Pre-Capital Outreach Underwriting Review & Capital Positioning Advisory

Service Overview Successful capital engagement begins well before the first introduction.

This service is led by senior advisors with deep experience in underwriting, financial diligence, and institutional capital evaluation standards. We review your materials as if we were the capital partner — scrutinizing assumptions, validating structure, identifying weaknesses, and strengthening your capital story. The goal: to give funding groups clean, complete, and credible packages that command attention, not delay.

This is the most critical phase of engagement. A poorly prepared deal damages perception, burns relationships, and wastes valuable time. A sponsor who is capital-ready — with a curated data room, structured investor memo, and confident financial story — sends a completely different signal.

Centurion helps you get there.

Key Deliverables
Underwriting Readiness Checklist

Sponsor-level scoring based on structure, documentation, financial integrity, and risk mitigation.

Data Room Guidance & Curation Support

What to include, what not to, and how to structure it for investor usability.

Investor-Ready Documents
  • Polished executive summary (2–3 pages)
  • Institutional-grade investor deck (10–15 slides)
  • Financial model diagnostic or revision
  • Investment Brief Memo (6–8 pages) outlining opportunity, capital ask, deal rationale, return profile, risk mitigation, and structure
  • Cap table and use-of-proceeds summary
  • Project pipeline, permits, and contracts (if applicable)
Term Sheet Coaching

Non-binding structure draft language to prepare for early investor conversations.

Capital Fit Assessment

Identification of suitable capital categories based on project type, structure, and risk-return profile.

Engagement Fee Structure

Pricing is engagement-based and reflects the strategic depth and technical refinement required at this stage.

All fees are fixed and non-contingent. Final amounts depend on sector, documentation quality, timeline, and depth of revision required.
Engagement Type Fee Range Scope
Full Underwriting Review & Capital Readiness Package $35,000 – $85,000+ Includes all deliverables above plus investor presentation coaching
Add-On: Financial Model Rebuild or Overhaul $10,000 – $40,000 Based on scope and assumptions complexity
Ongoing Capital Advisory Retainer (Optional) $8,000 – $20,000/month Iterative refinements, responses to investor diligence, and dynamic support through capital engagement cycles
Final fees depend on sector, documentation quality, timeline, and depth of revision required. All fees are fixed and non-contingent — not indexed to capital raised or transaction outcomes.
Related Pages

This service is delivered within CGC’s structured advisory framework. Review our process and approach pages for full engagement context, fee structures, and sponsor expectations.

Regulatory Disclosures

Centurion Global Capital provides strategic consulting services to support institutional capital readiness. We are not a broker-dealer, investment adviser, or placement agent and do not solicit investments or provide investment advice.

All materials and deliverables are developed for informational and positioning purposes only and do not constitute an offer, guarantee, or solicitation of funding of any kind. No assurance is given that any engagement will result in financing, a completed transaction, or any specific outcome.

Fees described on this page are compensation for advisory and consulting services rendered. They are not contingent on, indexed to, or computed as a percentage of capital raised or transactions closed.

Clients are advised to consult with their legal, financial, and tax advisors for regulated guidance in those respective areas.