Our Services
Built for founders preparing to raise & seeking a hands-on advisor, Grant Drive provides capital advisory with heart and hustle – from pitch development and modeling to investor outreach, closing, and ongoing strategy.
Capital Advisory
End-to-End Raise Management
Investor Package Creation - Pitch Deck, Modeling, Projections
Outline of Capital Needs and How Capital Will be Acquired
Investor Outreach
Cap Table Advisory
Management of Investor Relations and Closing Round Subscription Tickets
Other Services
Blending Tactical Finance and Sales Operations with Strategic Planning so you can map out how to grow your top line while protecting your bottom line.
Finance, Accounting, and Treasury
Fractional CFO duties
Bank Optimization & ERP Connectivity
Best Practices - FX Hedging, Payment optimizations, liquidity planning, notional pooling, investment policy statements
Accounting & treasury management system implementations, RFP coordination
Sales
CRM system implementations & optimizations
Sales strategy development, go-to-market & productivity improvement
AI & Workflow Automation for sales and service teams
Exit Planning & Ready For Sale
Where Strategic means Tactical - how you get shiny on the inside & out for buyers
Revamp on internal systems for easy operations
Understand positioning in the market, valuation & potential buyers
Securities offered through GT Securities, Inc., member FINRA, SIPC.

