Pre-Capital Outreach
& Underwriting Review.
Before a project is introduced to a capital partner, it must pass the most important test: credibility under scrutiny. CGC helps sponsors present an investable, de-risked opportunity aligned with institutional standards and funder expectations.
Capital engagement begins before the first introduction.
“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.
Credibility is earned before the meeting — not during it.
Sophisticated capital allocators decide within the first read whether a deal warrants their time. The materials, the structure, and the framing carry that decision — not the pitch. CGC builds packages that earn the second meeting.
Centurion helps you get there.
Everything an institutional reviewer expects to find.
Sponsor-level scoring based on structure, documentation, financial integrity, and risk mitigation. The checklist surfaces the exact gaps a capital reviewer will identify — so they can be closed before introduction, not after.
What to include, what not to, and how to structure it for investor usability. A well-organized data room signals operational discipline; a poorly organized one signals the opposite — regardless of the underlying quality.
The complete document set institutional reviewers expect to receive in a first-look package:
- Polished executive summary (2–3 pages)
- Institutional-grade investor deck (10–15 slides)
- Financial model diagnostic or revision
- Investment Brief Memo (6–8 pages) covering opportunity, capital ask, deal rationale, return profile, risk mitigation, and structure
- Cap table and use-of-proceeds summary
- Project pipeline, permits, and contracts (where applicable)
Non-binding structure draft language to prepare sponsors for early investor conversations — including realistic frameworks for valuation, control, economics, and protective provisions.
Identification of suitable capital categories based on project type, structure, and risk-return profile. The right capital category for a project is not always the most accessible one — fit drives outcomes.
Engagement-based pricing. Fixed and non-contingent.
Pricing reflects the strategic depth and technical refinement required at this stage. 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 assumption complexity |
| Ongoing Capital Advisory Retainer (Optional) | $8,000 – $20,000 / mo | Iterative refinements, responses to investor diligence, dynamic support through capital engagement cycles |
Start with a $500 review.
If you have an existing capital package, project deck, or financial model, start with our $500 Stage One Institutional Review. The review tells you exactly which deliverables on this page you actually need — and which gaps would disqualify your package today. Written brief delivered within 3-5 business days.
Centurion Global Capital LLC is a strategic advisory and consulting firm. CGC is not a registered broker-dealer, investment adviser, or fiduciary under U.S. federal or state law, and does not solicit investments, negotiate transaction terms, or offer or sell securities of any kind. All advisory services are provided for strategic planning and preparation purposes only pursuant to executed written consulting agreements. All fees are fixed, pre-agreed, and non-contingent — not indexed to, computed as a percentage of, or triggered by capital raised or transaction outcomes. CGC is not a licensed CPA firm. Edward Gleason holds an individual CPA license and a Series 65 license each in his individual or separate registered capacity outside of CGC. No assurance is given that any engagement will result in financing, a completed transaction, or any specific outcome. Nothing on this website constitutes an offer or sale of securities.