Get Deal-Ready.
Built for Builders.
BOOJEE Estate helps founders prepare the materials a fundraise or sale demands — decks, models, data rooms, and investor lists — and coordinate with the licensed bankers and advisors who run the regulated parts of a deal.
Important: BOOJEE Estate is not a registered broker-dealer, investment bank, or investment adviser, and is not FINRA- or SEC-registered. We do not raise capital, place securities, underwrite offerings, or provide investment, securities, tax, or legal advice. We provide preparation and coordination support and can help you engage licensed professionals for the regulated parts of any transaction.
Preparation & Coordination Support
We help you build the materials and organize the process. The regulated steps stay with the licensed bankers and advisors you engage.
Fundraise Materials
Pitch narrative, investor deck, teaser, and cap-table summary for growth-stage companies. We help you tell a clear story and build a target investor list — you and your licensed advisers run the outreach and any securities offering.
Data Room & Diligence Prep
Organize and structure a diligence data room, checklists, and document indexes so a process moves faster. Access-controlled and, where useful, watermarked — set up to support your counsel and bankers.
Debt Package Prep
Help assembling the materials lenders ask for — a credit summary, financial package, and use-of-proceeds narrative — and organizing a shortlist of potential lenders to approach with your advisers.
Options & Planning Support
Facilitation and research support for board and management discussions — comparable research, scenario framing, and process planning. This is organizational support, not investment, securities, tax, or legal advice.
Financial Modeling
Build and pressure-test the operating model, forecast, and returns scenarios a fundraise or sale needs. See our Financial Modeling service for detail.
Advisor Coordination
Help you identify and engage licensed bankers, broker-dealers, and attorneys for the regulated parts of a transaction, then keep the workstreams and timeline organized across everyone involved.
A Clear, Four-Step Prep Process
A straightforward path from first conversation to a deal-ready package handed to your licensed advisers.
Intake & Scope
Share your objective — under NDA if you prefer. We review what materials exist, what's needed, and agree the scope and flat fee in writing.
Build the Package
We prepare the deck, financial model, and supporting materials, and help structure a diligence-ready data room and target list.
Coordinate Advisers
We help you engage licensed bankers, broker-dealers, and attorneys who run the regulated outreach and any securities offering.
Support the Process
We keep the workstreams, timeline, and documents organized across your advisers so the process stays on track through close.
Flat-Fee Preparation Packages
Scope and fees are agreed in writing before work begins. We do not charge success or transaction-based fees on any raise or deal.
- Review of existing deck & financials
- Gap assessment vs. what investors expect
- Target investor / buyer research
- Prioritized prep roadmap
- Recommended licensed advisers to engage
- Pitch deck & teaser build
- Financial model & scenarios
- Diligence-ready data room setup
- Target investor / buyer list
- Coordination with your licensed advisers
- Process & timeline management support
- Ongoing materials & model updates
- Data room upkeep
- Process & document coordination
- Prep for board and investor meetings
- Cancel anytime, month to month
Round-Size Planning Tool
Sketch Out a Round
A simple illustration to help you frame conversations. It is not a prediction, valuation, offer, or promise of capital, and it is not investment advice. Actual outcomes depend on market conditions, your business, and the licensed advisers you engage.
How We Work
Questions Before You Start
What exactly does BOOJEE Estate do here?
We provide preparation and coordination support for founders and management teams pursuing a fundraise or M&A process. That means building and refining pitch decks, information memoranda, financial models, and data rooms, organizing a target investor or buyer list, and helping you coordinate with the licensed bankers, broker-dealers, and attorneys who run the regulated parts of a transaction. BOOJEE Estate is not a broker-dealer, is not FINRA- or SEC-registered, and does not solicit investors, place securities, or provide investment or securities advice.
Do you raise capital or place securities for us?
No. Raising capital and placing securities are regulated activities that must be performed by a licensed broker-dealer or the company itself under applicable securities laws. We prepare materials and help you organize and manage the process, and we can help you engage a licensed banker or broker-dealer to handle the regulated steps. We do not take a success fee or transaction-based compensation on any securities transaction.
How is your fee structured?
Our preparation and coordination work is billed on a flat-fee or project basis, agreed and disclosed in writing before any work begins. We do not charge transaction-based or success fees tied to funds raised or deal value. Any fees charged by a licensed banker, broker-dealer, or attorney you engage are separate and set by them.
How do you handle confidentiality?
We can begin with a mutual NDA before any sensitive materials are shared. Data rooms we help you build are access-controlled and can be watermarked. We do not share your information with third parties without your explicit written consent.
How long does preparation take?
It depends on scope and how much material already exists. A focused deck-and-model refresh can take a couple of weeks; a full information memorandum, model, and data room build takes longer. Overall transaction timelines are driven by market conditions and the licensed advisers running the process, which are outside our control.
Request a Prep Consultation
Tell us what you're working toward. A member of our team will follow up — under NDA if requested.