Capital Strategy & Financial Storytelling:

At COO Strategies, we help clients crystallize their financial narratives to unlock growth, attract capital, and navigate transactions with confidence. In partnership with Amplify Consulting Services and other advisory firms, we deliver investor-grade materials—ranging from robust financial models to investment teasers and acquisition decks—customized for each stage of a deal lifecycle.

Recent highlights include:

• Supporting a $25M capital raise for a private Generative AI platform based in Western Europe. Our work included developing detailed financial statements, building investor-ready models, and crafting both teaser and acquisition decks.

• Advising on the sale of a sole proprietorship in the South American language services sector, structuring key materials and shaping the financial story to position the business for acquisition.

Whether preparing for M&A, recapitalization, or early-stage fundraising, we bring clarity, structure, and strategic insight to every engagement—enabling our clients to lead with confidence.