Many businesses fail simply because they are pitching the wrong investors.
At CÌAAN, we mitigate these risks from day one by ensuring businesses are positioned for investor success before introductions begin. Our data-driven, structured capital raising process eliminates uncertainty and maximizes funding outcomes.
1. Is your firm licensed and registered?
Yes, CÌAAN operates with full licensing and regulatory compliance across global financial jurisdictions. We maintain broker-dealer relationships and regulatory chaperone partnerships worldwide, ensuring that we are licensed and registered in every relevant market, regardless of investor geography, deal structure, or capital type.
This global compliance infrastructure allows us to:
Facilitate capital raises across multiple jurisdictions while adhering to the regulatory frameworks of each country.
Ensure transactions comply with SEC, FCA, ASIC, MAS, DFSA, and other financial regulatory bodies, depending on the investor location and deal structure.
Mitigate legal and compliance risks for both investors and issuers, providing a seamless capital-raising experience.
CÌAAN’s institutional-grade legal oversight ensures that every transaction is structured to meet the highest regulatory and compliance standards worldwide.
2. What legal documents are required to raise capital?
The legal documentation required depends on the type of capital raise, investor class, and jurisdiction. However, common documents include:
Investor Memorandum / Private Placement Memorandum (PPM) – Outlining investment terms, risks, and disclosures.
Subscription Agreement – The legal contract between the investor and the company.
Securities Filings – SEC Form D for U.S. exempt offerings, FCA filings in the UK, and equivalent filings in other jurisdictions.
Cap Table & Shareholder Agreements – Ensuring clarity on ownership structure and investor rights.
Financial Statements & Due Diligence Reports – Supporting investment decisions with detailed financial data.
Term Sheets – Establishing key investment terms before formal agreements.
CÌAAN ensures that all required documentation is structured, compliant, and investor-ready, eliminating legal bottlenecks during the fundraising process.
3. Do I need a lawyer before engaging with investors?
While a lawyer is not required before engaging with investors, legal representation is highly recommended when finalizing investment agreements.
CÌAAN works closely with specialized securities attorneys to ensure that all transactions are structured to comply with regulatory requirements and investor expectations. Our legal counsel collaborates directly with your legal team to streamline negotiations, review contracts, and address any legal complexities.
By working alongside your legal counsel, we ensure that:
Investment agreements are structured in your best interest
Regulatory and compliance risks are fully mitigated
Term sheets, subscription agreements, and shareholder rights are aligned with your objectives.
Our integrated approach to legal oversight ensures a seamless capital-raising process, minimizing delays while protecting your long-term interests.
4. How do you ensure deals comply with SEC regulations?
CÌAAN operates with full SEC compliance by:
Utilizing licensed broker-dealers for regulated transactions
Filing all necessary securities documentation, including SEC Form D for exempt offerings
Ensuring investor accreditation verification, aligning with Reg D, Reg A+, Reg S, and other exemptions
Maintaining strict adherence to anti-money laundering (AML) and Know Your Customer (KYC) requirements
Structuring offerings in accordance with global securities laws, including the FCA, ASIC, and other financial regulators
Every capital raise is structured to fully comply with U.S. and international securities regulations, mitigating legal and compliance risks for both issuers and investors.
5. What happens if an investor backs out after committing?
Investor commitments are typically secured through binding agreements to minimize the risk of withdrawal. However, if an investor backs out:
We leverage our investor pipeline – CÌAAN ensures that multiple investors are engaged simultaneously, reducing reliance on any single investor.
We enforce contractual protections – Commitment letters, term sheets, and legal agreements are structured to minimize investor withdrawal.
We re-engage alternative investors – Our investor network is deep and diverse, allowing for rapid replacement of investors if necessary.
We assess investor reliability upfront – By conducting rigorous investor due diligence, we minimize the likelihood of last-minute withdrawals.
CÌAAN’s structured process and investor network ensure funding continuity, preventing deal disruptions.
6. Do you help with contract negotiations and term sheets?
Yes. CÌAAN’s capital markets professionals and legal partners handle all contract negotiations and term sheet structuring to ensure optimal deal terms for our clients.
Term Sheet Drafting & Negotiation – Ensuring favorable terms for valuation, liquidation preferences, anti-dilution clauses, and governance rights.
Investor & Founder Protections – Structuring agreements that protect both parties while maintaining flexibility.
Legal & Financial Optimization – Working with securities attorneys to ensure full compliance and tax efficiency.
Our team has structured billions in capital transactions, ensuring that our clients receive institutional-grade legal and financial protections in every deal.
7. How do you ensure investor credibility and legitimacy?
CÌAAN operates with a strict investor due diligence process, ensuring that every investor introduced is financially capable, credible, and aligned with the investment opportunity.
Our investor verification process includes:
KYC & AML Compliance – Verifying investor identity, source of funds, and compliance with anti-money laundering regulations.
Accreditation & Financial Capability Screening – Ensuring investors meet SEC, FCA, or equivalent jurisdictional accreditation standards.Track Record & Investment History Analysis – Reviewing investor portfolios, prior deal execution, and sector expertise.
Commitment & Intent Verification – Conducting direct engagement to confirm alignment and funding readiness.
With over 2M+ accredited investors and $70B+ in verified liquidity, CÌAAN eliminates speculative investors and ensures high-probability funding engagements.
8. Are international investments subject to different regulations?
Yes, international investments are subject to varied regulatory requirements based on jurisdiction. Key considerations include:
Cross-Border Securities Laws – Compliance with SEC (USA), FCA (UK), ASIC (Australia), MAS (Singapore), DFSA (Dubai), and other global regulators.
Foreign Direct Investment (FDI) Restrictions – Some countries impose limits on foreign capital inflows or require government approvals.Taxation & Structuring Differences – International deals may require SPVs, offshore structures, or tax-optimized vehicles.
Currency & Capital Control Regulations – Ensuring compliance with exchange controls, repatriation rules, and FX regulations.
CÌAAN navigates international regulatory landscapes with precision, ensuring seamless execution for global capital transactions.
1. What happens after I successfully raise capital?
Securing capital is only the beginning—what follows is just as critical. We ensure that funding is deployed strategically to maximize enterprise value, whether through operational scaling, technology integration, or market expansion. Many of our clients use newly raised capital to increase valuation through strategic bolt-ons, such as developing SaaS platforms, integrating AI-driven automation, or expanding into new verticals. Others focus on M&A strategies, acquiring competitors or merging with complementary businesses to accelerate growth and market positioning.
Our role doesn’t end when the capital is raised. We remain engaged to ensure the funding is leveraged effectively, keeping the business on track for long-term success and preparing for future rounds or exit opportunities.
2. Do you provide strategic support after the investment is secured?
Yes. The best companies don’t just raise capital; they execute a structured post-funding strategy to ensure that money works for them. We assist businesses in scaling operations, optimizing capital deployment, and enhancing enterprise value through smart, strategic initiatives.
Many businesses choose to increase valuation through bolt-on acquisitions, AI-driven automation, or digital transformation initiatives. Others use funding to expand into new markets, refine their business model, or acquire competitors. In every case, we provide guidance, resources, and connections to help businesses maximize the impact of their raise.
3. Can you help with investor relations and reporting obligations?
Yes. Maintaining strong investor relationships is key to securing follow-on funding, strategic partnerships, and long-term credibility. We help businesses develop structured investor communications, ensuring transparency in performance reporting, capital deployment, and strategic progress.
Investors expect regular updates, governance insights, and clear milestone tracking. Companies that manage investor relations well often find it easier to raise future rounds at higher valuations. Our team helps structure these communications, ensuring that investors remain confident and engaged, while also managing expectations realistically.
4. What should I do if I need to raise additional rounds of capital?
For companies that anticipate future capital needs, we take a long-term strategic approach to fundraising. A successful Series A should set the stage for Series B, and so on, with each round improving valuation and reducing dilution.
By working with businesses throughout their growth cycles, we ensure they optimize capital deployment, demonstrate traction, and structure investor engagement effectively before going back to the market. This means re-engaging existing investors where possible, targeting new institutional capital, and, in some cases, structuring M&A transactions that eliminate the need for additional external capital altogether.
5. How do I manage expectations with my investors?
Investor confidence is built on clear, strategic communication and execution. The most successful companies proactively align expectations with performance realities, ensuring that investors are informed, engaged, and aligned with long-term goals.
Beyond quarterly reporting, businesses must be prepared to navigate challenges, manage market shifts, and justify capital allocation decisions. By implementing a structured investor relations framework, companies maintain strong relationships that lead to follow-on investment, strategic partnerships, and long-term financial backing.
6. Do you assist with exit strategies, IPOs, or M&A deals?
Yes. Many of our clients raise capital with an eventual exit in mind, whether through an IPO, strategic sale, or acquisition. We help businesses position themselves for premium valuations, structure exit-ready financials, and engage with potential acquirers or institutional investors at the right time.
For some companies, an M&A transaction—such as merging with a strategic partner or acquiring a competitor—creates more value than an IPO or private exit. We assist in identifying these opportunities, structuring deals, and ensuring that businesses maximize shareholder returns when the time comes to exit.
An exit isn’t just about timing—it’s about preparation. We ensure businesses are structured, positioned, and connected for the best possible outcome.
1. Do I need a perfect business plan to raise capital?
No, but you do need a clear, compelling investment case. Investors are not looking for a generic business plan; they want to see a scalable model, strong leadership, and a well-defined path to ROI. While detailed financials, competitive analysis, and a structured roadmap are important, investors focus on the fundamentals that drive value—market opportunity, differentiation, execution capability, and potential for growth.
We refine and position your business to ensure it meets investor expectations, focusing on the critical components that truly influence investment decisions.
2. Can I raise capital without revenue or traction?
Yes, but it depends on the type of investors you are targeting and how compelling your business case is. Some investors fund pre-revenue companies, especially in sectors like deep tech, AI, biotech, and next-gen SaaS, where market potential outweighs immediate cash flow.
However, without revenue or traction, you need to demonstrate:
A clear market gap and a scalable solution
A strong team with a proven ability to execute
A business model that shows a credible path to revenue
Early validation—this could be LOIs, pilot customers, partnerships, or product demand
For later-stage investors, revenue and traction are essential. We ensure your investment narrative is structured to attract the right investors at the right stage of your business.
3. Is it true that only tech startups can attract investors?
No. While tech startups attract significant venture capital, investors actively deploy capital across multiple sectors. Industries such as real estate, infrastructure, healthcare, energy, financial services, and advanced manufacturing consistently secure funding from private equity firms, institutional investors, and strategic capital sources.
What matters most is:
Scalability & Profitability Potential – Investors back businesses that can grow, create value, and generate strong returns, regardless of industry.
Market Opportunity – If there’s a clear gap and your business has the right model to fill it, investors will be interested.
Execution & Competitive Positioning – Businesses that have a clear strategy and a strong team are attractive to investors, no matter the sector.
We work across all high-growth and capital-intensive industries, structuring investment cases that align with investor mandates beyond just tech.
4. Will raising capital mean losing control of my business?
Not necessarily. How much control you retain depends on how your deal is structured. With the right strategy, you can raise capital while minimizing dilution and maintaining operational control.
Key considerations:
Equity vs. Debt – Raising capital through debt or structured financing options allows you to retain full ownership.
Investor Terms – Control mechanisms like voting rights, board seats, and veto provisions can be negotiated to protect founder authority.
Multi-Round Strategy – Raising smaller, staged rounds at increasing valuations can reduce overall dilution.
We ensure our clients raise capital on terms that align with their long-term vision, balancing growth capital with founder control.
5. Do investors only care about financial projections?
No. While financial projections are a key component of any investment decision, they are only one part of the equation. Investors look beyond numbers to assess:
Market Opportunity & Competitive Edge – How your business differentiates itself and the scale of the market you are addressing.
Team & Execution Capability – Whether your leadership has the ability to execute and drive growth.
Scalability & Business Model – Investors want proof that the business can scale efficiently and generate long-term returns.
Strong financials alone won’t secure capital—investors need to see a holistic investment case that combines market potential, execution capability, and scalability. We ensure your investor narrative is compelling beyond just projections.
6. What are the biggest mistakes businesses make when raising capital?
The most common mistakes include:
Lack of Investor Readiness – Poor financials, weak business positioning, and unprepared leadership can derail investor interest.
Targeting the Wrong Investors – Wasting time pitching to investors who don’t align with your sector, stage, or funding needs.
Over- or Under-Valuation – Pricing your business too high scares off investors; pricing too low leads to unnecessary dilution.
Weak Deal Structuring – Failing to negotiate favorable terms can lead to losing control, excessive dilution, or misaligned investor incentives.
No Clear Use of Funds – Investors expect a detailed breakdown of how their capital will accelerate growth and drive returns.
We ensure businesses avoid these pitfalls by executing a structured, investor-aligned fundraising process that optimizes capital success.
7. Do I need to have an extensive personal network to raise money?
No. While having investor connections can help, CÌAAN provides direct access to 2M+ accredited investors, including private equity firms, venture capitalists, family offices, and institutional investors.
The key to successful fundraising is not who you know—it’s having the right investment narrative, investor positioning, and outreach strategy.
We ensure:
Targeted investor matching – Aligning businesses with investors actively deploying capital in their industry and stage.
High-conviction investor engagement – Ensuring investor meetings are warm introductions with decision-makers, not just casual conversations.
End-to-end deal execution – Managing negotiations, structuring terms, and ensuring investor follow-through.
With the right process, any business can access capital—regardless of their personal network.
1. Do you offer opportunities for professionals to join your team?
Yes. CÌAAN is always looking for high-caliber professionals to join our team, whether as full-time team members, independent dealmakers, or strategic partners. We operate at the highest level of capital markets execution and only bring on individuals who meet our standards of expertise, professionalism, and results-driven performance.
Opportunities exist for:
Investment professionals with backgrounds in private equity, venture capital, and investment banking.
Experienced capital raisers and dealmakers with a proven track record of executing transactions.
Strategic referral partners who have access to high-growth businesses or investor networks.
For those who can contribute to elite-level deal execution, investor engagement, and capital strategy, we provide unmatched access, resources, and compensation structures that reward performance.
2. What kind of background do you look for in team members?
CÌAAN is built on a foundation of deep capital markets expertise, strategic deal execution, and high-level investor relationships. We look for individuals who bring:
Investment Banking, Private Equity, or Venture Capital Experience – Professionals who understand institutional capital markets and structuring sophisticated deals.
Proven Track Record in Capital Raising – Individuals who have closed multimillion-dollar funding rounds and understand investor psychology.
Strategic Financial & Business Acumen – The ability to analyze businesses, structure funding strategies, and position companies for investor success.
High-Level Relationship Management – A strong network in finance, corporate development, or investor circles is an advantage.
Every member of our team is expected to operate at an institutional level, bringing expertise that directly contributes to deal success.
3. Can I work with your firm as an independent dealmaker or referral partner?
Yes. CÌAAN works with high-level independent dealmakers and referral partners who can introduce qualified businesses or investors into our ecosystem. However, we do not operate like a standard referral network—our partners must bring strategic value, industry expertise, and deep relationships that align with our capital-raising process.
Opportunities exist for:
Dealmakers who can source and structure capital transactions.
Professionals with direct access to institutional investors or high-growth businesses.
Strategic partners who can add value to the capital-raising process.
Our partnerships are performance-driven, highly selective, and structured to ensure long-term success for both parties.
4. Do you have an internship or mentorship program?
CÌAAN selectively offers internship and mentorship opportunities for individuals who demonstrate exceptional capability and a strong interest in capital markets, private equity, or venture capital.
Our internship program is designed for individuals pursuing careers in:
Investment Banking & Private Equity
Venture Capital & Capital Raising
Financial Strategy & Business Growth Advisory
Interns and mentees gain hands-on experience in capital strategy, investor engagement, and deal execution, working alongside seasoned professionals in high-level capital transactions.
Opportunities are highly competitive and reserved for those who show elite-level potential in finance, deal structuring, and business strategy.
5. What commission or incentives do you offer for successful referrals?
CÌAAN offers industry-leading commission structures and incentives for successful referrals, structured based on deal size, capital type, and level of engagement.
Direct Client Referrals – Competitive referral fees for introducing qualified businesses that successfully raise capital.Investor Introductions – Performance-based compensation for bringing institutional or strategic investors into active deals.
Independent Dealmakers – Structured incentives for individuals who facilitate and close transactions within our platform.
Compensation is tailored to reward high-level performance, ensuring that those who contribute to successful capital transactions are compensated accordingly.
We do not engage in low-value referral models—our partners operate at the highest level of capital markets, and our incentive structures reflect that.

Brendan Choi La Rosa

Marcus Lee

Amira S. Khalil
