Build engagement
Turn Your Investment Strategy Into a Repeatable Operating Model.
A transparent, auditable underwriting model built around your strategy — structured so your team can run it, defend it and reuse it on the next deal without rebuilding.
Fit
Who this is for
- Sponsors rebuilding a spreadsheet for every transaction
- Firms whose model is understood by exactly one person
- Teams whose returns cannot be traced back to their drivers
- Operators preparing models for institutional diligence
Context
The problem this solves
An inherited spreadsheet is not an operating model. It is a liability that happens to produce numbers.
- Hardcoded values buried inside formulas
- No separation between inputs, calculations and outputs
- Sensitivity analysis is manual and rarely run
- The waterfall does not match the documents
Output
What we deliver
- Structured model with clean input, calculation and output layers
- Deal-level and portfolio-level return outputs
- Distribution waterfall aligned to your intended structure
- Built-in sensitivity and downside scenario tooling
- Assumption documentation and source notes
- Investor-facing summary output tab
- Recorded walkthrough and team training session
Ownership
What you own
- Delivered as a native, unlocked, unprotected file
- No macros, add-ins or external dependencies required to run it
- Documentation lets a new analyst pick it up cold
- You are free to modify, extend and distribute it internally
Boundaries
What this is not
- We do not validate market data, rent comps or third-party projections
- Model outputs are not forecasts, guarantees or projections of actual results
- We do not opine on the legal accuracy of waterfall terms — counsel does
- Assumptions are yours; we structure and stress them
Process
How the engagement runs
01
Discover
Review existing models, strategy and how decisions get made.
02
Design
Agree the architecture, outputs and level of granularity.
03
Build
Construct the model in stages with checkpoint reviews.
04
Test
Stress the logic, run scenarios and reconcile against a past deal.
05
Handoff
Documentation, walkthrough and training for your team.
Related
Engagements that pair with this
Entry point
Deal Review
A structured first look at a specific transaction — the underwriting logic, the capital stack, the story and the gaps — so you kno…
Fractional leadership
Fractional Chief Investment Officer
Investment thesis, screening standards and a documented decision process — the discipline an institutional allocator expects to se…
Fund track
Fund Readiness
An honest assessment of whether a fund is the right vehicle for you right now — measured against track record, capital base, opera…
Get a model your team can actually run.
Start with a review of the model you have and what it needs to become.
Disclosures
RAW Capital Raise provides strategic, operational and advisory services. We are not a broker-dealer, investment adviser, law firm or accounting firm. Nothing on this page is an offer to sell or a solicitation to buy securities, or a recommendation regarding any investment. Engagements do not include the sale of securities or the receipt of transaction-based compensation. Clients are responsible for engaging their own legal, tax, audit and compliance advisers, and all final decisions remain with the client.