We build everything investors expect: pitch deck, financials, narrative, data, and clarity, so your story resonates.
A fully managed, investor-ready program plus targeted outreach to warm, verified investors in your sector. No retainers or hidden fees. See some successful projects Here
We build everything investors expect: pitch deck, financials, narrative, data, and clarity, so your story resonates.
We review, refine, and restructure your startup to meet investor standards and highlight what makes you fundable.
We prepare the SEC mandatory documentation and filings and strategize the best funding journey.
For 15 years, I’ve helped more than 300+ startups prepare, package, and pitch their companies to investors. My focus is simple: make you investor-ready, build the materials investors trust, and connect you with warm, aligned capital sources. With over $320M raised across multiple sectors, I know exactly what founders need to move from story to funding, fast.
Startups supported through fundraising, investor-readiness, and growth
Capital raised across Seed, Series A, Reg. D, and Reg CF rounds
Legal Disclaimer: StartupBuddy is not a law firm and does not provide legal advice. All materials are for informational purposes only and do not create an attorney–client relationship. Consult a qualified attorney or accountant for guidance specific to your business. StartupBuddy is not a broker, dealer, or placement agent, is not registered with FINRA or the SEC, and does not solicit, negotiate, or sell securities. We do not raise capital on behalf of clients, handle investor funds, or participate in any securities transactions. No commissions, success fees, or finder’s fees are taken. All fees relate solely to investor-readiness support and outreach management. Any investor introductions are incidental and non-transactional. You are responsible for ensuring that any documents or templates meet your legal and regulatory requirements. StartupBuddy and its affiliates are not liable for any damages arising from the use of our services. Liability is limited to the amount paid for the specific service purchased. (See our Terms)
At StartupBuddy, we guide founders through every viable funding path, from early traction and prototype financing, to investor-ready structuring, to full-scale fundraising. Whether you need fast no-doc capital, a compliant Reg D raise, or a nationwide equity crowdfunding launch, we help you choose the path that fits your stage, your goals, and your runway.
Fundraising PlatformFast, flexible capital to build traction, validate MVPs, and cover early operations. Access no-doc working capital, revenue-based financing, equipment loans, and SBA programs, all designed to fund your growth without giving up equity prematurely.
Raise private capital from Friends & Family or go public-facing to accredited investors, VCs, and Angels. We provide full investor-ready materials, compliance alignment, DataRoom setup, and outreach guidance to help you run a clean, credible raise.
Launch a national fundraising campaign and open your round to everyday investors. From campaign strategy to platform selection (StartEngine, Republic, Wefunder), to pitch materials and compliance prep; we help you scale your raise to thousands of backers.
Here’s how we prepare you, structure your raise, and bring you to investors with confidence.
Pitch deck, financial model, cap table, valuation, term sheet; everything investors expect before they say yes.
We collect, organize, and validate your corporate docs, compliance, and disclosures into a clean, investor-grade DataRoom.
Choose your funding vehicle (SAFE, Note, Equity, 506(b)/(c), Reg CF). We prepare the documents, PPM, and investor accreditation process.
We design your raise structure: round size, valuation, tranche plan, investor funnel, and outreach timeline tailored to your sector.
We help you define or refine product, traction, and validation stories investors need to see to take your deal seriously.
Friends & Family, Angels, VCs, Reg CF platforms — we manage the process and connect you with warm, aligned investors.
Most founders think funding starts with a deck. It doesn’t. Investors say yes when they see structure, clarity, compliance, and readiness behind the deck.
That’s why we don’t outsource your work or act as middle-men. We work directly with you; building investor trust long before the first meeting. When everything is in place; the story, the financials, the Due Diligence, the SEC structure, the DataRoom; you earn the right to pitch. And when you pitch with that level of preparation, investors listen. I have helped over 300 founders raise more than $320M by doing one thing: making sure they’re truly investor-ready before they walk into the room.
Founder - StartupBuddy.net
From strategy to funding readiness, I work hands-on with founders to sharpen decisions, remove roadblocks, and drive results.
Friends & Family Round 506(b)
Brad helped us structure our entire Friends & Family round. He guided us through valuation, investor messaging, compliance, and clean documentation so we could raise quickly and confidently. His support gave us clarity from day one.★★★★★Upwork Client Testimonial
SBA Loan + Early Debt Funding Support
Brad and his team transformed our capital-raise strategy. His investor materials, fundraising structure, and support were far beyond what we could have built ourselves. Highly recommend him to any team looking to raise with confidence.★★★★★Upwork Client Testimonial
Equity Crowdfunding Campaign Development
Brad built our complete crowdfunding strategy — pitch deck, story, financials, and launch plan. His insight into what platforms and investors look for made all the difference. We wouldn’t be at this stage without him★★★★★Upwork Client Testimonial
VC & Angel Pitch Deck + Raise Strategy
Brad elevated our VC pitch with a focused narrative, investor-grade materials, and a fundraising strategy that got us into real conversations with angels and early-stage funds. Professional, fast, and incredibly knowledgeable.★★★★★Upwork Client Testimonial
Cross-Border Fundraising & U.S. Entity Formation
Brad guided us through setting up our U.S. entity, structuring our Friends & Family round in the UK, and preparing our startup for entry into a U.S. equity crowdfunding platform. His understanding of cross-border fundraising, compliance, and investor presentation was invaluable. We couldn’t have navigated this without his expertise.★★★★★Upwork Client Testimonial
Investor Materials + Strategy Support
Brad delivered exceptional work. He quickly understood our business, reorganized our investor materials, and gave us a clear fundraising strategy that impressed our entire leadership team. Fast, accurate, and highly experienced — absolutely 5 stars.★★★★★Upwork Client Testimonial