Deal Materials and Memorandums
We help you create all the marketing materials needed for the transaction including teaser, CIM, decks, OMs, IMs etc.
Capital Raising Advisory
We prepare the financial models, valuation, and investor materials that make your company investment-ready — the same standard institutional investors expect. Where there’s a fit with our investor network, we make introductions. Where requested, we also support negotiation and deal structuring alongside your existing relationships. Raising capital ultimately depends on investor appetite and market conditions — our job is to make sure you’re not the reason a good opportunity gets passed over.
Industries
Pharmaceutical & Life Sciences
Financial Services & PE/VC
Healthcare
Digital Assets & Fintech
Infrastructure & Energy
Consumer Retail & E-Commerce
Real Estate
TMT
How We Help Clients
Financial Due Diligence
We help you better understand the financial positioning and identify potentials financial risks that can impact the transactions.
Merger and Acquisition
We support you throughout the entire M&A lifecycle, from strategic rationale and carve-out, deal economics, to post-merger integration, ensuring the maximization of transaction value.
Business Valuation & Modeling
We help with the LBO, M&A modeling and business valuation supported with detailed analysis and diligence
Vendor Due Diligence
We apply rigorous independent analysis to assets destined for sale from the perspective of the buyer. Zimark’s vendor due diligence consulting services helps companies minimize risks, speed the sales process, and maximize value creation.
Post Merger Integration
We work with you at early stage of the deal to create day one strategies that will maximize the potential of the transactions through direction readjustments, talent management, technology, governance and incentive framework, culture re-branding, segment marketing strategies to achieve maximized synergies alignment.
Pre-deal and Commercial Due Diligence
We apply rigorous analysis to assets destined for sale to rigorously assess the potential synergies for the acquisition.
Carve Out
We enabled you to capitalize on part of your business to maximize the value of sale while allowing you to focus on your business operation to maintain existing value before the transaction is closed and plans are set.
Support for Startup Capital Raising
For pre-revenue and early-stage startups, we provide comprehensive support in the capital-raising process.
Data Room
We set up your data room and establish a seamless pipeline for capital raising and handle all the heavyliftings, allowing you to focus on running your business. Our approach ensures your company maintains stable metrics to attract investors.
- Pitch Deck & CIM
- Financial Model, Valuation, Cap Table
- Teaser
- Deal Pipelines & Investor Outreach
- Legal
Pitch Deck & CIM
The key to attracting investors is capturing their attention from the start.
We craft customized pitch decks designed to do just that. Our team includes senior research analysts with international investment banking experience, Bay Area venture capitalists with insider fundraising knowledge, financial modelers with CFA will help you craft pitch deck not only backed by design but diligence.
Every pitch deck is tailored to highlight your company’s unique selling proposition (USP), clearly articulate your business purpose, and provide a comprehensive view of market size, key competitors, core products, business model, leadership team, and financials. Our goal is to present a compelling narrative backed by accurate, relevant data—persuading investors, banks, and potential funders alike.
In addition to Pitch Decks, we will also compiled CIM to help investors jumpstart their deal review and diligence process.
Financial Model & Pro Forma
At Zimark, we understand that financial modeling is the backbone of a robust business plan and Confidential Information Memorandum (CIM), offering a strategic lens into your company’s scalability, valuation, and potential investor returns. Our approach goes beyond projections, embedding scenario and sensitivity analyses to arm you with the insights needed to steer negotiations and instill confidence during the capital raising process.
We build financial model from scratch, tailoring every assumption, metric, and driver to your unique business model and go-to-market strategy—relying on templates only when they enhance efficiency, not as a crutch. Grounded in rigorous commercial diligence, our models seamlessly align with your business plan or CIM, delivering precision that resonates with stakeholders.
Our valuations draw from precedent transactions and proprietary data, ensuring credibility and fluency in the language of sophisticated investors. In a process where details define success, we eliminate the risk of flawed logic or shaky data, building models that stand up to the due diligence —so you can deliver the pitch with confidence.
Valuation, Return, and Cap Table
At Zimark, our Valuation, Return, and Capitalization Table service delivers meticulously crafted, Bulge-bracket level analyses. Valuations are grounded in market precedents, returns are projected through sophisticated financial modeling, and capitalization tables clearly outline ownership and dilution scenarios. Every analysis is precisely tailored to your enterprise, backed by comprehensive due diligence, and designed to empower your capital raise with confidence.
Teaser
In today’s fast-paced investment landscape, time-constrained investors often find lengthy pitch decks impractical for initial reviews—making a concise investment teaser indispensable. These focused, one-page summaries distill key insights into a clear, digestible format, allowing investors to quickly assess your opportunity and decide whether to explore further.
At Zimark, we craft investment teasers that spotlight your company’s core strengths—whether it’s innovative offerings, seasoned leadership, or a competitive edge. Designed for versatility, these teasers enhance outreach efforts, from targeted email campaigns to broader engagement strategies, positioning your business to secure funding with precision and impact.
Deal Pipelines & Investor Outreach
At Zimark, our deal pipeline service transforms the capital raising journey by expertly managing your business’s marketing efforts and pinpointing the ideal investors for precision outreach.
We harness meticulously curated contact lists and a curated network of venture capital, private equity, and angel investor contacts across the US, Asia, and Europe — matched by sector focus, ticket size, and stage preference—to identify high-potential prospects aligned with your strategic goals, whether they’re venture capitalists, private equity firms, or angel investors seeking opportunities in your sector.
Our seasoned team streamlines the investor selection process, conducting in-depth analysis to ensure compatibility with your valuation, growth stage, and vision, sparing you the complexity of sifting through endless options. This allows you to concentrate on crafting a persuasive pitch for scheduled meetings and sustaining your business’s upward momentum throughout the capital raising process.
By optimizing every touchpoint—from initial outreach to deal closure—we keep your pipeline robust, your growth trajectory on track, and your focus where it belongs: securing the funding to propel your enterprise forward.
Legal
Legal documentation is coordinated through our affiliated legal team. Zimark Advisory does not provide legal advice directly.
At Zimark, our capital raising legal support service ensures your funding process is seamless and compliant, delivering expertly drafted documentation to safeguard every transaction.
We prepare critical instruments like share transfer agreements, term sheets, and subscription agreements, alongside other vital deal-closing documents such as shareholders’ agreements, investment contracts, and board resolutions.
Our team navigates the complexities of equity allocation, investor rights, and regulatory requirements, tailoring each document to your deal’s unique structure—whether it’s securing venture capital, private equity, or angel investment.
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Selected Experience
- Education & Real Estate, Greater China: Led capital raise for an international school campus development. Executed with a global private equity firm and a Chinese strategic investor.
- Life Sciences, United States: Lead advisor for capital raise supporting commercialisation of a novel cancer therapy. Risk-adjusted NPV model, drug pipeline analysis, regulatory timeline scenarios. Facilitated introductions to Asia-based pharmaceutical investors.
- Hospitality, Japan: Advised an early-stage hospitality business on its capital raise. Investor materials, financial model, and investor outreach support.
Frequently Asked Questions
What is Zimark Advisory and how does it work?
Zimark Advisory is an independent advisory firm headquartered in Tokyo. We advise startups, middle-market companies, family offices, and PE/VC investors directly — senior-led, conflict-free, and without the overhead of a traditional firm. Clients are onboarded to an AI-powered portal for project tracking, document exchange, and data room management, so you focus on decisions, not admin.
What kinds of engagements do you take on?
We work across three pillars: Financial Advisory & Analytics — FP&A, valuation, and fractional CFO support for operators and family offices; Transaction Advisory — the full M&A pipeline from pre-deal diligence and financial modelling through to closing; and Quant Investment Research — cross-asset research and macro strategy for funds and platforms.
How much does it cost to work with Zimark?
Engagements are structured as hourly (open-ended, tracked via our client portal), fixed-fee (milestone-based for defined deliverables), or monthly retainer (dedicated capacity for ongoing relationships). Where Zimark acts in an advisory capacity on a transaction — not pure analytical heavy-lifting — a success fee component applies alongside the retainer. Scope and budget are agreed upfront.
Our Team Brings Experience From Leading Institutions
KPMG
Delloite
EY
PWC
BAML
UBS
Amazon
IBM Institute
Google
Morgan Stanley
JPM
HSBC
CICC
国泰君安
中信