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What Is Investment Advisory?
NexStone provides specialized investment advisory services to help founders, operators, and investors navigate complex financial decisions. From M&A support to deal structuring and strategic capital planning, we deliver insight-driven guidance that creates long-term value.
- Document collection & folder structure
- Pre-seed to Series A+ ready
- Branded & secure hosting
- Real-time access control & tracking
- Professional file formatting (PDF, XLS, Slides)
M&A Advisory
Strategic guidance for buying, selling, or merging businesses — with insights that balance growth, valuation, and timing.
Investment Appraisal
In-depth evaluation of project viability using NPV, IRR, ROI, and payback metrics. Scenario modeling helps ensure alignment with your strategic goals and investment thresholds.
Quality of Earnings (QoE) Analysis
A deep dive into your financials to separate recurring earnings from one-time items. Includes margin review, revenue recognition validation, and normalized EBITDA reporting — crucial for investor and acquirer confidence.
Buy-side & Sell-side Due Diligence
Custom-built due diligence for acquisitions or exits. Covers commercial, financial, and operational aspects to uncover red flags, benchmark costs, and validate synergy assumptions.
Mergers & Acquisitions Advisory
Support across the full M&A lifecycle — from identifying targets or buyers, to valuation benchmarking, LOI negotiation, and post-deal transition. Deal execution that aligns with long-term strategy.
Capital Raising Support
From data rooms and investor outreach to pitch materials and financial narratives, we prepare you to raise capital with confidence and clarity.
Investment Advisory FAQ
What is Investment Advisory?
It’s end-to-end support across your capital journey — including M&A, investor readiness, documentation, and negotiation. We make sure you’re structurally and strategically prepared for high-stakes investor conversations.
Do I need this if I already have a lawyer?
Yes. Lawyers handle legal documents — we focus on the financial strategy, structure, and investor expectations. Think of us as the financial layer between your business and the investor’s checklist.
Who are these services for?
Founders, startups, or SMEs preparing for:
Capital raises
Mergers & acquisitions
Strategic exits
Investor conversations
Internal growth strategy realignment
What deliverables do you provide?
Depending on your needs:
A full investor data room (or just the templates)
Clean, structured financials
Deal breakdowns & cap tables
Risk & red flag analysis
Investor-specific pitch support
How do we get started?
Depending on your needs:
A full investor data room (or just the templates)
Clean, structured financials
Deal breakdowns & cap tables
Risk & red flag analysis
Investor-specific pitch support
We follow global financial standards and practices outlined by the CFA Institute and Investopedia.
Let’s get your deal investor-ready.
We’ll help you organize your fundraising materials into a clean, investor-friendly data room — fast. Book your free audit now.