M&A Advisory · Independent
VentureFi helps founders and operators get acquisition-ready, exit-ready, and deal-ready — with senior M&A support at a flat, transparent rate.
Services & pricing
Start with a structured readiness review, or engage VentureFi as your dedicated M&A advisor on a monthly basis.
A structured buy-side assessment before you commit capital or sign an LOI. Know exactly what you're getting into.
A pre-market sell-side assessment so you go to market strong — with the right valuation, narrative, and documentation.
Ongoing acquisition support for buyers actively sourcing, evaluating, and closing deals. VentureFi acts as your embedded deal team on a monthly retainer basis.
Full-process exit management for business owners ready to go to market. From positioning through close, VentureFi runs the deal so you can run your business.
What's included
| Deliverable | ARR · Buy-side | ERR · Sell-side |
|---|---|---|
| Valuation analysis | ✦ | ✦ |
| Financial model / pro forma | ✦ | ✦ |
| Deal structure review | ✦ | — |
| IOI / LOI drafting | ✦ | — |
| Go / no-go memo | ✦ | — |
| Data room readiness | — | ✦ |
| Teaser / one-pager | — | ✦ |
| Buyer positioning narrative | — | ✦ |
How we work
No retainers, no bloat. You know exactly what you're getting before anything starts.
We review your deal situation and confirm whether ARR, ERR, or a monthly engagement is the right fit.
Clear deliverable list and timeline confirmed before work begins. Flat fee or monthly rate agreed upfront.
Financial models, memos, and deal documents delivered — built for investor and counterparty scrutiny.
We walk through findings together and map out your path forward — whether that's a deal or a pivot.
Book a free discovery call. We'll assess your situation and recommend the right engagement — no pitch, no pressure.
lvelazquez@venture-fi.com